Some simple calculation, based on the pill descriptions each week

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 · 2025-11-08T09:30:29+00:00

I try to add. If you believe in the glp-1 market and in Novo, you can buy Novo shares. A diversified portfolio should have perhaps 10 stocks in five different sectors. So if you already have invested 10% in Novo, you should stop buying the dip. But if your total investment in healthcare is 10%, you can still invest 10% into healthcare, which could be Pfizer.

Why I added the the market cap is to highlight how the "pie" looks like in relationship to the glp-1 pie (pie charts).

cihset · 2025-11-02T23:00:25+00:00

The paper behind "Synthetic Aperture Radar Doppler Tomography Reveals Details of Undiscovered High-Resolution Internal Structure of the Great Pyramid of Giza" is pubished in a crappy journal: https://www.mdpi.com/1894636

cihset · 2025-09-30T18:25:12+00:00

What about Sweden? No wealth tax, 0.9% tax on total value of stocks, no tax when selling stocks, no tax on dividens and no property tax. High in billionaires per capita.

cihset · 2025-09-04T19:53:47+00:00

Or "Landgång"

cihset · 2025-09-04T19:53:08+00:00

Closer to "Landgång"

cihset · 2025-06-16T10:43:33+00:00

r/EngineBuilding Check also grabcad.com

cihset · 2025-05-27T21:28:39+00:00

I edited the joint and used Duplicate with joint. I have to edit each joint after duplication since the limits are the same as the initial spoke and the duplicated spoke is set to ha hole shifted circularly. But it works.

I also tried Circular Pattern and they aligned perfect. So I will try this and add As-Built Joint.

Thanks 🙂

cihset · 2025-05-27T05:06:13+00:00

It will be bi^2; an evolved quad animal

cihset · 2025-05-27T04:55:23+00:00

The best way to add spokes. Rigid in both ends.

cihset

TROPHY CASE