#  @investseekers Investseekers Investseekers posts on X about $nvo, novo, $hims, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1477615559252586500/interactions)  - [--] Week [-------] -37% - [--] Month [---------] +214% - [--] Months [---------] +339% - [--] Year [---------] +1,662% ### Mentions: [---] [#](/creator/twitter::1477615559252586500/posts_active)  - [--] Week [---] -17% - [--] Month [---] +64% - [--] Months [-----] +77% - [--] Year [-----] +387% ### Followers: [-----] [#](/creator/twitter::1477615559252586500/followers)  - [--] Week [-----] +1.30% - [--] Month [-----] +16% - [--] Months [-----] +102% - [--] Year [-----] +648% ### CreatorRank: [-------] [#](/creator/twitter::1477615559252586500/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4548 [finance](/list/finance) 41.98% [currencies](/list/currencies) 17.78% [countries](/list/countries) 9.04% [travel destinations](/list/travel-destinations) 6.41% [technology brands](/list/technology-brands) 1.75% [financial services](/list/financial-services) #2935 [exchanges](/list/exchanges) 1.17% [cryptocurrencies](/list/cryptocurrencies) 0.87% [celebrities](/list/celebrities) 0.58% **Social topic influence** [$nvo](/topic/$nvo) #5, [novo](/topic/novo) #1129, [$hims](/topic/$hims) #23, [stocks](/topic/stocks) #2113, [$lly](/topic/$lly) #13, [ceo](/topic/ceo) #3138, [strong](/topic/strong) #2889, [market](/topic/market) #3873, [nvo](/topic/nvo) #3, [eli lilly](/topic/eli-lilly) #19 **Top accounts mentioned or mentioned by** [@preseidentmusk](/creator/undefined) [@researchpulse1](/creator/undefined) [@jeppesenrj](/creator/undefined) [@trem0nia09](/creator/undefined) [@rawdii3](/creator/undefined) [@devineni6](/creator/undefined) [@dillin2448](/creator/undefined) [@eusemoz](/creator/undefined) [@himshouse](/creator/undefined) [@sopcaja](/creator/undefined) [@samirsoriano](/creator/undefined) [@doctor_salomon](/creator/undefined) [@fljgaard](/creator/undefined) [@tacticzh](/creator/undefined) [@compoundinglab](/creator/undefined) [@wallstreetmav](/creator/undefined) [@spectatorindex](/creator/undefined) [@peaceofmindwm](/creator/undefined) [@deepicevalue](/creator/undefined) [@theinsiderpaper](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [Goldman Sachs (GS)](/topic/goldman-sachs) [PepsiCo, Inc. (PEP)](/topic/$pep) [Crocs, Inc. (CROX)](/topic/$crox) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AstraZeneca PLC (AZN)](/topic/$azn) [The 99% Community (99)](/topic/$99) ### Top Social Posts Top posts by engagements in the last [--] hours "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](https://x.com/investseekers/status/2015792718090326267) 2026-01-26T14:23Z [----] followers, [----] engagements "Biocon plans high double-digit revenue growth driven by generic obesity drugs. The company is preparing copycat versions of $NVO Wegovy as semaglutide patents begin expiring in some markets from [----]. Targets include Canada next year and later launches across the US Latin America and parts of Europe. Generics could be priced 60% below originator drugs signaling major long-term pricing pressure in the GLP-1 market. Link to article: #Stocks #investing https://www.reuters.com/business/healthcare-pharmaceuticals/biocon-aims-revenue-surge-with-rollout-generic-weight-loss-drugs-2026-02-13/" [X Link](https://x.com/investseekers/status/2022370436286173604) 2026-02-13T18:01Z [----] followers, [----] engagements "@ShadowofEzra Pam Bondi was asked why no Epstein clients have been indicted and somehow turned it into a speech about the stock market. When the subject is a child trafficking network and the response is lets talk about the economy it is not just dismissive it is insulting" [X Link](https://x.com/investseekers/status/2021628273172873258) 2026-02-11T16:51Z [----] followers, 33.5K engagements "$NVO closed Friday up 1.3% at DKK [------] staging a comeback after a very tough week. The stock had been hit by a weak [----] outlook and a surprise move from US telehealth provider $HIMS which suddenly announced a copycat weight-loss pill at one third of Novos price. Sentiment improved Monday after strong statements from the US FDA pushed Hims & Hers to drop the copy pill and Novo filed a patent lawsuit the same day. New prescription data showed Wegovy reaching [-----] prescriptions with CEO Mike Doustdar saying [------] Americans are now taking the drug. Novo ended the week up 5.1%. #Stocks" [X Link](https://x.com/investseekers/status/2022387422382760352) 2026-02-13T19:08Z [----] followers, [----] engagements "@AndrewDudum Nothing says better healthcare like canceling the product once regulators start asking questions" [X Link](https://x.com/investseekers/status/2020627294218559899) 2026-02-08T22:34Z [----] followers, [----] engagements "$NVO CEO Mike Doustdar to compounders: time to partner not copy. Despite suing 130+ copycat sellers (incl. $HIMS) he says many built patient access Novo couldnt reach. Example: Ro now sells the branded drug and became a very good partner. But nothing in his comments suggests HIMS is among those potential partners. His message is that shortages are over stop mass-marketing compounded semaglutide and help distribute safe approved medicines instead. Link to article: #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2021936199535870344) 2026-02-12T13:15Z [----] followers, 10.4K 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](https://x.com/investseekers/status/2022006195456741461) 2026-02-12T17:53Z [----] 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](https://x.com/investseekers/status/2022026796275741110) 2026-02-12T19:15Z [----] followers, [----] engagements "New $NVO oral Wegovy prescription numbers: New prescriptions have increased week over week. Here are the five weeks we have data for: [----] [-----] [-----] [-----] [-----] Insured patients only. Symphony data. #StocksToBuy #investing" [X Link](https://x.com/investseekers/status/2022209140379234323) 2026-02-13T07:20Z [----] followers, 10.4K engagements "Per Hansen (Nordnet): FDA crackdown on copycat GLP-1s could be a turning point for $NVO but not a true game changer. Shortages in [----] opened the door for compounded semaglutide hurting Novos sales. After $HIMS tried launching a $49 Wegovy copy the FDA reacted quickly and the pill was pulled. Novo is now suing and may seek significant damages potentially setting a legal precedent against mass-market compounding. If compounders disappear [----] guidance (-5% to -13%) could improve. But the real challenge remains $LLY: Share gains in obesity and diabetes Strong momentum outside the US Oral pill" [X Link](https://x.com/investseekers/status/2022259454251618499) 2026-02-13T10:40Z [----] followers, [----] engagements "Patent lawyer on $NVO vs $HIMS: They poked the bear. Experts say Novos lawsuit could become the defining legal battle over compounded GLP-1 copies and finally clarify the grey zone that has existed since shortages. Around [---] million patients are estimated to use compounded versions and copy products may have captured roughly one third of the US obesity market. This is Novos first major patent case against a large player not just trademark complaints. The goal is not only damages but establishing that mass compounding is illegal once shortages are over. The FDAs recent tone shift also" [X Link](https://x.com/investseekers/status/2022277417625141308) 2026-02-13T11:51Z [----] followers, [----] engagements "US regulators may still act against $HIMS after its brief attempt to launch a $49 copy of $NVO s Wegovy pill. The FDA has referred the case to the Department of Justice which could seek an injunction or civil/criminal fines for marketing an unapproved drug. However Hims quick retreat may limit the legal case. Attention could now shift to compounded injectable semaglutide as the broader enforcement battle continues. Link to article: #Stocks #investing https://www.reuters.com/legal/litigation/us-could-take-action-including-fines-against-hims-after-brief-wegovy-copy-launch-2026-02-13/" [X Link](https://x.com/investseekers/status/2022292170774909105) 2026-02-13T12:50Z [----] followers, [----] engagements "@himshouse Wont matter as long as they keep selling injectables. Novo will sue for lost sales meaning every HIMS sale today likely becomes a payment to Novo later. They are digging their own grave" [X Link](https://x.com/investseekers/status/2022293064153264468) 2026-02-13T12:53Z [----] followers, [----] engagements "After a week where $NVO $LLY and $PFE all reported and discussed the obesity market heres an interesting takeaway: The industry increasingly expects the 2030s to be driven by combination therapies and multiple mechanisms making simple % weight loss a less useful metric. Companies like Zealand and Gubra already focus on fat vs muscle loss quality. This may be the last time charts compare drugs on one dimension alone. Future comparisons will likely be multi-dimensional potentially adding body composition or other outcomes instead of just weight loss. Link to article and graphics (in Danish):" [X Link](https://x.com/investseekers/status/2022323375591297243) 2026-02-13T14:54Z [----] followers, [----] engagements "Update on $NVO oral Wegovy using both datasets: I shared the Symphony data earlier where new prescriptions increased from [-----] to [-----]. Now IQVIA TRx (total prescriptions) also rose from [-----] to [-----] in week [--]. They measure different things but both datasets show clearly accelerating adoption. #Stocks #investors https://twitter.com/i/web/status/2022333144951599163 https://twitter.com/i/web/status/2022333144951599163" [X Link](https://x.com/investseekers/status/2022333144951599163) 2026-02-13T15:32Z [----] followers, [----] engagements "@RpsAgainstTrump The people who actually live in Greenland care even if you dont. From the same guy who can give long speeches about defending borders and then casually dismiss another countrys sovereignty" [X Link](https://x.com/investseekers/status/2022334096538808556) 2026-02-13T15:36Z [----] followers, [----] engagements "Paul also makes some great points on why the founder and CEO of Mochi is wrong when talking about the potential of $NVO s oral Wegovy" [X Link](https://x.com/investseekers/status/2022346185391165534) 2026-02-13T16:24Z [----] followers, [----] engagements "Hedge funds were already betting against $HIMS before the clash with $NVO. Hazeltree data shows 65% of Hims shares were on loan for short selling in January the highest in at least a year. Then came the $49 Wegovy copy plan FDA scrutiny and Novos lawsuit. The stock has since fallen more than 50% in [----] with short interest hitting a record high. Link to article: #Stocks #investing https://www.reuters.com/business/healthcare-pharmaceuticals/hedge-funds-bet-big-against-hims-hers-health-before-wegovy-showdown-hazeltree-2026-02-13/" [X Link](https://x.com/investseekers/status/2022356217390112805) 2026-02-13T17:04Z [----] followers, [----] engagements "@atrupar Greenland has said no over and over again but he keeps pretending otherwise in his own little fantasy world" [X Link](https://x.com/investseekers/status/2022363997371044113) 2026-02-13T17:35Z [----] followers, [----] engagements "If the gray market closes patients move back to approved drugs. Good for $NVO less so for $HIMS. 🚨 BREAKING: ANDREW HUBERMAN PREDICTS **ALL** COMPOUNDED AND GRAY MARKET GLP-1s ARE GOING TO BE "HIGHLY ILLEGAL" TO SELL SOON "ANY SITES CARRYING THESE WILL BE UNIFORMLY SHUT DOWN" "OTHER PEPTIDES WILL REMAIN AVAILABLE" $HIMS $LLY $NVO https://t.co/0Z6UPeF1Bh 🚨 BREAKING: ANDREW HUBERMAN PREDICTS **ALL** COMPOUNDED AND GRAY MARKET GLP-1s ARE GOING TO BE "HIGHLY ILLEGAL" TO SELL SOON "ANY SITES CARRYING THESE WILL BE UNIFORMLY SHUT DOWN" "OTHER PEPTIDES WILL REMAIN AVAILABLE" $HIMS $LLY $NVO" [X Link](https://x.com/investseekers/status/2022402065717416339) 2026-02-13T20:06Z [----] followers, [----] engagements "I dont only own $NVO This week I made some #portfolio changes: Sold $CROX after the 20% post-earnings pop and added to Amadeus IT. If the software sell-off continues next week I expect to increase my Amadeus position further. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2022582303839699238) 2026-02-14T08:02Z [----] followers, [----] engagements "@javier_bsi Amadeus is the strongest company in what is effectively a global duopoly. The shares trade at an attractive valuation I see limited risk from AI to its business and structural growth in travel should allow the business to keep compounding over time" [X Link](https://x.com/investseekers/status/2022673730351304869) 2026-02-14T14:06Z [----] followers, [---] engagements "$NVO in the middle of the battlefield: is a broader crackdown on copycats coming $HIMS first said it would sell a $49 copy of Novos weight-loss pill vs Novos $149 price. Now the FDA says it will take action against unapproved GLP-1 products. The key question: does this extend to injectable copies too The stock has been volatile down nearly 70% from the [----] peak and recently dropped 17% after guiding for 513% sales decline in [----]. Yet Berenberg still sees value and keeps a Buy. Meanwhile the launch looks strong: Week [--] prescriptions rose to [-----] from [-----] (insured patients Symphony data)" [X Link](https://x.com/investseekers/status/2022674911441899720) 2026-02-14T14:10Z [----] followers, [----] engagements "@unusual_whales Suddenly worried about people going after Bill Clinton over Epstein That sounds less like friendship and more like fear the spotlight might swing back around" [X Link](https://x.com/investseekers/status/2022719044780974512) 2026-02-14T17:06Z [----] followers, [---] engagements "Deutsche Bank cuts $NVO price target 16% to DKK400 after a volatile week but keeps a Buy rating. Analyst Emmanuel Papadakis warns of a potential double-digit revenue decline this year citing pricing headwinds management uncertainty and clinical trial risk (CagriSema in focus). Still he notes the stock now trades at a mid-teens P/E and sees support from the oral Wegovy launch and possible H2 demand recovery. Link to article: #StocksInFocus #investing https://www.proactiveinvestors.co.uk/companies/news/1087180/novo-nordisk-target-cut-by-deutsche-bank-despite-long-term-optimism-1087180.html" [X Link](https://x.com/investseekers/status/2021966272901034023) 2026-02-12T15:15Z [----] 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 [----]. $PFE Zero for now. But its gearing up for a comeback. After scrapping danuglipron Pfizer acquired Metsera and is now betting on PF3944 a monthly GLP-1 injection (vs weekly for Lilly/Novo). Management believes monthly dosing could be a major differentiator with Phase [--] studies expected to start soon and early efficacy seen as competitive. Pfizer plans 20+ obesity trials in [----] including combo therapies that could deliver class-leading results. Its" [X Link](https://x.com/investseekers/status/2019539031848058992) 2026-02-05T22:30Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2022241964184240421) 2026-02-13T09:30Z [----] followers, [----] engagements "GLP-1s may be Big Pharmas Napster moment. After the FDA referred $HIMS to the DOJ and $NVO sued over Ozempic/Wegovy copies the free-for-all era of mass compounding looks like its ending but the disruption isnt. Just like Napster iTunes Spotify the copycat phase may evolve into a new model: direct-to-consumer healthcare. Patients paying cash transparent pricing and platforms acting as gateways to branded drugs (e.g. Ro) could reshape distribution challenging PBMs and middlemen more than pharma itself. As Novo CEO Mike Doustdar put it: companies must decide if they want to be Napster or" [X Link](https://x.com/investseekers/status/2022706022737907925) 2026-02-14T16:14Z [----] followers, [----] engagements "Sarah Ketterer founder and CIO of Causeway Capital Management increased her $NVO position by about 43% last quarter and now owns [------] shares. Causeway is a large value-oriented institutional investor. #StocksToWatch #investors" [X Link](https://x.com/investseekers/status/2022777132795998703) 2026-02-14T20:57Z [----] followers, [----] engagements "The Danish earnings season is nearly over with only two C25 companies left to report next week: Royal Unibrew (Tue) and Sydbank (Wed). Royal Unibrew will try to buck the weak trend seen at Heineken Carlsberg & Olvi while Sydbank reports after Danish banks hit record highs on strong Q2 results. #StocksInFocus #investing https://twitter.com/i/web/status/1959567918733164950 https://twitter.com/i/web/status/1959567918733164950" [X Link](https://x.com/investseekers/status/1959567918733164950) 2025-08-24T10:46Z [----] followers, [----] engagements "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](https://x.com/investseekers/status/1973474245830148169) 2025-10-01T19:45Z [----] followers, [---] engagements "Norways sovereign wealth fund (Norges Bank) one of $NVO s largest shareholders says it will not support Lars Rebien as the new chair. They argue that the Novo Nordisk Foundations plan to replace most of the board at once is too extensive and lacks justification. Influential proxy advisor Institutional Shareholder Services shares the same view saying investors have not been given a compelling reason for such a sweeping board overhaul. #StocksToWatch #investing https://twitter.com/i/web/status/1987802407774888060 https://twitter.com/i/web/status/1987802407774888060" [X Link](https://x.com/investseekers/status/1987802407774888060) 2025-11-10T08:40Z [----] 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](https://x.com/investseekers/status/1990855022213566768) 2025-11-18T18:50Z [----] followers, [----] engagements "According to Jyske Bank U.S. weekly prescription data shows $NVO 's Wegovy outperforming $LLY 's Zepbound for the second week in a row. Week [--] (late Nov 2025): Wegovy [------] new Rx Zepbound [------] Wegovy +13% w/w Week [--] (last week): Wegovy [------] Zepbound [------] Wegovy ahead by 5% This is the first real fight-back from Novo since Zepbound took the lead in April [----]. The GLP-1 class overall is still growing 1520% in Q4 though compounding remains a headwind. #Stocks #investment https://twitter.com/i/web/status/1994357805139013813 https://twitter.com/i/web/status/1994357805139013813" [X Link](https://x.com/investseekers/status/1994357805139013813) 2025-11-28T10:48Z [----] followers, 32.4K engagements "$AHT.L reports earnings Tuesday and its a much more interesting business than most people realise. Its one of the largest equipment rental companies in North America and the U.K. (Sunbelt Rentals) and its real edge is scale: dense branch networks clustered locations in major cities faster delivery higher availability and the ability to serve everyone from small contractors to national builders. Read my full analysis here: #StocksToWatch #investingtips https://www.investseekers.com/post/ashtead-built-for-the-long-haul https://twitter.com/i/web/status/1997905227773526335" [X Link](https://x.com/investseekers/status/1997905227773526335) 2025-12-08T05:45Z [----] followers, [---] 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](https://x.com/investseekers/status/1998655673035280822) 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](https://x.com/investseekers/status/2001727957463896239) 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](https://x.com/investseekers/status/2001997313053442402) 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 $399 for Lilly) A strong setup heading into [----]. #Stocks #Investing" [X Link](https://x.com/investseekers/status/2003367595924218255) 2025-12-23T07:30Z [----] followers, [----] engagements "$GMAB will discontinue clinical development of acasunlimab after a portfolio review. The decision reflects: A more competitive landscape Focus on higher-impact late-stage assets Disciplined capital allocation Genmab will prioritize EPKINLY petosemtamab and Rina-S going forward. I have a small position in Genmab. #StocksInFocus #investing https://twitter.com/i/web/status/2005656176248176987 https://twitter.com/i/web/status/2005656176248176987" [X Link](https://x.com/investseekers/status/2005656176248176987) 2025-12-29T15:04Z [----] followers, [----] engagements "Danish investors keep catching the falling knife in $NVO. According to Danske Bank strategist Lars Skovgaard Andersen many retail investors have repeatedly bought the stock in [----] despite a 50% decline. His warning: Dont anchor to the old DKK [----] price Beware of confirmation bias Focus on valuation not past highs even as analyst targets come down Link to article (in Danish): #StocksInFocus #Investing https://www.euroinvestor.dk/nyheder/strateg-ser-danskerne-gribe-efter-faldende-kniv-jeg-ved-ikke-om-vi-har-nogle-fingre-tilbage-saa-mange-gange-vi-har-koebt-op-i-novo-nordisk" [X Link](https://x.com/investseekers/status/2005976033883812173) 2025-12-30T12:15Z [----] followers, 22.5K engagements "$HPQ is down 8% over the past five years (ex-#dividends ). Yet its profitable and plans to return 100% of free cash flow to shareholders. At todays price the valuation looks compelling. But is it a buy Read more here: #stocks #investing https://www.investseekers.com/post/hp-inc-market-leading-portfolios-in-the-pc-and-print-categories https://www.investseekers.com/post/hp-inc-market-leading-portfolios-in-the-pc-and-print-categories" [X Link](https://x.com/investseekers/status/2007533169273135428) 2026-01-03T19:23Z [----] 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. $GMAB climbed 5.3% after a price target hike from SEB while ISS rose 4.4% following an upgrade to Overweightfrom Morgan Stanley. #stocks #investing https://twitter.com/i/web/status/2008580351451377674" [X Link](https://x.com/investseekers/status/2008580351451377674) 2026-01-06T16:44Z [----] followers, [----] engagements "$NVO has expanded its partnership with $VEEV by committing its International Operations to Veeva Vault CRM. Vault CRM will provide Novo Nordisk with a global AI-enabled commercial platform designed to improve execution across personal and digital channels while meeting country-specific compliance requirements. Novo says the system will serve as a core technology foundation to support more effective commercial execution as it delivers medicines to patients worldwide. Link to press release: #stocks #Investing" [X Link](https://x.com/investseekers/status/2008929243917320567) 2026-01-07T15:50Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2010068500136489317) 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](https://x.com/investseekers/status/2011096272061509829) 2026-01-13T15:21Z [----] followers, [----] engagements "Denmarks C25 index rose 1.1% on Wednesday. $NVO slipped 1.3% while Jyske Bank jumped 7.2% after upgrading its [----] outlook. Genmab gained 4.9% after CEO Jan van de Winkel said [----] could be a major launch year with key data readouts coming in [----]. Vestas climbed 3.6% on positive order news from rival Nordex while Pandora fell 2.9% amid record silver prices and cautious consumers. #stocks #investing https://twitter.com/i/web/status/2011505352806658380 https://twitter.com/i/web/status/2011505352806658380" [X Link](https://x.com/investseekers/status/2011505352806658380) 2026-01-14T18:27Z [----] followers, [----] engagements "$NVO $ZEAL Zealand Pharma CEO Adam Steensberg says the company is uniquely positioned to use AI to accelerate drug discovery in metabolic diseases citing 25+ years of proprietary data as the key differentiator. Speaking at JPMorgans healthcare conference he stressed that protected data is what truly sets AI leaders apart. Zealand has secured access to Denmarks Gefion AI supercomputer operated by the Danish Centre for AI Innovation (DCAI) founded by the Novo Nordisk Foundation (majority owner of Novo Nordisk) together with EIFO Denmarks state-owned investment fund. This highlights how leading" [X Link](https://x.com/investseekers/status/2011732841944453223) 2026-01-15T09:31Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2013179078711414896) 2026-01-19T09:17Z [----] followers, 49K engagements "$NVO Danske Bank: Swedish and Finnish #stocks are more exposed to a potential U.S.EU trade war than Danish ones. After analyzing [---] Nordic companies the bank finds Denmark relatively sheltered due to its corporate structure and local U.S. supply chains. Only Pandora ranks among the most exposed Danish stocks while companies like Novo Nordisk Maersk Carlsberg ISS and Tryg are among the least affected. Even under a harsher scenario Danske Bank estimates a 10% U.S. tariff would shave at most 0.25pp off European growth noting that European industrial earnings remain at record highs despite last" [X Link](https://x.com/investseekers/status/2013682907160686781) 2026-01-20T18:39Z [----] followers, [----] engagements "@Sopcaja Many great companies in Sweden. I like several of their serial acquirers but I currently only own Vitec and Roko. Im keeping an eye on ASSA ABLOY Lifco Addtech and Lagercrantz but theyre still too expensive for my taste" [X Link](https://x.com/investseekers/status/2013688198325551472) 2026-01-20T19:00Z [----] followers, [---] engagements "@ResearchPulse1 This says pen but I don't know if it is correct: https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic" [X Link](https://x.com/investseekers/status/2014016974590722476) 2026-01-21T16:47Z [----] followers, [---] engagements "$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](https://x.com/investseekers/status/2014601026288976166) 2026-01-23T07:28Z [----] followers, 155.7K engagements "Denmarks C25 index fell 0.6% on Friday despite $NVO rising 1.2% after new data showed [-----] new Wegovy pill prescriptions last week up from [----] the week before. NKT led the gainers up 3.5% without company-specific news. At the bottom of the index was insurer Tryg down 5.3% as the stock traded ex-dividend (DKK 2.05). Maersk slid 3.1% after Bank of America cut the stock to underperform and freight rates fell around 10%. #StocksToWatch #investing #Denmark https://twitter.com/i/web/status/2014738597589450954 https://twitter.com/i/web/status/2014738597589450954" [X Link](https://x.com/investseekers/status/2014738597589450954) 2026-01-23T16:34Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2014806972755845415) 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](https://x.com/investseekers/status/2015072687048228864) 2026-01-24T14:42Z [----] followers, [----] engagements "Do you hold Danish #stocks After a painful [----] for many Danish names the coming earnings season could decide whether [----] marks a long-awaited comeback. According to eToro analyst Martin Juul-Olsen one stock to watch closely is $NVO. Novo Nordisk is off to a strong start in [----] with the stock already up 21%. A key driver is optimism around the oral Wegovy launch where early U.S. prescription data point to encouraging demand broadly comparable to Eli Lillys initial rollout. While Novo isnt expected to disclose detailed pill sales in its annual report investors will focus on managements 2026" [X Link](https://x.com/investseekers/status/2016063250857615711) 2026-01-27T08:18Z [----] 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](https://x.com/investseekers/status/2016188060308746463) 2026-01-27T16:34Z [----] followers, [----] engagements "European healthcare stocks are under pressure on Wednesday and Denmark is feeling it too. $NVO $GMAB and Zealand Pharma are all down 24% among the worst performers locally. Danske Bank strategist Lars Skovgaard Andersen points to a mix of factors: Broad sector sell-off: European healthcare down 2.3% Weaker USD hurting exporters to the U.S. Spillover from U.S. where Medicare reimbursement concerns hit insurers hard (UnitedHealth -20% on Tuesday) #StocksInFocus #investing https://twitter.com/i/web/status/2016486953051373772 https://twitter.com/i/web/status/2016486953051373772" [X Link](https://x.com/investseekers/status/2016486953051373772) 2026-01-28T12:22Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2016533725870244183) 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%. $GMAB fell 5.0% the indexs worst performer despite positive news on an expanded approval for Darzalex. GN Store Nord slipped 2.8% even as Swiss rival Logitech reported stronger-than-expected results as concerns over higher component costs and macro headwinds weighed on sentiment. Pandora fell 1.3% as silver prices rose 1%. rsted topped the index with a 1.2% gain. #StockMarket #investors #Denmark https://twitter.com/i/web/status/2016552852097847622" [X Link](https://x.com/investseekers/status/2016552852097847622) 2026-01-28T16:44Z [----] followers, [----] engagements "$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 $1.12bn deal with German