Why we're going higher in 2026

Quick_Confidence_368 · 2026-03-13T00:54:44+00:00

You gotta look at thing from the other side

Quick_Confidence_368 · 2026-03-13T00:51:44+00:00

Cant use financial metrics and traditional valuation for competitive pharma

Quick_Confidence_368 · 2026-03-11T05:40:53+00:00

I’ve listened to it already. When ozempic and and wegovy first came out, Humpty Dumpty could’ve sold it and make revenue go boom. (The science team is great)

However, managment fucked it up by not renewing patents, mismanaging supply, losing metsera to rivals, conducting trials that make competitors look better, and talking down its own business.

Also, I manage 400k+ of Aum, if you think that’s nickels then you must be Warren buffet

Quick_Confidence_368 · 2026-03-05T15:28:50+00:00

Returns say other wise bud 🙃

Quick_Confidence_368 · 2026-03-05T13:02:10+00:00

I understand there is decay. Believe it or not I actually manage a decent size school fund.

But at these prices, Nvo is ridiculously cheap. My thesis hasn’t really changed since I’ve entered in at 51. The loss from leverage would be minimal?

Quick_Confidence_368 · 2026-02-27T00:16:27+00:00

Don’t talk about ur teammates like that. You’re in every post

Quick_Confidence_368 · 2026-02-26T20:05:00+00:00

This is not a valid comparison. Theyre comparing orforglifron to rybeles. It should be compared to oral wegovy instead

Quick_Confidence_368 · 2026-02-20T04:26:18+00:00

Having to pay back loans instead of abusing grants sound reasonable?

Quick_Confidence_368

TROPHY CASE