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@investseekers "Spanish drugmaker Rovi will start producing medicines for $NVO from 2026 according to elEconomista. Rovi will manufacture pre-filled syringes likely for Novos blockbuster Ozempic and Wegovy at its Madrid facility under a five-year contract worth an estimated 82184 million annually starting in 2027. #stocks #investingtips"
X Link @investseekers 2025-10-13T12:56Z 4060 followers, 2707 engagements

"A rough day on the Danish stock market. The C25 index fell XXX% on Tuesday pressured by declines in $NVO and green #stocks . Novo Nordisk dropped XXX% marking its fourth straight day of losses. rsted and Vestas fell XXX% and XXX% respectively while Mrsk topped the index with a XXX% gain. #investing #Denmark"
X Link @investseekers 2025-10-14T15:48Z 4060 followers, 1077 engagements

"Former $NVO CEO Lars Fruergaard Jrgensen has a new role. Hes been appointed chair of Health Care Denmark an organization promoting Denmarks life science industry internationally. Fruergaard said the goal is to strengthen publicprivate partnerships and unite efforts to elevate Danish life science globally. #stocks #Investing"
X Link @investseekers 2025-10-07T08:33Z 4057 followers, 2072 engagements

"Zoetis ( $ZTS ) The human-animal bond is a powerful long-term driver for Zoetis. Pet owners today are younger wealthier and more committed to their pets health than ever before. Millennials and Gen Z are delaying kids but spending more on pets a secular trend boosting demand for veterinary care. Zoetis expects the animal health market to grow from $45B to $80B by 2032 driven by longer pet lifespans and chronic conditions like osteoarthritis and allergies. Its blockbuster drugs Librela Solensia and Simparica Trio show how powerful this trend already is. The livestock segment adds"
X Link @investseekers 2025-10-11T10:54Z 4060 followers, XXX engagements

"European doctors now recommend $NVO s Wegovy/Ozempic (semaglutide) and $LLY s Zepbound/Mounjaro (tirzepatide) as the first choice for treating obesity. Guidelines from the European Association for the Study of Obesity (EASO) published in Nature Medicine say the drugs are so effective they should be used in nearly all cases where major weight loss is required. #stocks #Investing"
X Link @investseekers 2025-10-02T11:56Z 4041 followers, 3419 engagements

"I just read through $GMAB 's earnings call transcript and here are my notes Commitments & Progress In 2025 Genmab set three main goals: 1) Speed up development of its most important late-stage drugs. 2) Grow sales of already-approved medicines. 3) Allocate capital in ways that support long-term growth. In the first half of 2025: revenue rose XX% operating profit rose XX% and the company continued heavy investment in key programs. Cash on hand: about $3B giving flexibility for expansion. Main Growth Drivers Three drugs expected to generate major revenue by the end of the decade:Epcoritamab"
X Link @investseekers 2025-08-09T10:06Z 4060 followers, 2943 engagements

"$TDG: XX% of TransDigms products are sole-sourced meaning customers have no alternative suppliers for most parts even if they wanted one. These are highly engineered components that play a critical role in aircraft safety and functionality. I wrote more about it here:"
X Link @investseekers 2025-08-06T16:53Z 4051 followers, XXX engagements

"The FDA has deemed $NVO s newly acquired Indiana plant out of compliance a serious designation that could delay drug approvals for partners like $SRRK and $REGN. Issues reportedly included cat hair pests and equipment failures. Novo says fixing them is a top priority. #stocks #investing"
X Link @investseekers 2025-10-14T06:57Z 4060 followers, 2402 engagements

"With #Trump tariffs tanking the #StockMarket yesterday there are especially X US stocks that look interesting to me right now: $ZTS $WSO and $CPRT. If you are looking for something to research over the weekend these three are worth your time"
X Link @investseekers 2025-10-11T10:54Z 4060 followers, 1360 engagements

"$BCS has turned more positive on European healthcare stocks upgrading the sector to overweight. This could benefit major European pharma names such as $NVO Roche and $SNY which dominate the regions healthcare benchmarks. The banks strategists led by Emmanuel Cau say reduced uncertainty around drug pricing a more stable euro/dollar and cheap valuations make the sector attractive again. They highlight that healthcare is starting to recover as the euro stabilizes and U.S. demand picks up. Investor positioning which had been weak is also showing early signs of improvement. #stocks #Investing"
X Link @investseekers 2025-10-08T12:42Z 4062 followers, 1152 engagements

"@HatedMoats I like its high-margin recurring revenue from subscriptions but I cant help being concerned that AI could eventually disrupt its business model. That concern is enough for me to stay on the sidelines though I can understand why others find it an appealing investment"
X Link @investseekers 2025-10-12T10:42Z 4060 followers, 2114 engagements

"Private equity owners are preparing a 2026 IPO for TK Elevator. I like the elevator sector there are no alternatives service is required by law and urbanization means taller buildings. I own KONE and want to buy $OTIS at the right price too. #Stocks #investing"
X Link @investseekers 2025-09-08T18:30Z 4050 followers, XXX engagements

"$JPM analyst Richard Vosser maintains a Buy rating on $NVO with a target price of DKK XXX. #stocks #investing"
X Link @investseekers 2025-10-06T16:49Z 4060 followers, 1939 engagements

"$NVO may now offer the most upside among major pharma stocks according to Saxo Bank strategist Oskar Bernhardtsen. After Trumps pricing deal with Pfizer last week pharma stocks surged globally $LLY $MRK and $PFE led gains while the worlds XX largest drugmakers all rose sharply. But after this rally many names like $JNJ $ABBV and $NVS already trade above analysts price targets. Analysts instead see the biggest potential in Novo Nordisk $AZN and Merck Novo stands out as the only large-cap pharma still trading well below its historical valuation about 15x trailing earnings versus 40x for Eli"
X Link @investseekers 2025-10-05T12:20Z 4060 followers, 7063 engagements