biotech Seamless Therapeutics to develop precision gene-editing therapies for hearing loss using programmable recombinase enzymes. The move is part of Eli Lillys long-term pipeline strategy as patents on blockbuster drugs like Zepbound expire over the next decade. Roughly one-third of its pipeline now consists of genetic medicines mostly early stage. Hearing loss is a key focus area. In [----] Lilly acquired Akouos and" [X Link](https://x.com/investseekers/status/2016574243069129131) 2026-01-28T18:09Z [----] followers, [----] engagements "$NVO $LLY $PFE The White House is expected to launch TrumpRx on Friday a new direct-to-consumer platform offering discounted brand-name drugs. The platform follows pricing deals with major drugmakers. Pfizer agreed to discounts of 50%85% on select blockbuster drugs in exchange for tariff relief and US investments. Other pharma companies joining TrumpRx include Eli Lilly Novo Nordisk AstraZeneca AbbVie and Merck KGaAs EMD Serono. #stocks #Investing https://twitter.com/i/web/status/2016583176739528816 https://twitter.com/i/web/status/2016583176739528816" [X Link](https://x.com/investseekers/status/2016583176739528816) 2026-01-28T18:44Z [----] followers, [----] engagements "$NVO $LLY New survey highlights a growing GLP-1 microdosing trend 15% of injectable GLP-1 users take lower-than-approved doses Many do so without clinician input Main reasons: fewer side effects lower cost weight maintenance 38% decide on their own; social media & online research often trump doctors Compounded GLP-1s via telehealth are common Experts note responses vary widely some patients may do well on lower doses but clinical trials are still needed before changing dosing guidelines. Link to article: #stocks #Investor" [X Link](https://x.com/investseekers/status/2016794569774432303) 2026-01-29T08:44Z [----] followers, [----] engagements "At a company-wide meeting $NVO s chairman warned that the GLP-1 market is starting to resemble the old U.S. insulin price wars where intense competition led to heavy price pressure and weakened profitability. CEO Mike Doustdar urged patience acknowledging short-term headwinds but pointing to long-term tailwinds as Novo scales volumes even as competition from Eli Lilly and copycat products intensifies. Link to article (in Danish): #StocksInFocus #Investor https://borsen.dk/nyheder/virksomheder/rebien-advarer-pa-stormode-forretning-kan-blive-udhuletb_source=novo&b_medium=row_1&b_campaign=list_1" [X Link](https://x.com/investseekers/status/2016829550592729193) 2026-01-29T11:03Z [----] followers, [----] engagements "Take this with a grain of salt (from an online forum) but someone who attended yesterdays employee session with $NVO CEO Mike Doustdar and Chairman Lars Rebien Srensen says the tone was very positive. Focus was on what they called the largest launch in pharma history and reaching customer segments Novo hasnt been able to reach before. And no no one expected Q4 to be the best quarter ever. If that were the case the stock wouldnt have traded 50% below its all-time high. #StocksToWatch #Investing https://twitter.com/i/web/status/2016844901657223168" [X Link](https://x.com/investseekers/status/2016844901657223168) 2026-01-29T12:04Z [----] followers, [----] engagements "More data on $NVO prescriptions for the week ended January [--]. The data is in for the week that ended [--] January and the trend reversal is undeniable. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its strongest growth weeks in history. Lets https://t.co/fOhxgDMlzF The data is in for the week that ended [--] January and the trend reversal is undeniable. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its" [X Link](https://x.com/investseekers/status/2016893476625858852) 2026-01-29T15:17Z [----] followers, 11.4K engagements "Another teaser for $NVO s Super Bowl commercial A new day and a new teaser for $NVO wegovy pill ad for Super Bowl $LLY $VKTX https://t.co/RZMIcstCSq A new day and a new teaser for $NVO wegovy pill ad for Super Bowl $LLY $VKTX https://t.co/RZMIcstCSq" [X Link](https://x.com/investseekers/status/2016940630799200398) 2026-01-29T18:24Z [----] 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](https://x.com/investseekers/status/2017137316293218420) 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](https://x.com/investseekers/status/2017156202212254170) 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](https://x.com/investseekers/status/2017216830645973068) 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 $3.5bn in milestones gaining global rights outside China. Another sign Big Pharma is doubling down on next-gen obesity treatments. Link: #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2017253091200925827) 2026-01-30T15:06Z [----] followers, [----] engagements "$NVO Q4 preview Feb 4: Management expected to guide for a downturn the only question is how deep. Novo Nordisk is widely expected to play it safe in its annual guidance. This is Mike Doustdars first full-year guidance so there may be some air built in said Henrik Hallengreen Laustsen of Jyske Bank. Novo has likely done what it can to talk expectations down and highlight the growth challenges ahead. Analysts now expect negative sales growth in local currency with guidance potentially ranging from 1% to 9%. Headwinds include US price cuts loss of Medicaid reimbursement for Wegovy in key states" [X Link](https://x.com/investseekers/status/2017268316453196150) 2026-01-30T16:07Z [----] 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](https://x.com/investseekers/status/2017296267051704589) 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 $LLY Yan Cai currently SVP Marketing Medical & Regulatory in International Operations will take over. Novo did not disclose the reason for Christine Zhous departure. #StocksToWatch #investing https://twitter.com/i/web/status/2017298892883112433" [X Link](https://x.com/investseekers/status/2017298892883112433) 2026-01-30T18:08Z [----] followers, [----] engagements "$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 $LLY and Innovent Biologics already sell injectable GLP-1 diabetes treatments there. Sciwind has also applied for weight management approval but the drug is not yet covered by Chinas state health insurance. Link to article: #StocksToWatch #investing https://www.reuters.com/business/healthcare-pharmaceuticals/sciwind-biosciences-diabetes-drug-approved-china-2026-01-30/" [X Link](https://x.com/investseekers/status/2017313992184680772) 2026-01-30T19:08Z [----] followers, [----] engagements "$NVO has received support from the U.S. Chamber of Commerce in its lawsuit against the US government over drug pricing rules. The case challenges the Inflation Reduction Act which allows the US health department to negotiate prices on certain medicines. Novo argues these negotiations are effectively mandatory and backed by heavy penalties. The Chamber agrees saying the rules amount to coercion rather than real negotiation. A ruling in Novos favor likely wont reverse the price cuts agreed with the Trump administration last year but it could influence how future US drug price negotiations are" [X Link](https://x.com/investseekers/status/2017339535458234438) 2026-01-30T20:50Z [----] 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](https://x.com/investseekers/status/2017495464799588624) 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](https://x.com/investseekers/status/2017555584095072680) 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](https://x.com/investseekers/status/2017590061512974673) 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 $73.50 price target implying 20%+" [X Link](https://x.com/investseekers/status/2017621518969196816) 2026-01-31T15:30Z [----] followers, [----] engagements "$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 $3.29). Analysts expect pressure from US pricing FX competition and compounded semaglutide despite solid Q4 execution. Positives: strong franchises (Wegovy Ozempic Rybelsus) FDA approval and launch of oral Wegovy (first-mover vs Eli Lilly) and pipeline progress across obesity diabetes and rare disease. Risks: margin pressure from discounts intensifying competition (LLY Roche biotechs) estimate cuts and restructuring risk" [X Link](https://x.com/investseekers/status/2017680532570546687) 2026-01-31T19:25Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2017710102350893561) 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](https://x.com/investseekers/status/2017876191735115781) 2026-02-01T08:22Z [----] followers, [----] engagements "The coming week is a busy one for the Danish market. Of course $NVO reports earnings on Wednesday morning but several other key names are also in focus. Ill be watching ChemoMetec and Ambu on Wednesday Genmab on Thursday and Coloplast on Friday. #stocks #investing" [X Link](https://x.com/investseekers/status/2017970568453124290) 2026-02-01T14:37Z [----] followers, [----] engagements "The Week of $NVO : Oral Wegovy Takes Center Stage Street view shifts BMO raised PT to $57 (Market Perform) citing prescription pressure Goldman sees far more upside in the Wegovy pill than consensus Goldman models peak oral Wegovy sales DKK 40bn by [----] 2535% above consensus Citi initiated with Neutral (DKK 400) calling [----] challenging despite a strong start Nordea Danske Bank Jyske Bank reiterated Buy but cut PTs ahead of cautious guidance Oral Wegovy: momentum builds U.S. scripts: [----] [-----] 26700+ in first three weeks Faster uptake than early Wegovy injection and Lillys Zepbound Goldman:" [X Link](https://x.com/investseekers/status/2018033595244318788) 2026-02-01T18:47Z [----] followers, 11.7K engagements "$NVO s U.S.-listed ADR closed at $59.43 equivalent to DKK [------] above the Copenhagen close of DKK [------]. The ADR later traded around $59.10 in after-hours ( DKK 372.44) suggesting a slightly positive open in Copenhagen today. #stocks #investing" [X Link](https://x.com/investseekers/status/2018211908491325581) 2026-02-02T06:36Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018241102009000413) 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](https://x.com/investseekers/status/2018268183468081472) 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 $LLY Investors currently expect declines of 2% revenue 4% EBIT and 6% net profit in [----]. Key watch points: FY25 finish/Q4 adjustments [----] guidance vs consensus US Wegovy pill launch data (incl. cannibalisation vs injections) and potential buybacks. Bear case: cautious guidance to avoid another downgrade pricing pressure risk and rising Lilly competition. Bull case: oral Wegovy launch beating expectations 3-month launch lead vs" [X Link](https://x.com/investseekers/status/2018283883419009284) 2026-02-02T11:22Z [----] followers, [----] engagements "$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 $1000 historically adding pressure on long-term profitability assumptions. Demand remains strong near term with combined weekly prescriptions for Wegovy (injection + pill) and Zepbound" [X Link](https://x.com/investseekers/status/2018322890442109097) 2026-02-02T13:57Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018339122637640100) 2026-02-02T15:02Z [----] followers, [----] engagements "$NVO reported strong Phase [--] REIMAGINE [--] results for CagriSema in type [--] diabetes: Up to 14.2% weight loss and up to 1.91pp HbA1c reduction at [--] weeks both superior vs semaglutide alone. Up to 43% of patients achieved 15% weight loss and 24% achieved 20%. Safety and tolerability were consistent with incretin and amylin therapies. Data support regulatory discussions and reinforce CagriSemas potential as a next-gen metabolic therapy. Link to press release: #StocksToBuy #investing" [X Link](https://x.com/investseekers/status/2018362562492989782) 2026-02-02T16:35Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018386433812123750) 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](https://x.com/investseekers/status/2018610005646406054) 2026-02-03T08:58Z [----] followers, [----] engagements "Is $NVO a value play vs $LLY While Lilly has led recent GLP-1 momentum valuation has diverged: Lilly trades around 50x P/E vs Novo 18x (vs 30x 5y avg). Novo also offers 2.8% dividend yield vs 0.6% for Lilly. Beyond obesity drugs Novo remains a global diabetes leader with strong insulin cash flows giving a stable earnings base while innovation cycles (GLP-1 pills next-gen therapies) evolve. Link to article: #StocksToBuy #investing https://finance.yahoo.com/news/novo-nordisk-stock-bargain-now-190800470.html https://twitter.com/i/web/status/2018629536007454795" [X Link](https://x.com/investseekers/status/2018629536007454795) 2026-02-03T10:16Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018650675245089050) 2026-02-03T11:40Z [----] followers, [----] engagements "Ahead of earnings tomorrow $NVO has already flagged multiple headwinds into [----] and investors are watching whether new CEO Mike Doustdar takes an extra cautious stance in his first full-year guidance to avoid future downgrades after the reset seen in [----]. Key pressures include US price cuts upcoming semaglutide patent expiries in markets like Canada China India and Brazil weaker USD effects reduced obesity drug coverage in some US Medicaid programs and competition from compounded copies. Potential offsets include strong early oral Wegovy prescription trends and expanding US obesity" [X Link](https://x.com/investseekers/status/2018670304776643010) 2026-02-03T12:58Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018695344540815378) 2026-02-03T14:37Z [----] followers, [----] engagements "Danish retail investors are positioning ahead of earnings season. According to Nordnet $NVO and Pandora were the two most bought stocks among Danish customers in January. Other popular buys included rsted Tryg Zealand Pharma Vestas and Coloplast. On the sell side A.P. Mller-Mrsk topped the list followed by Netcompany Norden and Genmab. #StocksToBuy #investing https://twitter.com/i/web/status/2018720452454031644 https://twitter.com/i/web/status/2018720452454031644" [X Link](https://x.com/investseekers/status/2018720452454031644) 2026-02-03T16:17Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018736364863303722) 2026-02-03T17:20Z [----] followers, 25.1K engagements "$NVO is changing leadership in its U.S. business. U.S. head