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I have a few shares of NVO and may add to the position. As a side note, I prefer the valuation that did not round the value. In some cases it will make a difference, particularly when the company trades at a low price per share.
NVO Kind of skewed the results of the drug study to the negative due to allowing the patients to choose to take less than the higher one. I think we could be looking at a best in class drug After results are show in some months and the story might really change
It's just a matter of time for Novo to come back with positive test results and that's it, they gonna share the "drug weight loss cake" (lol) with LLY. SNS Insider: Reports that the weight loss drugs market, valued at $1.92 billion in 2023, is expected to reach $45.35 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 43.73% over the forecast period.
Looks like the company's biz is under siege by third party compounders as evidenced by their appeal ( more like begging ) to FDA. Great company; overvalued stock heading to $79
Because the price is 10 times cheaper and the numbers of novo are good. So, is an overreaction the fall of the stock, but if the study "fails" in the numbers again (22.7 vs 25 expected), it maybe fall a little more.
@@fabianortiz2481come on, now. You know the price is a ratio not a standardized scale. 10 times more is meaningless for long term buys. Your other points are relevant, though.
Risky? Considering current political environment, probably. Speculative? Huh? This is not a new company without earnings. They produce something people ‘need.’ Their valuation is not outrageous. This is not speculation. It’s risk. All investments involve risk. It’s up to you to determine if the reward is worth it.
@ agreed. If their upcoming Cagrisema study in 2025 is another disappointment, I can see it dropping another 10-20%. That’ll be the time to buy for a long term hold.
At $60 it would trade at 20 P/E, which would imply a PEG of under 1, because they are growing revenue and earnings with 23% per year. I doubt it will get to that price.
The market is big enough for two players. Look at the numbers of phat people in the us. And you know what the problem is? They dont know the foods they are eating everyday are actually junk. And now some media and pharma out there blaming obesity on genetic. Weight loss drug will not solve the problems but will help them in the fantasy
Your channel is one of the best channel on TH-cam. Thanks for providing the intrinsic value. Just wondering if you have done the intrinsic value calculations for Chinese stocks like BABA, PDD. JD,... etc?
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I have a few shares of NVO and may add to the position.
As a side note, I prefer the valuation that did not round the value. In some cases it will make a difference, particularly when the company trades at a low price per share.
Thank you for the feedback my friend, I will take that onboard 😊
Any thoughts on the upcoming RFK Jr factor?
evolution AB?
NVO Kind of skewed the results of the drug study to the negative due to allowing the patients to choose to take less than the higher one. I think we could be looking at a best in class drug After results are show in some months and the story might really change
Good analysis of Novo. They make 52% of insulin worldwide. Unless, diabetes rates fall, that is huge number.
Might look at it tomorrow and jump in for a 10% scalp...
Bought after the drop for 83$
Excellent price in my opinion 😊
.Sto ancora attendendo per un acquisto .sui . .81-82 $ . ....
@@DividendTalksis 85$ a good price?
i do like Novo Nordisk but the patent on Ozempic expires in 2026 that is my main concern
DOW Inc - DOW and Western Union - WU have attractive Dividends
Seems that terzepadide Eli won against Novo semaglutide by far in results with 25% vs 16% weight loss difference
its not a win-loose scenario
In and DCA further - safe bet till 2050 for me.
This stock really drained my portfolio 😢
Don’t sell!! Hold and you will be ok, if possible continue DCA
Risk management
Same😢
Feel for you man, but hold
yeah same but why give a fuck just dont sell for some years
It's just a matter of time for Novo to come back with positive test results and that's it, they gonna share the "drug weight loss cake" (lol) with LLY.
SNS Insider: Reports that the weight loss drugs market, valued at $1.92 billion in 2023, is expected to reach $45.35 billion by 2032, exhibiting a compound annual growth rate (CAGR) of 43.73% over the forecast period.
Looks like the company's biz is under siege by third party compounders as evidenced by their appeal ( more like begging ) to FDA. Great company; overvalued stock heading to $79
Why buy novo,, buy lily instead,,
Because the price is 10 times cheaper and the numbers of novo are good. So, is an overreaction the fall of the stock, but if the study "fails" in the numbers again (22.7 vs 25 expected), it maybe fall a little more.
@@fabianortiz2481come on, now. You know the price is a ratio not a standardized scale. 10 times more is meaningless for long term buys. Your other points are relevant, though.
bad idea, these drug companies are risky investments and mostly are speculative imo
Thank you for your opinion
Risky? Considering current political environment, probably.
Speculative? Huh? This is not a new company without earnings. They produce something people ‘need.’ Their valuation is not outrageous. This is not speculation. It’s risk. All investments involve risk. It’s up to you to determine if the reward is worth it.
It’s a buy at $60, not quite there yet. Eli will eat their pie for the foreseeable future.
At $60 I would call it a Mega Buy 😁
@ agreed. If their upcoming Cagrisema study in 2025 is another disappointment, I can see it dropping another 10-20%. That’ll be the time to buy for a long term hold.
At $60 it would trade at 20 P/E, which would imply a PEG of under 1, because they are growing revenue and earnings with 23% per year. I doubt it will get to that price.
I agree @DividendTalks still a buy now for a small position and IFF it drops more, DCA for a larger position
The market is big enough for two players. Look at the numbers of phat people in the us. And you know what the problem is? They dont know the foods they are eating everyday are actually junk. And now some media and pharma out there blaming obesity on genetic. Weight loss drug will not solve the problems but will help them in the fantasy
This stock suuuuuucks!!! I don't own it but daaaamned it suuucks!!!
Your channel is one of the best channel on TH-cam. Thanks for providing the intrinsic value. Just wondering if you have done the intrinsic value calculations for Chinese stocks like BABA, PDD. JD,... etc?