"$NVO s $XXX billion acquisition of U.S. biotech $AKRO could strengthen its position in treating MASH a severe liver disease linked to obesity and diabetes. The deal gives Novo rights to efruxifermin one of the most promising drug candidates for MASH. The medicine is now in phase X trials for patients with liver fibrosis (stages F2F3) and cirrhosis (stage F4) and its the only drug so far to show signs of reversing liver damage in advanced MASH patients. Novo hopes efruxifermin could one day be used alone or together with Wegovy its popular weight-loss drug to treat metabolic diseases. Akero"
X Link @investseekers 2025-10-09T15:08Z 4060 followers, 1473 engagements

"#LeBronJames and Hennessy just launched a limited-edition Hennessy V.S.O.P bottle designed with LeBron available in select markets this month. Hennessy is part of Mot Hennessy owned XX% by $MC.PA and XX% by $DEO. Both #LVMH and Diageo shares are up today. #stocks #Investing"
X Link @investseekers 2025-10-07T17:19Z 4060 followers, XXX engagements

"I know the big news today is $NVO s restructuring plan but $ITX.MC has also announced results. In my opinion the company is underrated many think it just sells clothes but they overlook the operational excellence that puts it ahead of competitors. In 1H 2025 sales rose XXX% to 18.4bn (+5.1% at constant currency) with both stores and online contributing. Net income grew XXX% to 2.8bn gross margin held at XXXX% EBITDA was 5.1bn and EBIT 3.6bn. Net cash stood at a solid 10bn. The Spring/Summer collections were well received and Autumn/Winter is off to a strong start with sales +9% (AugSep)."
X Link @investseekers 2025-09-10T08:14Z 4055 followers, 1104 engagements

"AutoZone reports earnings Tuesday. The leading auto parts retailer in the Americas has quietly delivered massive value to shareholders repurchasing XX% of its shares over the past decade. Is $AZO still a buy My full analysis here: #stocks #investing"
X Link @investseekers 2025-09-22T19:06Z 4062 followers, 1021 engagements

"Analysts see big upside in Danish stocks according to Bloomberg data. Top picks in the C25 index: Zealand Pharma +81% Ambu +37% DSV +29% Pandora +28% $NVO +25% Laggards: Maersk XX% NKT X% Jyske Bank X% Overall analysts expect the C25 to rise XX% over the next XX months. #stocks #investing #Denmark"
X Link @investseekers 2025-09-16T08:11Z 4044 followers, 1197 engagements

"I just did a quick back-of-the-envelope calculation: #Prosus owns 2091.4M #TENCENT shares. With Tencent closing at XXXXXX HKD thats worth about 155.5B. Divided by Prosuss 2.19B shares outstanding = XXXX per share in Tencent value. Prosus trades at XXXX meaning you are getting Tencent at a discount and everything else Prosus owns for free. Prosus remains my largest position. #stocks #investing"
X Link @investseekers 2025-10-09T09:08Z 4052 followers, XXX engagements

"The Danish C25 index fell XXX% on Thursday. $NVO made headlines after announcing the $XXX billion acquisition of U.S. biotech Akero Therapeutics its largest R&D deal ever. The market reaction was muted with Novo Nordisk shares ending the day down 1.3%. Meanwhile Maersk shares declined as progress in Middle East peace talks weighed on shipping stocks. #stocks #investing #Denmark"
X Link @investseekers 2025-10-09T16:28Z 4055 followers, 1381 engagements

"$STZ reports earnings tonight. #WarrenBuffett increased his stake in Q2 and the stock is arguably trading at a low valuation. You can read my analysis of the company here: #stocks #investingtips #Earnings"
X Link @investseekers 2025-10-06T19:33Z 4050 followers, XXX engagements

"The sharp share price drop in $NVO this year is a clear overreaction according to Danish wealth manager Formue & Investeringspleje. They note that Novo is trading at a forward P/E of XX compared to XXXX for the global index arguing the market is undervaluing Novos long-term growth in obesity treatments. #stocks #investing"
X Link @investseekers 2025-10-14T07:59Z 4060 followers, 2718 engagements

"Yesterday news broke that $NVO is ending its work and research in cell therapy. It is a bold move under new CEO Mike Doustdar who has repeatedly said Novo should focus on its core in diabetes obesity and cardiovascular disease. Former CEO Lars Fruergaard Jrgensen once called cell therapy a decisive project for Novo noting the company had worked on it for XX years. Mike Doustdars decision marks a clear shift from pursuing every opportunity to doubling down on what works. It is early days but Novo now appears leaner more focused and more pragmatic under his leadership. #stocks #investing"
X Link @investseekers 2025-10-11T16:38Z 4060 followers, 6800 engagements

"Good write-up on $NVO and $HIMS after the latest news:"
X Link @investseekers 2025-10-04T07:31Z 4060 followers, 2957 engagements

"#prosus just unveiled the Large Commerce Model an AI system built to rethink how ecommerce works. Instead of using traditional search and recommendation engines The Large Commerce Model understands what people are looking for and why. Its trained on data from over XXX million users and XX trillion data points constantly learning to make online shopping more personal and intuitive. The model is already showing results across Prosuss global portfolio including iFood OLX eMag and Despegar with: X higher click-through rates on notifications XX% boost in personalised recommendations XXX% lift in"
X Link @investseekers 2025-10-10T08:45Z 4052 followers, 1178 engagements

"$NVO CEO Mike Doustdar tells Danish business daily Brsen about the companys acquisition of Akero Therapeutics: We believe efruxifermin could become a cornerstone therapy alone or together with Wegovy to tackle one of the fastest-growing metabolic diseases of our time. #stocks #investing"
X Link @investseekers 2025-10-09T11:03Z 4060 followers, 2822 engagements