Dave Moore is stepping down for personal reasons the company said alongside its Q4 results. He will be replaced on Wednesday by Jamey Millar who most recently served as CEO of Optum Specialty Holdings part of UnitedHealth Group. #stocks #investing https://twitter.com/i/web/status/2018741272039588139 https://twitter.com/i/web/status/2018741272039588139" [X Link](https://x.com/investseekers/status/2018741272039588139) 2026-02-03T17:40Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018749073407213647) 2026-02-03T18:11Z [----] followers, [----] engagements "$NVO s weight-loss growth slowed in Q4 but Wegovy still beat expectations. Wegovy sales reached DKK 21.9bn in Q4 above analyst estimates of DKK 21.1bn and up from DKK 19.9bn a year earlier. In local currency Wegovy growth slowed to 17% in Q4 down from 23% in Q3 75% in Q2 and 83% in Q1 reflecting tougher comps and rising competition. Total obesity drug sales rose 11% to DKK 22.4bn also slightly ahead of expectations. #stocks #investing https://twitter.com/i/web/status/2018753855526252861 https://twitter.com/i/web/status/2018753855526252861" [X Link](https://x.com/investseekers/status/2018753855526252861) 2026-02-03T18:30Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018756497270816852) 2026-02-03T18:40Z [----] followers, [----] engagements "$NVO s Rare Disease segment was broadly flat in local currency in Q4. Sales came in at DKK 5.35bn slightly above analyst expectations (DKK 5.21bn) but down from DKK 5.71bn a year earlier. Within the segment: Haemophilia sales fell to DKK 3.02bn from DKK 3.40bn Growth hormone sales (mainly Norditropin) declined to DKK 1.83bn from DKK 1.92bn Rare Disease remains Novos smallest business area. #stocks #investing https://twitter.com/i/web/status/2018758887998980219 https://twitter.com/i/web/status/2018758887998980219" [X Link](https://x.com/investseekers/status/2018758887998980219) 2026-02-03T18:50Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018765765986382304) 2026-02-03T19:17Z [----] followers, [----] engagements "More management changes at $NVO Ludovic Helfgott Head of Product & Portfolio Strategy is leaving the company. From February [--] the role will be taken over by Hong Chow who joins from Merck Healthcare where she served as Executive Vice President and Head of China & International overseeing healthcare operations outside North America. #stocks #investing https://twitter.com/i/web/status/2018766815363514586 https://twitter.com/i/web/status/2018766815363514586" [X Link](https://x.com/investseekers/status/2018766815363514586) 2026-02-03T19:21Z [----] followers, [----] engagements "Goldman Sachs expects $NVO shares to fall 9% when the Danish market opens on Wednesday. Novos U.S.-listed ADRs are down 14.5% Tuesday evening but Goldman says the local stock reaction should better reflect the implied 9% cut to [----] operating profit in the new guidance. #stocks #investing https://twitter.com/i/web/status/2018770021439156517 https://twitter.com/i/web/status/2018770021439156517" [X Link](https://x.com/investseekers/status/2018770021439156517) 2026-02-03T19:34Z [----] followers, 12.7K engagements "$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](https://x.com/investseekers/status/2018781663442989493) 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](https://x.com/investseekers/status/2018793616911573352) 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](https://x.com/investseekers/status/2018799279192653855) 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](https://x.com/investseekers/status/2018802928090505428) 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](https://x.com/investseekers/status/2018810855433920754) 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](https://x.com/investseekers/status/2018817901914915144) 2026-02-03T22:44Z [----] followers, [----] engagements "The "Gold Rush" is officially over. $NVO s new duo Chairman Lars Rebien and CEO Mike Doustdar just sent shockwaves through the market by dropping the [----] annual report [--] hours ahead of schedule. Here is why investors are panicked: Negative Growth: After a 25% surge in [----] growth didn't just slowit reversed. Q4 [----] saw revenue shrink leaving the full year at a meager 6%. The [----] Bombshell: Leadership projects a revenue drop of 5% to 13% for the coming year. This massive range signals one thing: Novo has lost its grip on the US market. The "Compounder" Threat: Reliable forecasts are" [X Link](https://x.com/investseekers/status/2018918187811623095) 2026-02-04T05:23Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018930835102003270) 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](https://x.com/investseekers/status/2018938949624906097) 2026-02-04T06:45Z [----] followers, [----] engagements "J.P. Morgan warns of a sharp selloff in $NVO despite maintaining an Overweight rating. The bank expects Novo Nordisk shares to fall at least 10% when the Danish market opens after management guided [----] sales and operating profit well below consensus. Using the midpoint of Novos own outlook J.P. Morgan estimates [----] sales of DKK 270bn (8% below consensus) and operating profit of DKK 108bn (9% below consensus). The guidance excludes a one-off USD 4.2bn provision reversal expected in Q1. #StocksInFocus #investing https://twitter.com/i/web/status/2018951406728761593" [X Link](https://x.com/investseekers/status/2018951406728761593) 2026-02-04T07:35Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018952071295144396) 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](https://x.com/investseekers/status/2018952525819371820) 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](https://x.com/investseekers/status/2018953004838207721) 2026-02-04T07:41Z [----] followers, [----] engagements "Is $NVO in a crisis right now No says CEO Mike Doustdar" [X Link](https://x.com/investseekers/status/2018953746328256589) 2026-02-04T07:44Z [----] followers, 14K engagements "Was the Metsera bidding war worth it and would $NVO do it again CEO Mike Doustdar: We had followed Metsera and its assets for a long time and made the first bid. After [--] bids we decided not to go higher and had the financial discipline to walk away. We wish Pfizer well. Those assets were worth exactly what we bid not a cent more. https://twitter.com/i/web/status/2018954546190446651 https://twitter.com/i/web/status/2018954546190446651" [X Link](https://x.com/investseekers/status/2018954546190446651) 2026-02-04T07:47Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018955407738147109) 2026-02-04T07:50Z [----] followers, [----] engagements "$NVO s [----] guidance was materially worse than analysts expected and is the main reason the stock sold off sharply in the U.S. says AL Sydbank analyst Sren Lntoft Hansen. At the midpoint Novo now guides for a 9% decline in both sales and operating profit. Before earnings consensus expected a far milder drop: 2.1% sales and 3.6% EBIT. That midpoint is clearly below market expectations. Thats why the stock is falling Sren Lntoft Hansen says calling [----] a transition year amid U.S. price pressure patent expiries and intense competition from Eli Lilly. Q4 results were slightly better than" [X Link](https://x.com/investseekers/status/2018961850352693314) 2026-02-04T08:16Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018965373798723911) 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](https://x.com/investseekers/status/2018975540087230780) 2026-02-04T09:10Z [----] followers, [----] engagements "Nordnets Per Hansen on $NVO: Reality has hit hard. Investors were prepared for a weak [----] but not for guidance this bad. Novo now expects 5% to 13% declines in sales and EBIT far below consensus collapsing the key condition for a [----] recovery. Yes the Wegovy pill launch is strong. Yes buybacks (DKK 15bn) and a higher dividend help. But guidance mattered most and Novo failed it badly. Novo geared up for high growth and high U.S. prices in [------]. That world is gone. With [----] revenue now likely 25% below expectations from two years ago more cost cuts and efficiency measures look unavoidable." [X Link](https://x.com/investseekers/status/2018976572573700444) 2026-02-04T09:15Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018980472970211831) 2026-02-04T09:30Z [----] followers, [----] engagements "$NVO is being aggressively bought by Danish retail investors this morning even as the stock drops 18%. Fresh data from Nordnet show that in the first hour of trading Novo accounted for 88% of the total buy value among the [--] most bought stocks. Notably Novo didnt appear at all among the [--] most sold stocks between 910am. #StocksToWatch #investing https://twitter.com/i/web/status/2018984121960108535 https://twitter.com/i/web/status/2018984121960108535" [X Link](https://x.com/investseekers/status/2018984121960108535) 2026-02-04T09:45Z [----] followers, 25.2K engagements "$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](https://x.com/investseekers/status/2018987898029097337) 2026-02-04T10:00Z [----] followers, [----] engagements "$NVO is rebranding its diabetes pill in the U.S. The company has renamed new doses of Rybelsus to The Ozempic Pill (1.5 mg [--] mg [--] mg) reflecting how strong the Ozempic brand has become. The new formulation uses less semaglutide to achieve the same effect. The same pill is marketed as The Wegovy Pill for weight loss. Novo has also applied for a [--] mg diabetes dose matching the highest Wegovy pill dose. #StocksInFocus #investing https://twitter.com/i/web/status/2018991923453645151 https://twitter.com/i/web/status/2018991923453645151" [X Link](https://x.com/investseekers/status/2018991923453645151) 2026-02-04T10:16Z [----] followers, [----] engagements "More color on todays wild flow in $NVO After the open on Nasdaq Copenhagen Danish retail investors initially sold aggressively which is unusual during a sharp selloff. According to Mads Zink head of Danish equities at Danske Bank private investors were heavy net sellers early on. But as the morning progressed retail investors flipped completely. They are now large net buyers after the stock fell 18% while foreign institutional investors remain net sellers helping explain the magnitude of the drop. This also fits with the Nordnet data I shared earlier: Novomade up 88% of buy value among the 20" [X Link](https://x.com/investseekers/status/2018995447235330324) 2026-02-04T10:30Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2018999460093669882) 2026-02-04T10:45Z [----] followers, [----] engagements "More from $NVO s in-person press conference in Bagsvrd: How does Novo plan to accelerate sales and bring more patients on board CEO Mike Doustdar: The pill itself and unprecedented marketing behind it. Youll see us at the Big Game this Sunday referring to the Super Bowl. Novo has also shifted its competitive stance. Patients care most about efficacy. Rival Eli Lilly gained ground with higher-dose products and Novo plans to respond with higher doses of its own plus next-generation drugs. CFO Karsten Munk Knudsen added: The launch of the Wegovy pill has exceeded expectations driven mainly by" [X Link](https://x.com/investseekers/status/2019000857275007343) 2026-02-04T10:51Z [----] 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](https://x.com/investseekers/status/2019002367178309898) 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](https://x.com/investseekers/status/2019006041719984427) 2026-02-04T11:12Z [----] followers, [----] engagements "Theres massive trading interest in $NVO today. According to Brsen: By 12:00 [----] million Novo B shares had changed hands on Nasdaq Copenhagen +715% versus a normal day at that time. For context average daily volume over the past year is [---] million shares. Not a record yet (that was July [--] last year with 40.9m shares traded after a guidance cut) but activity is extreme. #StocksToWatch #investing https://twitter.com/i/web/status/2019011804790169713 https://twitter.com/i/web/status/2019011804790169713" [X Link](https://x.com/investseekers/status/2019011804790169713) 2026-02-04T11:35Z [----] followers, [----] engagements "$LLY just reported earnings the stock is up 8% in premarket. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019016027221504387) 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](https://x.com/investseekers/status/2019018446151856454) 2026-02-04T12:01Z [----] followers, 22.7K engagements "UBS flags key concerns behind $NVO s weak [----] outlook. The bank says the midpoint of Novo Nordisks guidance (around 9% EBIT) is far worse than expected and points to three main issues: U.S. injectable obesity volumes are weaker than expected with cannibalisation from oral Wegovy and future competition from Lillys oral pill. Growth is shifting toward the cash-pay channel where prices are lower. Management is not yet assuming that oral Wegovys strong early momentum can be sustained once Lilly launches its pill or that patients will stay longer or pay higher prices. UBS also notes that heavy" [X Link](https://x.com/investseekers/status/2019019354554110193) 2026-02-04T12:05Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019026484048822647) 2026-02-04T12:33Z [----] followers, [----] engagements "Analyst asks whether early growth of the Wegovy pill is sustainable. $NVO s answer was clear: We went all-in. This has been the strongest launch weve ever had with every marketing lever pulled. On competition: The past two years have taught us one thing patients care most about weight loss. Data point: Wegovy pill: 16.6% weight loss Competitor data: 12.4% If you ask any patient whether they want to lose 17% or 12% I know what I would choose. #StocksToWatch #investing https://twitter.com/i/web/status/2019034327288291610 https://twitter.com/i/web/status/2019034327288291610" [X Link](https://x.com/investseekers/status/2019034327288291610) 2026-02-04T13:04Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019038228695617767) 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](https://x.com/investseekers/status/2019044645976539525) 2026-02-04T13:45Z [----] followers, [----] engagements "Danske Banks head of equity research says $NVO is in crisis right now. There are few signs of improvement in the near term. We likely have to look to [----] before topline growth returns says Carsten Lnborg Madsen. He notes that guidance for up to a 13% sales decline in [----] is clearly negative for investors. While the Wegovy pill launch has started strongly and Novo announced a DKK 15bn buyback these positives are outweighed by much heavier-than-expected U.S. pricing pressure. #Stocks #investing https://twitter.com/i/web/status/2019064024319623561" [X Link](https://x.com/investseekers/status/2019064024319623561) 2026-02-04T15:02Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019070946133364928) 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](https://x.com/investseekers/status/2019077235848663179) 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. $NVO is striking. https://twitter.com/i/web/status/2019078180812845339 https://twitter.com/i/web/status/2019078180812845339" [X Link](https://x.com/investseekers/status/2019078180812845339) 2026-02-04T15:58Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019086044684050475) 2026-02-04T16:30Z [----] followers, [----] engagements "Brutal reset for $NVO. Shares plunged 17.2% on Wednesday after a bleak [----] outlook wiping out nearly DKK 282bn in market value. The stock closed at DKK [------] erasing all YTD gains and leaving shares down 6.3% in [----]. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019089944669544857) 2026-02-04T16:45Z [----] followers, [----] engagements "$NVO is streamlining its R&D portfolio as part of a sharper strategic focus. Development of an insulin pump has been halted due to limited commercial potential TMPRSS6 (for a rare blood disorder) has been discontinued Several early-stage projects and stem cell research have been dropped The drug Zegalogue for pediatric hyperinsulinism has been returned to Zealand Pharma A research collaboration with GE Healthcare on ultrasound-based treatments has ended The changes led to significant write-downs including DKK 4bn in one-off R&D costs in Q3 [----]. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019101143113056439) 2026-02-04T17:30Z [----] 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](https://x.com/investseekers/status/2019109574406529465) 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](https://x.com/investseekers/status/2019116242536190433) 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 $LLY and compounders and a crowded obesity market mean [----] will be painful before growth returns. Management is clearly resetting expectations. Mike Doustdar and chairman Lars Rebien Srensen warn" [X Link](https://x.com/investseekers/status/2019123918892580879) 2026-02-04T19:00Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019131342542328215) 2026-02-04T19:30Z [----] followers, [----] engagements "After $NVO s disappointing results and weak [----] guidance sent the stock down on Wednesday analysts are reassessing their outlook. Danske Bank has cut its 12-month price target on Novo to DKK [---] from DKK [---] reflecting the tougher growth outlook following the earnings release. #Stocks #investing https://twitter.com/i/web/status/2019139018181480518 https://twitter.com/i/web/status/2019139018181480518" [X Link](https://x.com/investseekers/status/2019139018181480518) 2026-02-04T20:00Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019154369057259629) 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](https://x.com/investseekers/status/2019161541463957707) 2026-02-04T21:30Z [----] followers, [----] engagements "CEO pay cut at $NVO New CEO Mike Doustdar will earn DKK 20.7m ($3.3m) in [----] 38% less than predecessor Lars Fruergaard Jrgensen. The cut is driven mainly by much lower bonus payouts after weak results. Link to article: #StocksInFocus #investing https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium" [X Link](https://x.com/investseekers/status/2019169216562188684) 2026-02-04T22:00Z [----] followers, [----] engagements "$NVO just suffered its 4th-largest one-day share price drop since [----]. Stock fell 17.2% on Wednesday DKK 284bn ($41bn) wiped off market cap in one day Triggered by bleak [----] guidance (sales & EBIT down 513%) Shares are now 69% below the [----] peak Only three single-day drops have been larger: -23.1% (July 2025) major guidance cut -21.4% (April 2002) profit warning -20.7% (Dec 2024) CagriSema trial disappointment One of the most severe selloffs in Novos history. #StocksToWatch #investing https://twitter.com/i/web/status/2019305112213074009 https://twitter.com/i/web/status/2019305112213074009" [X Link](https://x.com/investseekers/status/2019305112213074009) 2026-02-05T07:00Z [----] followers, [----] engagements "$NVO is emerging as the weaker side of the GLP-1 duopoly. The obesity drug market grew 85% in [----] but gains are skewed toward $LLY Lilly expects 25% revenue growththis year while Novo guides for -5% to -13%. Why it matters: U.S. price pressure is forcing cuts for both Lilly is offsetting with volume growth Novos global GLP-1 share has fallen 11pp in a year The U.S. is 55% of Novos sales Price cuts + weak volume = shrinking revenue. For Novo the strategy only works if the market expands fast and share losses stop. Link to article: #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019335437299351689) 2026-02-05T09:01Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019350411149267040) 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](https://x.com/investseekers/status/2019357960275718306) 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](https://x.com/investseekers/status/2019380490503889054) 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](https://x.com/investseekers/status/2019388034072912024) 2026-02-05T12:30Z [----] followers, [----] engagements "Head of Equities at DNB Carnegie Private Banking Karl Hedberg on $NVO s earnings: The downgrade to sales and earnings expectations is driven by continued pricing pressure on obesity drugs. Were surprised that the pressure remains this intense but believe management is being extra conservative. The CEO is relatively new and likely sees no reason to be overly optimistic and then risk underdelivering. Karl Hedberg adds that volumes should continue to grow and partly offset lower prices which is why DNB Carnegie maintains its Buy recommendation. Following the update the bank makes a minor price" [X Link](https://x.com/investseekers/status/2019403136289444345) 2026-02-05T13:30Z [----] followers, [----] engagements "$HIMS launches a compounded copy of $NVO 'sWegovy pill at an introductory price of $49/month undercutting Novo Nordisks branded price. Hims pill uses semaglutide and will cost $99/month after the intro period (vs $199 for Novos oral Wegovy). Novo shares are dropping heavily on the news. The move comes amid unprecedented pricing pressure flagged by Novo and rising competition including a potential oral entry from Eli Lilly. Hims says expanded compounding capacity enables lower prices; Novo has warned about safety and called for limits on mass compounding. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019410110611705913) 2026-02-05T13:57Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019416974527189469) 2026-02-05T14:25Z [----] followers, 16.8K engagements "Investors are nervous after $HIMS announced a cheaper copy of $NVO's Wegovy pill says analyst Sren Lntoft Hansen of AL Sydbank. He warns that investors fear copycats could take market share in weight-loss pills just as they previously did in injectables adding pressure on Novo Nordisk. The move also raises legal questions. Copies are generally only allowed in cases of shortages which dont apply here. A narrow loophole may exist if side effects justify an alternative but the broader implications are serious. This kills innovation in medicine Sren Lntoft Hansen says adding that Novo must push" [X Link](https://x.com/investseekers/status/2019427166862151723) 2026-02-05T15:05Z [----] followers, [----] engagements "$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 $49 he said adding that he still needs to review what Hims has actually done. #StocksInFocus #InvestingTips https://twitter.com/i/web/status/2019436870304776371 https://twitter.com/i/web/status/2019436870304776371" [X Link](https://x.com/investseekers/status/2019436870304776371) 2026-02-05T15:44Z [----] followers, 21.3K engagements "$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](https://x.com/investseekers/status/2019439656601858544) 2026-02-05T15:55Z [----] followers, [----] engagements "So the CEO of $HIMS is so desperate that hell sell a compounded version of $NVO s oral Wegovy even though it likely wont work properly due to the lack of SNAC. Selling products that dont work is usually not a great business model. Is this the beginning of the end for Hims We may soon see a lot of insider selling" [X Link](https://x.com/investseekers/status/2019444671261384719) 2026-02-05T16:15Z [----] followers, 13K engagements "$HIMS claims an alternative delivery method for its compounded version of $NVO 's Wegovy pill saying its formulated to protect the active ingredient during digestion and support absorption without using SNAC. But as I understand it that would effectively be a new formulation and delivery technology which should require clinical testing to prove absorption safety and efficacy. If there are no clinical data then either absorption is minimal and inconsistent or the claims are mostly marketing. You cant really have it both ways. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019449690421444692) 2026-02-05T16:35Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019454510838485136) 2026-02-05T16:54Z [----] followers, [----] engagements "President Trump is set to announce the launch of the TrumpRx website at an event Thursday evening at 7pm ET. The platform will serve as a gateway for consumers to buy discounted prescription drugs from major pharma companies including $NVO $PFE $LLY and $AZN. #StocksToWatch #investing https://twitter.com/i/web/status/2019467306305270206 https://twitter.com/i/web/status/2019467306305270206" [X Link](https://x.com/investseekers/status/2019467306305270206) 2026-02-05T17:45Z [----] 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](https://x.com/investseekers/status/2019471207523893375) 2026-02-05T18:00Z [----] followers, [----] engagements "As I understand it for oral semaglutide protection isnt the main problem absorption is. Liposomes may help with stability but they dont reliably solve gut-wall absorption for large peptides. Thats why Novo Nordisk spent years and $1.8bn acquiring Emisphere to clinically validate SNAC instead of just using liposomal delivery. https://twitter.com/i/web/status/2019473674089197920 https://twitter.com/i/web/status/2019473674089197920" [X Link](https://x.com/investseekers/status/2019473674089197920) 2026-02-05T18:10Z [----] followers, [----] engagements "$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 $LLY s Mounjaro and several Chinese GLP-1 drugs some now included in Chinas state health insurance. CFO Karsten Munk Knudsen says Novo still has a strong position and low penetration but competition is clearly intensifying. Greater China accounted for 14% of Novos non-U.S. sales in [----]. Link ot article:" [X Link](https://x.com/investseekers/status/2019486306699555108) 2026-02-05T19:00Z [----] followers, [----] engagements "$NVO escalates its clash with $HIMS over a compounded oral Wegovy copy. Novo spokesperson Ambre James-Brown calls Hims mass compounding illegal and says Novo will pursue legal and regulatory action to protect patients its IP and the U.S. drug approval framework. Hims says it hasnt compromised on safety or efficacy and claims to use liposome-based technology to support absorption. Analysts question whether patients will see comparable results noting compounded drugs are not FDA-approved lack clinical efficacy data and could still spark a price war. The FDA has previously warned Hims over" [X Link](https://x.com/investseekers/status/2019490081493413913) 2026-02-05T19:15Z [----] followers, [----] engagements "$HIMS reverses sharply into the red after $NVO threatened legal action and issued a health warning over Hims planned copy of the Wegovy pill. Hims shares is down +3% after initially jumping 15%+ premarket on news of a heavily discounted compounded version of the pill. The stock is now trading around lowest level since [----]. #StocksInFocus #InvestingTips https://twitter.com/i/web/status/2019497729420898511 https://twitter.com/i/web/status/2019497729420898511" [X Link](https://x.com/investseekers/status/2019497729420898511) 2026-02-05T19:45Z [----] followers, [----] engagements "$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](https://x.com/investseekers/status/2019501406051258839) 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](https://x.com/investseekers/status/2019508831227687288) 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](https://x.com/investseekers/status/2019512604448743934) 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](https://x.com/investseekers/status/2019519021696135451) 2026-02-05T21:10Z [----] followers, 10.4K 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](https://x.com/investseekers/status/2019523932471067114) 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](https://x.com/investseekers/status/2019531856232800377) 2026-02-05T22:01Z [----] followers, [----] engagements "Re-contextualising $NVO - not so cheap anymore Novos [----] guidance marks a clear reset. Management now expects sales and operating profit to decline 513% (CER) driven by pricing pressure from Most Favoured Nation rules and intensifying competition in GLP-1. A stronger dollar could add further headwinds . While Novo retains strong long-term positioning near- to mid-term uncertainty has increased materially. Free cash flow for [----] is guided at DKK 3545bn implying a relatively low yield alongside declining revenues. There are still positives: oral Wegovy has had a strong early launch branded" [X Link](https://x.com/investseekers/status/2019545320078680453) 2026-02-05T22:55Z [----] followers, [----] engagements "$NVO $HIMS $LLY Hims & Hers Health shares plunged after the FDA warned it will act against illegal copycat drugs. FDA Commissioner Marty Makary said the agency will move swiftly against companies mass-marketing unapproved drugs claimed to be similar to FDA-approved medicines. The comments followed Hims launching a $49 compounded version of Novo Nordisks new Wegovy pill. Hims stock fell 10% after hours after closing down 3.8%. The compounded pill is not FDA-approved and has no clinical efficacy data. Marty Makary said the FDA cannot verify the safety quality or effectiveness of such products." [X Link](https://x.com/investseekers/status/2019625226770821588) 2026-02-06T04:12Z [----] followers, [----] engagements "$NVO s U.S.