@investseekers Avatar @investseekers Investseekers

Investseekers posts on X about $nvo, novo, $hims, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

Mentions: [---] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks #4210 finance 41.64% currencies #2246 countries 9.97% travel destinations 6.16% technology brands 2.05% financial services 1.17% cryptocurrencies 0.88% exchanges 0.88% celebrities 0.59%

Social topic influence $nvo #2, novo #616, $hims #48, stocks #1171, $lly #2, ceo 16.42%, nvo #1, pill #36, strong 8.8%, in the 6.74%

Top accounts mentioned or mentioned by @preseidentmusk @researchpulse1 @jeppesenrj @rawdii3 @fljgaard @trem0nia09 @devineni6 @dillin2448 @eusemoz @sopcaja @himshouse @fdzmurillo @samirsoriano @foxnews @compoundinglab @wallstreetmav @spectatorindex @kontrainvest @peaceofmindwm @deepicevalue

Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Eli Lilly and Company (LLY) Goldman Sachs (GS) Pfizer, Inc. (PFE) PepsiCo, Inc. (PEP)

Top Social Posts

Top posts by engagements in the last [--] hours

"I just updated my analysis of $CHEMM which is probably my favorite Danish small-cap stock. Heres why I like it so much and why it stands out to me: #stocks #investing #SmallCaps https://www.investseekers.com/post/chemometec-a-niche-player-with-high-growth-potential https://www.investseekers.com/post/chemometec-a-niche-player-with-high-growth-potential"
X Link 2025-10-01T19:45Z [----] followers, [---] engagements

"Rough day for Danish #stocks . The C25 index fell for the fourth day in a row dropping 2.4% with [--] out of [--] companies in the red. The only stock holding up was Coloplast up 0.6%. Biggest losers: GN Store Nord 5.5% Zealand Pharma 4.4%. $NVO also slipped 2.5%"
X Link 2025-11-18T18:50Z [----] followers, [----] engagements

"According to Jyske Bank U.S. weekly prescription data shows $NVO 's Wegovy outperforming $LLY 's Zepbound for the second week in a row. Week [--] (late Nov 2025): Wegovy [------] new Rx Zepbound [------] Wegovy +13% w/w Week [--] (last week): Wegovy [------] Zepbound [------] Wegovy ahead by 5% This is the first real fight-back from Novo since Zepbound took the lead in April [----]. The GLP-1 class overall is still growing 1520% in Q4 though compounding remains a headwind. #Stocks #investment https://twitter.com/i/web/status/1994357805139013813 https://twitter.com/i/web/status/1994357805139013813"
X Link 2025-11-28T10:48Z [----] followers, 32.4K engagements

"Lars Hytting (ArthaScope) has picked three stocks he believes can beat the market in [----] and one of them is $NVO. After a tough year with the stock down 50% he expects Novo Nordisk to rebound seeing potential for a 1015% gain next year. He says the worst is priced in: Were at a point where no news is good news. Key catalysts hes watching: the Wegovy pill launch and upcoming obesity-drug data both of which he expects to deliver. Link to article (in Danish): #StocksToWatch #Investing https://www.euroinvestor.dk/nyheder/strateg-udpeger-tre-vinderaktier-til-2026-det-bliver-de-danske-aktiers-aar"
X Link 2025-12-10T07:27Z [----] followers, [----] engagements

"Summary of ProInvestor Q&A with Zealand Pharma CEO Adam Steensberg. Like $NVO Zealand Pharma is a Danish company focused on obesity treatment making this relevant reading even for Novo investors who dont follow $ZEAL. Big picture takeaway Zealand Pharma sees itself in the middle of a strategic transition from a niche peptide company to a leading metabolic-disease biotech. Management believes years of investment are now beginning to translate into real clinical momentum with a strong focus on differentiated drugs patient experience and long-term value creation rather than short-term hype."
X Link 2025-12-18T18:55Z [----] followers, [----] engagements

"Changes in the #Portfolio : Out with one Swedish serial acquirer in with another I decided to close my position in Indutrade and open a position in Vitec. Indutrade remains a high-quality company but it was a small position that was up around 10% since I bought it a few months ago. At current levels I dont find it attractive to increase the position. As I believe Vitec trades at a more attractive valuation I decided to make the switch. Here is a short introduction to Vitec: Business Vitec Software Group is a Swedish vertical software company with its origin and headquarters in Ume. The"
X Link 2025-12-19T12:45Z [----] followers, [----] engagements

"FDA approval of Wegovy in pill form is a Christmas gift for $NVO investors says Jyske Bank analyst Henrik Hallengreen Laustsen. Novo up 10% in U.S. after-hours points to a similar jump at the Danish open Oral Wegovy is a key growth driver and an important weapon vs Eli Lilly whose pill is expected in MarApr [----] U.S. launch expected in early Jan [----] perfectly timed for New Year weight-loss resolutions Starter price of $125/month reflects Novos MFN deal; follow-on doses expected around $350 (vs $399 for Lilly) A strong setup heading into [----]. #Stocks #Investing"
X Link 2025-12-23T07:30Z [----] followers, [----] engagements

"Danish investors keep catching the falling knife in $NVO. According to Danske Bank strategist Lars Skovgaard Andersen many retail investors have repeatedly bought the stock in [----] despite a 50% decline. His warning: Dont anchor to the old DKK [----] price Beware of confirmation bias Focus on valuation not past highs even as analyst targets come down Link to article (in Danish): #StocksInFocus #Investing https://www.euroinvestor.dk/nyheder/strateg-ser-danskerne-gribe-efter-faldende-kniv-jeg-ved-ikke-om-vi-har-nogle-fingre-tilbage-saa-mange-gange-vi-har-koebt-op-i-novo-nordisk"
X Link 2025-12-30T12:15Z [----] followers, 22.5K engagements

"$TDG is acquiring Stellant Systems for $960M in cash. Stellant designs high-power electronic components for aerospace & defense with 50% of revenue from the aftermarket nearly all products proprietary and $300M in expected revenue in [----]. A classic TransDigm deal: highly engineered parts strong aftermarket content and a fit with its private-equity-like value creation strategy. TransDigm is a company Id love to add to my portfolio at the right price. Ive written more about why here: #StocksInFocus #Investing https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation"
X Link 2025-12-31T19:20Z [----] followers, [----] engagements

"The Financial Times on pharma trends for 2026: Weight-loss drugs remain the sectors main growth engine. Goldman Sachs now sees global sales hitting $102bn by [----] up from $95bn. $NVO and $LLY still dominate with both developing weight-loss pills. Novos pill was approved in December; Lillys is expected soon. But pressure is building: Pfizer has stepped up via M&A and licensing Generics are coming in Canada China India Semaglutide loses patent protection in several markets in [----] Link to article: #StocksToWatch #Investing https://www.ft.com/content/c2832e0f-d858-4479-b341-def386e5cf0d"
X Link 2026-01-02T16:17Z [----] followers, [----] engagements

"Denmarks C25 index closed up 2.4% today driven for a second day in a row by $NVO which rose another 5% after Mondays 5% gain following the U.S. launch of oral Wegovy. According to Danske Banks chief trader the move is somewhat surprising given theres no new data yet on U.S. pill sales a reminder that momentum is still a powerful force in the market. $GMAB climbed 5.3% after a price target hike from SEB while ISS rose 4.4% following an upgrade to Overweightfrom Morgan Stanley. #stocks #investing https://twitter.com/i/web/status/2008580351451377674"
X Link 2026-01-06T16:44Z [----] followers, [----] engagements

"$ROK doesnt get the same attention as Big Tech but it sits at the heart of a powerful long-term trend. Rockwell Automation provides the automation tech that helps factories run faster smarter and more efficiently across industries from autos and semiconductors to food and logistics. I just published a new analysis: #StocksToWatch #Investing https://www.investseekers.com/post/rockwell-automation-a-long-term-winner-in-industrial-automation https://www.investseekers.com/post/rockwell-automation-a-long-term-winner-in-industrial-automation"
X Link 2026-01-10T19:17Z [----] followers, [----] engagements

"Danske Bank says $NVO 's U.S. launch of the Wegovy pill could be one of the biggest launches ever in diabetes and severe obesity. The bank points to $LLY s Zepbound as a template: Zepbound reached [-----] weekly prescriptions after just [--] weeks and a similar ramp for oral Wegovy is not unrealistic. The relatively low price ($149299/month) limits revenue per patient in the short term but could significantly expand access and drive high volumes. Danske Bank reiterates Buyon Novo with a DKK [---] price target. #StocksToBuy #investing https://twitter.com/i/web/status/2011096272061509829"
X Link 2026-01-13T15:21Z [----] followers, [----] engagements

"$NVO $ZEAL Zealand Pharma CEO Adam Steensberg says the company is uniquely positioned to use AI to accelerate drug discovery in metabolic diseases citing 25+ years of proprietary data as the key differentiator. Speaking at JPMorgans healthcare conference he stressed that protected data is what truly sets AI leaders apart. Zealand has secured access to Denmarks Gefion AI supercomputer operated by the Danish Centre for AI Innovation (DCAI) founded by the Novo Nordisk Foundation (majority owner of Novo Nordisk) together with EIFO Denmarks state-owned investment fund. This highlights how leading"
X Link 2026-01-15T09:31Z [----] followers, [----] engagements

"$NVO is down this morning along with the rest of Denmarks C25 but Jyske Bank says #Trump 's tariff threats should not materially impact Novo Nordisk. Novo is covered by an existing MFN agreement with Trump exempting it from tariffs for the next [--] years. The company also has significant U.S. manufacturing and a strong local market position. Jyske adds that Greenland-related political drama may still trigger short-term profit-taking or deter some foreign investors but not due to fundamentals. #StocksToWatch #investing https://twitter.com/i/web/status/2013179078711414896"
X Link 2026-01-19T09:17Z [----] followers, 49K engagements

"$NVO Danske Bank: Swedish and Finnish #stocks are more exposed to a potential U.S.EU trade war than Danish ones. After analyzing [---] Nordic companies the bank finds Denmark relatively sheltered due to its corporate structure and local U.S. supply chains. Only Pandora ranks among the most exposed Danish stocks while companies like Novo Nordisk Maersk Carlsberg ISS and Tryg are among the least affected. Even under a harsher scenario Danske Bank estimates a 10% U.S. tariff would shave at most 0.25pp off European growth noting that European industrial earnings remain at record highs despite last"
X Link 2026-01-20T18:39Z [----] followers, [----] engagements

"@Sopcaja Many great companies in Sweden. I like several of their serial acquirers but I currently only own Vitec and Roko. Im keeping an eye on ASSA ABLOY Lifco Addtech and Lagercrantz but theyre still too expensive for my taste"
X Link 2026-01-20T19:00Z [----] followers, [---] engagements

"@ResearchPulse1 This says pen but I don't know if it is correct: https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic"
X Link 2026-01-21T16:47Z [----] followers, [---] engagements

"$NVO 's Oral Wegovy is taking off in the U.S. New prescriptions jumped from [----] [-----] in the first two weeks after launch. For comparison (week 2): Wegovy injection: [----] Zepbound (Eli Lilly): [-----] Insured patients only. #StocksInFocus #investing"
X Link 2026-01-23T07:28Z [----] followers, 155.7K engagements

"Denmarks C25 index fell 0.6% on Friday despite $NVO rising 1.2% after new data showed [-----] new Wegovy pill prescriptions last week up from [----] the week before. NKT led the gainers up 3.5% without company-specific news. At the bottom of the index was insurer Tryg down 5.3% as the stock traded ex-dividend (DKK 2.05). Maersk slid 3.1% after Bank of America cut the stock to underperform and freight rates fell around 10%. #StocksToWatch #investing #Denmark https://twitter.com/i/web/status/2014738597589450954 https://twitter.com/i/web/status/2014738597589450954"
X Link 2026-01-23T16:34Z [----] followers, [----] engagements

"$NVO s oral Wegovy is already rippling through the supply chain. Strong early prescriptions for the pill are raising concerns about cannibalization of injectable GLP-1s pressuring syringe makers like $BDX and $WST. That said GLP-1 syringes make up 2% of BDX sales and JPM notes injectables should remain important with orals likely used mainly for maintenance. #StocksInFocus #investing https://twitter.com/i/web/status/2014806972755845415 https://twitter.com/i/web/status/2014806972755845415"
X Link 2026-01-23T21:06Z [----] followers, [----] engagements

"A class action lawsuit was filed in New York federal court accusing $NVO of a pay-for-delay scheme with $TEVA to delay generic competition for Victoza. The suit claims generics could have entered the market in [----] absent a [----] settlement. Teva launched its generic in [----]. Link: #stocks #investing https://www.reuters.com/legal/government/novo-nordisk-sued-allegedly-monopolizing-diabetes-drug-victoza-2026-01-23/ https://www.reuters.com/legal/government/novo-nordisk-sued-allegedly-monopolizing-diabetes-drug-victoza-2026-01-23/"
X Link 2026-01-24T14:42Z [----] followers, [----] engagements

