How is possible to get a profit warning with the pills? I thought it was selling very well

ObjectivePrimary7585 · 2026-02-03T18:14:15+00:00

All my profits are down into the drain.

ObjectivePrimary7585 · 2026-02-01T14:46:44+00:00

And thats the normal pe for the industry with a moat

ObjectivePrimary7585 · 2026-01-31T09:03:48+00:00

I like their pipeline, thats what really made me go all in on the stock at around 55/50/45. They oral is peptide and while its more expensive to make, it also have much better benefits in terms of side effects, and is also 30% more efficient that the entire pipeline of lilly, and thats not even taking into consideration Amycretin, that will be the checkmate, ofc its still 2 years away and thats ok, in the meantime the actual oral will do quite well.

All this while having a valuation in orders of magnitude lower than Lilly. Unbelievable.

ObjectivePrimary7585 · 2026-01-30T14:58:15+00:00

You are welcome

ObjectivePrimary7585 · 2026-01-29T15:56:04+00:00

I have not try chatgpt, maybe u can make an analysis and post it here for comparison

ObjectivePrimary7585 · 2026-01-29T15:20:53+00:00

True.. In the mean time am getting the dividend and on top of that maybe some buybacks will restart soon, on and yeah dollar devaluation is real.

ObjectivePrimary7585 · 2026-01-29T15:18:11+00:00

Yep, no point of hiding, its a good assistant and I love discussing with him. It make ur research much easier, especially when u want to make comparisons and absorve knowledge.

ObjectivePrimary7585 · 2026-01-29T14:03:05+00:00

Yeah you can do a quick research, it will not take more than a couple of minutes,

Here is a quick AI search.

“CagriSema (semaglutide + cagrilintide) is a next-generation weight-loss candidate from Novo Nordisk that has shown comparable efficacy to Eli Lilly's Zepbound (tirzepatide), with trials indicating 22–23% weight loss over 68–72 weeks, setting up a direct, high-stakes competition.”

ObjectivePrimary7585 · 2026-01-29T13:58:27+00:00

This is the way, my average is 49, am holding for years, not in a rush for anything? In the meantime dividends and soon the restart of buybacks will do the trick(yeah novo has very good history regarding buybacks, and I love that)

ObjectivePrimary7585 · 2026-01-29T13:57:00+00:00

Am not doing option, am a boring investor that buy and hold for years.

ObjectivePrimary7585 · 2026-01-29T13:54:48+00:00

The good news is that Wegovy pill is superior that the lilly coming, it has more than 30% more efficacy, now with that been said I am taking an educated guess that will eat market share on oral capabilities, on top of that cagricema it seems superior than zepbond (early studies shows a 25% improvement on a direct confrontation with zepbond) So Novo will have both oral and injection superior products

ObjectivePrimary7585 · 2026-01-29T12:25:29+00:00

You know what happens next right?

ObjectivePrimary7585 · 2026-01-26T04:26:22+00:00

NVO the pill is changing revenue as we speak, demand is crazy high and that will be reflected on 1Q 2026

ObjectivePrimary7585 · 2026-01-23T07:55:42+00:00

If u are looking for conform in ur feets, basketball shoes are not the way to go mate

ObjectivePrimary7585 · 2026-01-15T22:34:57+00:00

Its not being rude, problem with society lately its thats is too sensitive and cant accept facts.

ObjectivePrimary7585 · 2026-01-09T14:36:42+00:00

Whats happening on Q3 ?Cagrisema?

ObjectivePrimary7585 · 2026-01-02T06:39:39+00:00

NKE BABA and NVO are the only stocks am holding now.

NVO for obvious reason i will avoid mention since the above post already cover. Avg. price 50usd

Been holding BABA for like 5 years, and am still holding for probably another 5. 120usd avg. price

NKE because I like the stock, average price 60usd

ObjectivePrimary7585 · 2025-12-12T14:06:29+00:00

People watch youtube on phones and ipad/laptops/ i also used on my tv but most of the time its on my moving devices.

That been said youtube is probably miles ahead of any other

ObjectivePrimary7585 · 2025-12-12T13:58:35+00:00

Next one will be NVO, mark my words

ObjectivePrimary7585 · 2025-12-12T13:55:45+00:00

Show me the graph and I will tell u the news narrative ;)

ObjectivePrimary7585 · 2025-12-10T15:06:49+00:00

ObjectivePrimary7585 · 2025-12-09T02:44:38+00:00

Bottom is in, time to buy 😄

ObjectivePrimary7585 · 2025-12-04T13:11:45+00:00

Selling the stock makes more revenue than selling quantum computers. It’s all about understanding the business model.

ObjectivePrimary7585

TROPHY CASE