-listed ADR closed at $43.34 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $43.97 in after-hours ( DKK 278.30) suggesting a slightly negative open in Copenhagen today. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019656470732972167) 2026-02-06T06:16Z [----] followers, [----] engagements "New $NVO oral Wegovy prescription numbers for the week ending January [--] (Symphony data) New prescriptions increased: [----] [-----] [-----] [-----]. For comparison same weeks (insured patients only): Wegovy injection: [---] [----] [----] [----] Zepbound (Eli Lilly): [----] [-----] [-----] [-----] Insured patients only. Symphony data. #StocksInFocus #investing https://twitter.com/i/web/status/2019678083263950944 https://twitter.com/i/web/status/2019678083263950944" [X Link](https://x.com/anyuser/status/2019678083263950944) 2026-02-06T07:42Z [----] followers, 17K 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 $NVO 's Wegovy pill. Investors arent buying it. Novo Nordisk shares took another hit after Hims suggested compounding a semaglutide pill. There are only two legal paths for unapproved copies: shortages or special customization. Neither appears to apply here making the product likely illegal. Novo has challenged the legality and warned the pill likely wont be absorbed properly meaning limited effect and potential side effects. Per Hansen expects U.S." [X Link](https://x.com/investseekers/status/2019708142909550730) 2026-02-06T09:42Z [----] followers, [----] engagements "@TacticzH Yes still a 10% increase" [X Link](https://x.com/investseekers/status/2019717002546512065) 2026-02-06T10:17Z [----] followers, [---] engagements "$HIMS $49 Wegovy pill sent shockwaves through pharma but not through its own stock. Shares jumped 14% early then reversed after $NVO threatened legal action and U.S. Food and Drug Administration chief Marty Makary warned of swift action against companies mass-marketing illegal copycat drugs. $49 is a lot cheaper than what they can get elsewhere said eMarketers Rajiv Leventhal before noting it rises to $99/month after the intro. As one strategist put it: Its disappointing the stock couldnt rally on good news thats usually not a good sign. Link to article: #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019724123157541174) 2026-02-06T10:45Z [----] followers, [----] engagements "President #Trump has launched TrumpRx a new website aimed at giving Americans access to discounted prescription drugs through agreements with major pharma companies. $NVO and $LLY are part of the deal which Trump says will lead to sharp price cuts on obesity drugs. According to the administration prices could fall to $149$350 per month for cash-pay patients. Trump claimed Novo will cut Ozempic from over $1000 to $199 and Wegovy from over $1300 to $199. TrumpRx does not sell drugs directly but redirects consumers to partner sites. How much patients actually save remains uncertain as purchases" [X Link](https://x.com/investseekers/status/2019739348606894557) 2026-02-06T11:46Z [----] followers, [----] engagements "Former $NVO executive Kre Schultz now sits on the board of $HIMS. Kre Schultz once a leading internal candidate to become Novos CEO declined to comment on Hims latest move. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019754448067666061) 2026-02-06T12:46Z [----] followers, 13.2K engagements "Handelsbanken upgrades $NVO from Sell to Buy and raises its cash-flow-based price target to DKK [---] (from DKK 285). The stock is also added as a new Healthcare sector top pick replacing Xvivo. The bank argues that: Novos [----] guidance is conservative after three downgrades in [----] The market underestimates the superior weight-loss efficacy and tolerability of the Wegovy pill Novo could guide to Wegovy pill revenues for [----] as early as the Q1 [----] report $HIMS push into oral GLP-1s is likely to fail #StocksInFocus #investing https://twitter.com/i/web/status/2019769421695262934" [X Link](https://x.com/investseekers/status/2019769421695262934) 2026-02-06T13:45Z [----] followers, [----] engagements "$NVO warns that the technology $HIMS claims to use for its Wegovy copy is untested risky and not approved. Novo says its FDA-approved Wegovy pill relies on proprietary SNAC technology to protect semaglutide from stomach breakdown. Hims claims to use liposomal delivery but Novo says the FDA has flagged this approach as posing major safety and efficacy risks including potential over- or underdosing. Novo adds it has tested compounded oral liposomal semaglutide and found impurity levels of up to 41% raising serious patient safety concerns. CEO Mike Doustdar called the $49 pill a waste of money" [X Link](https://x.com/investseekers/status/2019776216870289545) 2026-02-06T14:12Z [----] followers, [----] engagements "You really cant go wrong with Danny Trejo. $NVO s Super Bowl commercial is now live. Watch it here: #StocksToWatch #investing https://www.youtube.com/watchv=7Y6zH5bm2eY https://www.youtube.com/watchv=7Y6zH5bm2eY" [X Link](https://x.com/investseekers/status/2019789761410441608) 2026-02-06T15:06Z [----] followers, 14.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [------] #
- [--] Week [-------] -37%
- [--] Month [---------] +214%
- [--] Months [---------] +339%
- [--] Year [---------] +1,662%
Mentions: [---] #
- [--] Week [---] -17%
- [--] Month [---] +64%
- [--] Months [-----] +77%
- [--] Year [-----] +387%
Followers: [-----] #
- [--] Week [-----] +1.30%
- [--] Month [-----] +16%
- [--] Months [-----] +102%
- [--] Year [-----] +648%
CreatorRank: [-------] #
Social Influence
Social category influence stocks #4548 finance 41.98% currencies 17.78% countries 9.04% travel destinations 6.41% technology brands 1.75% financial services #2935 exchanges 1.17% cryptocurrencies 0.87% celebrities 0.58%
Social topic influence $nvo #5, novo #1129, $hims #23, stocks #2113, $lly #13, ceo #3138, strong #2889, market #3873, nvo #3, eli lilly #19
Top accounts mentioned or mentioned by @preseidentmusk @researchpulse1 @jeppesenrj @trem0nia09 @rawdii3 @devineni6 @dillin2448 @eusemoz @himshouse @sopcaja @samirsoriano @doctor_salomon @fljgaard @tacticzh @compoundinglab @wallstreetmav @spectatorindex @peaceofmindwm @deepicevalue @theinsiderpaper
Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) Goldman Sachs (GS) PepsiCo, Inc. (PEP) Crocs, Inc. (CROX) Viking Therapeutics, Inc (VKTX) AstraZeneca PLC (AZN) The 99% Community (99)
Top Social Posts
Top posts by engagements in the last [--] hours
"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
"Biocon plans high double-digit revenue growth driven by generic obesity drugs. The company is preparing copycat versions of $NVO Wegovy as semaglutide patents begin expiring in some markets from [----]. Targets include Canada next year and later launches across the US Latin America and parts of Europe. Generics could be priced 60% below originator drugs signaling major long-term pricing pressure in the GLP-1 market. Link to article: #Stocks #investing https://www.reuters.com/business/healthcare-pharmaceuticals/biocon-aims-revenue-surge-with-rollout-generic-weight-loss-drugs-2026-02-13/"
X Link 2026-02-13T18:01Z [----] followers, [----] engagements
"@ShadowofEzra Pam Bondi was asked why no Epstein clients have been indicted and somehow turned it into a speech about the stock market. When the subject is a child trafficking network and the response is lets talk about the economy it is not just dismissive it is insulting"
X Link 2026-02-11T16:51Z [----] followers, 33.5K engagements
"$NVO closed Friday up 1.3% at DKK [------] staging a comeback after a very tough week. The stock had been hit by a weak [----] outlook and a surprise move from US telehealth provider $HIMS which suddenly announced a copycat weight-loss pill at one third of Novos price. Sentiment improved Monday after strong statements from the US FDA pushed Hims & Hers to drop the copy pill and Novo filed a patent lawsuit the same day. New prescription data showed Wegovy reaching [-----] prescriptions with CEO Mike Doustdar saying [------] Americans are now taking the drug. Novo ended the week up 5.1%. #Stocks"
X Link 2026-02-13T19:08Z [----] followers, [----] engagements
"@AndrewDudum Nothing says better healthcare like canceling the product once regulators start asking questions"
X Link 2026-02-08T22:34Z [----] followers, [----] engagements
"$NVO CEO Mike Doustdar to compounders: time to partner not copy. Despite suing 130+ copycat sellers (incl. $HIMS) he says many built patient access Novo couldnt reach. Example: Ro now sells the branded drug and became a very good partner. But nothing in his comments suggests HIMS is among those potential partners. His message is that shortages are over stop mass-marketing compounded semaglutide and help distribute safe approved medicines instead. Link to article: #StocksToWatch #investing"
X Link 2026-02-12T13:15Z [----] followers, 10.4K 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
"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
"New $NVO oral Wegovy prescription numbers: New prescriptions have increased week over week. Here are the five weeks we have data for: [----] [-----] [-----] [-----] [-----] Insured patients only. Symphony data. #StocksToBuy #investing"
X Link 2026-02-13T07:20Z [----] followers, 10.4K engagements
"Per Hansen (Nordnet): FDA crackdown on copycat GLP-1s could be a turning point for $NVO but not a true game changer. Shortages in [----] opened the door for compounded semaglutide hurting Novos sales. After $HIMS tried launching a $49 Wegovy copy the FDA reacted quickly and the pill was pulled. Novo is now suing and may seek significant damages potentially setting a legal precedent against mass-market compounding. If compounders disappear [----] guidance (-5% to -13%) could improve. But the real challenge remains $LLY: Share gains in obesity and diabetes Strong momentum outside the US Oral pill"
X Link 2026-02-13T10:40Z [----] followers, [----] engagements
"Patent lawyer on $NVO vs $HIMS: They poked the bear. Experts say Novos lawsuit could become the defining legal battle over compounded GLP-1 copies and finally clarify the grey zone that has existed since shortages. Around [---] million patients are estimated to use compounded versions and copy products may have captured roughly one third of the US obesity market. This is Novos first major patent case against a large player not just trademark complaints. The goal is not only damages but establishing that mass compounding is illegal once shortages are over. The FDAs recent tone shift also"
X Link 2026-02-13T11:51Z [----] followers, [----] engagements
"US regulators may still act against $HIMS after its brief attempt to launch a $49 copy of $NVO s Wegovy pill. The FDA has referred the case to the Department of Justice which could seek an injunction or civil/criminal fines for marketing an unapproved drug. However Hims quick retreat may limit the legal case. Attention could now shift to compounded injectable semaglutide as the broader enforcement battle continues. Link to article: #Stocks #investing https://www.reuters.com/legal/litigation/us-could-take-action-including-fines-against-hims-after-brief-wegovy-copy-launch-2026-02-13/"
X Link 2026-02-13T12:50Z [----] followers, [----] engagements
"@himshouse Wont matter as long as they keep selling injectables. Novo will sue for lost sales meaning every HIMS sale today likely becomes a payment to Novo later. They are digging their own grave"
X Link 2026-02-13T12:53Z [----] followers, [----] engagements
"After a week where $NVO $LLY and $PFE all reported and discussed the obesity market heres an interesting takeaway: The industry increasingly expects the 2030s to be driven by combination therapies and multiple mechanisms making simple % weight loss a less useful metric. Companies like Zealand and Gubra already focus on fat vs muscle loss quality. This may be the last time charts compare drugs on one dimension alone. Future comparisons will likely be multi-dimensional potentially adding body composition or other outcomes instead of just weight loss. Link to article and graphics (in Danish):"
X Link 2026-02-13T14:54Z [----] followers, [----] engagements
"Update on $NVO oral Wegovy using both datasets: I shared the Symphony data earlier where new prescriptions increased from [-----] to [-----]. Now IQVIA TRx (total prescriptions) also rose from [-----] to [-----] in week [--]. They measure different things but both datasets show clearly accelerating adoption. #Stocks #investors https://twitter.com/i/web/status/2022333144951599163 https://twitter.com/i/web/status/2022333144951599163"
X Link 2026-02-13T15:32Z [----] followers, [----] engagements
"@RpsAgainstTrump The people who actually live in Greenland care even if you dont. From the same guy who can give long speeches about defending borders and then casually dismiss another countrys sovereignty"
X Link 2026-02-13T15:36Z [----] followers, [----] engagements
"Paul also makes some great points on why the founder and CEO of Mochi is wrong when talking about the potential of $NVO s oral Wegovy"
X Link 2026-02-13T16:24Z [----] followers, [----] engagements
"Hedge funds were already betting against $HIMS before the clash with $NVO. Hazeltree data shows 65% of Hims shares were on loan for short selling in January the highest in at least a year. Then came the $49 Wegovy copy plan FDA scrutiny and Novos lawsuit. The stock has since fallen more than 50% in [----] with short interest hitting a record high. Link to article: #Stocks #investing https://www.reuters.com/business/healthcare-pharmaceuticals/hedge-funds-bet-big-against-hims-hers-health-before-wegovy-showdown-hazeltree-2026-02-13/"
X Link 2026-02-13T17:04Z [----] followers, [----] engagements
"@atrupar Greenland has said no over and over again but he keeps pretending otherwise in his own little fantasy world"
X Link 2026-02-13T17:35Z [----] followers, [----] engagements