"Goldman Sachs sees much more upside in $NVO s Wegovy pill than the market currently prices in. After a strong U.S. launch with 20000+ prescriptions already in week two Goldman estimates peak annual sales above DKK 40bn by [----] of which DKK 36bn would come from the U.S. alone. That is 2535% above current consensus which Goldman calls conservative. This challenges the prevailing market view that Novo will be the loser in the oral obesity race once Eli Lilly launches its pill later in [----]. Key points from Goldman: Early prescription data point to clear demand even in a much more mature obesity"
X Link 2026-01-26T14:23Z [----] followers, [----] engagements

"Denmarks C25 closed up 0.2% on Tuesday despite $NVO ending down 0.8%. Danish banks led the market with AL Sydbank (+1.5%) Jyske Bank (+0.7%) and Danske Bank (+1.2%) mirroring strength across Europes financial sector. NKT rose 2.7% on news tied to the Energi Bornholm offshore wind project. A.P. Mller-Mrsk extended its rally (+2.3%) amid renewed Red Sea security concerns. On the downside Demant fell 3.8% after a Bank of America target cut while Coloplast slipped 0.4% to its lowest close since [----]. #StocksInFocus #investing #Denmark https://twitter.com/i/web/status/2016188060308746463"
X Link 2026-01-27T16:34Z [----] followers, [----] engagements

"European healthcare stocks are under pressure on Wednesday and Denmark is feeling it too. $NVO $GMAB and Zealand Pharma are all down 24% among the worst performers locally. Danske Bank strategist Lars Skovgaard Andersen points to a mix of factors: Broad sector sell-off: European healthcare down 2.3% Weaker USD hurting exporters to the U.S. Spillover from U.S. where Medicare reimbursement concerns hit insurers hard (UnitedHealth -20% on Tuesday) #StocksInFocus #investing https://twitter.com/i/web/status/2016486953051373772 https://twitter.com/i/web/status/2016486953051373772"
X Link 2026-01-28T12:22Z [----] followers, [----] engagements

"$NVO is outspending $LLY by a wide margin on U.S. GLP-1 advertising. According to new data Novo spent about $487m on U.S. ads for Wegovy and Ozempic more than double Lillys estimated $214m for Zepbound and Mounjaro. Lilly spent $131m on Zepbound ads and $83m on Mounjaro. The ad blitz reflects a big shift from [----] when supply shortages forced Novo to pause marketing. With supply improving Novo is ramping ads again and plans to promote the new Wegovy pill immediately especially through cash-pay and direct-to-consumer channels where insurance coverage remains uneven . The spending gap also"
X Link 2026-01-28T15:28Z [----] followers, [----] engagements

"Denmarks C25 index closed down 1.4% on Wednesday. Healthcare stocks led the declines with $NVO down 3.2% and Zealand Pharma down 4.1%. $GMAB fell 5.0% the indexs worst performer despite positive news on an expanded approval for Darzalex. GN Store Nord slipped 2.8% even as Swiss rival Logitech reported stronger-than-expected results as concerns over higher component costs and macro headwinds weighed on sentiment. Pandora fell 1.3% as silver prices rose 1%. rsted topped the index with a 1.2% gain. #StockMarket #investors #Denmark https://twitter.com/i/web/status/2016552852097847622"
X Link 2026-01-28T16:44Z [----] followers, [----] engagements

"$LLY is the main competitor of $NVO but it may soon also compete with Danish hearing specialists like Demant and GN Store Nord. Lilly has struck an up to $1.12bn deal with German biotech Seamless Therapeutics to develop precision gene-editing therapies for hearing loss using programmable recombinase enzymes. The move is part of Eli Lillys long-term pipeline strategy as patents on blockbuster drugs like Zepbound expire over the next decade. Roughly one-third of its pipeline now consists of genetic medicines mostly early stage. Hearing loss is a key focus area. In [----] Lilly acquired Akouos and"
X Link 2026-01-28T18:09Z [----] followers, [----] engagements

"A comparison for $NVO 's oral Wegovy vs Wegovy injection and $LLY 's Zepbound after launch: New prescriptions jumped: [----] [-----] [-----] in the first three weeks. For comparison (same weeks): Wegovy injection: [---] [----] [----] Zepbound (Eli Lilly): [----] [-----] [-----] Insured patients only (Symphony data). #StocksToWatch #Investing https://twitter.com/i/web/status/2017137316293218420 https://twitter.com/i/web/status/2017137316293218420"
X Link 2026-01-30T07:26Z [----] followers, 10.5K engagements

"Jyske Bank has lowered its price target on $NVO shares to DKK [---] from DKK [---] while maintaining its buy recommendation. #StocksToBuy #Investing"
X Link 2026-01-30T08:41Z [----] followers, [----] engagements

"More $NVO news 🚨JUST IN - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g 🚨JUST IN - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g"
X Link 2026-01-30T12:42Z [----] followers, [----] engagements

"New competition is coming for $NVO and $LLY. AstraZeneca is strengthening its obesity pipeline through a major collaboration with CSPC Pharmaceutical Group. The deal covers [--] weight management and metabolic programmes including a clinical-ready once-monthly GLP-1/GIP candidate AI-driven peptide discovery and sustained-release dosing tech. AstraZeneca will pay $1.2bn upfront with up to $3.5bn in milestones gaining global rights outside China. Another sign Big Pharma is doubling down on next-gen obesity treatments. Link: #StocksInFocus #investing"
X Link 2026-01-30T15:06Z [----] followers, [----] engagements

"@FoxNews A simple question is met with insults and dismissal. Politics aside its hard to see how anyone applauds a grown man acting like a child instead of answering"
X Link 2026-01-30T17:58Z [----] followers, 98.5K engagements

"$NVO s long-time China head Christine Zhou will step down at the end of March the company confirms . Christine Zhou has led Novos business across China Hong Kong Taiwan and Macau since [----] and oversaw the launches of Ozempic and Wegovy in China generating DKK 18.5bn in revenue in [----]. She previously spent nearly two decades at rival $LLY Yan Cai currently SVP Marketing Medical & Regulatory in International Operations will take over. Novo did not disclose the reason for Christine Zhous departure. #StocksToWatch #investing https://twitter.com/i/web/status/2017298892883112433"
X Link 2026-01-30T18:08Z [----] followers, [----] engagements

"$NVO is facing fresh competition in China after local biotech Sciwind Biosciences won approval for its GLP-1 drug for type [--] diabetes Xianyida (ecnoglutide). China is the worlds largest diabetes market. Novo $LLY and Innovent Biologics already sell injectable GLP-1 diabetes treatments there. Sciwind has also applied for weight management approval but the drug is not yet covered by Chinas state health insurance. Link to article: #StocksToWatch #investing https://www.reuters.com/business/healthcare-pharmaceuticals/sciwind-biosciences-diabetes-drug-approved-china-2026-01-30/"
X Link 2026-01-30T19:08Z [----] followers, [----] engagements

"$NVO announced a change to its Board of Directors today. Employee representative Thomas Rantzau who has served on the board since [----] and spent [--] years with the company is stepping down to pursue opportunities outside Novo Nordisk. His alternate Tanja Villumsen joins the Board as employee representative with immediate effect. #StocksInFocus #investors https://twitter.com/i/web/status/2017495464799588624 https://twitter.com/i/web/status/2017495464799588624"
X Link 2026-01-31T07:09Z [----] followers, [----] engagements

"If you wonder how big $NVO is in Denmark heres your answer: A new theatre play The Golden Calf is premiering near Copenhagen telling the story of Novos rise from its [----] insulin origins to a $200bn global giant and Denmarks most influential company. At its peak Novos market cap was larger than Denmarks entire economy. Today its locked in a global obesity battle with $LLY over Wegovy and Ozempic. As one actor puts it: Everybody in Denmark has a relationship with Novo. And everybodys pension owns it. https://twitter.com/i/web/status/2017555584095072680"
X Link 2026-01-31T11:08Z [----] followers, [----] engagements

"Yesterday it was announced that $NVO s long-time China head Christine Zhou will step down at the end of March. She will be succeeded by Yan Cai. So who is Yan Cai She is a 20+ year Novo Nordisk veteran physician by training PhD from the University of Copenhagen and currently SVP for Clinical Development Medical & Regulatory Affairs in International Operations based in Zurich. She also sits on the board of the World Diabetes Foundation. Yan Cai brings deep internal experience across R&D medical affairs and global operations in contrast to Christine Zhou who joined in [----] from rival Eli Lilly."
X Link 2026-01-31T13:25Z [----] followers, [----] engagements

"Benzinga just named $NVO one of [--] stocks primed for a turnaround in [----]. Novo Nordisk was hit hard in [----] with shares down 40%+ as competition from $LLY intensified and revenue missed estimates. But the narrative may be shifting. The big catalyst: FDA approval of oral Wegovy the first oral GLP-1 for weight loss potentially unlocking a large group of needle-averse patients. Technically the stock just broke above its 200-day moving average for the first time in [--] months with bullish MACD signals. CICC Research recently initiated coverage with a Buy and a $73.50 price target implying 20%+"
X Link 2026-01-31T15:30Z [----] followers, [----] engagements

"$NVO ahead of Q4 [----] earnings (Feb 4): how should investors play it Consensus sees Q4 revenue at $12bn and EPS at $0.89 but [----] EPS estimates have been cut (from $3.65 to $3.29). Analysts expect pressure from US pricing FX competition and compounded semaglutide despite solid Q4 execution. Positives: strong franchises (Wegovy Ozempic Rybelsus) FDA approval and launch of oral Wegovy (first-mover vs Eli Lilly) and pipeline progress across obesity diabetes and rare disease. Risks: margin pressure from discounts intensifying competition (LLY Roche biotechs) estimate cuts and restructuring risk"
X Link 2026-01-31T19:25Z [----] followers, [----] engagements

"$NVO is partnering with Italys professional cycling league as official health partner of the Coppa Italia delle Regioni [----] to raise awareness around obesity and diabetes. Novo Nordisk Italy GM Jens Pii Olesen said the event offers a unique nationwide platform to promote prevention physical activity and better care highlighting a strong focus on childhood obesity with 40% of Italian children overweight or obese. It might not be big news but as a cycling fan myself I like it Link to article: #StocksInFocus #Invest"
X Link 2026-01-31T21:22Z [----] followers, [----] engagements

"The rise of GLP-1 drugs from $NVO and $LLY is already reshaping consumer behavior and $SBUX is adapting. Starbucks CEO Brian Niccol says GLP-1 users eat smaller meals snack more and prefer protein and fiber. Thats driving Starbucks push into protein snacks wraps sugar-free syrups and protein milk. GLP-1 adoption is accelerating. US households with a GLP-1 user reached 20% in [----] even before Novo launched its Wegovy pill in January which saw 18000+ prescriptions in its first week. Brian Niccol calls the afternoon a multibillion-dollar opportunity as Starbucks positions itself as a destination"
X Link 2026-02-01T08:22Z [----] followers, [----] engagements

"The Week of $NVO : Oral Wegovy Takes Center Stage Street view shifts BMO raised PT to $57 (Market Perform) citing prescription pressure Goldman sees far more upside in the Wegovy pill than consensus Goldman models peak oral Wegovy sales DKK 40bn by [----] 2535% above consensus Citi initiated with Neutral (DKK 400) calling [----] challenging despite a strong start Nordea Danske Bank Jyske Bank reiterated Buy but cut PTs ahead of cautious guidance Oral Wegovy: momentum builds U.S. scripts: [----] [-----] 26700+ in first three weeks Faster uptake than early Wegovy injection and Lillys Zepbound Goldman:"
X Link 2026-02-01T18:47Z [----] followers, 11.7K engagements

"$NVO heads into earnings with expectations for a cautious [----] outlook. Analysts expect CEO Mike Doustdar to play it safe in what he has called a difficult year marked by U.S. price pressure rising competition and patent headwinds. As he said on his first day as CEO: Ive been making budgets for [--] years and Ive never missed one. That mindset likely points to conservative guidance with the Wegovy pill as the key upside wildcard. Link to article (in Danish): #StocksInFocus #investing https://borsen.dk/nyheder/virksomheder/mike-doustdar-vil-spille-forsigtigt-ud-i-svaert-ar-for-novo-nordisk"
X Link 2026-02-02T08:32Z [----] followers, [----] engagements

"$NVO has been downgraded to hold from buy by ABG Sundal Collier which also cuts its price target on the stock to DKK [---] from DKK [---]. #StocksInFocus #investing"
X Link 2026-02-02T10:20Z [----] followers, [----] engagements

