Novo Nordisk

Investors, which company in your portfolio do you understand its business best?

Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.

Novo Nordisk shares fell 9% today following news that the weight loss drug CagriSema was not as effective as expected in clinical trials. Investors may not be happy with such news, but on the other hand, this decline can be used to increase the position.

What do you think about this news? Are you buying $NVO after today's drop?

Investors, do you find $LLY or $NVObetter ?

Both companies have very similar businesses and compete with each other. With $NVO, they may be at risk of tariffs that Trump might impose, and their drug may not be as popular in the US. Still, $NVO currently looks more interesting to me , which is why I've been shopping around this year. I think the stock is undervalued and the...
Read more

European stocks have been relatively cheap lately, which has caught my eye, and I invested quite a bit in them last year. Currently my portfolio includes $ASML, $NVO, $MC.PA, plus Czech banks.

What European stocks do you have in your portfolio?

🗓️Klíčové market events of the week: the most important week of the month!
This week is full of interesting macroeconomic data and earnings reports from key companies. Here's a summary of the highlights! 👇

🏠Monday: New home sales!
Let's keep an eye on how the U.S. housing market is doing, which may indicate the health of consumers and the economy as a whole.
📊 Results before the...
Read more

What do you think of today's 20% drop in $NVOstock ? Will you buy?

Novo Nordisk's shares fell sharply today following news that the weight-loss drug CagriSema achieved lower than expected efficacy in trials. I don't have $NVOstock in my portfolio, but I want to focus on this company now.

In the past month alone, $NVOstock is down more than 11%, and according to the Bulios Fair Price Index, the stock is currently slightly undervalued. Recently @edin_medinmentioned this stock , and frankly I'm starting to think about buying it too. If $NVO stock were to drop another 5, 6%, I would buy.

Are you buying $NVOstock on the current decline?

I recently dissected $NVOhere . I decided to buy shares of this company ahead of its earnings. However, this investment did not work out as I expected. After the mediocre results and the US election results, the stock price rose to $116, however, after a short time it plummeted down to $106. Personally, I expected the price to stay at least at the $110 level, which is where I...
Read more

The anti-obesity drug industry was in 2023 valued at $5.6 billion and will exhibit a CAGR of 27% between 2024 and 2032 (expert opinion).

$LLY, $NVO and others are creating drugs like - Ozempic, Wegovy, Mounjaro and Zepbound - These are blockbusters in terms of weight loss market in my opinion. But which companies may have the best chance to take the biggest bite of that...
Read more

📆 Overview of interesting things for the upcoming week! 🚀

This week I will be watching mostly company results. With the investor sentiment from last week, I think wonders will happen when the markets announce earnings.

🔍 Monday:
ISM Services PMI - This index measures economic activity in the service sector and often serves as an indicator of overall economic health.

Earnings: Befor...
Read more

Analysts at Berenberg have raised their estimates for the global obesity market to $150 billion by 2035, up from $125 billion previously. This revision is the result of positive data on co-morbidities and advances in competing studies. Berenberg recommends buying shares of $LLY and Zealand Pharma, while he recommends holding on to shares of $NVO.

What are your thoughts on...
Read more