"If the gray market closes patients move back to approved drugs. Good for $NVO less so for $HIMS. 🚨 BREAKING: ANDREW HUBERMAN PREDICTS ALL COMPOUNDED AND GRAY MARKET GLP-1s ARE GOING TO BE "HIGHLY ILLEGAL" TO SELL SOON "ANY SITES CARRYING THESE WILL BE UNIFORMLY SHUT DOWN" "OTHER PEPTIDES WILL REMAIN AVAILABLE" $HIMS $LLY $NVO https://t.co/0Z6UPeF1Bh 🚨 BREAKING: ANDREW HUBERMAN PREDICTS ALL COMPOUNDED AND GRAY MARKET GLP-1s ARE GOING TO BE "HIGHLY ILLEGAL" TO SELL SOON "ANY SITES CARRYING THESE WILL BE UNIFORMLY SHUT DOWN" "OTHER PEPTIDES WILL REMAIN AVAILABLE" $HIMS $LLY $NVO"
X Link 2026-02-13T20:06Z [----] followers, [----] engagements
"I dont only own $NVO This week I made some #portfolio changes: Sold $CROX after the 20% post-earnings pop and added to Amadeus IT. If the software sell-off continues next week I expect to increase my Amadeus position further. #StocksToWatch #investing"
X Link 2026-02-14T08:02Z [----] followers, [----] engagements
"@javier_bsi Amadeus is the strongest company in what is effectively a global duopoly. The shares trade at an attractive valuation I see limited risk from AI to its business and structural growth in travel should allow the business to keep compounding over time"
X Link 2026-02-14T14:06Z [----] followers, [---] engagements
"$NVO in the middle of the battlefield: is a broader crackdown on copycats coming $HIMS first said it would sell a $49 copy of Novos weight-loss pill vs Novos $149 price. Now the FDA says it will take action against unapproved GLP-1 products. The key question: does this extend to injectable copies too The stock has been volatile down nearly 70% from the [----] peak and recently dropped 17% after guiding for 513% sales decline in [----]. Yet Berenberg still sees value and keeps a Buy. Meanwhile the launch looks strong: Week [--] prescriptions rose to [-----] from [-----] (insured patients Symphony data)"
X Link 2026-02-14T14:10Z [----] followers, [----] engagements
"@unusual_whales Suddenly worried about people going after Bill Clinton over Epstein That sounds less like friendship and more like fear the spotlight might swing back around"
X Link 2026-02-14T17:06Z [----] followers, [---] engagements
"Deutsche Bank cuts $NVO price target 16% to DKK400 after a volatile week but keeps a Buy rating. Analyst Emmanuel Papadakis warns of a potential double-digit revenue decline this year citing pricing headwinds management uncertainty and clinical trial risk (CagriSema in focus). Still he notes the stock now trades at a mid-teens P/E and sees support from the oral Wegovy launch and possible H2 demand recovery. Link to article: #StocksInFocus #investing https://www.proactiveinvestors.co.uk/companies/news/1087180/novo-nordisk-target-cut-by-deutsche-bank-despite-long-term-optimism-1087180.html"
X Link 2026-02-12T15:15Z [----] 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 [----]. $PFE Zero for now. But its gearing up for a comeback. After scrapping danuglipron Pfizer acquired Metsera and is now betting on PF3944 a monthly GLP-1 injection (vs weekly for Lilly/Novo). Management believes monthly dosing could be a major differentiator with Phase [--] studies expected to start soon and early efficacy seen as competitive. Pfizer plans 20+ obesity trials in [----] including combo therapies that could deliver class-leading results. Its"
X Link 2026-02-05T22:30Z [----] followers, [----] engagements
"$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
"GLP-1s may be Big Pharmas Napster moment. After the FDA referred $HIMS to the DOJ and $NVO sued over Ozempic/Wegovy copies the free-for-all era of mass compounding looks like its ending but the disruption isnt. Just like Napster iTunes Spotify the copycat phase may evolve into a new model: direct-to-consumer healthcare. Patients paying cash transparent pricing and platforms acting as gateways to branded drugs (e.g. Ro) could reshape distribution challenging PBMs and middlemen more than pharma itself. As Novo CEO Mike Doustdar put it: companies must decide if they want to be Napster or"
X Link 2026-02-14T16:14Z [----] followers, [----] engagements
"Sarah Ketterer founder and CIO of Causeway Capital Management increased her $NVO position by about 43% last quarter and now owns [------] shares. Causeway is a large value-oriented institutional investor. #StocksToWatch #investors"
X Link 2026-02-14T20:57Z [----] followers, [----] engagements
"The Danish earnings season is nearly over with only two C25 companies left to report next week: Royal Unibrew (Tue) and Sydbank (Wed). Royal Unibrew will try to buck the weak trend seen at Heineken Carlsberg & Olvi while Sydbank reports after Danish banks hit record highs on strong Q2 results. #StocksInFocus #investing https://twitter.com/i/web/status/1959567918733164950 https://twitter.com/i/web/status/1959567918733164950"
X Link 2025-08-24T10:46Z [----] followers, [----] engagements
"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
"Norways sovereign wealth fund (Norges Bank) one of $NVO s largest shareholders says it will not support Lars Rebien as the new chair. They argue that the Novo Nordisk Foundations plan to replace most of the board at once is too extensive and lacks justification. Influential proxy advisor Institutional Shareholder Services shares the same view saying investors have not been given a compelling reason for such a sweeping board overhaul. #StocksToWatch #investing https://twitter.com/i/web/status/1987802407774888060 https://twitter.com/i/web/status/1987802407774888060"
X Link 2025-11-10T08:40Z [----] 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 $LLY 's Zepbound for the second week in a row. Week [--] (late Nov 2025): Wegovy [------] new Rx Zepbound [------] Wegovy +13% w/w Week [--] (last week): Wegovy [------] Zepbound [------] Wegovy ahead by 5% This is the first real fight-back from Novo since Zepbound took the lead in April [----]. The GLP-1 class overall is still growing 1520% in Q4 though compounding remains a headwind. #Stocks #investment https://twitter.com/i/web/status/1994357805139013813 https://twitter.com/i/web/status/1994357805139013813"
X Link 2025-11-28T10:48Z [----] followers, 32.4K engagements
"$AHT.L reports earnings Tuesday and its a much more interesting business than most people realise. Its one of the largest equipment rental companies in North America and the U.K. (Sunbelt Rentals) and its real edge is scale: dense branch networks clustered locations in major cities faster delivery higher availability and the ability to serve everyone from small contractors to national builders. Read my full analysis here: #StocksToWatch #investingtips https://www.investseekers.com/post/ashtead-built-for-the-long-haul https://twitter.com/i/web/status/1997905227773526335"
X Link 2025-12-08T05:45Z [----] followers, [---] 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 $399 for Lilly) A strong setup heading into [----]. #Stocks #Investing"
X Link 2025-12-23T07:30Z [----] followers, [----] engagements
"$GMAB will discontinue clinical development of acasunlimab after a portfolio review. The decision reflects: A more competitive landscape Focus on higher-impact late-stage assets Disciplined capital allocation Genmab will prioritize EPKINLY petosemtamab and Rina-S going forward. I have a small position in Genmab. #StocksInFocus #investing https://twitter.com/i/web/status/2005656176248176987 https://twitter.com/i/web/status/2005656176248176987"
X Link 2025-12-29T15:04Z [----] followers, [----] engagements
"Danish investors keep catching the falling knife in $NVO. According to Danske Bank strategist Lars Skovgaard Andersen many retail investors have repeatedly bought the stock in [----] despite a 50% decline. His warning: Dont anchor to the old DKK [----] price Beware of confirmation bias Focus on valuation not past highs even as analyst targets come down Link to article (in Danish): #StocksInFocus #Investing https://www.euroinvestor.dk/nyheder/strateg-ser-danskerne-gribe-efter-faldende-kniv-jeg-ved-ikke-om-vi-har-nogle-fingre-tilbage-saa-mange-gange-vi-har-koebt-op-i-novo-nordisk"
X Link 2025-12-30T12:15Z [----] followers, 22.5K engagements
"$HPQ is down 8% over the past five years (ex-#dividends ). Yet its profitable and plans to return 100% of free cash flow to shareholders. At todays price the valuation looks compelling. But is it a buy Read more here: #stocks #investing https://www.investseekers.com/post/hp-inc-market-leading-portfolios-in-the-pc-and-print-categories https://www.investseekers.com/post/hp-inc-market-leading-portfolios-in-the-pc-and-print-categories"
X Link 2026-01-03T19:23Z [----] 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. $GMAB climbed 5.3% after a price target hike from SEB while ISS rose 4.4% following an upgrade to Overweightfrom Morgan Stanley. #stocks #investing https://twitter.com/i/web/status/2008580351451377674"
X Link 2026-01-06T16:44Z [----] followers, [----] engagements
"$NVO has expanded its partnership with $VEEV by committing its International Operations to Veeva Vault CRM. Vault CRM will provide Novo Nordisk with a global AI-enabled commercial platform designed to improve execution across personal and digital channels while meeting country-specific compliance requirements. Novo says the system will serve as a core technology foundation to support more effective commercial execution as it delivers medicines to patients worldwide. Link to press release: #stocks #Investing"
X Link 2026-01-07T15:50Z [----] followers, [----] engagements
"$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
"Denmarks C25 index rose 1.1% on Wednesday. $NVO slipped 1.3% while Jyske Bank jumped 7.2% after upgrading its [----] outlook. Genmab gained 4.9% after CEO Jan van de Winkel said [----] could be a major launch year with key data readouts coming in [----]. Vestas climbed 3.6% on positive order news from rival Nordex while Pandora fell 2.9% amid record silver prices and cautious consumers. #stocks #investing https://twitter.com/i/web/status/2011505352806658380 https://twitter.com/i/web/status/2011505352806658380"
X Link 2026-01-14T18:27Z [----] followers, [----] engagements
"$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
"Do you hold Danish #stocks After a painful [----] for many Danish names the coming earnings season could decide whether [----] marks a long-awaited comeback. According to eToro analyst Martin Juul-Olsen one stock to watch closely is $NVO. Novo Nordisk is off to a strong start in [----] with the stock already up 21%. A key driver is optimism around the oral Wegovy launch where early U.S. prescription data point to encouraging demand broadly comparable to Eli Lillys initial rollout. While Novo isnt expected to disclose detailed pill sales in its annual report investors will focus on managements 2026"
X Link 2026-01-27T08:18Z [----] 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 $1.12bn deal with German biotech Seamless Therapeutics to develop precision gene-editing therapies for hearing loss using programmable recombinase enzymes. The move is part of Eli Lillys long-term pipeline strategy as patents on blockbuster drugs like Zepbound expire over the next decade. Roughly one-third of its pipeline now consists of genetic medicines mostly early stage. Hearing loss is a key focus area. In [----] Lilly acquired Akouos and"
X Link 2026-01-28T18:09Z [----] followers, [----] engagements
"$NVO $LLY $PFE The White House is expected to launch TrumpRx on Friday a new direct-to-consumer platform offering discounted brand-name drugs. The platform follows pricing deals with major drugmakers. Pfizer agreed to discounts of 50%85% on select blockbuster drugs in exchange for tariff relief and US investments. Other pharma companies joining TrumpRx include Eli Lilly Novo Nordisk AstraZeneca AbbVie and Merck KGaAs EMD Serono. #stocks #Investing https://twitter.com/i/web/status/2016583176739528816 https://twitter.com/i/web/status/2016583176739528816"
X Link 2026-01-28T18:44Z [----] followers, [----] engagements
"$NVO $LLY New survey highlights a growing GLP-1 microdosing trend 15% of injectable GLP-1 users take lower-than-approved doses Many do so without clinician input Main reasons: fewer side effects lower cost weight maintenance 38% decide on their own; social media & online research often trump doctors Compounded GLP-1s via telehealth are common Experts note responses vary widely some patients may do well on lower doses but clinical trials are still needed before changing dosing guidelines. Link to article: #stocks #Investor"
X Link 2026-01-29T08:44Z [----] followers, [----] engagements
"At a company-wide meeting $NVO s chairman warned that the GLP-1 market is starting to resemble the old U.S. insulin price wars where intense competition led to heavy price pressure and weakened profitability. CEO Mike Doustdar urged patience acknowledging short-term headwinds but pointing to long-term tailwinds as Novo scales volumes even as competition from Eli Lilly and copycat products intensifies. Link to article (in Danish): #StocksInFocus #Investor https://borsen.dk/nyheder/virksomheder/rebien-advarer-pa-stormode-forretning-kan-blive-udhuletb_source=novo&b_medium=row_1&b_campaign=list_1"
X Link 2026-01-29T11:03Z [----] followers, [----] engagements
"Take this with a grain of salt (from an online forum) but someone who attended yesterdays employee session with $NVO CEO Mike Doustdar and Chairman Lars Rebien Srensen says the tone was very positive. Focus was on what they called the largest launch in pharma history and reaching customer segments Novo hasnt been able to reach before. And no no one expected Q4 to be the best quarter ever. If that were the case the stock wouldnt have traded 50% below its all-time high. #StocksToWatch #Investing https://twitter.com/i/web/status/2016844901657223168"
X Link 2026-01-29T12:04Z [----] followers, [----] engagements
"More data on $NVO prescriptions for the week ended January [--]. The data is in for the week that ended [--] January and the trend reversal is undeniable. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its strongest growth weeks in history. Lets https://t.co/fOhxgDMlzF The data is in for the week that ended [--] January and the trend reversal is undeniable. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its"
X Link 2026-01-29T15:17Z [----] followers, 11.4K engagements
