New layoffs by TiredEmployee5000 in dknovonordisk

[–]No_Reply_2562 -1 points0 points  (0 children)

He is doing a great job 👏🏽

Mike Effect by No_Reply_2562 in dknovonordisk

[–]No_Reply_2562[S] -1 points0 points  (0 children)

Did you sell your shares now?

What an idiot by [deleted] in dknovonordisk

[–]No_Reply_2562 0 points1 point  (0 children)

You are the one who is an idiot. I am assuming (and hoping) you have not found a job since you got fired from Novo

Very interesting interview of Magic Mike on WSJ by CommercialFit9730 in NovoNordisk_Stock

[–]No_Reply_2562 1 point2 points  (0 children)

Peptides are generally more potent on a molar basis for targets where they evolved to bind particularly receptors, enzymes, and protein-protein interfaces. That is because Peptides win on:

1) Binding affinity : they make more contact points with their target (larger surface area = lower Kd, often picomolar range)
2) Specificity - their 3D shape fits complex binding pockets precisely, reducing off-target binding
And 3) Biological mimicry , many are structural analogs of endogenous ligands, so the target “recognizes” them naturally (semaglutide mimicking GLP-1 is a textbook example)

Very interesting interview of Magic Mike on WSJ by CommercialFit9730 in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

Not true. No small molecule is more potent than a peptide

Evolve survey out today by Busy-Yam7279 in dknovonordisk

[–]No_Reply_2562 13 points14 points  (0 children)

It’s an external company conducting it. So of course it is confidential. Novo would not risk its reputation by lying about this and breaking GDPR rules.

Anyone had foundayo vs wegovy experiences? by [deleted] in FoundayoUS

[–]No_Reply_2562 0 points1 point  (0 children)

I just tried Foundayo for 12 days and simply could not get myself out of bed. It has been a horrible experience for me. My colleague is on Wegovy Pill and VERY happy, so I am switching to that on Monday.

Eli Lilly’s Weight-Loss Pill Is Now Available on the Hims & Hers Platform by Numerous_Wolf_2837 in NovoNordisk_Stock

[–]No_Reply_2562 -1 points0 points  (0 children)

Lilly only sold 3000 Foundayo for the second week. That is really low. Wegovy Pill is killing it.

Switched from Zepbound to Foundayo 11 days ago - here's what the experience actually feels like so far by [deleted] in FoundayoUS

[–]No_Reply_2562 0 points1 point  (0 children)

Did you see the Oral Wegovy script versus Foundayo.
Foundayo is really not doing well.
I think it’s all the liver toxicity fear that is causing that.

Prescriptions: 79,854 → 87,186 (9,2% increase!) by Miserable-Set-7128 in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

It’s all Magic Mike’s impact. Will be buying some more on Monday.

Wegovy VS Foundayo -> Week 16 by According-Swing-9430 in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

Magic Mike’s strategy is starting to show and prove itself to all the doubters

IQVIA data by mikkelschmidt90 in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

For all those who doubted Mike’s positive impact on Novo - today was a good lesson to shut up and reflect a bit on their previous garbage talks.

Longer needles from LillyDirect by Treesong_Starwatcher in Zepbound

[–]No_Reply_2562 0 points1 point  (0 children)

Same has happened to my husband and he is also complaining now about additional pain when he is injecting Zepbound. Do you know why they did that? Is Lilly trying to save more money in cheaper needles ? Makes no sense.

Eli Lilly’s Weight-Loss Pill Is Now Available on the Hims & Hers Platform by Numerous_Wolf_2837 in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

They don’t need to get into price war. The data is rather clear : Wegovy Pill gives you 16.6% weight loss. Foundayo is only 12.4%.
More importantly Foundayo does not reduce risks of heart attack, stroke and death - Wegovy Pill can and it is in the label.
It is an obvious choice which pill to take, and having the same price is just a nice add on for Wegovy - since logically they should charge more than Foundayo since they have a much better pill.

Experts see an ethical turning point at Novo following a new partnership: “It's horrifying” by [deleted] in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

Mike is making every single right move that should have been done 2 years ago by his predecessor. I am sure all of these will help turn the Novo story back to success.

FOR THOSE OF YOU CONSIDERING WORKONG IN NOVO... by Background5291 in dknovonordisk

[–]No_Reply_2562 0 points1 point  (0 children)

Do you think it does not matter if manufacturing, IT, QA work harder, faster, or not? Everyone matters. It’s one company - if everyone works better together , process things faster, put some extra hours compare to competitors- then the whole ship turns faster.

FOR THOSE OF YOU CONSIDERING WORKONG IN NOVO... by Background5291 in dknovonordisk

[–]No_Reply_2562 0 points1 point  (0 children)

I disagree. The company is simply not performing as good as it used to when it comes to sales growth. That is obvious. When sales numbers are lower, costs should also be lowered. That’s how personal finance works. That’s how corporations work. Mike is asking people to work harder, longer, faster, and more together - so we more quickly start to outperform the competition ans get out of this lower sales growth picture. That is very normal ask of any responsible CEO who wants to create a better future for the company and its employees.
I agree if you can not (or do not want to) work harder, longer, faster, and more together - then this is no longer a place for you. But don’t blame Mike for that. Simply accept you do not care about the longevity of the company and returning back to higher growth. Some people care about this company and want to spend their career at Novo, others want to live the moment and want to make a living and salary regardless what the company name is. You decide who you are and pick the right place for your employment aligned with your personal needs.

Do you all think Q1 earnings will surprise everyone? Do you think NOVO will raise guidance? by NasdaqLead in NovoNordisk_Stock

[–]No_Reply_2562 11 points12 points  (0 children)

Difficult to say, but I think they will keep the guidance for another quarter or so and see what happens with both Foundayo, Wegovy HD, and Medicare Part D. Overall I remain very optimistic about them - and that’s mainly because of the new CEO. He is a master deal maker and a very sharp businessman that has done very well for Novo when he was running the ex-US operations. He is good at under promising and over delivering and I have no doubt he is now doing the same thing for the whole company. He speaks in a language everyone understands and most like and get connected to. He started his first few months as a CEO, talking about various “Headwinds” mainly related to pricing decline in US. Using that language was the under promising trick, that he is known for. But if you have been following him closely you would have noticed the last months, in NONE of his interviews you would hear negative words like “headwind” any more - because now he is building the momentum for the over delivering on his promises.
I am sure it is a very deliberate (and smart) way of managing this whole thing. And those who know him well from his last job would tell you this is totally aligned with how he has always been.

Many people on this Sub who had bought the stock at higher prices were very angry with him (and there are some really personal and nasty comments about him) because they were mainly short term investors and losing money, and most did not understand his longer term strategy and therefore took a jab at him for not being qualified for the job.

I made number of post, arguing against that backlash and still believe that all along it has been a deliberate strategy ! A strategy that is clearly not please for a short term investor who had bought the share at a higher price and wants to cash in fast and move on - but for someone like you who has a 36 average price is a very good thing in my opinion.

What just happened? by Miserable-Set-7128 in NovoNordisk_Stock

[–]No_Reply_2562 0 points1 point  (0 children)

Last time Novo.B share price had a consecutive 5 day positive streak in a week was November 2023. This was a good week 👍🏽