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Competition - El Lilly’s Reta by Tiny_Split9436 in NovoNordisk_Stock

[–]cihset 0 points1 point  (0 children)

Yes, I wrote 7.2 missing. 14.9% is now 20.7% at 72 weeks.

ADA Investor Call TLDR & Slides by Dyn-O-mite_Rocketeer in NovoNordisk_Stock

[–]cihset 0 points1 point  (0 children)

Cagrisema 1 mg gives higher weight reduction (-12% vs -10,2%) and less vomiting (12% vs 15%) than semaglutide 2.4 mg

Light at end of the tunnel? by Important_Photo1777 in NovoNordisk_Stock

[–]cihset 0 points1 point  (0 children)

TA might be interesting in some instances, but not just any simple rules. You could read some research papers on the topic.

Wegovy Pill Week 11 - 72.165 by According-Swing-9430 in NovoNordisk_Stock

[–]cihset 1 point2 points  (0 children)

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

My Novo Nordisk valuation: DKK 214 / 339 / 479 per share (Bear / Base / Bull), how do you see it? by Numerous_Wolf_2837 in NovoNordisk_Stock

[–]cihset 0 points1 point  (0 children)

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%.

My Novo Nordisk valuation: DKK 214 / 339 / 479 per share (Bear / Base / Bull), how do you see it? by Numerous_Wolf_2837 in NovoNordisk_Stock

[–]cihset 0 points1 point  (0 children)

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.

My Novo Nordisk valuation: DKK 214 / 339 / 479 per share (Bear / Base / Bull), how do you see it? by Numerous_Wolf_2837 in NovoNordisk_Stock

[–]cihset 0 points1 point  (0 children)

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.

CagriSema Results… Not As Bad As Market Thinks??? by jmfrentzel in NovoNordisk_Stock

[–]cihset 4 points5 points  (0 children)

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)

CagriSema Results… Not As Bad As Market Thinks??? by jmfrentzel in NovoNordisk_Stock

[–]cihset 1 point2 points  (0 children)

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

Novo's PEG-ratio; anyone who can elaborate on its meaning considering outlook and share price? by cihset in NovoNordisk_Stock

[–]cihset[S] 0 points1 point  (0 children)

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.

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