"Per Hansen from Nordnet: [----] guidance could be decisive for $NVO short-term after a turbulent [----] marked by layoffs leadership changes and tougher competition from $LLY Investors currently expect declines of 2% revenue 4% EBIT and 6% net profit in [----]. Key watch points: FY25 finish/Q4 adjustments [----] guidance vs consensus US Wegovy pill launch data (incl. cannibalisation vs injections) and potential buybacks. Bear case: cautious guidance to avoid another downgrade pricing pressure risk and rising Lilly competition. Bull case: oral Wegovy launch beating expectations 3-month launch lead vs"
X Link 2026-02-02T11:22Z [----] followers, [----] engagements

"$NVO and $LLY are driving a new phase in the obesity drug market but falling GLP-1 prices rising competition and upcoming generics are forcing analysts to reset long-term expectations. Earlier peak forecasts of $150B+ are now in some cases being revised toward $80$120B with peak timing pushed further out. U.S. pricing has already fallen sharply with some GLP-1s now offered $149$299/month online vs roughly $1000 historically adding pressure on long-term profitability assumptions. Demand remains strong near term with combined weekly prescriptions for Wegovy (injection + pill) and Zepbound"
X Link 2026-02-02T13:57Z [----] followers, [----] engagements

"$NVO s Q4 [----] report is expected to put major focus on [----] guidance. Analysts at Danske Bank and Nordea expect a cautious outlook amid US pricing pressure FX headwinds and rising competition from Eli Lilly. Expectations point to roughly -2% to -8% operating profit and -2% to -6% sales growth (CER) for [----]. Despite this oral Wegovy has started stronger than expected with early US prescription data showing rapid uptake and no clear injection cannibalisation yet. Consensus sees Q4 operating profit around DKK 31.5bn and sales DKK 77.6bn. The company reports Feb [--] (07:30 CET). #stocks"
X Link 2026-02-02T15:02Z [----] followers, [----] engagements

"$NVO reported strong Phase [--] REIMAGINE [--] results for CagriSema in type [--] diabetes: Up to 14.2% weight loss and up to 1.91pp HbA1c reduction at [--] weeks both superior vs semaglutide alone. Up to 43% of patients achieved 15% weight loss and 24% achieved 20%. Safety and tolerability were consistent with incretin and amylin therapies. Data support regulatory discussions and reinforce CagriSemas potential as a next-gen metabolic therapy. Link to press release: #StocksToBuy #investing"
X Link 2026-02-02T16:35Z [----] followers, [----] engagements

"$NVO reports Q4 results on Feb [--] (07:30 CET). Bloomberg consensus (23 analysts) expects EBIT of DKK 31.5bn vs DKK 36.7bn a year ago and sales of DKK 77.0bn vs DKK 85.7bn. The company hosts a call at 13:00 CET. Recent report-day moves have been volatile including -23.1% (Q2 2025) and -4.5% (Q3 2025). #stocks #investing https://twitter.com/i/web/status/2018386433812123750 https://twitter.com/i/web/status/2018386433812123750"
X Link 2026-02-02T18:10Z [----] followers, [----] engagements

"$NVO has submitted oral Wegovy (semaglutide [--] mg) for regulatory approval in Brazil with ANVISA for obesity treatment long-term weight management and CV risk reduction. Link: #StocksToBuy #investing https://www.novonordisk.com.br/content/nncorp/br/pt/noticias-e-imprensa/busca-noticias/novo-nordisk-submete-wegovy-comprimidos-semaglutida-oral-25-mg-para-tratamento-da-obesidade-a-aprovacao-regulatoria-da-anvisa.html"
X Link 2026-02-03T08:58Z [----] followers, [----] engagements

"Is $NVO a value play vs $LLY While Lilly has led recent GLP-1 momentum valuation has diverged: Lilly trades around 50x P/E vs Novo 18x (vs 30x 5y avg). Novo also offers 2.8% dividend yield vs 0.6% for Lilly. Beyond obesity drugs Novo remains a global diabetes leader with strong insulin cash flows giving a stable earnings base while innovation cycles (GLP-1 pills next-gen therapies) evolve. Link to article: #StocksToBuy #investing https://finance.yahoo.com/news/novo-nordisk-stock-bargain-now-190800470.html https://twitter.com/i/web/status/2018629536007454795"
X Link 2026-02-03T10:16Z [----] followers, [----] engagements

"$NVO could face its first negative growth year in a long time in [----] according to Jyske Bank with focus on guidance oral Wegovy launch commentary and obesity market expansion after price cuts. Jyske expects cautious initial guidance seeing [----] local-currency sales and profit growth in a range of -10% to 0% (bank est. -2.5% sales -2.7% earnings). Headwinds include semaglutide patent expiries lower US prices and rising competition from Eli Lilly and generics partly offset by oral Wegovy rollout and cost savings. Link to article (in Danish): #StocksToBuy #investing"
X Link 2026-02-03T11:40Z [----] followers, [----] engagements

"Ahead of earnings tomorrow $NVO has already flagged multiple headwinds into [----] and investors are watching whether new CEO Mike Doustdar takes an extra cautious stance in his first full-year guidance to avoid future downgrades after the reset seen in [----]. Key pressures include US price cuts upcoming semaglutide patent expiries in markets like Canada China India and Brazil weaker USD effects reduced obesity drug coverage in some US Medicaid programs and competition from compounded copies. Potential offsets include strong early oral Wegovy prescription trends and expanding US obesity"
X Link 2026-02-03T12:58Z [----] followers, [----] engagements

"$NVO faced competition from $PFE in the Metsera deal and Pfizer has now reported new data from the acquired obesity asset. Pfizer said experimental obesity drug PF-3944 showed up to 12.3% weight loss in non-diabetic patients in a mid-stage trial with continued weight loss after switching from weekly to monthly injections and no plateau seen at week [--]. Link to article: #StocksToBuy #investing https://www.reuters.com/business/healthcare-pharmaceuticals/pfizers-experimental-drug-shows-up-123-weight-loss-mid-stage-trial-2026-02-03/ https://twitter.com/i/web/status/2018695344540815378"
X Link 2026-02-03T14:37Z [----] followers, [----] engagements

"$NVO reported FY25 results and issued a very cautious [----] outlook. 2025: Sales +10% Operating profit +6% Near the top end of prior guidance helped by U.S. gross-to-net adjustments [----] outlook: Sales growth 5% to 13% Operating profit growth 5% to 13% Management points to: Lower realized prices (MFN agreement price investments) Loss of semaglutide exclusivity in some markets Intensifying GLP-1 competition Reduced Medicaid obesity coverage in the U.S. Bright spots: Strong early uptake of oral Wegovy (50k weekly scripts by late Jan) Continued GLP-1 volume growth globally Dividend raised (DKK"
X Link 2026-02-03T16:56Z [----] followers, 62.5K engagements

"$NVO guidance for [----] is ugly. But at least shareholders get something back. Novo Nordisks board has approved a new share buyback of up to DKK 15bn a clear signal of balance-sheet strength despite a tough outlook. #Stocks #investing"
X Link 2026-02-03T17:20Z [----] followers, 25.1K engagements

"$NVO is changing leadership in its U.S. business. U.S. head Dave Moore is stepping down for personal reasons the company said alongside its Q4 results. He will be replaced on Wednesday by Jamey Millar who most recently served as CEO of Optum Specialty Holdings part of UnitedHealth Group. #stocks #investing https://twitter.com/i/web/status/2018741272039588139 https://twitter.com/i/web/status/2018741272039588139"
X Link 2026-02-03T17:40Z [----] followers, [----] engagements

"$NVO s [----] outlook is stealing the spotlight and not in a good way. Nordnets Per Hansen calls guidance for 5% to 13% growth in both sales and earnings disappointing even after management had flagged a cautious stance. He sees [----] as another transition year: unfinished restructuring CEO and board changes pressure from Eli Lilly a weaker dollar and tariff uncertainty. One positive: dividends and buybacks. Per Hansen says it signals management is taking the share price seriously a potential long-term positive for investors. Link to artige (in Danish): #stocks #investing"
X Link 2026-02-03T18:11Z [----] followers, [----] engagements

"$NVO s weight-loss growth slowed in Q4 but Wegovy still beat expectations. Wegovy sales reached DKK 21.9bn in Q4 above analyst estimates of DKK 21.1bn and up from DKK 19.9bn a year earlier. In local currency Wegovy growth slowed to 17% in Q4 down from 23% in Q3 75% in Q2 and 83% in Q1 reflecting tougher comps and rising competition. Total obesity drug sales rose 11% to DKK 22.4bn also slightly ahead of expectations. #stocks #investing https://twitter.com/i/web/status/2018753855526252861 https://twitter.com/i/web/status/2018753855526252861"
X Link 2026-02-03T18:30Z [----] followers, [----] engagements

"$NVO s core diabetes business declined in Q4 with pressure also evident on Ozempic. Total diabetes sales fell to DKK 51.4bn from DKK 58.6bn a year earlier. Ozempic generated DKK 31.8bn beating estimates (DKK 29.4bn) but down from DKK 33.9bn last year. In local currency Ozempic grew just 1% in Q4 down from 15% in Q1Q2 and 9% in Q3. Rybelsus underperformed with sales down 19% in local currency to DKK 5.3bn below expectations of DKK 5.9bn. Total GLP-1 sales for type [--] diabetes fell 11% YoY to DKK 37.5bn while insulin sales declined to DKK 13.4bn from DKK 15.9bn reflecting ongoing price pressure."
X Link 2026-02-03T18:40Z [----] followers, [----] engagements

"$NVO released a short video with CEO Mike Doustdar after earnings. Nothing materially new but one data point stood out: more than [------] Americans are now using their oral GLP-1 pill. Link to video: #stocks #investing https://www.linkedin.com/posts/novo-nordisk_press-activity-7424496924759678977-KQQk/utm_source=share&utm_medium=member_desktop&rcm=ACoAABHNiAcB8OqRKuBYv4WwnW_HeZQkn8Fxm7I https://www.linkedin.com/posts/novo-nordisk_press-activity-7424496924759678977-KQQk/utm_source=share&utm_medium=member_desktop&rcm=ACoAABHNiAcB8OqRKuBYv4WwnW_HeZQkn8Fxm7I"
X Link 2026-02-03T19:17Z [----] followers, [----] engagements

"Goldman Sachs expects $NVO shares to fall 9% when the Danish market opens on Wednesday. Novos U.S.-listed ADRs are down 14.5% Tuesday evening but Goldman says the local stock reaction should better reflect the implied 9% cut to [----] operating profit in the new guidance. #stocks #investing https://twitter.com/i/web/status/2018770021439156517 https://twitter.com/i/web/status/2018770021439156517"
X Link 2026-02-03T19:34Z [----] followers, 12.7K engagements

"$NVO is under heavy pressure in U.S. trading as investors digest the companys new [----] outlook. Markets were prepared for cautious guidance but the scale of the downturn shocked even pessimists. Novo now warns sales could fall 513% in [----] triggering a selloff of up to 15%. I dont think even the most skeptical analyst expected a 513% revenue decline said ArthaScope strategist Lars Hytting to Bloomberg. It paints a picture of a very pressured Novo. Headwinds include lower realized GLP-1 prices U.S. political pressure on drug pricing and semaglutide patent expiries in markets like China. Novo"
X Link 2026-02-03T20:20Z [----] followers, [----] engagements

"In a new interview with the Danish TV channel TV2 $NVO s CEO Mike Doustdar is pushing back against the markets "shock" over their [----] forecast. Despite the projected revenue drop he insists the situation is not worse than expected. The Defense: Planned Strategy: Mike Doustdar claims the company has signaled "headwinds" for months. The strategy is simple: lower prices to reach tens of millions more patients. Analyst Gap: He suggests analysts "miscalculated" the math of price drops vs. massive volume growth. The Wegovy Pill: He highlights the launch of the weight-loss pill as the key to a"
X Link 2026-02-03T21:08Z [----] followers, 11.6K engagements

"Denmarks C25 index fell 0.4% on Tuesday. $NVO ended down 1.4% and is set to fall further tomorrow after disappointing [----] guidance. The biggest loser was Demant which plunged 10.8% after weak [----] expectations dragging rival GN Store Nord down 4.2%. On the upside Netcompany jumped 4.6% on strong Q4 results and upbeat [----] guidance. FLSmidth rose 3.9% on higher metal prices while Bavarian Nordic gained 3.2% after Jefferies initiated coverage with a Buy. Pandora fell 9.3% as rising silver prices weighed on the stock. #stocks #investing https://twitter.com/i/web/status/2018799279192653855"
X Link 2026-02-03T21:30Z [----] followers, [----] engagements

