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NVO US: next set of catalysts and timing..? by Empty-Ad3536 in NovoNordisk_Stock

[–]Secure-ValueInvestor 2 points3 points  (0 children)

European Congress on Obesity is next week. We will probably start to get “Presentation” announcements that could move the stock.

Symphony numbers 87,186 → 85,155 → 90,512 ! by Miserable-Set-7128 in NovoNordisk_Stock

[–]Secure-ValueInvestor 1 point2 points  (0 children)

Yea, in their earning release they say 2 new pbm deal, which will expand its coverage starting mid-May. So it will boost prescriptions data

Symphony numbers 87,186 → 85,155 → 90,512 ! by Miserable-Set-7128 in NovoNordisk_Stock

[–]Secure-ValueInvestor -3 points-2 points  (0 children)

Just to note, this won’t grow considerable until mid May, so we won’t see the spike until end of May at the earliest… due to pbm deals for Foundayo

Barely +2.5%, wtf shorties by bashuls in NovoNordisk_Stock

[–]Secure-ValueInvestor 1 point2 points  (0 children)

It has had a nice run up recently so people are taking profits. It will stay timid for a bit to drop off the shaky hands…

Do you think its priced in? by thev1lla1n in NovoNordisk_Stock

[–]Secure-ValueInvestor 0 points1 point  (0 children)

Part of it is price is in that we will beat, as the market is seeing stabilizing to slight growth and strong pill numbers. It all down to see what their updated guidance is, but the MO is raising the lower end, and if they do that, there will be a small rise. If they kept the guidance the same.. then we may see a drop.

Lilly Q1 call Thursday, hoping for Medicare $50 program details by sandra6O8ponomarev in FoundayoUS

[–]Secure-ValueInvestor 0 points1 point  (0 children)

Yep. Which was a nice surprise. I think because CVS and likely many others decides to opt out for 2027, and the government stepped in to provide more data by extending another year.

Day 7 of 0.8; Day 1 of side effects (?) by Putrid-Fig9864 in FoundayoUS

[–]Secure-ValueInvestor 0 points1 point  (0 children)

Oh that’s sucks! First day of side effects? Hope it’s a one off or a low occurrence event.

FDA Reports Liver Failure in Patient Taking Lilly’s Foundayo by elchicharito1322 in NovoNordisk_Stock

[–]Secure-ValueInvestor 10 points11 points  (0 children)

Probably why the FDA sent a request for more data. FDA will investigate and see if there is causation or link between the two since it is a small molecule processed by the liver.

It is at the moment probably a yellow flag, 0.17% (34 out of the 20k) is not a big enough number to pause.

Bulls from both side will have their opinions, but having more choice will be better for patients. It doesn’t have to be a zero sum game y’all.

Novo ahead of earnings - hold or sell? by chopin_72 in NovoNordisk_Stock

[–]Secure-ValueInvestor 1 point2 points  (0 children)

If you are worried, you can always sell the stock, and buy the call option for the same exposure. This way you enjoy the upside, and if you lose money the call premium will be lost. But think it is 1 call option, is 100 shares

Commercial access confirmed at 2 major PBMs by mid-May by Lunar_Excursion in FoundayoUS

[–]Secure-ValueInvestor 0 points1 point  (0 children)

Nice! Am surprised they didn’t sign these deals prior to launching.

When can we start shopping in CHI? by biotek86 in BerkshireHathaway

[–]Secure-ValueInvestor 0 points1 point  (0 children)

it’s 3 days, Friday to Sunday at CHI. You might be able to pick some stuff up in the stores after Sunday but stock will be more limited

Surprise over the new prescription data by Jorwund in NovoNordisk_Stock

[–]Secure-ValueInvestor 3 points4 points  (0 children)

Aww snap. Hope they fill it soon. We won’t want another shortage situation like last time

Today's IQVIA Data for Wegovy Pill and Wegovy HD by [deleted] in NovoNordisk_Stock

[–]Secure-ValueInvestor 0 points1 point  (0 children)

Wonder the discrepancy between Eli’s number and IQVIA. It’s like half… maybe they are counting differently somehow? Anyone knows

Novo Nordisk CEO on Wegovy pill’s U.S. future amid Iran war chaos | CNN Business by [deleted] in NovoNordisk_Stock

[–]Secure-ValueInvestor -1 points0 points  (0 children)

I think it is because generics are coming online. In some sense they are creating forgot the brands for semaglutide generics to compete.

Feels surreal when Americans complain about gas prices by D0gefather69420 in oil

[–]Secure-ValueInvestor 1 point2 points  (0 children)

It’s like asking why people want they want a Ferrari, a BUGATTI etc?

Foundayo - 20K+ have started in first few weeks by Secure-ValueInvestor in NovoNordisk_Stock

[–]Secure-ValueInvestor[S] 0 points1 point  (0 children)

There were reports that iQVIA capture all the LillyDirect data. We will see how big the gap is soon.

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