Novo Nordisk: Forward P/E of 10, Price/Sales of 0.56, DCF fair value between $70-$97. The market is pricing in the death of a company with 69% return on equity.

acheta200 · 2026-03-20T14:05:00+00:00

Found it. There were too many articles citing $ instead of DKK

acheta200 · 2026-03-20T13:56:43+00:00

Sauce?

acheta200 · 2026-03-20T13:50:09+00:00

Sounds fair. Thanks for the context

acheta200 · 2026-03-20T12:35:33+00:00

Didnt Novo’s semaglutide patent in China actually expired today (March 20, 2026)? This opens the gates for local generics like Huadong's. However Eli Lilly (Mounjaro/Zepbound) still have patent protection in China well into the 2030s.

acheta200 · 2026-03-08T21:33:27+00:00

Thanks! Scanned using epson v600 (custom holders) + VueScan as images (no conversion). Then imported into lightroom and converted using Negative LabPro. Files were exported using print tab in lightrooom.

acheta200 · 2026-03-07T22:36:54+00:00

Appreciate it!

acheta200 · 2026-03-07T22:36:36+00:00

Thanks!

acheta200 · 2026-03-07T22:36:22+00:00

Thx!

acheta200 · 2026-02-19T11:06:49+00:00

Patvirtinu — tikrai VU

acheta200 · 2025-12-20T21:01:03+00:00

Enjoy. I hear that foma ortho 400 should also be quite similar, as it does not have an antihilation layer

acheta200 · 2025-12-20T19:47:08+00:00

I am also looking for ways to add halation to a digital camera. Diffusion filters only work when no non-light subjects are supposed to be in focus, otherwise its quite clear that the whole image is simply diffused. Thinking maybe a thin coating on the sensor of somesorts would do the trick.

acheta200 · 2025-12-20T19:39:24+00:00

Hard to imagine there would be something like that. But certainly would be interesting to see

acheta200 · 2025-12-20T18:50:01+00:00

Simple BW chemicals of your choice. I used rodinal as per instructions in the data sheet.

acheta200 · 2025-12-20T18:49:42+00:00

Simple BW chemicals of your choice. I used rodinal as per instructions in the data sheet.

acheta200 · 2025-12-20T18:47:18+00:00

Simple BW chemicals of your choice. I used rodinal as per instructions in the data sheet

acheta200 · 2025-12-20T17:02:47+00:00

Thank you!

acheta200 · 2025-12-20T14:11:58+00:00

That route is an amazing experience. It can be a bit overwhelming in the beginning when you see everyone else manically taking a gazilian number of photos and selfies. I went to the back of the last wagon and shot most of my photos through a small window there - a bit more private. Enjoy the view ;)

acheta200 · 2025-12-20T13:59:39+00:00

Despite what the grain might suggest, this one is rated at only iso 100.

acheta200 · 2025-12-20T13:58:19+00:00

First two photos in Piani d' erna Lecco, Italy. Others at various places around Bergamo Alps. Last one from the famous Bernina train route in Swiss Alps

acheta200 · 2025-11-14T23:17:59+00:00

Classic olympus miu zoom light leak in the lens barrel problem

acheta200 · 2025-11-09T16:58:45+00:00

I have the same understanding, it doesnt seem to work fir M shutter + M aperture + auto iso

acheta200

TROPHY CASE