"HSBC on $NVO: the ugly [----] guidance is real not an accounting trick. Novo excluded a $4.2bn one-off accounting gain from its [----] outlook. HSBC says thats correct investors shouldnt expect it to boost earnings and consensus estimates already ignore it. It means that this isnt hidden upside. The weak [----] guidance reflects underlying pressure not accounting noise. #stocks #investing https://twitter.com/i/web/status/2018802928090505428 https://twitter.com/i/web/status/2018802928090505428"
X Link 2026-02-03T21:45Z [----] followers, 13K engagements

"Jefferies on $NVO: [----] sales could be up to DKK 40bn below prior expectations. Before the update consensus expected DKK 299bn in [----] sales. Based on Novos new guidance Jefferies now sees DKK 259282bn. [----] EBIT expectations are cut to DKK 103113bn from DKK 121bn. Jefferies says analysts are likely to cut revenue estimates by high single digits and earnings by low double digits meaning a Q4 sales beat will be overshadowed by weaker margins and a much softer [----] outlook. #stocks #investing https://twitter.com/i/web/status/2018810855433920754"
X Link 2026-02-03T22:16Z [----] followers, [----] engagements

"Following his comments to Danish media $NVO CEO Mike Doustdar took to Bloomberg to defend the company's massive [----] guidance range (a 513% revenue decline). The Highlights: "Within Expectations": Mike Doustdar maintains that these figures are exactly what the company internal models had predicted despite the markets shock. The Wide Gap: When grilled on the 8% spread in the forecast he argued that the range isn't historically unusual and is a reflection of a "dynamic" weight-loss market. High Uncertainty: "A lot of things can happen" Mike Doustdar noted pointing to the volatility in the US"
X Link 2026-02-03T22:44Z [----] followers, [----] engagements

"The "Gold Rush" is officially over. $NVO s new duo Chairman Lars Rebien and CEO Mike Doustdar just sent shockwaves through the market by dropping the [----] annual report [--] hours ahead of schedule. Here is why investors are panicked: Negative Growth: After a 25% surge in [----] growth didn't just slowit reversed. Q4 [----] saw revenue shrink leaving the full year at a meager 6%. The [----] Bombshell: Leadership projects a revenue drop of 5% to 13% for the coming year. This massive range signals one thing: Novo has lost its grip on the US market. The "Compounder" Threat: Reliable forecasts are"
X Link 2026-02-04T05:23Z [----] followers, [----] engagements

"$NVO s U.S.-listed ADR closed at $50.30 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $48.85 in after-hours ( DKK 308.34) suggesting a significant drop of around 20% at opening in Copenhagen today. #StocksInFocus #investing https://twitter.com/i/web/status/2018930835102003270 https://twitter.com/i/web/status/2018930835102003270"
X Link 2026-02-04T06:13Z [----] followers, [----] engagements

"The [--] Big Questions for $NVO Today As Novo Nordisk prepares for its 13:00 (CET) earnings call the market is bracing for answers. After a turbulent [----] analysts at Jefferies have identified four critical areas where CEO Mike Doustdar must provide clarity: [--] The US GLP-1 Slowdown: With growth cooling what are the realistic expectations for [----] How will Novo fight off "compounding" copycats and shifting market dynamics for Wegovy and Ozempic [--] Oral Wegovy: Investors want an urgent update on the demand and production capacity for the weight-loss pill. Is the supply chain ready for a global"
X Link 2026-02-04T06:45Z [----] followers, [----] engagements

"J.P. Morgan warns of a sharp selloff in $NVO despite maintaining an Overweight rating. The bank expects Novo Nordisk shares to fall at least 10% when the Danish market opens after management guided [----] sales and operating profit well below consensus. Using the midpoint of Novos own outlook J.P. Morgan estimates [----] sales of DKK 270bn (8% below consensus) and operating profit of DKK 108bn (9% below consensus). The guidance excludes a one-off USD 4.2bn provision reversal expected in Q1. #StocksInFocus #investing https://twitter.com/i/web/status/2018951406728761593"
X Link 2026-02-04T07:35Z [----] followers, [----] engagements

"$NVO is holding a press conference now. CEO Mike Doustdar opened with a review of the annual results stressing that he does not take lightly the challenging year ahead for the company. He also highlighted the launch of the weight-loss pill The Wegovy Pill which Novo says it is very pleased with. About [------] patients are now using the pill just four weeks after launch. #StocksInFocus #investing https://twitter.com/i/web/status/2018952071295144396 https://twitter.com/i/web/status/2018952071295144396"
X Link 2026-02-04T07:37Z [----] followers, [----] engagements

"Not surprisingly $NVO s [----] guidance was a key topic at the press conference: why is it so much lower than analysts expected CEO Mike Doustdar explained that Novo has been clear for months that [----] will bring pricing headwinds especially in the U.S. The most talked-about part is the Most Favored Nation policy and weve also introduced our products in the self-pay channel at lower prices Doustdar said. In a nutshell our guidance reflects lower prices. He added that lower prices should improve patient access something Novo is already starting to see. #StocksInFocus #investing"
X Link 2026-02-04T07:39Z [----] followers, [----] engagements

"A key follow-up question: how long will it take before higher volumes offset the price cuts $NVO CEO Mike Doustdar said he wont guide beyond [----] but pointed to early signals of stronger demand. Around [------] patients are already using Novos weight-loss pill suggesting a step up in volume growth. Hopefully in the near term rather than the long term we can show that todays price reductions are an investment in our future even if they are painful right now Mike Doustdar said. #StocksInFocus #investing https://twitter.com/i/web/status/2018953004838207721"
X Link 2026-02-04T07:41Z [----] followers, [----] engagements

"Is $NVO in a crisis right now No says CEO Mike Doustdar"
X Link 2026-02-04T07:44Z [----] followers, 14K engagements

"Was the Metsera bidding war worth it and would $NVO do it again CEO Mike Doustdar: We had followed Metsera and its assets for a long time and made the first bid. After [--] bids we decided not to go higher and had the financial discipline to walk away. We wish Pfizer well. Those assets were worth exactly what we bid not a cent more. https://twitter.com/i/web/status/2018954546190446651 https://twitter.com/i/web/status/2018954546190446651"
X Link 2026-02-04T07:47Z [----] followers, [----] engagements

"$NVO s press conference has wrapped up. Q&A is closed and CEO Mike Doustdar delivered his final remarks. Another press briefing is scheduled for 11:30 in Bagsvrd followed by the earnings call at 13:00. Ill try to share updates as they come. #stocks #investing"
X Link 2026-02-04T07:50Z [----] followers, [----] engagements

"$NVO s [----] guidance was materially worse than analysts expected and is the main reason the stock sold off sharply in the U.S. says AL Sydbank analyst Sren Lntoft Hansen. At the midpoint Novo now guides for a 9% decline in both sales and operating profit. Before earnings consensus expected a far milder drop: 2.1% sales and 3.6% EBIT. That midpoint is clearly below market expectations. Thats why the stock is falling Sren Lntoft Hansen says calling [----] a transition year amid U.S. price pressure patent expiries and intense competition from Eli Lilly. Q4 results were slightly better than"
X Link 2026-02-04T08:16Z [----] followers, [----] engagements

"$NVO held a press conference at 08:15. I tweeted live but heres a summary if you missed it: Q: Why is [----] guidance so much lower than expected CEO Mike Doustdar: Weve been clear for months that [----] brings pricing headwinds especially in the U.S. The Most Favored Nation policy and lower prices in the self-pay channel are the main drivers. In short the guidance reflects lower prices. Q: Wont lower prices hurt Novo long term Mike Doustdar: Lower prices improve patient access and we are already seeing that. This is painful in the short term but we view it as an investment in future volume"
X Link 2026-02-04T08:30Z [----] followers, 28.8K engagements

"$NVO disclosed the exit package for former CEO Lars Fruergaard Jrgensen. Severance pay: DKK 42.9m (2 years base salary + pension) Non-compete compensation (10 months): DKK 22.m Total severance and compensation: DKK 64.9m ($9.4m). #StocksInFocus #investing"
X Link 2026-02-04T09:10Z [----] followers, [----] engagements

"Nordnets Per Hansen on $NVO: Reality has hit hard. Investors were prepared for a weak [----] but not for guidance this bad. Novo now expects 5% to 13% declines in sales and EBIT far below consensus collapsing the key condition for a [----] recovery. Yes the Wegovy pill launch is strong. Yes buybacks (DKK 15bn) and a higher dividend help. But guidance mattered most and Novo failed it badly. Novo geared up for high growth and high U.S. prices in [------]. That world is gone. With [----] revenue now likely 25% below expectations from two years ago more cost cuts and efficiency measures look unavoidable."
X Link 2026-02-04T09:15Z [----] followers, [----] engagements

"$NVO plans to host a Capital Markets Day in London on Monday September [--] [----]. CEO Mike Doustdar said the company expects to present new strategic ambitions at the event. #StocksInFocus #investing"
X Link 2026-02-04T09:30Z [----] followers, [----] engagements

"$NVO is being aggressively bought by Danish retail investors this morning even as the stock drops 18%. Fresh data from Nordnet show that in the first hour of trading Novo accounted for 88% of the total buy value among the [--] most bought stocks. Notably Novo didnt appear at all among the [--] most sold stocks between 910am. #StocksToWatch #investing https://twitter.com/i/web/status/2018984121960108535 https://twitter.com/i/web/status/2018984121960108535"
X Link 2026-02-04T09:45Z [----] followers, 25.2K engagements

"$NVO s market cap wipeout today puts the sell-off into stark perspective. According to Danish newspaper Brsen: Novo B-shares fell up to 19.5% (DKK 71.8) That implies a DKK 321bn loss in market value (incl. A-shares) For comparison: Danske Bank is worth DKK 277bn A.P. Mller-Mrsk is worth DKK 246bn The drop is nearly [--] the market cap of Novonesis (DKK 178bn) One days move erased more value than some of Denmarks largest listed companies are worth. #StocksInFocus #investing https://twitter.com/i/web/status/2018987898029097337 https://twitter.com/i/web/status/2018987898029097337"
X Link 2026-02-04T10:00Z [----] followers, [----] engagements

"More color on todays wild flow in $NVO After the open on Nasdaq Copenhagen Danish retail investors initially sold aggressively which is unusual during a sharp selloff. According to Mads Zink head of Danish equities at Danske Bank private investors were heavy net sellers early on. But as the morning progressed retail investors flipped completely. They are now large net buyers after the stock fell 18% while foreign institutional investors remain net sellers helping explain the magnitude of the drop. This also fits with the Nordnet data I shared earlier: Novomade up 88% of buy value among the 20"
X Link 2026-02-04T10:30Z [----] followers, [----] engagements

"$NVO press conference in Bagsvrd: Mike Doustdar was asked when Novo Nordisk returns to growth. His answer: price cuts work instantly volumes dont. When prices are cut in half volumes need to more than double to get back to growth. Prices can change overnight. Volumes come one prescription at a time. Mike Doustdar pointed to early data from the Wegovy pill launch: Price set at $149 [-----] weekly prescriptions in [--] weeks [------] new patients in one month Thats twice the second-best GLP-1 launch (Zepbound**) and 15x better than Ozempics original launch. #StocksInFocus #investing"
X Link 2026-02-04T10:45Z [----] followers, [----] engagements

"A bit more from $NVO s in-person press conference in Bagsvrd: Brsen asked whether Mike Doustdar deliberately set Novo Nordisks latest guidance low to avoid another market disappointment. Mike Doustdar: We go very deep into our planning when we set guidance. We dont want to disappoint ourselves or the market but we also wont set targets that slow us down. Asked if the guidance carries the same risk of cuts as last year: The guidance has the same range as weve always used. #StocksInFocus #investing https://twitter.com/i/web/status/2019002367178309898"
X Link 2026-02-04T10:57Z [----] followers, [----] engagements

"More from $NVO s press conference in Bagsvrd: CEO Mike Doustdar says around [----] million people are currently using compounded copy versions of Novos medicines a real drag on the companys growth. Asked about upcoming competition from Eli Lillys weight-loss pill Mike Doustdar says Novos response is simple: a better pill which he believes is The Wegovy Pill. On the negative growth outlook: Of course neither Karsten nor I nor investors are used to minus growth. But while the focus is on negative growth there is also a lot inside Novo Nordisk that is growing. #StocksInFocus #investing"
X Link 2026-02-04T11:12Z [----] followers, [----] engagements

"Theres massive trading interest in $NVO today. According to Brsen: By 12:00 [----] million Novo B shares had changed hands on Nasdaq Copenhagen +715% versus a normal day at that time. For context average daily volume over the past year is [---] million shares. Not a record yet (that was July [--] last year with 40.9m shares traded after a guidance cut) but activity is extreme. #StocksToWatch #investing https://twitter.com/i/web/status/2019011804790169713 https://twitter.com/i/web/status/2019011804790169713"
X Link 2026-02-04T11:35Z [----] followers, [----] engagements