"Another teaser for $NVO s Super Bowl commercial A new day and a new teaser for $NVO wegovy pill ad for Super Bowl $LLY $VKTX https://t.co/RZMIcstCSq A new day and a new teaser for $NVO wegovy pill ad for Super Bowl $LLY $VKTX https://t.co/RZMIcstCSq"
X Link 2026-01-29T18:24Z [----] 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 $3.5bn in milestones gaining global rights outside China. Another sign Big Pharma is doubling down on next-gen obesity treatments. Link: #StocksInFocus #investing"
X Link 2026-01-30T15:06Z [----] followers, [----] engagements
"$NVO Q4 preview Feb 4: Management expected to guide for a downturn the only question is how deep. Novo Nordisk is widely expected to play it safe in its annual guidance. This is Mike Doustdars first full-year guidance so there may be some air built in said Henrik Hallengreen Laustsen of Jyske Bank. Novo has likely done what it can to talk expectations down and highlight the growth challenges ahead. Analysts now expect negative sales growth in local currency with guidance potentially ranging from 1% to 9%. Headwinds include US price cuts loss of Medicaid reimbursement for Wegovy in key states"
X Link 2026-01-30T16:07Z [----] 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 has received support from the U.S. Chamber of Commerce in its lawsuit against the US government over drug pricing rules. The case challenges the Inflation Reduction Act which allows the US health department to negotiate prices on certain medicines. Novo argues these negotiations are effectively mandatory and backed by heavy penalties. The Chamber agrees saying the rules amount to coercion rather than real negotiation. A ruling in Novos favor likely wont reverse the price cuts agreed with the Trump administration last year but it could influence how future US drug price negotiations are"
X Link 2026-01-30T20:50Z [----] 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 coming week is a busy one for the Danish market. Of course $NVO reports earnings on Wednesday morning but several other key names are also in focus. Ill be watching ChemoMetec and Ambu on Wednesday Genmab on Thursday and Coloplast on Friday. #stocks #investing"
X Link 2026-02-01T14:37Z [----] 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 s U.S.-listed ADR closed at $59.43 equivalent to DKK [------] above the Copenhagen close of DKK [------]. The ADR later traded around $59.10 in after-hours ( DKK 372.44) suggesting a slightly positive open in Copenhagen today. #stocks #investing"
X Link 2026-02-02T06:36Z [----] followers, [----] engagements
"$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
"Danish retail investors are positioning ahead of earnings season. According to Nordnet $NVO and Pandora were the two most bought stocks among Danish customers in January. Other popular buys included rsted Tryg Zealand Pharma Vestas and Coloplast. On the sell side A.P. Mller-Mrsk topped the list followed by Netcompany Norden and Genmab. #StocksToBuy #investing https://twitter.com/i/web/status/2018720452454031644 https://twitter.com/i/web/status/2018720452454031644"
X Link 2026-02-03T16:17Z [----] followers, [----] engagements
"$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
"$NVO s Rare Disease segment was broadly flat in local currency in Q4. Sales came in at DKK 5.35bn slightly above analyst expectations (DKK 5.21bn) but down from DKK 5.71bn a year earlier. Within the segment: Haemophilia sales fell to DKK 3.02bn from DKK 3.40bn Growth hormone sales (mainly Norditropin) declined to DKK 1.83bn from DKK 1.92bn Rare Disease remains Novos smallest business area. #stocks #investing https://twitter.com/i/web/status/2018758887998980219 https://twitter.com/i/web/status/2018758887998980219"
X Link 2026-02-03T18:50Z [----] followers, [----] engagements
"$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
"More management changes at $NVO Ludovic Helfgott Head of Product & Portfolio Strategy is leaving the company. From February [--] the role will be taken over by Hong Chow who joins from Merck Healthcare where she served as Executive Vice President and Head of China & International overseeing healthcare operations outside North America. #stocks #investing https://twitter.com/i/web/status/2018766815363514586 https://twitter.com/i/web/status/2018766815363514586"
X Link 2026-02-03T19:21Z [----] 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
"$NVO is rebranding its diabetes pill in the U.S. The company has renamed new doses of Rybelsus to The Ozempic Pill (1.5 mg [--] mg [--] mg) reflecting how strong the Ozempic brand has become. The new formulation uses less semaglutide to achieve the same effect. The same pill is marketed as The Wegovy Pill for weight loss. Novo has also applied for a [--] mg diabetes dose matching the highest Wegovy pill dose. #StocksInFocus #investing https://twitter.com/i/web/status/2018991923453645151 https://twitter.com/i/web/status/2018991923453645151"
X Link 2026-02-04T10:16Z [----] 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
"More from $NVO s in-person press conference in Bagsvrd: How does Novo plan to accelerate sales and bring more patients on board CEO Mike Doustdar: The pill itself and unprecedented marketing behind it. Youll see us at the Big Game this Sunday referring to the Super Bowl. Novo has also shifted its competitive stance. Patients care most about efficacy. Rival Eli Lilly gained ground with higher-dose products and Novo plans to respond with higher doses of its own plus next-generation drugs. CFO Karsten Munk Knudsen added: The launch of the Wegovy pill has exceeded expectations driven mainly by"
X Link 2026-02-04T10:51Z [----] 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 is streamlining its R&D portfolio as part of a sharper strategic focus. Development of an insulin pump has been halted due to limited commercial potential TMPRSS6 (for a rare blood disorder) has been discontinued Several early-stage projects and stem cell research have been dropped The drug Zegalogue for pediatric hyperinsulinism has been returned to Zealand Pharma A research collaboration with GE Healthcare on ultrasound-based treatments has ended The changes led to significant write-downs including DKK 4bn in one-off R&D costs in Q3 [----]. #StocksInFocus #investing"
X Link 2026-02-04T17:30Z [----] 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 ($3.3m) in [----] 38% less than predecessor Lars Fruergaard Jrgensen. The cut is driven mainly by much lower bonus payouts after weak results. Link to article: #StocksInFocus #investing https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium"
X Link 2026-02-04T22:00Z [----] followers, [----] engagements
"$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 launches a compounded copy of $NVO 'sWegovy pill at an introductory price of $49/month undercutting Novo Nordisks branded price. Hims pill uses semaglutide and will cost $99/month after the intro period (vs $199 for Novos oral Wegovy). Novo shares are dropping heavily on the news. The move comes amid unprecedented pricing pressure flagged by Novo and rising competition including a potential oral entry from Eli Lilly. Hims says expanded compounding capacity enables lower prices; Novo has warned about safety and called for limits on mass compounding. #StocksInFocus #investing"
X Link 2026-02-05T13:57Z [----] followers, [----] engagements
"$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
"President Trump is set to announce the launch of the TrumpRx website at an event Thursday evening at 7pm ET. The platform will serve as a gateway for consumers to buy discounted prescription drugs from major pharma companies including $NVO $PFE $LLY and $AZN. #StocksToWatch #investing https://twitter.com/i/web/status/2019467306305270206 https://twitter.com/i/web/status/2019467306305270206"
X Link 2026-02-05T17:45Z [----] 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
"As I understand it for oral semaglutide protection isnt the main problem absorption is. Liposomes may help with stability but they dont reliably solve gut-wall absorption for large peptides. Thats why Novo Nordisk spent years and $1.8bn acquiring Emisphere to clinically validate SNAC instead of just using liposomal delivery. https://twitter.com/i/web/status/2019473674089197920 https://twitter.com/i/web/status/2019473674089197920"
X Link 2026-02-05T18:10Z [----] followers, [----] engagements
"$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, 10.4K 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
"Re-contextualising $NVO - not so cheap anymore Novos [----] guidance marks a clear reset. Management now expects sales and operating profit to decline 513% (CER) driven by pricing pressure from Most Favoured Nation rules and intensifying competition in GLP-1. A stronger dollar could add further headwinds . While Novo retains strong long-term positioning near- to mid-term uncertainty has increased materially. Free cash flow for [----] is guided at DKK 3545bn implying a relatively low yield alongside declining revenues. There are still positives: oral Wegovy has had a strong early launch branded"
X Link 2026-02-05T22:55Z [----] followers, [----] engagements
"$NVO $HIMS $LLY Hims & Hers Health shares plunged after the FDA warned it will act against illegal copycat drugs. FDA Commissioner Marty Makary said the agency will move swiftly against companies mass-marketing unapproved drugs claimed to be similar to FDA-approved medicines. The comments followed Hims launching a $49 compounded version of Novo Nordisks new Wegovy pill. Hims stock fell 10% after hours after closing down 3.8%. The compounded pill is not FDA-approved and has no clinical efficacy data. Marty Makary said the FDA cannot verify the safety quality or effectiveness of such products."
X Link 2026-02-06T04:12Z [----] followers, [----] engagements
"$NVO s U.S.-listed ADR closed at $43.34 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $43.97 in after-hours ( DKK 278.30) suggesting a slightly negative open in Copenhagen today. #StocksInFocus #investing"
X Link 2026-02-06T06:16Z [----] followers, [----] engagements
"New $NVO oral Wegovy prescription numbers for the week ending January [--] (Symphony data) New prescriptions increased: [----] [-----] [-----] [-----]. For comparison same weeks (insured patients only): Wegovy injection: [---] [----] [----] [----] Zepbound (Eli Lilly): [----] [-----] [-----] [-----] Insured patients only. Symphony data. #StocksInFocus #investing https://twitter.com/i/web/status/2019678083263950944 https://twitter.com/i/web/status/2019678083263950944"
X Link 2026-02-06T07:42Z [----] followers, 17K 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 $NVO 's Wegovy pill. Investors arent buying it. Novo Nordisk shares took another hit after Hims suggested compounding a semaglutide pill. There are only two legal paths for unapproved copies: shortages or special customization. Neither appears to apply here making the product likely illegal. Novo has challenged the legality and warned the pill likely wont be absorbed properly meaning limited effect and potential side effects. Per Hansen expects U.S."
X Link 2026-02-06T09:42Z [----] followers, [----] engagements
"@TacticzH Yes still a 10% increase"
X Link 2026-02-06T10:17Z [----] followers, [---] engagements
"$HIMS $49 Wegovy pill sent shockwaves through pharma but not through its own stock. Shares jumped 14% early then reversed after $NVO threatened legal action and U.S. Food and Drug Administration chief Marty Makary warned of swift action against companies mass-marketing illegal copycat drugs. $49 is a lot cheaper than what they can get elsewhere said eMarketers Rajiv Leventhal before noting it rises to $99/month after the intro. As one strategist put it: Its disappointing the stock couldnt rally on good news thats usually not a good sign. Link to article: #StocksToWatch #investing"
X Link 2026-02-06T10:45Z [----] followers, [----] engagements
"President #Trump has launched TrumpRx a new website aimed at giving Americans access to discounted prescription drugs through agreements with major pharma companies. $NVO and $LLY are part of the deal which Trump says will lead to sharp price cuts on obesity drugs. According to the administration prices could fall to $149$350 per month for cash-pay patients. Trump claimed Novo will cut Ozempic from over $1000 to $199 and Wegovy from over $1300 to $199. TrumpRx does not sell drugs directly but redirects consumers to partner sites. How much patients actually save remains uncertain as purchases"
X Link 2026-02-06T11:46Z [----] followers, [----] engagements
"Former $NVO executive Kre Schultz now sits on the board of $HIMS. Kre Schultz once a leading internal candidate to become Novos CEO declined to comment on Hims latest move. #StocksInFocus #investing"
X Link 2026-02-06T12:46Z [----] followers, 13.2K engagements
"Handelsbanken upgrades $NVO from Sell to Buy and raises its cash-flow-based price target to DKK [---] (from DKK 285). The stock is also added as a new Healthcare sector top pick replacing Xvivo. The bank argues that: Novos [----] guidance is conservative after three downgrades in [----] The market underestimates the superior weight-loss efficacy and tolerability of the Wegovy pill Novo could guide to Wegovy pill revenues for [----] as early as the Q1 [----] report $HIMS push into oral GLP-1s is likely to fail #StocksInFocus #investing https://twitter.com/i/web/status/2019769421695262934"
X Link 2026-02-06T13:45Z [----] followers, [----] engagements
"$NVO warns that the technology $HIMS claims to use for its Wegovy copy is untested risky and not approved. Novo says its FDA-approved Wegovy pill relies on proprietary SNAC technology to protect semaglutide from stomach breakdown. Hims claims to use liposomal delivery but Novo says the FDA has flagged this approach as posing major safety and efficacy risks including potential over- or underdosing. Novo adds it has tested compounded oral liposomal semaglutide and found impurity levels of up to 41% raising serious patient safety concerns. CEO Mike Doustdar called the $49 pill a waste of money"
X Link 2026-02-06T14:12Z [----] followers, [----] engagements
"You really cant go wrong with Danny Trejo. $NVO s Super Bowl commercial is now live. Watch it here: #StocksToWatch #investing https://www.youtube.com/watchv=7Y6zH5bm2eY https://www.youtube.com/watchv=7Y6zH5bm2eY"
X Link 2026-02-06T15:06Z [----] followers, 14.2K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing