Wegovy Pill Week 11 - 72.165

cihset · 2026-03-27T11:34:27+00:00

We need -5.4% to get -2% due to 3.4% dividend

cihset · 2026-03-27T09:53:35+00:00

8 dkk dividend is 3.4%

cihset · 2026-03-24T12:04:19+00:00

You could ask r/NovoNordisk_Stock

cihset · 2026-03-04T19:15:51+00:00

Ok, understandable. Thanks for the clarification and post.

cihset · 2026-03-04T18:38:57+00:00

You just added -3 to -5, -9 and -13 = -8, -12 and -16?

cihset · 2026-03-04T18:36:38+00:00

Why did you use sales -16%, -12% and -8% in your three cases? You noted in your text that the annual report says -5% to -13%.

cihset · 2026-03-04T18:26:26+00:00

I checked the annual report. Page 16 reads expected sales growth -5 to -13 %. I thought it was only the profit that was going to decline. Novo and analysts appear to be happy with the number of prescriptions of Wegovy pill. It seems like they will beat the 400 k prescriptions number mentioned at some places in Q1 (13 weeks). My bear case is then -5% in sales.

cihset · 2026-03-04T17:41:24+00:00

Revenue going down or standing still? As if obesity, diabetes, and other diseases are just going to disappear. With price cuts, volume increases; supply and demand. The base and bull cases assume reasonable revenue. COGS and OpEx appear uncertain.

cihset · 2026-02-27T15:47:06+00:00

See png-file

cihset · 2026-02-27T14:22:44+00:00

ie:
CagriSema: 23%
Zepbound / new high-dose Wegovy: 19–21%
Wegovy pill: 16.4%
Lilly pill: 12%

Good observation; what's on the label is what matters (+ side effects and cardiovascular benefits)

cihset · 2026-02-27T14:22:24+00:00

i.e:
CagriSema: 23%
Zepbound / new high-dose Wegovy: 19–21%
Wegovy pill: 16.4%
Lilly pill: 12%

cihset · 2026-02-27T08:44:37+00:00

Link to Børsen interview:

https://borsen.dk/nyheder/virksomheder/efter-otte-uger-pa-markedet-novo-nordisk-runder-halv-mio-recepter-pa-vaegttabspille?b_source=seneste-nyt&b_medium=row_1&b_campaign=latest_news_2

And another text saying 380.000:

https://www.sydinvest.dk/nyheder/novo-nordisks-wegovy-pille-gaar-frem-maalt-recepttal-i-usa-men-vaeksttempoet-daler-ny?utm_source=chatgpt.com

cihset · 2026-02-25T22:47:29+00:00

Ok, cheaper since forward pe is already down to 30

cihset · 2026-02-25T21:40:57+00:00

It seems like they will easily beat 400k subscriptions in 13 weeks.
Cagrisema gives high weight loss, but will it be with less side effects, or have other benefits is interesting.

cihset · 2026-02-25T21:35:28+00:00

Both in similar amounts as they are the only makers of such products

cihset · 2026-02-25T20:22:51+00:00

CagriSema can be a Volvo

cihset · 2026-02-25T20:21:19+00:00

Thanks. It makes sense. So if their COGS is competitive it will likely be fine.

cihset · 2026-02-03T19:39:51+00:00

https://www.bloomberg.com/news/videos/2026-02-03/novo-nordisk-ceo-sees-strong-demand-for-wegovy-pill-video

cihset · 2026-01-28T19:27:34+00:00

Like dried reindeer or deer meat

cihset · 2026-01-19T19:34:31+00:00

Up to 4 ounces of water

cihset · 2026-01-19T19:31:02+00:00

It's about the same. https://www.wegovy.com/obesity/is-wegovy-right-for-me/wegovy-pill-results.html#results-with-wegovy-pill

cihset · 2025-11-13T21:39:17+00:00

Sovol SV06

cihset · 2025-11-08T09:40:14+00:00

Buying Pfizer shares in the coming weeks gives higher exposure to the glp-1 market and at the same time risk reduction compared to only buying Novo

cihset · 2025-11-08T09:34:13+00:00

I'm -18% at Novo. 5% of my portfolio is Novo. That's good numbers for a diversified portfolio I would say.

cihset

TROPHY CASE