"A professional jury has named Novo Nordisk Foundation and Novo Holdings the controlling owners of $NVO leaders Kasim Kutay Mads Krogsgaard Thomsen and Lars Rebien Srensen as Denmarks Business Profiles of the Year 2025. The award recognizes their leadership behind major contributions to Danish business and society including Novo Holdings acquisition of Catalent support for the NovozymesChr. Hansen merger that created Novonesis and the Foundations record funding for research and sustainability. Kutay has transformed Novo Holdings with record returns and a growing focus on green investments."
X Link @investseekers 2025-10-10T05:34Z 4048 followers, 2765 engagements

"According to Danish newspaper Brsen $NVO was reportedly one of the bidders for biotech firm Metsera which was ultimately acquired by $PFE in September for $XXX billion. Documents from Metsera show that two companies offered more than Pfizer yet Pfizer still won the deal. Analysts at BMO Capital Markets believe Novo Nordisk was likely Party X one of the losing bidders given its dominant position in the GLP-1 and amylin markets and the timing of the talks shortly after CagriSemas disappointing data in December 2024. According to the documents Novo reportedly bid $X billion in cash in January"
X Link @investseekers 2025-10-08T09:22Z 4060 followers, 2979 engagements

"The Gates Foundation and Pan American Health Organization (PAHO) are exploring ways to make weight-loss drugs like $NVO s Wegovy and $LLY s Mounjaro more accessible in low-income countries Reuters reports. Bill Gates said his foundation aims to take drugs proven in rich countries and make them super super cheap so they can reach everyone. PAHO chief Dr. Jarbas Barbosa added that the organization is preparing usage guidelines and plans to meet with Novo Nordisk Lilly and generic makers in the coming weeks to discuss broader access. #stocks #investing"
X Link @investseekers 2025-10-10T09:16Z 4054 followers, 2569 engagements

"$NVO just lost its lawsuit against the US government over Medicare drug price negotiations marking the 15th straight court defeat for Big Pharma. A federal appeals court rejected Novos claims that the program violates the Constitution siding with earlier rulings against $AZN and $BMY. The news may help explain why Novo shares are down today. Starting in 2026 Medicare will negotiate lower prices on its first batch of drugs expected to save patients $1.5B and taxpayers $6B in the first year. Full story: #stocks #Investing"
X Link @investseekers 2025-10-07T07:42Z 4051 followers, 2426 engagements

"BMO Capital Markets has raised its price target for $NVO s U.S.-listed ADR to $XX ( DKK 355.44) from $XX while maintaining a market perform rating. The new target is about XXX% below Novos current U.S. share price of $XXXXX. #stocks #investing"
X Link @investseekers 2025-10-14T09:44Z 4060 followers, 1524 engagements

"Should you buy $NVO right now Analysts are split: Morgan Stanley cut it to underweight while HSBC upgraded it to buy. With oral Wegovy awaiting FDA approval and Alzheimers data coming in 202526 Novo might appeal to speculative investors looking for upside. Link to article: #stocks #investing"
X Link @investseekers 2025-10-12T17:31Z 4060 followers, 4196 engagements

"Where do analysts see the biggest upside among Danish large caps According to Bloomberg data compiled by Euroinvestor analysts believe several C25 #stocks are trading far below fair value with five names standing out for their potential double-digit gains: X Zealand Pharma top pick seen rising XX% over the next year as analysts target DKK XXXXX vs. Fridays XXXXX. X DSV logistics giant with XX% upside after a weak year. X Pandora analysts see XX% upside despite a XX% drop YTD. X Ambu medical device maker with XX% potential. X Demant hearing aid group seen climbing 29%. Overall analysts expect"
X Link @investseekers 2025-10-13T09:11Z 4060 followers, 1174 engagements

"$JPM expects $NVO to narrow its 2025 guidance to XXX% revenue growth and XX% profit growth (from XXX% and 410%). For Q3 they forecast sales of DKK 76.1B vs consensus at DKK 76.8B Wegovy in line Ozempic X% below expectations. #stocks #Investing"
X Link @investseekers 2025-10-03T11:31Z 4057 followers, 2199 engagements

"$DB has raised its price target on $GMAB by X% to DKK 2000 from DKK 1900 while maintaining a Buy rating. Despite the upgrade the new target sits slightly below Fridays closing price of DKK 2100 implying limited near-term upside. Genmabs shares are up XX% in 2025 and nearly XX% since Aprils low boosted by this weeks DKK 51B acquisition of Dutch biotech Merus which alone sent the stock up 14%. Deutsche Bank has rated the stock Buy since November 2023 when it traded around DKK 2153. #stocks #investing"
X Link @investseekers 2025-10-06T06:08Z 4060 followers, 1067 engagements

"$BCS has upgraded $ROCKB to Overweight from Equal Weight and raised its price target by DKK XX to DKK XXX implying XX% upside. I dont own Rockwool but its on my watch list. Energy efficiency is one of the strongest structural growth drivers for the company. Buildings account for nearly one-third of global energy use and CO emissions and insulation is among the most cost-effective ways to reduce both. Rockwools stone wool insulation can cut heating needs by up to 70%. With the EUs new Energy Performance of Buildings Directive and rising global efficiency standards Rockwool is well positioned"
X Link @investseekers 2025-10-09T08:36Z 4051 followers, XXX engagements

"I still agree that $NVO is one of the best deals in the market"
X Link @investseekers 2025-10-14T19:24Z 4060 followers, 2643 engagements

"Danish financial outlet konomisk Ugebrev writes about $NVO s latest move in the obesity market. Novo shares rose X% yesterday after the company outlined plans to launch its upcoming weight-loss pill in the US through telehealth platforms once FDA approval arrives (expected H1 2026). US head Dave Moore says the strategy will help Novo regain ground from $LLY and leverage the strong brand awareness built through Ozempic and Wegovy. Novo is also considering subscription models and will produce the pill in the US to strengthen supply and market presence. This follows news that Novo will"
X Link @investseekers 2025-10-07T07:03Z 4060 followers, 1965 engagements

"@DalioInvest Sure but no reason to be upset about something one cannot control. Novo will be fine in the long run"
X Link @investseekers 2025-10-14T09:34Z 4060 followers, XX engagements

"Watsco ( $WSO ) There are over XXX million HVAC units in service across the US and the installed base grows every year. Most of Watscos business comes from replacements not new construction. When a system breaks it must be replaced making this one of the most resilient industrial markets around. Watscos growth is powered by: A steady replacement cycle (820 years) The shift from gas furnaces to electric heat pumps (more frequent replacements) A strong acquisition track record (70+ deals since 1989) Digital innovation e-commerce now drives $2.6B in sales (35% of revenue) Its tech investments"
X Link @investseekers 2025-10-11T10:55Z 4060 followers, XXX engagements

"$NVO is ending its work and research in cell therapy resulting in around XXX layoffs reports Finans a Danish financial news outlet. In an email to the outlet Novo confirmed: We have decided to stop our research and development activities within cell therapy. The decision is part of the large round of layoffs that began in September. The unit had been researching treatments for Parkinsons chronic heart failure and type X diabetes. #stocks #investing"
X Link @investseekers 2025-10-10T18:32Z 4061 followers, 2982 engagements

"@ResearchPulse1 No. It was a report from Market Wire which refers to Morgan Stanley"
X Link @investseekers 2025-10-14T14:04Z 4060 followers, XXX engagements

"Billionaire investor Chris Hohn founder of TCI Fund Management explains why he bought $AENA at its IPO and still holds it today: Ive always liked infrastructure. Its boring toll roads airports cell towers but you dont lose your capital. When Spain IPOd Aena it was a monopoly of irreplaceable airports sold at a XX% free cash flow yield. Youll never rebuild Madrid or Barcelona airports. Full analysis of Aena: #stocks #investing #Airport"
X Link @investseekers 2025-10-11T19:21Z 4060 followers, 1810 engagements

"@Mike_Tradewatch I'm quite confident that demand holds for all three companies. I understand that tariffs can affect $WSO but why wouldn't demand hold for $CPRT"
X Link @investseekers 2025-10-11T13:25Z 4060 followers, XX engagements

"$NVO is buying $AKRO for $4.7B (plus a potential $0.5B bonus) to expand its pipeline for liver disease treatments. Akeros main drug efruxifermin is the only medicine so far to show it can reverse liver scarring in advanced-stage MASH patients. Its now in phase X trials. Novo believes it could become a key treatment for MASH a serious liver disease linked to obesity and possibly work alongside Wegovy. The deal strengthens Novos position in metabolic diseases and supports its long-term growth strategy. #stocks #investing"
X Link @investseekers 2025-10-09T10:40Z 4060 followers, 7029 engagements

"I just read through $NVO s M&A call transcript about the Akero Therapeutics acquisition and here are my notes Why Novo Nordisk is buying Akero Novo Nordisk is acquiring Akero Therapeutics for about $XXX billion to get its late-stage drug efruxifermin (EFX) which targets MASH a serious liver disease closely linked to obesity and diabetes. More than XX% of MASH patients are overweight or obese so this fits perfectly with Novos focus on metabolic diseases. Around XXX million people suffer from MASH globally and the number is growing fast. Novo already entered the space in August when Wegovy"
X Link @investseekers 2025-10-09T17:32Z 4060 followers, 21.2K engagements

"$CPRT is down XX% this year trading at its lowest valuation since 2017. Its still one of the highest-quality businesses in the market but does that make it a buy now I just updated my analysis here: #StocksToWatch #Investing"
X Link @investseekers 2025-10-05T19:31Z 4051 followers, 1406 engagements

"$NVO is teaming up with $COST to make Ozempic and Wegovy available to members at about half the usual out-of-pocket cost. A major move to broaden access to its blockbuster drugs NBC reports. #stocks #Investing"
X Link @investseekers 2025-10-03T18:15Z 4060 followers, 5890 engagements

"@inversionmedica Im just summarizing the article. Personally I dont consider $NVO speculative it is my second-largest position"
X Link @investseekers 2025-10-12T18:20Z 4060 followers, XXX engagements

"The Novo Nordisk Foundation the main owner of $NVO through Novo Holdings is funding a major new global health initiative the Global Pathogen Analysis Platform (GPAP) with up to DKK XXX million to strengthen pandemic preparedness worldwide. Based at DTU with partners at University of Copenhagen Statens Serum Institut and Imperial College London GPAP will use AI-powered genomic analysis to detect and track infectious diseases and will be free to use globally. Fragmented surveillance has left the world vulnerable said Lene Oddershede from the Novo Nordisk Foundation. GPAP will provide a secure"
X Link @investseekers 2025-10-13T07:15Z 4060 followers, 2011 engagements

"$DEO the owner of Johnnie Walker Guinness & Don Julio is trading at its highest free cash flow yield in 10+ years. I just updated my analysis: #stocks #investingtips"
X Link @investseekers 2025-08-16T17:45Z 4049 followers, 1420 engagements

"Danske Bank analyst Mads Zink on $NVO s rise after EU label expansion for Rybelsus: The approval was XXX% expected. The stock is up because its a positive in whats been a stretch of negative news. A series of small positives can shift momentum. #StocksToWatch #investing"
X Link @investseekers 2025-09-15T16:45Z 4060 followers, 1345 engagements

"$GMAB s DKK 51B ($7.5B) acquisition of Dutch biotech Merus gives the Danish company access to petosemtamab a late-stage cancer drug with multi-blockbuster potential. Analysts highlight that the deal addresses one of Genmabs biggest challenges: bridging the patent cliff expected from 2030 when revenues from its blockbuster Darzalex begin to fade. Petosemtamab has shown highly promising Phase X results in head and neck cancer where current first-line treatments like Mercks Keytruda or chemotherapy deliver X year average survival. In comparison petosemtamab showed XX% survival after one year."
X Link @investseekers 2025-09-29T12:10Z 4055 followers, 1669 engagements

"These X companies Zoetis Watsco and Copart operate in very different industries but they share one trait: structural long-term growth independent of short-term market noise"
X Link @investseekers 2025-10-11T10:55Z 4049 followers, XXX engagements

"$NVO launching Wegovy in Argentina now approved for both adults and teens (12+)"
X Link @investseekers 2025-10-14T18:06Z 4060 followers, XXX engagements

"@baselineX2024 No I havent. But I know that $LLY has increased prices which should mean $NVO could gain market share. I tweeted about it some time ago but I havent seen any specific news over the weekend. What is the news"
X Link @investseekers 2025-10-12T17:04Z 4060 followers, XXX engagements

"$NVO has faced a tough few months with layoffs policy uncertainty and pressure on its U.S. growth outlook. But according to a new report from JPMorgan the long-term picture still looks promising. $JPM now expects Novo to see low to mid single-digit growth (around 34%) in 2026 and 2027 as pricing headwinds from the Trump administrations Most Favoured Nation policy and upcoming Medicare negotiations temporarily weigh on results. The bank expects the company to lower U.S. prices for Ozempic and Wegovy in line with international levels. However from 2028 onward growth is expected to reaccelerate"
X Link @investseekers 2025-10-09T12:32Z 4060 followers, 2621 engagements

"$DB says Novo Nordisks Wegovy pill could play a key role in both diabetes & obesity. After EASD data from $NVO & $LLY analyst Emmanuel Papadakis notes oral semaglutide will have a role in both markets. Deutsche Bank keeps a Buy rating on Novo with a DKK XXX PT. #stocks #investing"
X Link @investseekers 2025-09-18T10:27Z 4062 followers, 1643 engagements

"Novo Nordisk Foundation (the main owner of $NVO) & Temasek Foundation are investing S$2m to strengthen infectious disease diagnostics across Asia and fight antimicrobial resistance. The grant will support hospitals and researchers in building faster more accurate testing helping save lives today and improving pandemic preparedness for tomorrow. Link to article: #stocks #Investing"
X Link @investseekers 2025-10-03T08:47Z 4052 followers, 1613 engagements

"$NVO and $LLY could be heading for the next big battle not in diabetes but Alzheimers. Novos Rybelsus may protect brain blood vessels and slow Alzheimers progression while Lillys cheaper oral GLP-1 drug orforglipron could make the approach viable at scale. The race for the first Alzheimers pill is heating up. Full article: #stocks #Investing"
X Link @investseekers 2025-10-07T05:10Z 4060 followers, 5656 engagements

"Copart ( $CPRT ) Coparts business runs on auction liquidity the more bidders per car the higher the sale price. That flywheel is powerful: More buyers higher prices more sellers even more buyers. Coparts average selling prices rose XXX% in FY25 beating broader used-car indices. Beyond insurance vehicles Copart is growing with rental fleets banks and dealers which diversifies supply and strengthens the platform. Rising repair costs (especially with EVs) mean more totaled cars fueling long-term supply. Copart combines network effects scale and capital efficiency in a business that keeps"
X Link @investseekers 2025-10-11T10:55Z 4054 followers, XXX engagements

"@HatedMoats Fair enough. That may very well be true but its still relatively early days for AI and it remains a concern for me so I prefer to stay on the sidelines 🙂"
X Link @investseekers 2025-10-12T14:53Z 4060 followers, XXX engagements

"Investors are selling $NVO shares on Monday after renewed pressure on the stock. According to Sydbank several factors are weighing on the Danish drugmaker. SEB cut its price target from DKK XXX to XXX citing weaker Ozempic sales in the U.S. and lower growth expectations toward 2026 though it still sees XX% upside over the next XX months. Novo also faces new scrutiny over potential side effects of Wegovy Ozempic and Rybelsus after the EMA added warnings about a rare eye condition (NAION). Adding to the uncertainty recent price-cut deals between Donald Trump and Pfizer/AstraZeneca could"
X Link @investseekers 2025-10-13T11:46Z 4060 followers, 2269 engagements

"$JEF says $BABA s growth momentum likely remained strong in the September quarter. Customer management revenue is expected to rise XX% YoY supported by solid traffic growth in on-demand delivery. Cloud growth also likely accelerated driven by strong AI demand and Alibabas full-stack AI infrastructure. Jefferies keeps Alibaba as its top pick for 2026 with a Buy rating and a $XXX target price (vs $XXXXXX last). #stocks #investing"
X Link @investseekers 2025-10-09T10:27Z 4052 followers, 1015 engagements

"$GMAB is buying $MRUS for $8B in cash ($97/share). The deal brings in petosemtamab a late-stage cancer drug with X FDA breakthrough designations. Genmab expects the acquisition to boost growth with potential drug launch by 2027. #stocks #investing"
X Link @investseekers 2025-09-29T08:54Z 4055 followers, 1047 engagements

"The Danish C25 index rose XXX% on Monday. Hearing aid maker GN Store Nord led the gains jumping X% despite no company-specific news. $NVO shares also climbed X% after reports over the weekend that $COST customers in the U.S. will soon be able to buy Ozempic and Wegovy at about half price in stores. #stocks #investing #Denmark"
X Link @investseekers 2025-10-06T15:20Z 4053 followers, 1312 engagements

"$DPZ reports earnings tomorrow. #WarrenBuffett has been buying shares recently and for good reason. Its the worlds largest pizza chain built on delivery carryout and an asset-light franchise model that keeps margins strong. My full analysis:"
X Link @investseekers 2025-10-13T19:12Z 4060 followers, 1256 engagements

"A calculation error sent $UPST shares tumbling 11%. BTIG had mistakenly reported that XXXX% of loans were delinquent in August the real figure was 6.2%. The correction came Tuesday night after the stock had already plunged. Danish asset manager Horizon3 sees the drop as a buying opportunity but I personally wouldnt invest in Upstart which I explained in my analysis here: #stocks #investing"
X Link @investseekers 2025-10-06T06:56Z 4051 followers, 1935 engagements

"$SKYE 's experimental weight-loss drug nimacimab didnt meet its goal in a phase X trial patients lost only about XXX% of their body weight similar to placebo. The company believes the dose was too low. But when nimacimab was combined with $NVO s semaglutide patients lost XXXX% of their body weight compared to XXXX% with semaglutide alone. The combo was well tolerated with no extra side effects suggesting that nimacimab could enhance GLP-1 drugs at higher doses in future studies. #stocks #investing"
X Link @investseekers 2025-10-06T14:02Z 4049 followers, 1456 engagements

"I bought shares in Constellation Software ( $CSU.TO ) yesterday. Heres why: What it does It buys and runs hundreds of small niche software companies things like traffic light systems library software or church administration tools. These products are essential for their customers so very few ever leave. On average a customer stays for about XX years. Around half of its revenue comes from government clients which makes the cash flow stable and predictable. What makes it different It gives founders a permanent home for their businesses instead of buying and reselling them. The company is"
X Link @investseekers 2025-10-07T10:08Z 4060 followers, 2136 engagements

"$FAST reports earnings tomorrow. It may not sound like the most exciting business with its bolts nuts screws and washers but its surprisingly profitable. Heres why this quiet industrial distributor keeps delivering: #stocks #investing"
X Link @investseekers 2025-10-12T19:18Z 4060 followers, 1061 engagements

"$TEP.PA reports earnings Thursday. Some fear #AI disruption but management sees it as a tailwind. If theyre right the stock seems cheap. Full analysis here: #stocks #investing"
X Link @investseekers 2025-07-30T19:44Z 4050 followers, XXX engagements

"$ZEAL gains Thursday possibly lifted by Novo Nordisks comments on its amylin drug cagrilintide. $NVO said the therapy could serve patients needing moderate weight loss or weight maintenance. Jyske Bank notes this may have boosted sentiment for Zealand which is developing its own amylin drug with Roche. I own a small position in Zealand Pharma"
X Link @investseekers 2025-09-18T13:49Z 4046 followers, 1123 engagements

"SEB has lowered its price target on $NVO to DKK XXX from DKK XXX but kept its Buy rating on the stock. #stocks #investing"
X Link @investseekers 2025-10-13T06:47Z 4060 followers, 1935 engagements

"Per Hansen investment economist form Nordnet has a great write-up on lower U.S. drug prices and what it could mean for $NVO. In recent weeks $PFE and $AZN have struck deals with Donald Trump to lower U.S. prices in exchange for avoiding import tariffs by moving production to the U.S. within X years. Markets didnt panic both stocks rose after the announcements showing that lower prices arent necessarily bad news for pharma. For Novo Nordisk the situation could be different: it already produces most of what it sells in the U.S. inside the country giving it a potential advantage. Still investors"
X Link @investseekers 2025-10-13T05:43Z 4060 followers, 3799 engagements

"$NVO shares are down XXX% Tuesday afternoon placing the stock at the bottom of Denmarks C25 index. New industry data suggest the company may be losing GLP-1 market share in Europe to rival $LLY according to $MS. The data based on IQVIA figures through August 2025 indicate Lillys gains are driven by product differentiation and commercial execution rather than supply analysts say. Eli Lilly shares are down XXX% premarket in the U.S. but remain up X% YTD while Novo Nordisk has fallen about 40%. #StocksToWatch #investing"
X Link @investseekers 2025-10-14T11:48Z 4060 followers, 5597 engagements

"$NVO is entering a difficult phase as the company plans to lay off thousands of employees 5000 in Denmark and 4000 abroad. Experts warn the job cuts could lead to further challenges with up to XX% of remaining staff likely to leave voluntarily due to growing dissatisfaction and uncertainty. New CEO Mike Doustdar now faces the tough task of maintaining morale and retaining key talent amid the restructuring. #stocks #Investing"
X Link @investseekers 2025-10-07T14:52Z 4060 followers, 2358 engagements

"Novo Holdings the investment arm of the Novo Nordisk Foundation (majority owner of $NVO ) is doubling down on quantum. It just acted as cornerstone investor in XX North the worlds largest dedicated quantum VC fund based in Copenhagen. The fund has raised 134M in its first close (on the way to 300M) and already made its first bets backing IQM and Kiutra. Novo Holdings itself has committed 188M to quantum aiming to make Denmark & Europe a global hub for innovation. The focus: using quantum to accelerate life sciences drug discovery and health breakthroughs. Full story here: #stocks #Investing"
X Link @investseekers 2025-10-02T18:29Z 4060 followers, 4541 engagements

"$PEP reports earnings tomorrow before the market opens. The stock is down X% this year and now yields over 4%. I took a closer look at whether that makes it a buy: #stocks #Investing #Dividends"
X Link @investseekers 2025-10-08T19:39Z 4060 followers, 1100 engagements

"Want Want #stocks closed down nearly X% today. Its one of Greater Chinas leading food & beverage companies. Best known for its rice crackers milk drinks and snacks loved across generations. Despite the drop the company shows strong fundamentals: Consistent innovation with new products contributing double-digit revenue growth Expanding sales channels through e-commerce and smart vending machines Double-digit overseas growth led by Japan North America & Southeast Asia ROIC above XX% for a decade exceeding XX% in FY2025 A classic example of a steady compounder hiding behind a simple brand. Full"
X Link @investseekers 2025-10-14T09:11Z 4060 followers, XXX engagements

"According to its latest newsletter Danish investment fund MW Compounders has made $NVO its largest position last quarter. The fund writes that despite Novos weak share performance for three consecutive quarters its fundamental value is far above the current price. The manager used the summer dip to increase the position. He notes Novo has faced issues in the US including compounding pharmacies copying its obesity drugs after earlier supply shortages political pressure on drug costs and some pipeline setbacks. Still he expects improving conditions cost-cutting progress under the new CEO and"
X Link @investseekers 2025-10-07T11:13Z 4060 followers, 2599 engagements

"I added to my position in $POOL today. Besides $NVO its the only stock in my portfolio thats still negative. #WarrenBuffett has been buying shares recently and for good reason. You can learn more about the company here: #stocks #investing"
X Link @investseekers 2025-10-09T19:38Z 4041 followers, 1350 engagements

"$NVO s partnership with Brazilian drugmaker Eurofarma was announced a few days ago and its already reshaping the landscape for diabetes and obesity treatments in Brazil. Starting in October Novo will launch two new locally produced versions of semaglutide Poviztra and Extensior distributed by Eurofarma. The goal: make the drug more accessible by cutting prices up to XX% lower than Ozempic and Wegovy through local manufacturing and reduced logistics and tax costs. The partnership is also strategic. Novo faces growing competition from $LLY s Mounjaro and cheaper local versions from EMS while"
X Link @investseekers 2025-10-08T16:18Z 4060 followers, 5938 engagements

"A good observation regarding $NVO:"
X Link @investseekers 2025-10-05T10:00Z 4060 followers, 3877 engagements

"$HSBC has upgraded $NVO to Buy from Hold. Analyst Rajesh Kumar says Novos pipeline is undervalued and not weaker than $LLY s especially after strong data from oral semaglutide and orforglipron. Key 2026 catalysts: REDEFINE4 trial testing CagriSema head-to-head vs Lillys Zepbound EVOKE trial testing oral semaglutide in Alzheimers He also highlights Novos stronger focus on reimbursed and direct-to-consumer channels. #stocks #Investing"
X Link @investseekers 2025-10-02T05:04Z 4060 followers, 2120 engagements

"#Prosus repurchased another 1479279 shares last week at an average price of XXXXX. The ongoing buyback program continues by selling #Tencent shares to buy back $PRX shares at a discount increasing the Tencent holding per Prosus share. #stocks #Investing"
X Link @investseekers 2025-10-07T18:20Z 4052 followers, XXX engagements

"$ITX.MC reports earnings Wednesday. Many know its brands Zara & Massimo Dutti but few see the operational excellence behind them. Inditex isnt just a clothing retailer its efficiency puts it far ahead of rivals. Full analysis here: #Stocks #investing"
X Link @investseekers 2025-09-09T05:05Z 4055 followers, XXX engagements

"The Danish C25 index fell XXX% on Monday. At the bottom were GN Store Nord down XXX% and Vestas down 2.3%. On the positive side $GMAB rose XXX% and A.P. Mller Mrsk gained XXX% while $NVO ended the day down 0.9%. #stocks #investing #Denmark"
X Link @investseekers 2025-10-13T18:41Z 4060 followers, 1263 engagements

"$GMAB announced that global DARZALEX sales reached $XXXX billion in Q3 2025 according to $JNJ. Sales totaled $2.09B in the U.S. and $1.58B internationally. Genmab earns royalties on worldwide DARZALEX sales under its license agreement with J&J. #stocks #investing"
X Link @investseekers 2025-10-14T10:37Z 4060 followers, XXX engagements

"$NVO is restructuring its U.S. operations as part of a global plan to boost efficiency and support long-term growth. The move includes adjustments at its Clayton North Carolina site which remains key for producing Ozempic Wegovy and the upcoming oral version of Wegovy. The company says the changes will strengthen innovation cost efficiency and U.S. production capacity while supporting affected employees. Analysts see the restructuring as a proactive step to sustain growth after years of rapid expansion. Full story via The Milli Chronicle: #stocks #investing"
X Link @investseekers 2025-10-09T07:18Z 4060 followers, 2028 engagements

"CEO of Zealand Pharma did a Q&A on Danish investor site Proinvestor. If youre interested in companies like $NVO or $LLY or just obesity in general its definitely worth a read. Here are my notes: Zealand is stronger than ever: $1.4B upfront payment from Roche unique 50/50 profit split in US & Europe and Roche covers all manufacturing investments. Petrelintide (amylin analog) is the crown jewel. Early data: significant weight loss with fewer GI side effects vs GLP-1s. Could become the foundational therapy for obesity treatment. Phase X results (ZUPREME-1 & 2) due H1 2026. Phase X monotherapy"
X Link @investseekers 2025-08-27T14:44Z 4048 followers, 4028 engagements

"$RMD is the leader in its sector. But as $NVO and $LLY obesity drugs gain more traction will demand for ResMeds products shrink I just updated my analysis: #Stocks #investingtips"
X Link @investseekers 2025-09-06T05:58Z 4052 followers, 1012 engagements

"$DIA.MI is trading near a 52-week low and at its highest free cash flow yield in a decade. In case you don't know DiaSorin: it is a focused diagnostics company based in Italy that develops both lab instruments and test kits used to diagnose a wide range of medical conditions. The company specializes in in vitro diagnostics meaning tests performed in laboratories on blood tissue and other biological samples. It concentrates on areas such as infectious diseases hormone disorders autoimmune conditions and oncology. This specialized focus has enabled DiaSorin to build deep scientific expertise"
X Link @investseekers 2025-07-04T12:45Z 4057 followers, XXX engagements

"Jyske Bank says $NVO s $4.7B acquisition of $AKRO its largest R&D deal ever strengthens its pipeline in MASH a severe liver disease with no approved treatments. While the market initially reacted negatively due to uncertainty around MASH and higher near-term R&D costs Jyske Bank calls the deal overall positive. Novo gains rights to Efruxifermin seen as a potential first- and best-in-class treatment for advanced (F4) MASH possibly used alone or with Wegovy which already targets earlier MASH stages. With an estimated 250M people globally affected the unmet need is huge. Rival pharma giants"
X Link @investseekers 2025-10-10T07:35Z 4049 followers, 2588 engagements

"$NVO continues to be one of the best opportunities in the market"
X Link @investseekers 2025-10-12T14:30Z 4060 followers, 32.8K engagements

"$OXM reports earnings tonight. It owns Tommy Bahama Lilly Pulitzer & Johnny Was with pricing power loyal customers and strong DTC execution. Yet the stock is down nearly XX% this year. My full analysis here: #stocks #investing"
X Link @investseekers 2025-09-10T19:39Z 4060 followers, XXX engagements

"Jyske Bank has raised its price target on $NKT to DKK XXX from XXX after a strong Q2 report that beat expectations and lifted the share XXX% to XXX on Friday. Analyst Janne Vincent Kjr maintains a Buy noting that competition in medium-voltage cables is back to normal after Q1 weakness while there are early signs of recovery in the low-voltage market that are not yet included in guidance. Jyske lifts its 2025 EBITDA forecast by X% to 379m and sees potential for large orders in the coming months supporting NKTs goal of doubling earnings by 2028. At around 10.2x expected 2028 earnings NKT trades"
X Link @investseekers 2025-08-18T07:58Z 4048 followers, XXX engagements

"$NVO s reputation as one of Denmarks most attractive workplaces has taken a hit after laying off 5000 employees in Denmark and 9000 globally experts tell Danish business newspaper Finans. Aarhus University professor Winni Johansen says the layoffs undoubtedly damage Novos image as a workplace as many believed a job there meant long-term security. The companys new CEO Mike Doustdar has also ended remote work flexibility further reshaping how Novo is perceived as an employer. Recruitment firm Randstad which has ranked Novo as Denmarks most desirable workplace says its image has taken a dent"
X Link @investseekers 2025-10-09T13:44Z 4050 followers, 1381 engagements

"$GMAB will get news from the U.S. today as its partner $JNJ reports Q3 earnings. The results will include new sales figures for Darzalex the blockbuster cancer treatment co-developed by Genmab. J&J holds the marketing rights and pays royalties to Genmab. Genmab last raised its 2025 Darzalex sales forecast to $13.714.1 billion. #stocks #investing"
X Link @investseekers 2025-10-14T08:49Z 4060 followers, 1174 engagements

"@Compounding1985 Not sold on PayPal even though it is cheap. And I'm not smart enough to understand UnitedHealth so I stay away from that one"
X Link @investseekers 2025-10-15T06:08Z 4060 followers, X engagements

"$NVO plans to launch an oral version of Wegovy on telehealth sites like WeightWatchers if it wins FDA approval. The pill could arrive in early 2026 and Phase X results showed XXXX% weight loss. Novo may also offer subscription discounts for patients committing to X or XX months. #stocks #Investing"
X Link @investseekers 2025-10-03T17:50Z 4053 followers, 3518 engagements

"Short interest in major Danish stocks: GN Store Nord: XXX% (most shorted stock in Denmark) $ZEAL: XXX% (shorts declining) Vestas: XXX% Mrsk: XXX% Pandora: XXX% rsted: XXX% Novonesis: XXX% $GMAB: XXX% $NVO: XXX% #stocks #Investing"
X Link @investseekers 2025-10-03T06:47Z 4053 followers, 1847 engagements

"Cathie Woods ARK Invest keeps buying $BABA adding over 4000 shares to its flagship $ARKK ETF last week. That brings ARKKs total exposure to about $XX million as ARK continues its steady accumulation of the Chinese tech giant. #stocks #investing"
X Link @investseekers 2025-10-13T10:12Z 4060 followers, 1236 engagements

"Health investor Claus Henrik Johansen (CEO Global Health Invest) calls $GMAB s $8B acquisition of Merus 'extremely positive.' He says the $8B is well spent and strengthens the long-term case giving Genmab a new pipeline to build on toward the end of this decade and into the next. Cancer is a field where acquisitions are a natural way to add products and Merus lead drug could secure Genmab a strong position in head & neck cancer a hard-to-treat disease where even small improvements can be globally significant. If it also proves effective in colorectal cancer the potential is even greater. He"
X Link @investseekers 2025-09-30T17:22Z 4048 followers, 1063 engagements

"$NVO shares are regaining momentum this week after positive newsflow from the EASD diabetes congress. New real-world data showed Ozempic reduced the risk of heart attack stroke & death by XX% vs $LLY s Trulicity. That helped boost sentiment which Jyske Bank analyst Henrik Hallengreen Laustsen says seems to be slowly turning after a difficult year with too many negative surprises. Deutsche Bank added that Wegovy in pill form is still expected to play an important role across both diabetes & obesity. Berenberg also upgraded Novo to Buy this week. Danske Bank analyst Lars Skovgaard Andersen"
X Link @investseekers 2025-09-18T12:12Z 4048 followers, 1617 engagements

"The Danish C25 index closed slightly higher on Friday ending the week up 0.4%. Jyske Banks late earnings upgrade on Thursday sparked a rally among Danish banks which dominated the top of the index while $NVO ended the day down 0.75%. #stocks #investing #Denmark"
X Link @investseekers 2025-10-10T17:30Z 4044 followers, 1202 engagements

"$RI.PA is down XX% from 2023 highs as health trends GLP-1 drugs & new rivals weigh on alcohol stocks. #WarrenBuffett is buying into the sector. I just updated my analysis: #stocks #investing #alcohol"
X Link @investseekers 2025-09-14T19:26Z 4049 followers, 1679 engagements