"$LLY just reported earnings the stock is up 8% in premarket. #StocksToWatch #investing"
X Link 2026-02-04T11:51Z [----] followers, [----] engagements

"$LLY just raised the bar. Eli Lilly beat revenue expectations posting $65.2bn in sales vs $63.8bn expected. And it didnt stop there: [----] revenue guidance: $8083bn Street was looking for $77.7bn Implies +23% to +27% growth next year The contrast with $NVO s outlook couldnt be sharper. #StocksToWatch #investing https://twitter.com/i/web/status/2019018446151856454 https://twitter.com/i/web/status/2019018446151856454"
X Link 2026-02-04T12:01Z [----] followers, 22.7K engagements

"UBS flags key concerns behind $NVO s weak [----] outlook. The bank says the midpoint of Novo Nordisks guidance (around 9% EBIT) is far worse than expected and points to three main issues: U.S. injectable obesity volumes are weaker than expected with cannibalisation from oral Wegovy and future competition from Lillys oral pill. Growth is shifting toward the cash-pay channel where prices are lower. Management is not yet assuming that oral Wegovys strong early momentum can be sustained once Lilly launches its pill or that patients will stay longer or pay higher prices. UBS also notes that heavy"
X Link 2026-02-04T12:05Z [----] followers, [----] engagements

"$NVO shared a clearer timeline on its weight-loss pill outside the U.S. According to R&D chief Martin Holst Lange Novo Nordisk expects European approval of the Wegovy pill in H2 [----]. #StocksToWatch #investing"
X Link 2026-02-04T12:33Z [----] followers, [----] engagements

"Analyst asks whether early growth of the Wegovy pill is sustainable. $NVO s answer was clear: We went all-in. This has been the strongest launch weve ever had with every marketing lever pulled. On competition: The past two years have taught us one thing patients care most about weight loss. Data point: Wegovy pill: 16.6% weight loss Competitor data: 12.4% If you ask any patient whether they want to lose 17% or 12% I know what I would choose. #StocksToWatch #investing https://twitter.com/i/web/status/2019034327288291610 https://twitter.com/i/web/status/2019034327288291610"
X Link 2026-02-04T13:04Z [----] followers, [----] engagements

"$NVO has now closed the Q&A and todays analyst call is over. The stock swung a bit during the call but ends down 17.5% after the call. Management once again didnt really talk the story up. I know its early but so far the new leadership doesnt seem any better than the old at emphasizing the positives. #Stocks #investing https://twitter.com/i/web/status/2019038228695617767 https://twitter.com/i/web/status/2019038228695617767"
X Link 2026-02-04T13:20Z [----] followers, 10K engagements

"$NVO may have surprised the market with weak [----] guidance but DNB Carnegie sticks with its Buy rating. The bank cuts its price target to DKK [---] (from 440) but says near-term headwinds are already reflected and sees the [----] outlook as conservative. With U.S. prices falling faster than expected DNBs focus shifts to volume upside while noting that international operations continue to perform well. #stocks #investing https://twitter.com/i/web/status/2019044645976539525 https://twitter.com/i/web/status/2019044645976539525"
X Link 2026-02-04T13:45Z [----] followers, [----] engagements

"Danske Banks head of equity research says $NVO is in crisis right now. There are few signs of improvement in the near term. We likely have to look to [----] before topline growth returns says Carsten Lnborg Madsen. He notes that guidance for up to a 13% sales decline in [----] is clearly negative for investors. While the Wegovy pill launch has started strongly and Novo announced a DKK 15bn buyback these positives are outweighed by much heavier-than-expected U.S. pricing pressure. #Stocks #investing https://twitter.com/i/web/status/2019064024319623561"
X Link 2026-02-04T15:02Z [----] followers, [----] engagements

"$NVO s early earnings release disappointed especially the outlook for lower sales growth. Johnny Madsen CIO at Formue- & Investeringspleje (a Danish wealth and asset management firm) says the [----] guidance is weak but likely conservative. Key points: Price cuts tied to U.S. negotiations are the main drag Lower prices should lift volumes but obesity is still a young market Management likely wants to avoid another downgrade in [----] On the positive side: Q4 results beat expectations Wegovy pill launch is going much better than expected Novo enters [----] with some momentum What could restore"
X Link 2026-02-04T15:30Z [----] followers, [----] engagements

"Some quick thoughts after todays press conference and earnings call from $NVO. Theres no way around it the guidance is catastrophic. I appreciate management being honest and not overpromising but they are terrible at selling the good story. Even when highlighting the most successful launch ever for the Wegovy pill it was quickly followed by talk of lower prices. I had hoped CEO Mike Doustdar coming from sales would bring something new but so far it feels like more of the same. Yes its still early days but both earnings calls have been a letdown. Its also hard to reconcile Novos tone with Eli"
X Link 2026-02-04T15:55Z [----] followers, [----] engagements

"Just look at $LLY s earnings call. R&D chief Dan Skovronsky closed by saying Lilly believes it has a clear scientific lead in obesity and plans to extend that lead. On oral orforglipron management said they are very encouraged by the strong early uptake of Novos Wegovy pill which actually validates Lillys own oral strategy. Many patients have been waiting for an oral option and we feel very good about our competitive position. The contrast in tone vs. $NVO is striking. https://twitter.com/i/web/status/2019078180812845339 https://twitter.com/i/web/status/2019078180812845339"
X Link 2026-02-04T15:58Z [----] followers, [----] engagements

"$NVO and $LLY are both leaning hard into direct-to-consumer self-pay sales and Eli Lilly CEO David Ricks says the model is a major wildcard for growth. I cant think of another example where people pay this much out of pocket he said noting obesity drugs sit between healthcare and cosmetics but with real health benefits. Strategically very interesting David Ricks adds with big implications for near- and mid-term growth for both Novo and Lilly. #StocksToWatch #investing https://twitter.com/i/web/status/2019086044684050475 https://twitter.com/i/web/status/2019086044684050475"
X Link 2026-02-04T16:30Z [----] followers, [----] engagements

"Brutal reset for $NVO. Shares plunged 17.2% on Wednesday after a bleak [----] outlook wiping out nearly DKK 282bn in market value. The stock closed at DKK [------] erasing all YTD gains and leaving shares down 6.3% in [----]. #StocksInFocus #investing"
X Link 2026-02-04T16:45Z [----] followers, [----] engagements

"$NVO s shareholder letter makes one thing clear: the company is resetting after years of explosive growth. The obesity boom grew faster than Novo expected forcing it to rethink pricing access and how patients actually want to use these drugs. Competition is now intense but management says that only confirms how big the market really is. Novo is narrowing its focus to obesity and diabetes cutting costs after over-expanding simplifying decision-making and speeding up R&D. On patent expiries Novo argues that generics could expand access and grow the overall GLP-1 market while the company"
X Link 2026-02-04T18:03Z [----] followers, [----] engagements

"Union Investment portfolio manager Markus Manns on $NVO: Novos growth story has broken down and it could take years for management to rebuild investor trust. He calls the Q4 sales decline shocking and says no one expected a double-digit earnings drop. Novos [----] guidance pointing to a 513% sales decline is far worse than expected. The one bright spot is the very strong early prescription data for the Wegovy pill with around half of patients willing to pay out of pocket. #StocksInFocus #investing https://twitter.com/i/web/status/2019116242536190433"
X Link 2026-02-04T18:30Z [----] followers, [----] engagements

"Analysis: It has to hurt before it gets better for $NVO Novo shocked the market with its [----] outlook: management now expects sales to fall 513% potentially wiping DKK 40bn off revenue vs [----]. The stock plunged and DKK 300bn in market value was erased in a single day. CEO Mike Doustdars message is consistent: pricing headwinds first volume later. Lower prices in the U.S. tougher competition from $LLY and compounders and a crowded obesity market mean [----] will be painful before growth returns. Management is clearly resetting expectations. Mike Doustdar and chairman Lars Rebien Srensen warn"
X Link 2026-02-04T19:00Z [----] followers, [----] engagements

"$NVO shares are tumbling after Novo Nordisk pre-released a shock [----] outlook. CEO Mike Doustdar to CNBC: People should expect it to go down before it comes back up. Lower U.S. pricing for Wegovy is the main headwind. Key points: [----] guidance much weaker than consensus Price cuts in the U.S. outweigh near-term gains from the strong Wegovy pill launch [------] patients on the pill after just [--] weeks better than expected Competition from compounders and $LLY remains intense HSBC sums it up: the debate now is whether this becomes a U-shaped recovery or a long Nike-swoosh. Mike Doustdar insists:"
X Link 2026-02-04T19:30Z [----] followers, [----] engagements

"After $NVO s disappointing results and weak [----] guidance sent the stock down on Wednesday analysts are reassessing their outlook. Danske Bank has cut its 12-month price target on Novo to DKK [---] from DKK [---] reflecting the tougher growth outlook following the earnings release. #Stocks #investing https://twitter.com/i/web/status/2019139018181480518 https://twitter.com/i/web/status/2019139018181480518"
X Link 2026-02-04T20:00Z [----] followers, [----] engagements

"$NVO is walking into a potential price war in obesity drugs. Novo Nordisk is slashing Wegovy prices in the U.S. (pill launched at $149$299 vs $1000/month historically) to drive volume accepting short-term pain. CEO Mike Doustdar says lower prices will pay off over time. Investors arent convinced. With $LLY guiding far more optimistically and already leading in U.S. prescriptions some warn a race to the bottom could be a no-win scenario especially for the player losing share. Key risk: Price cuts hit revenue & margins now Volume response takes time GLP-1 market is getting crowded (compounders"
X Link 2026-02-04T21:01Z [----] followers, [----] engagements

"Morningstar upgrades $NVO to Buy from Hold. The firm keeps its $66 price target on Novos U.S.-listed shares unchanged. #StocksToWatch #investing"
X Link 2026-02-04T21:30Z [----] followers, [----] engagements

"CEO pay cut at $NVO New CEO Mike Doustdar will earn DKK 20.7m ($3.3m) in [----] 38% less than predecessor Lars Fruergaard Jrgensen. The cut is driven mainly by much lower bonus payouts after weak results. Link to article: #StocksInFocus #investing https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium"
X Link 2026-02-04T22:00Z [----] followers, [----] engagements

"PepsiCo sees more opportunities than threats from GLP-1 drugs from $NVO and $LLY CEO Ramon Laguarta says rising use of GLP-1s boosted by pills like Wegovy from Novo Nordisk is changing how people eat not if they eat. What PepsiCo is seeing: Smaller portions not lower engagement Strong demand for single-serve products Growing interest in hydration fibre & protein Ramon Laguarta calls it a big opportunity in the US and globally. Link to article: #StocksInFocus #investing https://www.just-food.com/news/pepsico-ceo-sees-big-opportunities-from-glp-1-drugs/cf-view"
X Link 2026-02-05T05:00Z [----] followers, [----] engagements

"$NVO just suffered its 4th-largest one-day share price drop since [----]. Stock fell 17.2% on Wednesday DKK 284bn ($41bn) wiped off market cap in one day Triggered by bleak [----] guidance (sales & EBIT down 513%) Shares are now 69% below the [----] peak Only three single-day drops have been larger: -23.1% (July 2025) major guidance cut -21.4% (April 2002) profit warning -20.7% (Dec 2024) CagriSema trial disappointment One of the most severe selloffs in Novos history. #StocksToWatch #investing https://twitter.com/i/web/status/2019305112213074009 https://twitter.com/i/web/status/2019305112213074009"
X Link 2026-02-05T07:00Z [----] followers, [----] engagements

"$NVO is emerging as the weaker side of the GLP-1 duopoly. The obesity drug market grew 85% in [----] but gains are skewed toward $LLY Lilly expects 25% revenue growththis year while Novo guides for -5% to -13%. Why it matters: U.S. price pressure is forcing cuts for both Lilly is offsetting with volume growth Novos global GLP-1 share has fallen 11pp in a year The U.S. is 55% of Novos sales Price cuts + weak volume = shrinking revenue. For Novo the strategy only works if the market expands fast and share losses stop. Link to article: #StocksToWatch #investing"
X Link 2026-02-05T09:01Z [----] followers, [----] engagements

"$NVO stock plunged 15% after releasing a brutal [----] outlook. Guidance calls for sales down 513% this year driven by pricing pressure and tougher GLP-1 competition a major shock after approval of its weight-loss pill. The debate now: Panic and dump the stock Or a long-term buying opportunity At 14x trailing earnings (vs 26x for the S&P 500) Novo looks cheap if pill demand surprises to the upside and guidance improves. The core diabetes + obesity franchise is still intact but confidence has clearly been shaken. Link to article: #StocksToWatch #investing"
X Link 2026-02-05T10:00Z [----] followers, [----] engagements

"Its a little-known secret but at yesterdays press conference $NVO revealed it will advertise during the #SuperBowl . A 30-second spot costs roughly $78 million and CEO Mike Doustdar said viewers in the U.S. will see a major never-before-seen campaign during the game. The ad will promote Novos new Wegovy pill which is currently only available in the U.S. #StocksInFocus #investing https://twitter.com/i/web/status/2019357960275718306 https://twitter.com/i/web/status/2019357960275718306"
X Link 2026-02-05T10:30Z [----] followers, [----] engagements

"A billionaire fund manager who has owned $NVO for 25+ years says expectations have now been fully reset. Morten Gregersen of Formuepleje says he expected [----] to be difficult but was still surprised by how weak Novos guidance turned out. Sales and operating profit are now expected to be 513% lower than in [----] triggering a sharp selloff. The market had become too optimistic after the oral Wegovy launch he says. The results reflect what I feared. We like the stock long term but expectations had to be reset. Morten Gregersen cut his Novo position from 4% to 2% ahead of earnings after spotting"
X Link 2026-02-05T12:00Z [----] followers, 10.1K engagements

"Equity strategist Esbjrn Lundvall of SEB on $NVO s earnings: We maintain our Buy recommendation even though the company has issued very cautious guidance for [----]. Weve long said this year would be a transition year where the impact of lower prices hits hard. At the same time it will take time before the expected volume growth especially from the oral version of Wegovy which has been well received can offset the price declines. #StocksInFocus #investing https://twitter.com/i/web/status/2019388034072912024 https://twitter.com/i/web/status/2019388034072912024"
X Link 2026-02-05T12:30Z [----] followers, [----] engagements

"Head of Equities at DNB Carnegie Private Banking Karl Hedberg on $NVO s earnings: The downgrade to sales and earnings expectations is driven by continued pricing pressure on obesity drugs. Were surprised that the pressure remains this intense but believe management is being extra conservative. The CEO is relatively new and likely sees no reason to be overly optimistic and then risk underdelivering. Karl Hedberg adds that volumes should continue to grow and partly offset lower prices which is why DNB Carnegie maintains its Buy recommendation. Following the update the bank makes a minor price"
X Link 2026-02-05T13:30Z [----] followers, [----] engagements

"$HIMS says it will launch a compounded version of the oral Wegovy pill but its fair to ask how that works in practice. $NVO s oral Wegovy relies on SNAC a proprietary delivery technology from Novo Nordisk that protects semaglutide in the stomach and helps it get absorbed. SNAC is patent-protected and not available to compounders like Hims. That means Hims can put semaglutide into a pill using a different formulation and sell it as a custom compound without claiming its equivalent to oral Wegovy. The key issue as I understand it is that without SNAC absorption is likely much lower and less"
X Link 2026-02-05T14:25Z [----] followers, 16.8K engagements

"Investors are nervous after $HIMS announced a cheaper copy of $NVO's Wegovy pill says analyst Sren Lntoft Hansen of AL Sydbank. He warns that investors fear copycats could take market share in weight-loss pills just as they previously did in injectables adding pressure on Novo Nordisk. The move also raises legal questions. Copies are generally only allowed in cases of shortages which dont apply here. A narrow loophole may exist if side effects justify an alternative but the broader implications are serious. This kills innovation in medicine Sren Lntoft Hansen says adding that Novo must push"
X Link 2026-02-05T15:05Z [----] followers, [----] engagements

"$NVO CEO Mike Doustdar was briefing analysts on the Wegovy pill when he was told a $49 copy was already on the market from $HIMS. His reaction was blunt: A waste of money. According to Mike Doustdar without Novos patented SNAC technology semaglutide taken as a pill or liquid would be broken down in the stomach and simply wont work. Youre wasting $49 he said adding that he still needs to review what Hims has actually done. #StocksInFocus #InvestingTips https://twitter.com/i/web/status/2019436870304776371 https://twitter.com/i/web/status/2019436870304776371"
X Link 2026-02-05T15:44Z [----] followers, 21.3K engagements

"$NVO issues a statement against $HIMS accusing it of illegal mass compounding and deceptive advertising related to a knockoff semaglutide pill. Novo says the move poses significant patient safety risks and confirms it will pursue legal and regulatory action to protect patients its IP and the FDA approval framework. The company notes the FDA has previously warned Hims about misleading promotion of GLP-1 knockoffs. Novo adds that only Novo manufactures an FDA-approved Wegovy pill formulated with SNAC technology to enable oral absorption and that it is fully available nationwide. Compounded"
X Link 2026-02-05T15:55Z [----] followers, [----] engagements

"So the CEO of $HIMS is so desperate that hell sell a compounded version of $NVO s oral Wegovy even though it likely wont work properly due to the lack of SNAC. Selling products that dont work is usually not a great business model. Is this the beginning of the end for Hims We may soon see a lot of insider selling"
X Link 2026-02-05T16:15Z [----] followers, 13K engagements

"$HIMS claims an alternative delivery method for its compounded version of $NVO 's Wegovy pill saying its formulated to protect the active ingredient during digestion and support absorption without using SNAC. But as I understand it that would effectively be a new formulation and delivery technology which should require clinical testing to prove absorption safety and efficacy. If there are no clinical data then either absorption is minimal and inconsistent or the claims are mostly marketing. You cant really have it both ways. #StocksToWatch #investing"
X Link 2026-02-05T16:35Z [----] followers, [----] engagements

"$HIMS will not be selling the equivalent of $NVO s oral Wegovy. I wonder whether its patients will appreciate that. Hahaha ok so $HIMS is now not just scamming pharma companies for their IP theyre also scamming their own patients too Theyre making a semaglutide pill without the (proprietary) SNAC formulation that $NVO uses to prevent the peptide from being totally dissolved/digested Hahaha ok so $HIMS is now not just scamming pharma companies for their IP theyre also scamming their own patients too Theyre making a semaglutide pill without the (proprietary) SNAC formulation that $NVO uses"
X Link 2026-02-05T16:54Z [----] followers, [----] engagements

"A new reality for $NVO As an investor disappointment is understandable expectations for [----] are far weaker than anticipated. That said there were some positives beneath the surface. Q4 [----] came in slightly better than expected on both revenue and earnings: Ozempic sales just under DKK 31.8bn vs. DKK 29.7bn expected Wegovy sales DKK 21.8bn vs. DKK 21.1bn expected The oral Wegovy launch has started well Still the narrative is dominated by the negative outlook. Novo now expects adjusted revenue in [----] to decline 816% y/y implying DKK 257284bn in revenue. Notably this brings [----] revenue"
X Link 2026-02-05T18:00Z [----] followers, [----] engagements

"$NVO reports its first-ever decline in Ozempic sales in Greater China highlighting rising competitive pressure. Ozempic sales in mainland China Taiwan and Hong Kong fell 7% in [----] to DKK 5.4bn Novos largest market after the U.S. The drop comes as rivals enter the market including $LLY s Mounjaro and several Chinese GLP-1 drugs some now included in Chinas state health insurance. CFO Karsten Munk Knudsen says Novo still has a strong position and low penetration but competition is clearly intensifying. Greater China accounted for 14% of Novos non-U.S. sales in [----]. Link ot article:"
X Link 2026-02-05T19:00Z [----] followers, [----] engagements

"$NVO escalates its clash with $HIMS over a compounded oral Wegovy copy. Novo spokesperson Ambre James-Brown calls Hims mass compounding illegal and says Novo will pursue legal and regulatory action to protect patients its IP and the U.S. drug approval framework. Hims says it hasnt compromised on safety or efficacy and claims to use liposome-based technology to support absorption. Analysts question whether patients will see comparable results noting compounded drugs are not FDA-approved lack clinical efficacy data and could still spark a price war. The FDA has previously warned Hims over"
X Link 2026-02-05T19:15Z [----] followers, [----] engagements

"$HIMS reverses sharply into the red after $NVO threatened legal action and issued a health warning over Hims planned copy of the Wegovy pill. Hims shares is down +3% after initially jumping 15%+ premarket on news of a heavily discounted compounded version of the pill. The stock is now trading around lowest level since [----]. #StocksInFocus #InvestingTips https://twitter.com/i/web/status/2019497729420898511 https://twitter.com/i/web/status/2019497729420898511"
X Link 2026-02-05T19:45Z [----] followers, [----] engagements

"$NVO needs to execute on multiple fronts to rebuild investor confidence according to Jyske Bank. Senior analyst Henrik Hallengreen Laustsen says [----] looks challenging but believes Novo can return to growth in [----] if it delivers especially on obesity. Jyske Bank cuts its price target to DKK [---] from DKK [---] but reiterates Buy. Management struck a very optimistic tone on the newly launched oral Wegovy going all in with partnerships and marketing. Prescription trends could continue to impress and support the stock. Growth guidance for [----] (-5% to -13%) disappointed the market but is seen as"
X Link 2026-02-05T20:00Z [----] followers, [----] engagements

"$NVO isnt the only high-quality company in Denmark. Another one worth watching closely is Coloplast which reports earnings tomorrow morning. Ive written an analysis on the company here: #StocksToWatch #Invest https://www.investseekers.com/post/coloplast-a-durable-choice-for-long-term-investors https://www.investseekers.com/post/coloplast-a-durable-choice-for-long-term-investors"
X Link 2026-02-05T20:30Z [----] followers, [----] engagements

"Legendary former DSV CEO and co-founder Leif Tullberg says the brutal selloff in $NVO has created a clear buying opportunity. After the stock fell more than 18% Leif Tullberg argues the market overreacted: Lemmings sell while smart money holds. He calls Novos [----] results strong highlighting operating profit of DKK 127bn revenue up 6% to DKK 309bn and Wegovy sales growth of 41%. In his view the guidance-driven panic ignores underlying volume growth and exaggerates the real slowdown. The shift from hype to reality has pushed the stock to levels (DKK 300) that dont reflect fundamentals. Leif"
X Link 2026-02-05T20:45Z [----] followers, [----] engagements

"Serial entrepreneur Martin Thorborg on the $NVO selloff: I just lost about DKK [------]. Shares in Novo Nordisk plunged more than 17% after disappointing guidance wiping DKK 400k off Martin Thorborgs Novo holdings in a single morning. Hes not panicking. I dont cry over it. Markets go up and down he says noting that gains in gold offset much of the loss. After a strong [----] he feels for Danish pension savers more than himself. Martin Thorborg has invested nearly DKK 4m in Novo over time; the position is now worth less than half. Still hes holding: Theyll come back at some point whether it takes"
X Link 2026-02-05T21:10Z [----] followers, 10.5K engagements

"Some striking trading volume stats on $NVO In [----] Novos stock accounted for DKK 612bn in trading on the Copenhagen Stock Exchange roughly 37.5% of total market turnover. Thats almost as much as the next nine most-traded stocks combined. Of the [---] stocks traded in Copenhagen the gap between the largest and smallest was extreme: the least-traded stock saw just DKK 2.4m in turnover for the entire year. Including Novo C25 stocks make up 93% of total trading. Excluding Novo that figure drops to 56% showing just how dominant one stock has become. And this isnt just a Denmark story. Novos trading"
X Link 2026-02-05T21:30Z [----] followers, [----] engagements

"Nervous investors after $NVO s sharp selloff and the bottom may not be in yet. Former head of IR for Novo Nordisk US Peter Bkgaard says the numbers were worse than expected and the stock could fall further: If sales dont recover until [----] and decline in [----] you cant pay 1820x earnings. He sees downside risk toward DKK [---]. Investor editor at Brsen Simon Kirketerp agrees theres no clear floor at DKK [---] while Otto Mnsteds Fond CEO Nina Movinhopes the guidance reflects a conservative clearing event from management. Link to article (in Danish): #StocksInFocus #investing"
X Link 2026-02-05T22:01Z [----] followers, [----] engagements

"Can Pfizer crash the weight-loss party dominated by Eli Lilly and Novo Nordisk $NVO and $LLY generated $35bn+ in obesity-related sales in [----]. $PFE Zero for now. But its gearing up for a comeback. After scrapping danuglipron Pfizer acquired Metsera and is now betting on PF3944 a monthly GLP-1 injection (vs weekly for Lilly/Novo). Management believes monthly dosing could be a major differentiator with Phase [--] studies expected to start soon and early efficacy seen as competitive. Pfizer plans 20+ obesity trials in [----] including combo therapies that could deliver class-leading results. Its"
X Link 2026-02-05T22:30Z [----] followers, [----] engagements

"Re-contextualising $NVO - not so cheap anymore Novos [----] guidance marks a clear reset. Management now expects sales and operating profit to decline 513% (CER) driven by pricing pressure from Most Favoured Nation rules and intensifying competition in GLP-1. A stronger dollar could add further headwinds . While Novo retains strong long-term positioning near- to mid-term uncertainty has increased materially. Free cash flow for [----] is guided at DKK 3545bn implying a relatively low yield alongside declining revenues. There are still positives: oral Wegovy has had a strong early launch branded"
X Link 2026-02-05T22:55Z [----] followers, [----] engagements

"Comment from Per Hansen investment economist at Nordnet: $HIMS floated the idea of a $49/month intro subscription (later $99) for a copy of $NVO 's Wegovy pill. Investors arent buying it. Novo Nordisk shares took another hit after Hims suggested compounding a semaglutide pill. There are only two legal paths for unapproved copies: shortages or special customization. Neither appears to apply here making the product likely illegal. Novo has challenged the legality and warned the pill likely wont be absorbed properly meaning limited effect and potential side effects. Per Hansen expects U.S."
X Link 2026-02-06T09:42Z [----] followers, [----] engagements

"After $HIMS launched a $49/month copy of $NVO s Wegovy pill experts and analysts are openly skeptical. Hanne Mrck Nielsen Professor of Peptide Drug Development at the University of Copenhagen says it is very mysterious that a copy pill could have the same effect noting Novo spent years and massive resources developing its tablet. Best case she says it doesnt work. Worst case there could be safety risks. AL Sydbank analyst Sren Lntoft Hansen warns the product is not FDA-approved untested and relies on unverifiable production technology. He adds that Novos patented SNAC delivery system is"
X Link 2026-02-06T18:47Z [----] followers, 10K engagements

"@SpencerHakimian Kicking a dog is about as low as it gets. When cruelty reaches animals theres no doubt left just wannabe thugs pretending brutality is strength"
X Link 2026-02-06T20:33Z [----] followers, 48.8K engagements

"@factpostnews Anyone who kicks a dog isnt enforcing anything. Thats just cruelty from people pretending to be hard"
X Link 2026-02-06T20:43Z [----] followers, 17K engagements

"$AMZN is now offering $NVO s Wegovy pill through its pharmacy with prices as low as $25/month with insurance or $149 cash-pay. That puts pressure on platforms like $HIMS WW International and GoodRx which now face a rival with 200M Prime members built-in advertising and frictionless checkout. As GLP-1s move from injections to pills demand may surge but Amazons scale could reshape who wins on distribution not just who makes the drug. Link to article: #stocks #investing https://www.fool.com/investing/2026/02/05/amazon-novo-nordisk-wegovy-pill-pharmacy-hims/source=iedfolrf0000001"
X Link 2026-02-06T21:15Z [----] followers, 13.7K engagements

"$NVO goes to the #SuperBowl with a simple idea: Wegovy is now a pill and taking it shouldnt feel taboo. The ad uses humor and celebrities to normalize weight-loss treatment a sign that GLP-1s are no longer niche but culture-level products. Link to article: #stocks #Invest https://www.adweek.com/brand-marketing/novo-nordisks-super-bowl-pitch-dont-feel-bad-about-taking-wegovy/ https://www.adweek.com/brand-marketing/novo-nordisks-super-bowl-pitch-dont-feel-bad-about-taking-wegovy/"
X Link 2026-02-06T23:15Z [----] followers, [----] engagements

"$NVO is being hit harder by compounders than $LLY AlphaValue analyst Abhishek Raval notes reflected in Lillys upbeat growth outlook vs. Novos gloomy guidance. Abhishek Raval points out a seemingly tighter regulatory crackdown on copycat tirzepatide than on semaglutide raising questions about uneven enforcement. He also doubts $HIMS $49$99 pricing estimating compounded semaglutide costs $100$250/month implying little to no profit. #StocksInFocus #Invest https://twitter.com/i/web/status/2020033536904831168 https://twitter.com/i/web/status/2020033536904831168"
X Link 2026-02-07T07:15Z [----] followers, [----] engagements

"$HIMS folded 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO"
X Link 2026-02-07T20:26Z [----] followers, [----] engagements

"@devineni6 Where is the confusion All numbers are in DKK"
X Link 2026-02-07T21:48Z [----] followers, [---] engagements

"Emcure beats [--] rivals to secure a second semaglutide brand from $NVO in India. Emcure Pharma won exclusive rights to market Poviztra a semaglutide weight-loss therapy licensed from Novo Nordisk after competing with around eight to nine companies for the partnership. The brand launched in December [----] and has seen early sales traction helping Emcure strengthen its position in the obesity and metabolic treatment market in India. Link to article: #StocksInFocus #investing"
X Link 2026-02-08T06:15Z [----] followers, [----] engagements

"@devineni6 It is [--] years from now and all the calculations come with a 50% discount to intrinsic value"
X Link 2026-02-08T09:33Z [----] followers, [--] engagements

"Danish companies were hit hard by the weaker dollar in [----] and $NVO is a prime example. The company is highly exposed to the U.S. with DKK 173bn of its DKK 309bn sales coming from the U.S. last year. If exchange rates had been unchanged Novo would have reported sales of DKK 320bn. Instead the weaker dollar reduced reported sales by DKK 11.2bn. The falling dollar also cut the value of Novos foreign subsidiaries by about DKK 7.8bn. However currency hedging softened the blow. Through FX forwards and options Novo generated a net gain of more than DKK 6.0bn in [----] and had an additional DKK 4.3bn"
X Link 2026-02-08T13:30Z [----] followers, [----] engagements

"@CompoundingLab Pandora does look interesting at these levels"
X Link 2026-02-08T15:21Z [----] followers, [--] engagements

"@WallStreetMav Ah yes the very serious theory that Europes healthcare systems were secretly funded by the U.S. defense budget and vibes. NATO contributions EU tariffs and decades of trade data aside its comforting to know complex economics can be reduced to America paid for everything"
X Link 2026-02-08T15:30Z [----] followers, [----] engagements

"$NVO didnt forget to renew its patents in Canada. In Canada patented drugs fall under PMPRB jurisdiction which caps prices. If a drug is no longer patented PMPRB loses jurisdiction. In practice no patent = no price control (until generics arrive). At the time the patent lapsed PMPRB was proposing much stricter price regulations that could have materially cut prices for drugs like Ozempic. Novo appears to have made a trade-off: Give up patent protection earlier Avoid PMPRB price controls Maintain de facto exclusivity and maximize pricing until generics enter Notably other Canadian patent"
X Link 2026-02-08T17:12Z [----] followers, [----] engagements

"Trump calling an American Olympian a real loser is peak Trump. He cant even manage basic respect for people representing his own country. If this were Biden MAGA would be foaming at the mouth about patriotism and honor. Instead its just another reminder that Trumps default setting is petty cruel and completely unserious. https://twitter.com/i/web/status/2020548746237350128 https://twitter.com/i/web/status/2020548746237350128"
X Link 2026-02-08T17:22Z [----] followers, [----] engagements

"The Week of $NVO: Guidance Shock Pill Momentum and a Regulatory Crackdown Guidance reset hits hard Novo reported a solid [----] but management shocked the market with a very cautious [----] outlook Headwinds cited include lower U.S. prices ongoing price investments loss of semaglutide exclusivity in some markets intensifying GLP-1 competition and reduced Medicaid obesity coverage The stock reaction was severe triggering widespread estimate cuts and renewed debate over Novos near-term growth profile The Wegovy pill remains the key offset Management continues to highlight very strong early uptake"
X Link 2026-02-08T18:49Z [----] followers, [----] engagements

"Thomas Gayner of Markel Group increased his stake in $NVO by 21.16% last quarter. Thomas Gayner is known for his patient #WarrenBuffett -style investing approach and is featured in Richer Wiser Happier for his long-term quality-focused philosophy. #Stocks #investing"
X Link 2026-02-09T10:44Z [----] followers, [----] engagements

"Turns out the $HIMS CEO screwing over partners competitors customers and shareholders all at once wasnt the best idea. At least his stock sale timing was better. #StocksToWatch #investing"
X Link 2026-02-09T15:35Z [----] followers, [----] engagements

"@spectatorindex I dont know about studies but Ive never felt better since becoming vegetarian"
X Link 2026-02-09T16:49Z [----] followers, [---] engagements

"DZ Bank has cut its price target on $NVO to DKK [---] (from 313) and reiterated its Hold rating. #StocksInFocus #investing"
X Link 2026-02-09T17:58Z [----] followers, [----] engagements

"$NVO shares jumped over 5% on Monday amid a flood of headlines. The main driver was the ongoing copycat drama with $HIMS which pulled its Wegovy copy pill over the weekend. Novo is still pursuing legal action to permanently stop semaglutide copies. Late in the day the FDA added some pressure saying one of Novos Wegovy TV ads may be false or misleading and asking for corrective steps. Even so the stock closed up 5.3% at DKK [---] adding roughly DKK 69bn to Novos market value. #StocksToWatch #investors"
X Link 2026-02-09T18:30Z [----] followers, [----] engagements

"Denmarks C25 index rose 0.8% on Monday. $NVO climbed 5.3% after a wave of positive news related to $HIMS pulling its copy of Novos newly launched Wegovy pill. rsted gained 3.4% to DKK [-----] after DNB Carnegie raised its price target to DKK [---] and reiterated Hold. Pandora was the days laggard falling 5.9% as silver prices jumped about 5%. #StocksInFocus #investors #Denmark https://twitter.com/i/web/status/2020944288427725140 https://twitter.com/i/web/status/2020944288427725140"
X Link 2026-02-09T19:34Z [----] followers, [----] engagements

"Denmarks economy is expected to remain resilient despite the Greenland dispute with the U.S. and last weeks sharp selloff in $NVO according to Danish central bank governor Ulrik Ndgaard. He said neither the political tensions nor Novos recent stock rout are likely to materially hit growth with Denmark still tracking around 2% growth this year. Ulrik Ndgaard added that the Danish krones recent weakness largely reflected market flows and interest-rate differentials not geopolitics and stressed the need for Europe to strengthen long-term strategic autonomy amid rising global uncertainty. So it"
X Link 2026-02-09T21:30Z [----] followers, [----] engagements

"$NVO takes a jab back at $HIMS. When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options: https://t.co/iXjoD0xfC6 https://t.co/7EfVHCtvXv When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options:"
X Link 2026-02-10T04:33Z [----] followers, [----] engagements

"$NVO s U.S.-listed ADR closed at $49.37 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $49.30 in after-hours ( DKK 309.34) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #Investing"
X Link 2026-02-10T05:50Z [----] followers, [----] engagements

"Danish stocks punished for small misses $NVO highlights how unforgiving the market has become: despite revenue and profit growth in [----] under a new CEO and major cost cuts weaker-than-expected [----] guidance triggered a sharp sell-off Lars Hytting of ArthaScope calls the reaction excessive Overall Danish C25 companies largely delivered numbers within guidance during last weeks earnings season None appear to be facing structural trouble after a difficult year Still even minor deviations were punished with share price drops of up to 10% Link to article (in Danish): #StocksInFocus #investors"
X Link 2026-02-10T08:30Z [----] followers, [----] engagements

"Kailera Therapeutics and partner Hengrui report promising mid-stage data for their experimental oral obesity drug ribupatide. Once-daily oral GLP-1 competing with $NVO s oral Wegovy and $LLYs orforglipron Up to 12% weight loss at [--] weeks in a China Phase [--] study Higher doses drove the strongest results; side effects mostly mild to moderate No treatment discontinuations reported The companies are also developing a weekly injectable version while Kailera plans global trials as the obesity drug race continues to crowd fast. Link to article: #StocksToWatch #investing"
X Link 2026-02-10T14:32Z [----] followers, [----] engagements

"Deutsche Bank cuts its price target on $NVO to DKK [---] (from DKK 475) but reiterates its Buy rating. #StocksInFocus #investing"
X Link 2026-02-10T18:40Z [----] followers, [----] engagements

"Denmarks C25 index rose 0.2% on Tuesday. $NVO gained another 1.3% to DKK [------] after a strong 5.3% jump on Monday marking three straight days of gains though the stock is still down 3.2% year-to-date. Pandora led the index up 3.5% on falling silver prices. AL Sydbank and FLSmidth lagged each down 1.5% with no company-specific news. #StockMarket #investing https://twitter.com/i/web/status/2021300636134879706 https://twitter.com/i/web/status/2021300636134879706"
X Link 2026-02-10T19:10Z [----] followers, [----] engagements

"$NVO s U.S.-listed ADR closed at $49.12 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $49.10 in after-hours ( DKK 307.78) suggesting a slightly negative open in Copenhagen today. #StocksInFocus #investing"
X Link 2026-02-11T06:33Z [----] followers, [----] engagements

"Disrupting healthcare now apparently means spiders where medicine is stored and crickets where its tested. Very innovative. $HIMS $NVO @KontraInvest The spotlight at $HIMS gets brighter. Here is the warning letter from FDA. They got a FDA form [---] observation meaning they had [--] days to figure out how this could happen and what new process they intend to use to mitigate this happen again. https://t.co/yyn9GHIB41 @KontraInvest The spotlight at $HIMS gets brighter. Here is the warning letter from FDA. They got a FDA form [---] observation meaning they had [--] days to figure out how this could"
X Link 2026-02-11T10:42Z [----] followers, [----] engagements

"This is a catch-22 for $HIMS. $NVO s case gets stronger no matter what they do"
X Link 2026-02-11T13:57Z [----] followers, [----] engagements

"@PeaceofMindWM Yes I remember last year both the CFO of Novo Nordisk and the CEO of Zealand Pharma said they expect the vast majority to use injections at least in the next couple of years"
X Link 2026-02-11T14:14Z [----] followers, [---] engagements

"Motley Fool says there are [--] healthcare stocks to buy on the dip and $NVO isnt one of them. Their take: Novo is now second fiddle to $LLY. Lillys Mounjaro +99% sales growth Zepbound +175% Novos obesity portfolio +31% They argue pricing pressure in the U.S. will weigh on [----] and the stock is down 66% since mid-2024. But they also note: P/E [--] 3.9% dividend yield (40% payout ratio) The new GLP-1 pill could significantly expand the market Potential rebound in [----] Link to article: #StocksToBuy #investing https://www.fool.com/investing/2026/02/11/healthcare-stock-sink-buy-dip-pfe-lly-nvo/"
X Link 2026-02-11T16:35Z [----] followers, [---] engagements

"@ShadowofEzra Pam Bondi was asked why no Epstein clients have been indicted and somehow turned it into a speech about the stock market. When the subject is a child trafficking network and the response is lets talk about the economy it is not just dismissive it is insulting"
X Link 2026-02-11T16:51Z [----] followers, 33.5K engagements

"Motley Fool says there are [--] healthcare stocks to buy on the dip and $NVO is one of them. Their take: Novo is now second fiddle to $LLY. Lillys Mounjaro +99% sales growth Zepbound +175% Novos obesity portfolio +31% They argue pricing pressure in the U.S. will weigh on [----] and the stock is down 66% since mid-2024. But they also note: P/E [--] 3.9% dividend yield (40% payout ratio) The new GLP-1 pill could significantly expand the market Potential rebound in [----] Link to article: #StocksToBuy #investing https://www.fool.com/investing/2026/02/11/healthcare-stock-sink-buy-dip-pfe-lly-nvo/"
X Link 2026-02-11T16:56Z [----] followers, [----] engagements

"@WallStreetMav Trump has been in power for over a year. If beef prices are still Bidens fault then what exactly has he been doing this whole time"
X Link 2026-02-11T18:11Z [----] followers, [----] engagements

"Denmarks C25 index fell 0.7% on Wednesday. $NVO declined 2.6%. According to Danske Banks senior equity advisor Lars Skovgaard Andersen the move may be linked to news that Chinas Shanghai Shiling Pharmaceutical is developing a semaglutide based nasal spray the same active ingredient as Wegovy and Ozempic. He noted that while the obesity market looks very attractive more players want a share of it. However I reported this news yesterday so I am not convinced that explains todays drop. It is unclear what is driving NVO lower. Ambu was the weakest stock in C25 down 4.5% while DSV rose 2.3% to a"
X Link 2026-02-11T19:30Z [----] followers, [----] engagements

"@DeepIceValue Definitely $NVO. I dont know enough about $UNH and I wouldnt touch $HIMS under any circumstances"
X Link 2026-02-11T20:00Z [----] followers, [----] engagements

"Zacks doubles down after downgrading $NVO to Underperform (Rank #5 Strong Sell). Their view: Slowing momentum for Ozempic & Wegovy Intensifying competition from $LLY Pricing pressure + MFN impact in the U.S. Loss of exclusivity in some markets [----] guidance (5% to 13% adj. sales/EBIT) seen as catastrophic near-term They argue the one-off $4.2B 340B reversal masks weak underlying momentum and that higher R&D + commercial spend will pressure margins further. Meanwhile Lilly gets praise for strong tirzepatide growth and a bullish [----] outlook with oral orforglipron coming. Valuation: Forward P/E"
X Link 2026-02-11T21:00Z [----] followers, [----] engagements

"$NVO plans to start selling Wegovy in vials according to Bloomberg as it looks to win back share from $LLY. Novo currently sells Wegovy in injector pens. Lilly launched lower-priced vials nearly two years ago to ease shortages and attract price-sensitive patients. Pricing for Novos vials is still unclear. #StocksToWatch #investing https://twitter.com/i/web/status/2021806075096228317 https://twitter.com/i/web/status/2021806075096228317"
X Link 2026-02-12T04:38Z [----] followers, [----] engagements

"$NVO s U.S.-listed ADR closed at $48.74 equivalent to DKK [------] slightly above the Copenhagen close of DKK [------]. The ADR later traded around $48.86 in after-hours ( DKK 307.74) suggesting a slightly positive open in Copenhagen today. #StocksInFocus #investing"
X Link 2026-02-12T06:15Z [----] followers, [----] engagements

"Jefferies upgrades $NVO to Hold from Underperform and raises the price target to DKK [---] from DKK [---]. The stock had carried an Underperform rating since analyst Michael Leuchten initiated coverage in October last year. #StocksToWatch #investing"
X Link 2026-02-12T07:15Z [----] followers, [----] engagements

"$NVO was first to market with an oral GLP-1 for obesity but competition is building. $VKTX plans to move its oral obesity drug VK2735 into a late-stage trial in Q3. In a mid-stage study the pill showed 12.2% weight loss. The company believes a low-dose oral strategy could support long-term maintenance. VK2735 is being developed in both oral and injectable forms using the same active ingredient. Shares rose 9% after hours. Link to article: #StocksToWatch #investing"
X Link 2026-02-12T10:15Z [----] followers, [----] engagements

"@TheInsiderPaper Orban once again explaining that helping Ukraine is the real problem for Europe. Hopefully his rule is nearing its end because the EU could really do without leaders who act more like Moscows spokesperson than a member states prime minister"
X Link 2026-02-12T10:21Z [----] followers, [---] engagements

"$NVO plans to expand its Athlone Ireland facility to produce the Wegovy pill for markets outside the U.S. CEO Mike Doustdar tells Bloomberg. He says the launch is already one of the most successful ever in the U.S. with [------] patients now on the pill. The investment underscores Novos push to close the gap with $LLY: If we were throwing in the towel we wouldnt invest in the Ireland factory. #StocksToWatch #investing https://twitter.com/i/web/status/2021905874810286272 https://twitter.com/i/web/status/2021905874810286272"
X Link 2026-02-12T11:15Z [----] followers, [----] engagements

"$NVO and $LLY Effect: GLP-1 Boom Pushes Sugar to 5-Year Low Sugar futures have dropped below 14/lb less than half their late-2023 peak as weight-loss drugs like Wegovy Ozempic Mounjaro and Zepbound curb cravings for sweet snacks. USDA has already cut its U.S. sugar consumption forecast with traders citing slower demand in the US and Europe. Analysts note that if heavy snack consumers move onto GLP-1s the hit to sugar demand can be non-linear. Meanwhile whey protein prices are surging as patients shift toward high-protein diets. GLP-1s are starting to reshape entire food and commodity markets."
X Link 2026-02-12T12:15Z [----] followers, [----] engagements

"@RAWDII3 He doesn't. HIMS is cooked"
X Link 2026-02-12T14:20Z [----] followers, [---] engagements

"Barclays analyst James Gordon on $NVO: Wegovy pill launch is strong and should expand the obesity market but growth may slow once $LLY launches orforglipron. He also warns the pill could cannibalize injectables still the main profit driver so even strong pill uptake wont help much unless injection sales stabilize. #StocksInFocus #investing https://twitter.com/i/web/status/2021981372420612187 https://twitter.com/i/web/status/2021981372420612187"
X Link 2026-02-12T16:15Z [----] followers, [----] engagements

"@Mr_Derivatives $CROX is having a pretty good day"
X Link 2026-02-12T17:18Z [----] followers, [---] engagements

"McDonalds CEO on GLP-1s: behavior will change. $MCD says weight-loss drugs havent materially hit sales yet but acknowledges growing adoption of pills from $NVO and soon $LLY. Consumers eat fewer calories and shift toward protein McDonalds leaning into chicken and portion strategy while PepsiCo prepares smaller servings. Food industry clearly planning for a GLP-1 world. #StocksInFocus #investing https://twitter.com/i/web/status/2022006195456741461 https://twitter.com/i/web/status/2022006195456741461"
X Link 2026-02-12T17:53Z [----] followers, [----] engagements

"@KobeissiLetter Coinbase announcing earnings today and users cant buy sell or transfer. Nothing showcases your business model quite like pausing it on presentation day"
X Link 2026-02-12T18:49Z [----] followers, [----] engagements

"ABG Sundal Collier analyst Morten Larsen: [--] key things to watch for $NVO now Weekly US prescription data for the Wegovy pill shows whether Novo can transition toward a consumer-style obesity market REDEFINE-4 head-to-head study vs $LLY (Q1 2026) potential major stock driver but also real risk Lillys oral launch expected around April first real pill competition In his view the Wegovy pill momentum looks strong but competing directly with Lilly wont be easy. Link to article (in Danish): #StocksToWatch #investing"
X Link 2026-02-12T19:15Z [----] followers, [----] engagements

"Who is $HIMS and is it really a threat to $NVO Last week a company worth 2% of Novo wiped 8% off Novos market cap after announcing a copycat Wegovy pill then quickly backed down after FDA pressure. Hims isnt really a pharma company. Its a telehealth pull platform where patients seek treatments directly via an app (hair loss skin ED weight loss) unlike Novos traditional doctor-driven push channel. So the real takeaway isnt competitive science its distribution. Hims shows healthcare is shifting toward consumer-style access and Novos recent strategy (direct marketing + pill launch) suggests they"
X Link 2026-02-12T20:15Z [----] followers, [----] engagements

"$NVO vs $LLY in obesity drugs: what investors should know Lilly currently leads the US GLP-1 market (60% share) helped by stronger weight-loss data for Zepbound and massive manufacturing expansion. Novo still has key advantages: First approved weight-loss pill (oral Wegovy) with strong early uptake Much cheaper valuation (14x earnings vs 45x for Lilly) Whats next matters: Lillys oral pill orforglipron could launch soon and may be more convenient while Novo bets the pill + pipeline can regain momentum. Takeaway: Lilly = growth & leadership today. Novo = valuation + turnaround optionality. Link"
X Link 2026-02-12T21:30Z [----] followers, [----] engagements

"$NVO $LLY Nothing gets past Hated Moats Investor. $HIMS bulls are grasping at straws. "Nobody takes Rybelsus" 🤡 I wonder where did the [----] sales of DKK 22bn for Rybelsus come from then "Orals don't work" said by an actual MD. Misleading almost like she's running a grift shop. Oh wait she does All I have to add here is this: Mochi sells "Nobody takes Rybelsus" 🤡 I wonder where did the [----] sales of DKK 22bn for Rybelsus come from then "Orals don't work" said by an actual MD. Misleading almost like she's running a grift shop. Oh wait she does All I have to add here is this: Mochi sells"
X Link 2026-02-13T04:20Z [----] followers, [----] engagements

"$NVO s U.S.-listed ADR closed at $48.93 equivalent to DKK [------] above the Copenhagen close of DKK [------]. The ADR later traded around $48.81 in after-hours ( DKK 307.43) suggesting a slightly positive open in Copenhagen today. #StocksToWatch #investing"
X Link 2026-02-13T06:19Z [----] followers, [----] engagements

"Weekly growth rates remain strong for $NVO s oral Wegovy: [----] [-----] (+375%) [-----] [-----] (+31%) [-----] [-----] (+10%) [-----] [-----] (+31%) Impressive momentum especially considering some of these weeks included snowstorms and even a holiday. Insured patients only. Symphony data. #StocksToWatch #investing https://twitter.com/i/web/status/2022226740282532058 https://twitter.com/i/web/status/2022226740282532058"
X Link 2026-02-13T08:30Z [----] followers, [----] engagements

"@goddreng10 Earlier this week CEO Mike Doustdar noted that [------] Americans are now taking the pill"
X Link 2026-02-13T08:54Z [----] followers, [--] engagements

"$NVO oral Wegovy launch in the US keeps accelerating. Analyst Sren Lntoft Hansen says the rollout still outpaces both the Wegovy injection launch and $LLY s Zepbound and so far shows limited cannibalization of injections. CEO Mike Doustdar also noted [------] Americans are now on the pill. Important: a large share of prescriptions are cash-pay and not included in insured data so total uptake is higher. #StocksInFocus #investing https://twitter.com/i/web/status/2022241964184240421 https://twitter.com/i/web/status/2022241964184240421"
X Link 2026-02-13T09:30Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing