#  @investseekers Investseekers Investseekers posts on X about $nvo, novo, $hims, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1477615559252586500/interactions)  - [--] Week [-------] -37% - [--] Month [---------] +214% - [--] Months [---------] +339% - [--] Year [---------] +1,662% ### Mentions: [---] [#](/creator/twitter::1477615559252586500/posts_active)  - [--] Week [---] -17% - [--] Month [---] +64% - [--] Months [-----] +77% - [--] Year [-----] +387% ### Followers: [-----] [#](/creator/twitter::1477615559252586500/followers)  - [--] Week [-----] +1.30% - [--] Month [-----] +16% - [--] Months [-----] +102% - [--] Year [-----] +648% ### CreatorRank: [-------] [#](/creator/twitter::1477615559252586500/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4424 [finance](/list/finance) 41.62% [currencies](/list/currencies) 18.92% [countries](/list/countries) 8.92% [travel destinations](/list/travel-destinations) 6.22% [technology brands](/list/technology-brands) 1.62% [financial services](/list/financial-services) 1.08% [exchanges](/list/exchanges) 1.08% [cryptocurrencies](/list/cryptocurrencies) 0.81% [celebrities](/list/celebrities) 0.54% **Social topic influence** [$nvo](/topic/$nvo) #4, [novo](/topic/novo) #1065, [$hims](/topic/$hims) #22, [stocks](/topic/stocks) #2483, [$lly](/topic/$lly) #8, [ceo](/topic/ceo) #2725, [nvo](/topic/nvo) #1, [strong](/topic/strong) #2506, [eli lilly](/topic/eli-lilly) #12, [target](/topic/target) 5.95% **Top accounts mentioned or mentioned by** [@preseidentmusk](/creator/undefined) [@researchpulse1](/creator/undefined) [@jeppesenrj](/creator/undefined) [@trem0nia09](/creator/undefined) [@victor544222181](/creator/undefined) [@rawdii3](/creator/undefined) [@tacticzh](/creator/undefined) [@devineni6](/creator/undefined) [@dillin2448](/creator/undefined) [@eusemoz](/creator/undefined) [@jackson_clu](/creator/undefined) [@mulaarczyk](/creator/undefined) [@kontrainvest](/creator/undefined) [@himshouse](/creator/undefined) [@juanper62124570](/creator/undefined) [@samirsoriano](/creator/undefined) [@doctor_salomon](/creator/undefined) [@fljgaard](/creator/undefined) [@sopcaja](/creator/undefined) [@yynsz61995](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Eli Lilly and Company (LLY)](/topic/$lly) [Pfizer, Inc. (PFE)](/topic/$pfe) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [AstraZeneca PLC (AZN)](/topic/$azn) [The 99% Community (99)](/topic/$99) ### Top Social Posts Top posts by engagements in the last [--] hours "Norways sovereign wealth fund (Norges Bank) one of $NVO s largest shareholders says it will not support Lars Rebien as the new chair. They argue that the Novo Nordisk Foundations plan to replace most of the board at once is too extensive and lacks justification. Influential proxy advisor Institutional Shareholder Services shares the same view saying investors have not been given a compelling reason for such a sweeping board overhaul. #StocksToWatch #investing https://twitter.com/i/web/status/1987802407774888060 https://twitter.com/i/web/status/1987802407774888060" [X Link](https://x.com/investseekers/status/1987802407774888060) 2025-11-10T08:40Z [----] followers, [----] engagements "$NVO is trading as if the obesity drug boom never happened. The stock is down over 50% this year after trial disappointments profit warnings and rising competition. Several years of gains post Wegovy approval have been wiped out and sentiment has clearly shifted. Investors now question pipeline depth and post semaglutide growth with the key US patent expiring in [----]. Bulls point to potential catalysts ahead: a higher dose Wegovy shot an oral obesity pill and better execution under new leadership. At 14x earnings Novo trades at roughly half its [--] year average valuation. The debate is no" [X Link](https://x.com/investseekers/status/2000104899208446387) 2025-12-14T07:25Z [----] followers, 12.3K 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 "Danish investors keep catching the falling knife in $NVO. According to Danske Bank strategist Lars Skovgaard Andersen many retail investors have repeatedly bought the stock in [----] despite a 50% decline. His warning: Dont anchor to the old DKK [----] price Beware of confirmation bias Focus on valuation not past highs even as analyst targets come down Link to article (in Danish): #StocksInFocus #Investing https://www.euroinvestor.dk/nyheder/strateg-ser-danskerne-gribe-efter-faldende-kniv-jeg-ved-ikke-om-vi-har-nogle-fingre-tilbage-saa-mange-gange-vi-har-koebt-op-i-novo-nordisk" [X Link](https://x.com/investseekers/status/2005976033883812173) 2025-12-30T12:15Z [----] followers, 22.5K engagements "$TDG is acquiring Stellant Systems for $960M in cash. Stellant designs high-power electronic components for aerospace & defense with 50% of revenue from the aftermarket nearly all products proprietary and $300M in expected revenue in [----]. A classic TransDigm deal: highly engineered parts strong aftermarket content and a fit with its private-equity-like value creation strategy. TransDigm is a company Id love to add to my portfolio at the right price. Ive written more about why here: #StocksInFocus #Investing https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation" [X Link](https://x.com/investseekers/status/2006445250286350520) 2025-12-31T19:20Z [----] 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 "$NVO Danske Bank: Swedish and Finnish #stocks are more exposed to a potential U.S.EU trade war than Danish ones. After analyzing [---] Nordic companies the bank finds Denmark relatively sheltered due to its corporate structure and local U.S. supply chains. Only Pandora ranks among the most exposed Danish stocks while companies like Novo Nordisk Maersk Carlsberg ISS and Tryg are among the least affected. Even under a harsher scenario Danske Bank estimates a 10% U.S. tariff would shave at most 0.25pp off European growth noting that European industrial earnings remain at record highs despite last" [X Link](https://x.com/investseekers/status/2013682907160686781) 2026-01-20T18:39Z [----] followers, [----] engagements "@Sopcaja Many great companies in Sweden. I like several of their serial acquirers but I currently only own Vitec and Roko. Im keeping an eye on ASSA ABLOY Lifco Addtech and Lagercrantz but theyre still too expensive for my taste" [X Link](https://x.com/investseekers/status/2013688198325551472) 2026-01-20T19:00Z [----] followers, [---] engagements "@ResearchPulse1 This says pen but I don't know if it is correct: https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic" [X Link](https://x.com/investseekers/status/2014016974590722476) 2026-01-21T16:47Z [----] followers, [---] engagements "$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 "$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 $NVO. Novo Nordisk is off to a strong start in [----] with the stock already up 21%. A key driver is optimism around the oral Wegovy launch where early U.S. prescription data point to encouraging demand broadly comparable to Eli Lillys initial rollout. While Novo isnt expected to disclose detailed pill sales in its annual report investors will focus on managements 2026" [X Link](https://x.com/investseekers/status/2016063250857615711) 2026-01-27T08:18Z [----] followers, [----] engagements "$NVO takes another jab at $HIMS & other compounders warning about fake medicines. Novo says nearly 95% of online pharmacies selling these products operate illegally and stresses that understanding the risks is the first step to avoiding them. Link to post: #StocksToBuy #investing https://www.linkedin.com/posts/novo-nordisk_fake-medicines-are-putting-millions-at-risk-activity-7421843112462913536-pYIH/ https://www.linkedin.com/posts/novo-nordisk_fake-medicines-are-putting-millions-at-risk-activity-7421843112462913536-pYIH/" [X Link](https://x.com/investseekers/status/2016164039936582044) 2026-01-27T14:59Z [----] followers, [----] engagements "$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 "Nordea cuts its target price on $NVO to DKK [---] from DKK [---] ahead of next weeks earnings but reiterates Buy. Focus is on [----] guidance where Nordea expects headwinds from lower prices and rising competition including Eli Lillys oral GLP-1 (Orforglipron) expected in April. While the Wegovy pill launch in the U.S. has started well Nordea forecasts a 26% sales decline in [----] and operating profit growth of 28% below current consensus. #StocksToBuy #Investor https://twitter.com/i/web/status/2016813066231386429 https://twitter.com/i/web/status/2016813066231386429" [X Link](https://x.com/investseekers/status/2016813066231386429) 2026-01-29T09:58Z [----] 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 "Danske Bank cuts $NVO target to DKK [---] (from 455) but reiterates Buy. The bank says the U.S. rollout of the Wegovy pill is progressing faster than expected and now models DKK 9bn in sales in [----] and DKK 17bn in [----]. While management has warned that [----] will face significant U.S. headwinds and guide cautiously Danske Bank is more optimistic citing early pill sales that already exceed expectations. #StocksToWatch #Investing https://twitter.com/i/web/status/2016862517390192652 https://twitter.com/i/web/status/2016862517390192652" [X Link](https://x.com/investseekers/status/2016862517390192652) 2026-01-29T13:14Z [----] 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. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its" [X Link](https://x.com/investseekers/status/2016893476625858852) 2026-01-29T15:17Z [----] followers, 11.4K engagements "$NVO has been cleared by a US federal judge to proceed with a lawsuit against a telehealth company accused of false advertising. Novo alleges that online pharmacy LifeRxMD misleadingly promoted compounded weight-loss products as equivalent to Ozempic Wegovy and Rybelsus causing consumer confusion and harming Novos reputation. A New Jersey judge ruled the case can move forward. #StocksToBuy #Investing https://twitter.com/i/web/status/2016919895854764451 https://twitter.com/i/web/status/2016919895854764451" [X Link](https://x.com/investseekers/status/2016919895854764451) 2026-01-29T17:02Z [----] followers, [----] 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 "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 - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g" [X Link](https://x.com/investseekers/status/2017216830645973068) 2026-01-30T12:42Z [----] followers, [----] engagements "$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 "$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 "I previously tweeted that $NVO has been cleared by a US federal judge to proceed with a lawsuit against a telehealth company accused of false advertising. Here are some added context: The judge didnt decide whos right or wrong. He ruled that Novos claims make enough sense to go forward meaning the case now moves into evidence-gathering. The court also agreed that marketing compounded drugs as equivalent to FDA-approved GLP-1s could realistically confuse patients. Link to ruling: #stocks #Investing https://law.justia.com/cases/federal/district-courts/new-jersey/njdce/3:2024cv09018/554270/37/" [X Link](https://x.com/investseekers/status/2018009324220453000) 2026-02-01T17:11Z [----] 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 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 faced competition from $PFE in the Metsera deal and Pfizer has now reported new data from the acquired obesity asset. Pfizer said experimental obesity drug PF-3944 showed up to 12.3% weight loss in non-diabetic patients in a mid-stage trial with continued weight loss after switching from weekly to monthly injections and no plateau seen at week [--]. Link to article: #StocksToBuy #investing https://www.reuters.com/business/healthcare-pharmaceuticals/pfizers-experimental-drug-shows-up-123-weight-loss-mid-stage-trial-2026-02-03/ https://twitter.com/i/web/status/2018695344540815378" [X Link](https://x.com/investseekers/status/2018695344540815378) 2026-02-03T14:37Z [----] followers, [----] engagements "$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 "$NVO s core diabetes business declined in Q4 with pressure also evident on Ozempic. Total diabetes sales fell to DKK 51.4bn from DKK 58.6bn a year earlier. Ozempic generated DKK 31.8bn beating estimates (DKK 29.4bn) but down from DKK 33.9bn last year. In local currency Ozempic grew just 1% in Q4 down from 15% in Q1Q2 and 9% in Q3. Rybelsus underperformed with sales down 19% in local currency to DKK 5.3bn below expectations of DKK 5.9bn. Total GLP-1 sales for type [--] diabetes fell 11% YoY to DKK 37.5bn while insulin sales declined to DKK 13.4bn from DKK 15.9bn reflecting ongoing price pressure." [X Link](https://x.com/investseekers/status/2018756497270816852) 2026-02-03T18:40Z [----] followers, [----] engagements "$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 "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 "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 "After a brutal 13% drop in its US listing $NVO CFO Karsten Munk Knudsen addressed the "unpleasant" [----] guidance in a press call. While the market is reeling Novo maintains this is a calculated realistic pivot. The breakdown: Double-Digit Risk: Novo expects a 513% decline in revenue and operating profit (local currency). When measured in DKK the hit is even harder: up to 1618%. The "Trump Effect": A new pricing agreement with the US administration is slashings costs aimed at shifting the strategy from "High Price" to "Massive Volume." Patent Cliffs: Growth is being sapped as semaglutide loses" [X Link](https://x.com/investseekers/status/2018901201127960773) 2026-02-04T04:15Z [----] followers, [----] engagements "$NVO s U.S.-listed ADR closed at $50.30 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $48.85 in after-hours ( DKK 308.34) suggesting a significant drop of around 20% at opening in Copenhagen today. #StocksInFocus #investing https://twitter.com/i/web/status/2018930835102003270 https://twitter.com/i/web/status/2018930835102003270" [X Link](https://x.com/investseekers/status/2018930835102003270) 2026-02-04T06:13Z [----] followers, [----] engagements "$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 chairman Lars Rebien Srensen holds a sizeable personal stake in the company. According to the remuneration report he owned [------] Novo Nordisk shares at year-end worth about DKK [---] million. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2018973175116156930) 2026-02-04T09:01Z [----] 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 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 "@Victor544222181 I'm only buying If it reaches DKK [---]. Else I'm holding" [X Link](https://x.com/investseekers/status/2018987850813817276) 2026-02-04T09:59Z [----] followers, [----] engagements "@YynsZ61995 Yes it is still my second largest position but I'm not buying more unless it reached DKK 280" [X Link](https://x.com/investseekers/status/2018991232622489794) 2026-02-04T10:13Z [----] 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 "A bit more from $NVO s in-person press conference in Bagsvrd: Brsen asked whether Mike Doustdar deliberately set Novo Nordisks latest guidance low to avoid another market disappointment. Mike Doustdar: We go very deep into our planning when we set guidance. We dont want to disappoint ourselves or the market but we also wont set targets that slow us down. Asked if the guidance carries the same risk of cuts as last year: The guidance has the same range as weve always used. #StocksInFocus #investing https://twitter.com/i/web/status/2019002367178309898" [X Link](https://x.com/investseekers/status/2019002367178309898) 2026-02-04T10:57Z [----] followers, [----] engagements "$NVO s press conference has ended. Next up is the analyst earnings call which begins at 13:00. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019009287696027755) 2026-02-04T11:25Z [----] 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 "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 "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 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 "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 "@GusAtlantis It's 29% now. And no I plan to keep my shares for now. And I'm not buying $LLY at this valuation 🙂. I like the company though" [X Link](https://x.com/investseekers/status/2019092362400870594) 2026-02-04T16:55Z [----] followers, [--] engagements "Denmarks C25 index fell 2.2% on Wednesday largely driven by a 17.2% plunge in $NVO. Not all was red though. Several Danish stocks rallied after earnings: Rockwool +6.7% Ambu +5.6% Carlsberg +4.5% DSV +3.6% #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019097368692404559) 2026-02-04T17:15Z [----] followers, [----] engagements "$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 "@Henriknielsen9G I don't see Mike Doutsdar leave anytime soon" [X Link](https://x.com/investseekers/status/2019108305113919774) 2026-02-04T17:58Z [----] 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 "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 "Morningstar upgrades $NVO to Buy from Hold. The firm keeps its $66 price target on Novos U.S.-listed shares unchanged. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019161541463957707) 2026-02-04T21:30Z [----] followers, [----] engagements "@JCanNuSH I believe @ResearchPulse1 made some calculations on the ratio of CashPay to insured customers" [X Link](https://x.com/investseekers/status/2019269252411162988) 2026-02-05T04:38Z [----] followers, [---] engagements "$NVO s U.S.-listed ADR closed at $47.19 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $47.44 in after-hours ( DKK 300.56) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019288785088069926) 2026-02-05T05:55Z [----] followers, [----] engagements "UBS cuts its price target on $NVO to DKK [---] from DKK [---] reiterating a Neutral rating. The move follows Novos early [----] results and a much weaker-than-expected [----] outlook. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019319833905533067) 2026-02-05T07:59Z [----] followers, [----] engagements "ResearchPulse shared a great post on $NVO. A must-read for Novo investors if you ask me. Perspective that (re)moves the needle a lot $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they actually also came with some wegovy pill data that means the year will https://t.co/sQIfXzbK89 Perspective that (re)moves the needle a lot $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they" [X Link](https://x.com/investseekers/status/2019328025389609209) 2026-02-05T08:31Z [----] followers, [----] engagements "@Victor544222181 It is still a duopoly. There are no alternatives to $LLY and $NVO now" [X Link](https://x.com/investseekers/status/2019345323660128749) 2026-02-05T09:40Z [----] followers, [---] engagements "$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 "Nordea reiterates Buy on $NVO but cuts its price target to DKK [---] (from 486). The bank says [----] will be a transition year with Novos path back to structural growth taking longer. Still there are bright spots: oral Wegovy trends look stronger than Symphony Health data suggests with limited cannibalisation so far. Nordea also notes that the lower end of guidance assumes only modest uptake from the upcoming 7.2mg Wegovy doseand Medicare Part D expansion in [----]. Given low visibility on loss of exclusivity cannibalisation and competition from orforglipron Nordea now models sales down 7% y/y in" [X Link](https://x.com/investseekers/status/2019365510945571220) 2026-02-05T11:00Z [----] followers, [----] engagements "Equity analyst Peter Ejdesgaard Jeppesen on $NVO s earnings: Unpredictability is now massive. Novo faces patent expiries for semaglutide in China India Canada Brazil and Turkey. Can Novo fight copycat drugs And will patients see Novos next products as better or just stick with semaglutide He expects large swings up and down in the stock in the coming years but also sees a path for Novo to re-emerge as a winner. The obesity market remains enormous and could surpass diabetes over time with potential upside from studies suggesting benefits in CV risk and liver disease. Short term the stock will" [X Link](https://x.com/investseekers/status/2019372936369496306) 2026-02-05T11:30Z [----] followers, [----] engagements "@FoxNews Nothing says Winter Olympics energy like sending JD Vance a man more associated with sofas than sports to represent peak athleticism on ice and snow" [X Link](https://x.com/investseekers/status/2019387028664950999) 2026-02-05T12:26Z [----] followers, [----] engagements "Mizuhos Jared Holz breaks down the $NVO crash on CNBC. Key Takeaways: Medicare Reality Check: Novo is being "much more cautious" on US pricing. To stay on formularies and comply with price caps they are slashing prices hurting the top line before volume can catch up. The "Uncertainty Gap": That wide 513% revenue drop forecast Its due to the "Compounder" threat. Novo doesn't know how fast they can reclaim patients from the copycat pharmacies. Resetting the Bar: Jared Holz notes that Novos premium valuation was built on 20%+ growth. Today that story is officially over for [----]. Link to video:" [X Link](https://x.com/investseekers/status/2019395590535160016) 2026-02-05T13:00Z [----] followers, [----] engagements "$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 "@mulaarczyk I understand. It is the second gut punch in a week. But right now all we have are headlines" [X Link](https://x.com/investseekers/status/2019419582541496828) 2026-02-05T14:35Z [----] followers, [---] engagements "A little more on $HIMS and the compounded version of $NVO 's Wegovy pill. @KontraInvest @investseekers They cant. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our stomach will immediately break down the pill and you would get ZERO effect. @KontraInvest @investseekers They cant. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our" [X Link](https://x.com/investseekers/status/2019427735035343202) 2026-02-05T15:07Z [----] followers, [----] engagements "$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 "Yes in theory they could use liposomal delivery. But 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/2019465832254910717 https://twitter.com/i/web/status/2019465832254910717" [X Link](https://x.com/investseekers/status/2019465832254910717) 2026-02-05T17:39Z [----] 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 "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 "Investment strategist Lars Hytting of ArthaScope on the latest $NVO selloff: Were waiting and letting the storm pass. Thursdays announcement from $HIMS once again pushed shares in Novo Nordisk sharply lower. Still Lars Hytting is staying calm. We did nothing yesterday and were doing nothing today. The stock is extremely sensitive right now he says. This was never about quick money. Its the long hard grind and there are many battles ahead. This is something Novo has to deal with. According to Lars Hytting the Hims move underlines just how fierce competition in the U.S. obesity market has" [X Link](https://x.com/investseekers/status/2019474855951737257) 2026-02-05T18:15Z [----] followers, [----] engagements "The disappointing earnings report from $NVO earlier this week has prompted ABG Sundal Collier to turn bearish. The investment bank cuts its price target to DKK [---] from DKK [---] now well below the current share price and downgrades the stock to Sell from Hold. #Stocks #Invest" [X Link](https://x.com/investseekers/status/2019478756478292416) 2026-02-05T18:30Z [----] followers, [----] engagements "@TacticzH This could be the beginning of the end for $HIMS and the market seems to know it" [X Link](https://x.com/investseekers/status/2019491138361593956) 2026-02-05T19:19Z [----] followers, [----] engagements "$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 "The C25 index closed down 2.6%. $NVO fell 7.9% after $HIMS announced it would sell a $49/month compounded version of Novos newly launched Wegovy pill despite the drug being patent-protected. Senior analyst Sren Lntoft Hansen of AL Sydbank said: Theres generally a ban on this. I dont know how Hims & Hers can do it. GN Store Nord dropped 12.8% after earnings. The selloff was so sharp during the analyst call that trading was briefly halted. Vestas slid 8.7% despite no major red flags in the report as Citigroup pointed to softer profitability guidance in Service. Maersk fell 3.7% after earnings" [X Link](https://x.com/investseekers/status/2019505180384063518) 2026-02-05T20:15Z [----] followers, [----] engagements "$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 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 "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 "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 "Landesbank Baden-Wrttemberg cuts its price target on $NVO to DKK [---] from DKK [---] while reiterating its Hold rating. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019799746781511756) 2026-02-06T15:46Z [----] followers, [----] engagements "Denmarks C25 index closed up 0.9% on Friday. $NVO rose 5.3% after fresh U.S. prescription data showed continued growth for the Wegovy pill. The stock had been pressured Thursday after $HIMS announced plans to launch a copy of Novos pill prompting Novo to threaten legal action calling it illegal mass compounding and a risk to patient safety. GN Store Nord led the index up 6.6% after Thursdays sharp selloff. Coloplast fell 8.2% after softer-than-expected growth in its core Stoma division and ongoing uncertainty around Kerecis reimbursements in the U.S. #StocksInFocus #InvestingTips" [X Link](https://x.com/investseekers/status/2019837243976786425) 2026-02-06T18:15Z [----] followers, [----] engagements "UK regulator MHRA has updated guidance on $NVO 's semaglutide flagging a very rare risk of NAION (a sudden vision-loss condition affecting the optic nerve). The risk is estimated at up to [--] in [-----] patients taking semaglutide (including Ozempic Rybelsus and Wegovy). MHRA stresses the risk is extremely small but urges patients to seek urgent care if they experience sudden vision changes. Link: #StocksInFocus #Invest https://www.gov.uk/government/news/mhra-updates-guidance-for-semaglutide-prescribers-and-patients" [X Link](https://x.com/investseekers/status/2019852343223705677) 2026-02-06T19:15Z [----] followers, [----] engagements "@SpencerHakimian Kicking a dog is about as low as it gets. When cruelty reaches animals theres no doubt left just wannabe thugs pretending brutality is strength" [X Link](https://x.com/investseekers/status/2019872167928951026) 2026-02-06T20:33Z [----] followers, 48.8K engagements "@factpostnews Anyone who kicks a dog isnt enforcing anything. Thats just cruelty from people pretending to be hard" [X Link](https://x.com/investseekers/status/2019874696594862459) 2026-02-06T20:43Z [----] followers, 17K engagements "Big escalation for $HIMS. The DOJ is now involved. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions" [X Link](https://x.com/investseekers/status/2019891093349781668) 2026-02-06T21:48Z [----] followers, 14.6K engagements "@paulcerro Great job Paul" [X Link](https://x.com/investseekers/status/2019898356277846109) 2026-02-06T22:17Z [----] followers, [---] engagements "The FDA is cracking down on compounded GLP-1s which helps $NVO and $LLY while it hurts $HIMS Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by" [X Link](https://x.com/investseekers/status/2019901503964860847) 2026-02-06T22:30Z [----] followers, [----] engagements "$NVO goes to the #SuperBowl with a simple idea: Wegovy is now a pill and taking it shouldnt feel taboo. The ad uses humor and celebrities to normalize weight-loss treatment a sign that GLP-1s are no longer niche but culture-level products. Link to article: #stocks #Invest https://www.adweek.com/brand-marketing/novo-nordisks-super-bowl-pitch-dont-feel-bad-about-taking-wegovy/ https://www.adweek.com/brand-marketing/novo-nordisks-super-bowl-pitch-dont-feel-bad-about-taking-wegovy/" [X Link](https://x.com/investseekers/status/2019912740970648061) 2026-02-06T23:15Z [----] followers, [----] engagements "Roches obesity drug shows promise against $NVO and $LLY Phase II data for CT-388 showed 22.5% placebo-adjusted weight loss at [--] weeks placing it in the same efficacy ballpark as Zepbound according to Jefferies. CT-388 is a once-weekly GLP-1/GIP injection acquired via Carmot for $2.7B. Phase III trials are set to begin though market entry is still years away. Link to article: #StocksInFocus #InvestingTips https://patientworthy.com/2026/02/06/roches-obesity-drug-shows-promise-against-lilly-and-novo-nordisk/" [X Link](https://x.com/investseekers/status/2020018814750961761) 2026-02-07T06:16Z [----] followers, [----] engagements "$NVO is being hit harder by compounders than $LLY AlphaValue analyst Abhishek Raval notes reflected in Lillys upbeat growth outlook vs. Novos gloomy guidance. Abhishek Raval points out a seemingly tighter regulatory crackdown on copycat tirzepatide than on semaglutide raising questions about uneven enforcement. He also doubts $HIMS $49$99 pricing estimating compounded semaglutide costs $100$250/month implying little to no profit. #StocksInFocus #Invest https://twitter.com/i/web/status/2020033536904831168 https://twitter.com/i/web/status/2020033536904831168" [X Link](https://x.com/investseekers/status/2020033536904831168) 2026-02-07T07:15Z [----] followers, [----] engagements "$NVO $LLY $HIMS Reuters also wrote about the FDAs crackdown on compounded GLP-1 drugs The U.S. FDA said it plans to crack down on compounded weight-loss drugs citing safety quality and potential violations of federal law. The agency may restrict access to GLP-1 ingredients used in non-approved compounded products and has referred Hims & Hers to the Department of Justice for possible legal action. The FDA emphasized that compounded versions of GLP-1 drugs are not FDA-approved have not undergone clinical trials and cannot be marketed as equivalent to approved products. Enforcement options" [X Link](https://x.com/investseekers/status/2020063736338203074) 2026-02-07T09:15Z [----] followers, [----] engagements "$HIMS folded 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO" [X Link](https://x.com/investseekers/status/2020232698456076414) 2026-02-07T20:26Z [----] followers, [----] engagements "@devineni6 Where is the confusion All numbers are in DKK" [X Link](https://x.com/investseekers/status/2020253470914486519) 2026-02-07T21:48Z [----] followers, [---] engagements "Emcure beats [--] rivals to secure a second semaglutide brand from $NVO in India. Emcure Pharma won exclusive rights to market Poviztra a semaglutide weight-loss therapy licensed from Novo Nordisk after competing with around eight to nine companies for the partnership. The brand launched in December [----] and has seen early sales traction helping Emcure strengthen its position in the obesity and metabolic treatment market in India. Link to article: #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2020380825313743140) 2026-02-08T06:15Z [----] followers, [----] engagements "@devineni6 It is [--] years from now and all the calculations come with a 50% discount to intrinsic value" [X Link](https://x.com/investseekers/status/2020430767340634347) 2026-02-08T09:33Z [----] followers, [--] engagements "This Super Bowl some fans are skipping wings and pizza for salads a sign of how GLP-1 drugs from $NVO and $LLY are reshaping eating habits. With 12% of Americans now using GLP-1s people are eating less choosing more protein and snacking differently. Restaurants and food brands are responding with smaller portions higher-protein menus and GLP-1-friendly products. This looks less like a fad and more like a lasting shift for the food industry. Link to article: #Stocks #investing" [X Link](https://x.com/investseekers/status/2020505396549419267) 2026-02-08T14:30Z [----] followers, [----] engagements "@CompoundingLab Pandora does look interesting at these levels" [X Link](https://x.com/investseekers/status/2020518295128916474) 2026-02-08T15:21Z [----] followers, [--] engagements "@WallStreetMav Ah yes the very serious theory that Europes healthcare systems were secretly funded by the U.S. defense budget and vibes. NATO contributions EU tariffs and decades of trade data aside its comforting to know complex economics can be reduced to America paid for everything" [X Link](https://x.com/investseekers/status/2020520567338582450) 2026-02-08T15:30Z [----] followers, [----] engagements "$NVO didnt forget to renew its patents in Canada. In Canada patented drugs fall under PMPRB jurisdiction which caps prices. If a drug is no longer patented PMPRB loses jurisdiction. In practice no patent = no price control (until generics arrive). At the time the patent lapsed PMPRB was proposing much stricter price regulations that could have materially cut prices for drugs like Ozempic. Novo appears to have made a trade-off: Give up patent protection earlier Avoid PMPRB price controls Maintain de facto exclusivity and maximize pricing until generics enter Notably other Canadian patent" [X Link](https://x.com/investseekers/status/2020546169475108882) 2026-02-08T17:12Z [----] followers, [----] engagements "Trump calling an American Olympian a real loser is peak Trump. He cant even manage basic respect for people representing his own country. If this were Biden MAGA would be foaming at the mouth about patriotism and honor. Instead its just another reminder that Trumps default setting is petty cruel and completely unserious. https://twitter.com/i/web/status/2020548746237350128 https://twitter.com/i/web/status/2020548746237350128" [X Link](https://x.com/investseekers/status/2020548746237350128) 2026-02-08T17:22Z [----] followers, [----] engagements "Tonight $NVO will battle for the attention of up to [---] million viewers during the Super Bowl the holy grail of advertising in the U.S. Novo Eli Lilly Hims & Hers and Ro are all running weight-loss drug ads with [--] seconds costing up to $10 million. Novo is going big with a 90-second ad featuring DJ Khaled and Kenan Thompson as competition and pricing pressure in the U.S. obesity market intensify. Link to article (in Danish): #Stocks #investing https://borsen.dk/nyheder/virksomheder/i-nat-skal-novo-kaempe-om-130-mio-seere-under-super-bowlb_source=novo&b_medium=row_1&b_campaign=list_1" [X Link](https://x.com/investseekers/status/2020550820853395776) 2026-02-08T17:30Z [----] followers, 17.6K engagements "The Week of $NVO: Guidance Shock Pill Momentum and a Regulatory Crackdown Guidance reset hits hard Novo reported a solid [----] but management shocked the market with a very cautious [----] outlook Headwinds cited include lower U.S. prices ongoing price investments loss of semaglutide exclusivity in some markets intensifying GLP-1 competition and reduced Medicaid obesity coverage The stock reaction was severe triggering widespread estimate cuts and renewed debate over Novos near-term growth profile The Wegovy pill remains the key offset Management continues to highlight very strong early uptake" [X Link](https://x.com/investseekers/status/2020570823107482063) 2026-02-08T18:49Z [----] followers, [----] engagements "$NVO s U.S.-listed ADR closed at $47.64 equivalent to DKK [------] above the Copenhagen close of DKK [------]. The ADR later traded around $49.89 in after-hours ( DKK 315.41) suggesting a very positive open in Copenhagen today. #Stocks #investing" [X Link](https://x.com/investseekers/status/2020741451299119248) 2026-02-09T06:08Z [----] followers, [----] engagements "$NVO shares jumped after Hims & Hers abandoned its $49 compounded semaglutide pill following pushback from Novo and U.S. regulators. The move marks a rare win for Novo against copycat GLP-1s helped by the FDA signaling a broader crackdown. Pricing pressure remains intense though with competition from Eli Lilly and compounded injectables still weighing on the market. Link to article: #Stocks #investing https://www.reuters.com/sustainability/boards-policy-regulation/novo-nordisk-shares-rise-hims-abandons-49-weight-loss-pill-2026-02-09/" [X Link](https://x.com/investseekers/status/2020792228927414700) 2026-02-09T09:29Z [----] followers, [----] engagements "Thomas Gayner of Markel Group increased his stake in $NVO by 21.16% last quarter. Thomas Gayner is known for his patient #WarrenBuffett -style investing approach and is featured in Richer Wiser Happier for his long-term quality-focused philosophy. #Stocks #investing" [X Link](https://x.com/investseekers/status/2020811035049967679) 2026-02-09T10:44Z [----] followers, [----] engagements "$NVO has filed a lawsuit against $HIMS accusing it of illegally mass-marketing unapproved compounded versions of Wegovy and Ozempic. Novo says the knock-off semaglutide products deceive patients bypass the U.S. Food and Drug Administrations safety standards and pose serious health risks. The company is seeking a permanent ban on Hims compounded GLP-1 sales along with damages to protect patients and defend its patented innovations. Link to press release: #Stocks #Investing https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916493" [X Link](https://x.com/investseekers/status/2020838173002072406) 2026-02-09T12:32Z [----] followers, [----] engagements "Turns out the $HIMS CEO screwing over partners competitors customers and shareholders all at once wasnt the best idea. At least his stock sale timing was better. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2020884142087426275) 2026-02-09T15:35Z [----] followers, [----] engagements "@spectatorindex I dont know about studies but Ive never felt better since becoming vegetarian" [X Link](https://x.com/investseekers/status/2020902955726057488) 2026-02-09T16:49Z [----] followers, [---] engagements "$NVO surged after what investors describe as a huge relief and potentially game-changing developments for the obesity drug market. The trigger was the U.S. Food and Drug Administration signaling a tougher stance against copycat GLP-1 drugs followed by $HIMS abandoning plans to sell a copy of Novos Wegovy pill. Several Danish investors say the move removes a major source of uncertainty. If copy producers are forced to step back Novo can focus on building the obesity market alongside Eli Lilly rather than fighting low-priced imitations. Some investors now argue that if the FDA follows through" [X Link](https://x.com/investseekers/status/2020904904525586535) 2026-02-09T16:57Z [----] followers, [----] engagements "DZ Bank has cut its price target on $NVO to DKK [---] (from 313) and reiterated its Hold rating. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2020920254692491403) 2026-02-09T17:58Z [----] followers, [----] engagements "$NVO shares jumped over 5% on Monday amid a flood of headlines. The main driver was the ongoing copycat drama with $HIMS which pulled its Wegovy copy pill over the weekend. Novo is still pursuing legal action to permanently stop semaglutide copies. Late in the day the FDA added some pressure saying one of Novos Wegovy TV ads may be false or misleading and asking for corrective steps. Even so the stock closed up 5.3% at DKK [---] adding roughly DKK 69bn to Novos market value. #StocksToWatch #investors" [X Link](https://x.com/investseekers/status/2020928307714458058) 2026-02-09T18:30Z [----] followers, [----] engagements "Denmarks C25 index rose 0.8% on Monday. $NVO climbed 5.3% after a wave of positive news related to $HIMS pulling its copy of Novos newly launched Wegovy pill. rsted gained 3.4% to DKK [-----] after DNB Carnegie raised its price target to DKK [---] and reiterated Hold. Pandora was the days laggard falling 5.9% as silver prices jumped about 5%. #StocksInFocus #investors #Denmark https://twitter.com/i/web/status/2020944288427725140 https://twitter.com/i/web/status/2020944288427725140" [X Link](https://x.com/investseekers/status/2020944288427725140) 2026-02-09T19:34Z [----] followers, [----] engagements "FT on $NVO: the companys troubles are far from over. After a brutal [----] marked by a collapsing share price rising competition management turnover and a shock profit outlook [----] is shaping up to be another difficult year. Novo was hit by unprecedented U.S. pricing pressure patent expiries in key markets and intensifying competition from $LLY generics and copycats like $HIMS. While Hims pulled its $49 Wegovy copy after regulatory pressure the episode highlighted how fragile Novos position has become. Price cuts under Trumps most-favoured-nation rules slowing international growth a thinner" [X Link](https://x.com/investseekers/status/2020958129362698606) 2026-02-09T20:29Z [----] followers, [----] engagements "Denmarks economy is expected to remain resilient despite the Greenland dispute with the U.S. and last weeks sharp selloff in $NVO according to Danish central bank governor Ulrik Ndgaard. He said neither the political tensions nor Novos recent stock rout are likely to materially hit growth with Denmark still tracking around 2% growth this year. Ulrik Ndgaard added that the Danish krones recent weakness largely reflected market flows and interest-rate differentials not geopolitics and stressed the need for Europe to strengthen long-term strategic autonomy amid rising global uncertainty. So it" [X Link](https://x.com/investseekers/status/2020973606587494724) 2026-02-09T21:30Z [----] followers, [----] engagements "$NVO takes a jab back at $HIMS. When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options: https://t.co/iXjoD0xfC6 https://t.co/7EfVHCtvXv When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options:" [X Link](https://x.com/investseekers/status/2021080166177607973) 2026-02-10T04:33Z [----] followers, [----] engagements "$NVO s U.S.-listed ADR closed at $49.37 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $49.30 in after-hours ( DKK 309.34) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #Investing" [X Link](https://x.com/investseekers/status/2021099391700939146) 2026-02-10T05:50Z [----] followers, [----] engagements "Darwins take on the GLP-1 roller coaster $LLY surged after blowout Q4 results driven by explosive growth in Mounjaro and Zepbound Tirzepatide sales doubled year over year and Lilly now guides to continued momentum into [----] $NVO also beat Q4 estimates but shocked the market with guidance pointing to a sales decline amid U.S. pricing pressure and looming patent expiries Novos outlook briefly dragged both stocks lower until Lillys earnings reset the narrative Bright spot for Novo: the Wegovy pill described as the fastest drug launch ever with strong uptake from GLP-1nave patients Both stocks" [X Link](https://x.com/investseekers/status/2021123468771606593) 2026-02-10T07:26Z [----] followers, [----] engagements "Danish stocks punished for small misses $NVO highlights how unforgiving the market has become: despite revenue and profit growth in [----] under a new CEO and major cost cuts weaker-than-expected [----] guidance triggered a sharp sell-off Lars Hytting of ArthaScope calls the reaction excessive Overall Danish C25 companies largely delivered numbers within guidance during last weeks earnings season None appear to be facing structural trouble after a difficult year Still even minor deviations were punished with share price drops of up to 10% Link to article (in Danish): #StocksInFocus #investors" [X Link](https://x.com/investseekers/status/2021139701080416643) 2026-02-10T08:30Z [----] followers, [----] engagements "Another great post on $NVO 's oral Wegovy numbers from ResearchPulse Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo also mentioned https://t.co/i3UcWg6fc4 Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with" [X Link](https://x.com/investseekers/status/2021186862103048200) 2026-02-10T11:37Z [----] followers, [----] engagements "Denmarks C25 index rose 0.2% on Tuesday. $NVO gained another 1.3% to DKK [------] after a strong 5.3% jump on Monday marking three straight days of gains though the stock is still down 3.2% year-to-date. Pandora led the index up 3.5% on falling silver prices. AL Sydbank and FLSmidth lagged each down 1.5% with no company-specific news. #StockMarket #investing https://twitter.com/i/web/status/2021300636134879706 https://twitter.com/i/web/status/2021300636134879706" [X Link](https://x.com/investseekers/status/2021300636134879706) 2026-02-10T19:10Z [----] 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 "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 "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 $399 for Lilly) A strong setup heading into [----]. #Stocks #Investing" [X Link](https://x.com/investseekers/status/2003367595924218255) 2025-12-23T07:30Z [----] followers, [----] engagements "$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 "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 ($149299/month) limits revenue per patient in the short term but could significantly expand access and drive high volumes. Danske Bank reiterates Buyon Novo with a DKK [---] price target. #StocksToBuy #investing https://twitter.com/i/web/status/2011096272061509829" [X Link](https://x.com/investseekers/status/2011096272061509829) 2026-01-13T15:21Z [----] followers, [----] engagements "$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 "Jyske Bank has lowered its price target on $NVO shares to DKK [---] from DKK [---] while maintaining its buy recommendation. #StocksToBuy #Investing" [X Link](https://x.com/investseekers/status/2017156202212254170) 2026-01-30T08:41Z [----] followers, [----] engagements "@FoxNews A simple question is met with insults and dismissal. Politics aside its hard to see how anyone applauds a grown man acting like a child instead of answering" [X Link](https://x.com/investseekers/status/2017296267051704589) 2026-01-30T17:58Z [----] followers, 98.5K engagements "$NVO 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 "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 reported FY25 results and issued a very cautious [----] outlook. 2025: Sales +10% Operating profit +6% Near the top end of prior guidance helped by U.S. gross-to-net adjustments [----] outlook: Sales growth 5% to 13% Operating profit growth 5% to 13% Management points to: Lower realized prices (MFN agreement price investments) Loss of semaglutide exclusivity in some markets Intensifying GLP-1 competition Reduced Medicaid obesity coverage in the U.S. Bright spots: Strong early uptake of oral Wegovy (50k weekly scripts by late Jan) Continued GLP-1 volume growth globally Dividend raised (DKK" [X Link](https://x.com/investseekers/status/2018730381978309087) 2026-02-03T16:56Z [----] followers, 62.5K 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 "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 "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 "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 "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 "Is $NVO in a crisis right now No says CEO Mike Doustdar" [X Link](https://x.com/investseekers/status/2018953746328256589) 2026-02-04T07:44Z [----] followers, 14K engagements "$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 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 ($9.4m). #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2018975540087230780) 2026-02-04T09:10Z [----] followers, [----] engagements "$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 "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 $149 [-----] weekly prescriptions in [--] weeks [------] new patients in one month Thats twice the second-best GLP-1 launch (Zepbound**) and 15x better than Ozempics original launch. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2018999460093669882) 2026-02-04T10:45Z [----] followers, [----] engagements "$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 $NVO s outlook couldnt be sharper. #StocksToWatch #investing https://twitter.com/i/web/status/2019018446151856454 https://twitter.com/i/web/status/2019018446151856454" [X Link](https://x.com/investseekers/status/2019018446151856454) 2026-02-04T12:01Z [----] followers, 22.7K engagements "$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 "$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 "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 "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 shares are plunging after disappointing [----] guidance but BNP Paribas says the bad news goes beyond the numbers. The bank highlights leadership shake-ups at the top with the U.S. head and product strategy chief exiting alongside pressure from pricing cannibalisation and tougher competition. One bright spot: early prescription data suggests the Wegovy pill has had a solid start in the U.S. now four weeks post-launch. #StocksToWatch #investing https://twitter.com/i/web/status/2019146315892953599 https://twitter.com/i/web/status/2019146315892953599" [X Link](https://x.com/investseekers/status/2019146315892953599) 2026-02-04T20:29Z [----] followers, [----] engagements "PepsiCo sees more opportunities than threats from GLP-1 drugs from $NVO and $LLY CEO Ramon Laguarta says rising use of GLP-1s boosted by pills like Wegovy from Novo Nordisk is changing how people eat not if they eat. What PepsiCo is seeing: Smaller portions not lower engagement Strong demand for single-serve products Growing interest in hydration fibre & protein Ramon Laguarta calls it a big opportunity in the US and globally. Link to article: #StocksInFocus #investing https://www.just-food.com/news/pepsico-ceo-sees-big-opportunities-from-glp-1-drugs/cf-view" [X Link](https://x.com/investseekers/status/2019274913421348954) 2026-02-05T05:00Z [----] followers, [----] engagements "$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 "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 held a conference call with analysts yesterday. It was the famous call where the CEO learned about $HIMS launching a compounded version of the Wegovy pill in the middle of the call. But there were many other takeaways. Ill share my notes from Wednesdays earnings call tomorrow too. These are my notes: Why earnings were released earlier than expected Management said the Board had just approved guidance and Novo was materially away from market expectations so they had to communicate immediately instead of waiting until the next morning. Guidance for negative growth and why adjusted numbers" [X Link](https://x.com/investseekers/status/2019808109020266913) 2026-02-06T16:19Z [----] followers, [----] engagements "$AMZN is now offering $NVO s Wegovy pill through its pharmacy with prices as low as $25/month with insurance or $149 cash-pay. That puts pressure on platforms like $HIMS WW International and GoodRx which now face a rival with 200M Prime members built-in advertising and frictionless checkout. As GLP-1s move from injections to pills demand may surge but Amazons scale could reshape who wins on distribution not just who makes the drug. Link to article: #stocks #investing https://www.fool.com/investing/2026/02/05/amazon-novo-nordisk-wegovy-pill-pharmacy-hims/source=iedfolrf0000001" [X Link](https://x.com/investseekers/status/2019882542032154858) 2026-02-06T21:15Z [----] followers, 13.7K engagements "Good news guys. Jim Cramer is bearish on $NVO: After Novos post-earnings selloff Jim Cramer called the guidance brutal citing a 513% sales hit from pricing pressure and fierce GLP-1 competition. His take: It seems Eli Lillys eating their lunch. Bottom line from Jim Cramer: Novo is a hold not a buy as long as Lilly keeps delivering strong numbers and moves closer to a pill. #StocksToWatch #investing https://twitter.com/i/web/status/2020094186456858963 https://twitter.com/i/web/status/2020094186456858963" [X Link](https://x.com/investseekers/status/2020094186456858963) 2026-02-07T11:16Z [----] followers, 15.8K engagements "I just updated my analysis of $NVO with the latest numbers. You can read it for free here: #StocksToWatch #investing https://www.investseekers.com/post/novo-nordisk-a-global-leader-in-obesity-and-diabetes-therapies https://www.investseekers.com/post/novo-nordisk-a-global-leader-in-obesity-and-diabetes-therapies" [X Link](https://x.com/investseekers/status/2020211207794254045) 2026-02-07T19:01Z [----] followers, [----] engagements "Motley Fool says if you missed the $LLY rally there are still names to watch and $NVO is one of them: Novo Nordisk is first to market with a GLP-1 pill and early uptake is running ahead of expectations. While [----] earnings may be weak the stock is 66% off its [----] highs and long-term upside could come from volume growth as oral GLP-1s expand the market. Link to article. #Stocks #investing https://www.fool.com/investing/2026/02/07/missed-out-on-eli-lilly-2-healthcare-stocks-with-b/ https://www.fool.com/investing/2026/02/07/missed-out-on-eli-lilly-2-healthcare-stocks-with-b/" [X Link](https://x.com/investseekers/status/2020399892011606446) 2026-02-08T07:30Z [----] followers, [----] engagements "Yesterday I shared my notes from $NVO 's earnings call transcript and today I share my notes from $LLY 's These are my notes: Pipeline depth Lilly said it now has one of the largest late-stage drug pipelines in its history. More than [--] Phase III trials delivered positive results including key studies for two new obesity drugs orforglipron and retatrutide. In just the past few months Lilly also started [--] new Phase III programs and completed [--] deals to add new drug candidates across multiple disease areas. Management stressed that strong cash flows from obesity drugs are allowing the company" [X Link](https://x.com/investseekers/status/2020454822575493536) 2026-02-08T11:09Z [----] followers, [----] engagements "Danish companies were hit hard by the weaker dollar in [----] and $NVO is a prime example. The company is highly exposed to the U.S. with DKK 173bn of its DKK 309bn sales coming from the U.S. last year. If exchange rates had been unchanged Novo would have reported sales of DKK 320bn. Instead the weaker dollar reduced reported sales by DKK 11.2bn. The falling dollar also cut the value of Novos foreign subsidiaries by about DKK 7.8bn. However currency hedging softened the blow. Through FX forwards and options Novo generated a net gain of more than DKK 6.0bn in [----] and had an additional DKK 4.3bn" [X Link](https://x.com/investseekers/status/2020490422779363504) 2026-02-08T13:30Z [----] followers, [----] 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.
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Social Influence
Social category influence stocks #4424 finance 41.62% currencies 18.92% countries 8.92% travel destinations 6.22% technology brands 1.62% financial services 1.08% exchanges 1.08% cryptocurrencies 0.81% celebrities 0.54%
Social topic influence $nvo #4, novo #1065, $hims #22, stocks #2483, $lly #8, ceo #2725, nvo #1, strong #2506, eli lilly #12, target 5.95%
Top accounts mentioned or mentioned by @preseidentmusk @researchpulse1 @jeppesenrj @trem0nia09 @victor544222181 @rawdii3 @tacticzh @devineni6 @dillin2448 @eusemoz @jackson_clu @mulaarczyk @kontrainvest @himshouse @juanper62124570 @samirsoriano @doctor_salomon @fljgaard @sopcaja @yynsz61995
Top assets mentioned Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Eli Lilly and Company (LLY) Pfizer, Inc. (PFE) Viking Therapeutics, Inc (VKTX) AstraZeneca PLC (AZN) The 99% Community (99)
Top Social Posts
Top posts by engagements in the last [--] hours
"Norways sovereign wealth fund (Norges Bank) one of $NVO s largest shareholders says it will not support Lars Rebien as the new chair. They argue that the Novo Nordisk Foundations plan to replace most of the board at once is too extensive and lacks justification. Influential proxy advisor Institutional Shareholder Services shares the same view saying investors have not been given a compelling reason for such a sweeping board overhaul. #StocksToWatch #investing https://twitter.com/i/web/status/1987802407774888060 https://twitter.com/i/web/status/1987802407774888060"
X Link 2025-11-10T08:40Z [----] followers, [----] engagements
"$NVO is trading as if the obesity drug boom never happened. The stock is down over 50% this year after trial disappointments profit warnings and rising competition. Several years of gains post Wegovy approval have been wiped out and sentiment has clearly shifted. Investors now question pipeline depth and post semaglutide growth with the key US patent expiring in [----]. Bulls point to potential catalysts ahead: a higher dose Wegovy shot an oral obesity pill and better execution under new leadership. At 14x earnings Novo trades at roughly half its [--] year average valuation. The debate is no"
X Link 2025-12-14T07:25Z [----] followers, 12.3K 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
"Danish investors keep catching the falling knife in $NVO. According to Danske Bank strategist Lars Skovgaard Andersen many retail investors have repeatedly bought the stock in [----] despite a 50% decline. His warning: Dont anchor to the old DKK [----] price Beware of confirmation bias Focus on valuation not past highs even as analyst targets come down Link to article (in Danish): #StocksInFocus #Investing https://www.euroinvestor.dk/nyheder/strateg-ser-danskerne-gribe-efter-faldende-kniv-jeg-ved-ikke-om-vi-har-nogle-fingre-tilbage-saa-mange-gange-vi-har-koebt-op-i-novo-nordisk"
X Link 2025-12-30T12:15Z [----] followers, 22.5K engagements
"$TDG is acquiring Stellant Systems for $960M in cash. Stellant designs high-power electronic components for aerospace & defense with 50% of revenue from the aftermarket nearly all products proprietary and $300M in expected revenue in [----]. A classic TransDigm deal: highly engineered parts strong aftermarket content and a fit with its private-equity-like value creation strategy. TransDigm is a company Id love to add to my portfolio at the right price. Ive written more about why here: #StocksInFocus #Investing https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation"
X Link 2025-12-31T19:20Z [----] followers, [----] engagements
"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
"$NVO Danske Bank: Swedish and Finnish #stocks are more exposed to a potential U.S.EU trade war than Danish ones. After analyzing [---] Nordic companies the bank finds Denmark relatively sheltered due to its corporate structure and local U.S. supply chains. Only Pandora ranks among the most exposed Danish stocks while companies like Novo Nordisk Maersk Carlsberg ISS and Tryg are among the least affected. Even under a harsher scenario Danske Bank estimates a 10% U.S. tariff would shave at most 0.25pp off European growth noting that European industrial earnings remain at record highs despite last"
X Link 2026-01-20T18:39Z [----] followers, [----] engagements
"@Sopcaja Many great companies in Sweden. I like several of their serial acquirers but I currently only own Vitec and Roko. Im keeping an eye on ASSA ABLOY Lifco Addtech and Lagercrantz but theyre still too expensive for my taste"
X Link 2026-01-20T19:00Z [----] followers, [---] engagements
"@ResearchPulse1 This says pen but I don't know if it is correct: https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic https://seekingalpha.com/news/4541056-dr-reddys-wins-india-nod-generic-ozempic"
X Link 2026-01-21T16:47Z [----] followers, [---] engagements
"$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
"$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 $NVO. Novo Nordisk is off to a strong start in [----] with the stock already up 21%. A key driver is optimism around the oral Wegovy launch where early U.S. prescription data point to encouraging demand broadly comparable to Eli Lillys initial rollout. While Novo isnt expected to disclose detailed pill sales in its annual report investors will focus on managements 2026"
X Link 2026-01-27T08:18Z [----] followers, [----] engagements
"$NVO takes another jab at $HIMS & other compounders warning about fake medicines. Novo says nearly 95% of online pharmacies selling these products operate illegally and stresses that understanding the risks is the first step to avoiding them. Link to post: #StocksToBuy #investing https://www.linkedin.com/posts/novo-nordisk_fake-medicines-are-putting-millions-at-risk-activity-7421843112462913536-pYIH/ https://www.linkedin.com/posts/novo-nordisk_fake-medicines-are-putting-millions-at-risk-activity-7421843112462913536-pYIH/"
X Link 2026-01-27T14:59Z [----] followers, [----] engagements
"$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
"Nordea cuts its target price on $NVO to DKK [---] from DKK [---] ahead of next weeks earnings but reiterates Buy. Focus is on [----] guidance where Nordea expects headwinds from lower prices and rising competition including Eli Lillys oral GLP-1 (Orforglipron) expected in April. While the Wegovy pill launch in the U.S. has started well Nordea forecasts a 26% sales decline in [----] and operating profit growth of 28% below current consensus. #StocksToBuy #Investor https://twitter.com/i/web/status/2016813066231386429 https://twitter.com/i/web/status/2016813066231386429"
X Link 2026-01-29T09:58Z [----] 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
"Danske Bank cuts $NVO target to DKK [---] (from 455) but reiterates Buy. The bank says the U.S. rollout of the Wegovy pill is progressing faster than expected and now models DKK 9bn in sales in [----] and DKK 17bn in [----]. While management has warned that [----] will face significant U.S. headwinds and guide cautiously Danske Bank is more optimistic citing early pill sales that already exceed expectations. #StocksToWatch #Investing https://twitter.com/i/web/status/2016862517390192652 https://twitter.com/i/web/status/2016862517390192652"
X Link 2026-01-29T13:14Z [----] 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. $NVO New-to-Brand (NBRx) prescriptions for Wegovy just exploded +71.9% week-over-week. While the market was worried Novo just printed one of its"
X Link 2026-01-29T15:17Z [----] followers, 11.4K engagements
"$NVO has been cleared by a US federal judge to proceed with a lawsuit against a telehealth company accused of false advertising. Novo alleges that online pharmacy LifeRxMD misleadingly promoted compounded weight-loss products as equivalent to Ozempic Wegovy and Rybelsus causing consumer confusion and harming Novos reputation. A New Jersey judge ruled the case can move forward. #StocksToBuy #Investing https://twitter.com/i/web/status/2016919895854764451 https://twitter.com/i/web/status/2016919895854764451"
X Link 2026-01-29T17:02Z [----] followers, [----] 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
"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 - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g"
X Link 2026-01-30T12:42Z [----] followers, [----] engagements
"$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
"$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
"I previously tweeted that $NVO has been cleared by a US federal judge to proceed with a lawsuit against a telehealth company accused of false advertising. Here are some added context: The judge didnt decide whos right or wrong. He ruled that Novos claims make enough sense to go forward meaning the case now moves into evidence-gathering. The court also agreed that marketing compounded drugs as equivalent to FDA-approved GLP-1s could realistically confuse patients. Link to ruling: #stocks #Investing https://law.justia.com/cases/federal/district-courts/new-jersey/njdce/3:2024cv09018/554270/37/"
X Link 2026-02-01T17:11Z [----] 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 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 faced competition from $PFE in the Metsera deal and Pfizer has now reported new data from the acquired obesity asset. Pfizer said experimental obesity drug PF-3944 showed up to 12.3% weight loss in non-diabetic patients in a mid-stage trial with continued weight loss after switching from weekly to monthly injections and no plateau seen at week [--]. Link to article: #StocksToBuy #investing https://www.reuters.com/business/healthcare-pharmaceuticals/pfizers-experimental-drug-shows-up-123-weight-loss-mid-stage-trial-2026-02-03/ https://twitter.com/i/web/status/2018695344540815378"
X Link 2026-02-03T14:37Z [----] followers, [----] engagements
"$NVO 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
"$NVO s core diabetes business declined in Q4 with pressure also evident on Ozempic. Total diabetes sales fell to DKK 51.4bn from DKK 58.6bn a year earlier. Ozempic generated DKK 31.8bn beating estimates (DKK 29.4bn) but down from DKK 33.9bn last year. In local currency Ozempic grew just 1% in Q4 down from 15% in Q1Q2 and 9% in Q3. Rybelsus underperformed with sales down 19% in local currency to DKK 5.3bn below expectations of DKK 5.9bn. Total GLP-1 sales for type [--] diabetes fell 11% YoY to DKK 37.5bn while insulin sales declined to DKK 13.4bn from DKK 15.9bn reflecting ongoing price pressure."
X Link 2026-02-03T18:40Z [----] followers, [----] engagements
"$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
"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
"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
"After a brutal 13% drop in its US listing $NVO CFO Karsten Munk Knudsen addressed the "unpleasant" [----] guidance in a press call. While the market is reeling Novo maintains this is a calculated realistic pivot. The breakdown: Double-Digit Risk: Novo expects a 513% decline in revenue and operating profit (local currency). When measured in DKK the hit is even harder: up to 1618%. The "Trump Effect": A new pricing agreement with the US administration is slashings costs aimed at shifting the strategy from "High Price" to "Massive Volume." Patent Cliffs: Growth is being sapped as semaglutide loses"
X Link 2026-02-04T04:15Z [----] followers, [----] engagements
"$NVO s U.S.-listed ADR closed at $50.30 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $48.85 in after-hours ( DKK 308.34) suggesting a significant drop of around 20% at opening in Copenhagen today. #StocksInFocus #investing https://twitter.com/i/web/status/2018930835102003270 https://twitter.com/i/web/status/2018930835102003270"
X Link 2026-02-04T06:13Z [----] followers, [----] engagements
"$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 chairman Lars Rebien Srensen holds a sizeable personal stake in the company. According to the remuneration report he owned [------] Novo Nordisk shares at year-end worth about DKK [---] million. #StocksToWatch #investing"
X Link 2026-02-04T09:01Z [----] 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 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
"@Victor544222181 I'm only buying If it reaches DKK [---]. Else I'm holding"
X Link 2026-02-04T09:59Z [----] followers, [----] engagements
"@YynsZ61995 Yes it is still my second largest position but I'm not buying more unless it reached DKK 280"
X Link 2026-02-04T10:13Z [----] 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
"A bit more from $NVO s in-person press conference in Bagsvrd: Brsen asked whether Mike Doustdar deliberately set Novo Nordisks latest guidance low to avoid another market disappointment. Mike Doustdar: We go very deep into our planning when we set guidance. We dont want to disappoint ourselves or the market but we also wont set targets that slow us down. Asked if the guidance carries the same risk of cuts as last year: The guidance has the same range as weve always used. #StocksInFocus #investing https://twitter.com/i/web/status/2019002367178309898"
X Link 2026-02-04T10:57Z [----] followers, [----] engagements
"$NVO s press conference has ended. Next up is the analyst earnings call which begins at 13:00. #StocksInFocus #investing"
X Link 2026-02-04T11:25Z [----] 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
"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
"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 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
"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
"@GusAtlantis It's 29% now. And no I plan to keep my shares for now. And I'm not buying $LLY at this valuation 🙂. I like the company though"
X Link 2026-02-04T16:55Z [----] followers, [--] engagements
"Denmarks C25 index fell 2.2% on Wednesday largely driven by a 17.2% plunge in $NVO. Not all was red though. Several Danish stocks rallied after earnings: Rockwool +6.7% Ambu +5.6% Carlsberg +4.5% DSV +3.6% #StocksInFocus #investing"
X Link 2026-02-04T17:15Z [----] followers, [----] engagements
"$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
"@Henriknielsen9G I don't see Mike Doutsdar leave anytime soon"
X Link 2026-02-04T17:58Z [----] 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
"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
"Morningstar upgrades $NVO to Buy from Hold. The firm keeps its $66 price target on Novos U.S.-listed shares unchanged. #StocksToWatch #investing"
X Link 2026-02-04T21:30Z [----] followers, [----] engagements
"@JCanNuSH I believe @ResearchPulse1 made some calculations on the ratio of CashPay to insured customers"
X Link 2026-02-05T04:38Z [----] followers, [---] engagements
"$NVO s U.S.-listed ADR closed at $47.19 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $47.44 in after-hours ( DKK 300.56) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #investing"
X Link 2026-02-05T05:55Z [----] followers, [----] engagements
"UBS cuts its price target on $NVO to DKK [---] from DKK [---] reiterating a Neutral rating. The move follows Novos early [----] results and a much weaker-than-expected [----] outlook. #StocksToWatch #investing"
X Link 2026-02-05T07:59Z [----] followers, [----] engagements
"ResearchPulse shared a great post on $NVO. A must-read for Novo investors if you ask me. Perspective that (re)moves the needle a lot $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they actually also came with some wegovy pill data that means the year will https://t.co/sQIfXzbK89 Perspective that (re)moves the needle a lot $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they"
X Link 2026-02-05T08:31Z [----] followers, [----] engagements
"@Victor544222181 It is still a duopoly. There are no alternatives to $LLY and $NVO now"
X Link 2026-02-05T09:40Z [----] followers, [---] engagements
"$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
"Nordea reiterates Buy on $NVO but cuts its price target to DKK [---] (from 486). The bank says [----] will be a transition year with Novos path back to structural growth taking longer. Still there are bright spots: oral Wegovy trends look stronger than Symphony Health data suggests with limited cannibalisation so far. Nordea also notes that the lower end of guidance assumes only modest uptake from the upcoming 7.2mg Wegovy doseand Medicare Part D expansion in [----]. Given low visibility on loss of exclusivity cannibalisation and competition from orforglipron Nordea now models sales down 7% y/y in"
X Link 2026-02-05T11:00Z [----] followers, [----] engagements
"Equity analyst Peter Ejdesgaard Jeppesen on $NVO s earnings: Unpredictability is now massive. Novo faces patent expiries for semaglutide in China India Canada Brazil and Turkey. Can Novo fight copycat drugs And will patients see Novos next products as better or just stick with semaglutide He expects large swings up and down in the stock in the coming years but also sees a path for Novo to re-emerge as a winner. The obesity market remains enormous and could surpass diabetes over time with potential upside from studies suggesting benefits in CV risk and liver disease. Short term the stock will"
X Link 2026-02-05T11:30Z [----] followers, [----] engagements
"@FoxNews Nothing says Winter Olympics energy like sending JD Vance a man more associated with sofas than sports to represent peak athleticism on ice and snow"
X Link 2026-02-05T12:26Z [----] followers, [----] engagements
"Mizuhos Jared Holz breaks down the $NVO crash on CNBC. Key Takeaways: Medicare Reality Check: Novo is being "much more cautious" on US pricing. To stay on formularies and comply with price caps they are slashing prices hurting the top line before volume can catch up. The "Uncertainty Gap": That wide 513% revenue drop forecast Its due to the "Compounder" threat. Novo doesn't know how fast they can reclaim patients from the copycat pharmacies. Resetting the Bar: Jared Holz notes that Novos premium valuation was built on 20%+ growth. Today that story is officially over for [----]. Link to video:"
X Link 2026-02-05T13:00Z [----] followers, [----] engagements
"$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
"@mulaarczyk I understand. It is the second gut punch in a week. But right now all we have are headlines"
X Link 2026-02-05T14:35Z [----] followers, [---] engagements
"A little more on $HIMS and the compounded version of $NVO 's Wegovy pill. @KontraInvest @investseekers They cant. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our stomach will immediately break down the pill and you would get ZERO effect. @KontraInvest @investseekers They cant. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our"
X Link 2026-02-05T15:07Z [----] followers, [----] engagements
"$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
"Yes in theory they could use liposomal delivery. But 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/2019465832254910717 https://twitter.com/i/web/status/2019465832254910717"
X Link 2026-02-05T17:39Z [----] 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
"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
"Investment strategist Lars Hytting of ArthaScope on the latest $NVO selloff: Were waiting and letting the storm pass. Thursdays announcement from $HIMS once again pushed shares in Novo Nordisk sharply lower. Still Lars Hytting is staying calm. We did nothing yesterday and were doing nothing today. The stock is extremely sensitive right now he says. This was never about quick money. Its the long hard grind and there are many battles ahead. This is something Novo has to deal with. According to Lars Hytting the Hims move underlines just how fierce competition in the U.S. obesity market has"
X Link 2026-02-05T18:15Z [----] followers, [----] engagements
"The disappointing earnings report from $NVO earlier this week has prompted ABG Sundal Collier to turn bearish. The investment bank cuts its price target to DKK [---] from DKK [---] now well below the current share price and downgrades the stock to Sell from Hold. #Stocks #Invest"
X Link 2026-02-05T18:30Z [----] followers, [----] engagements
"@TacticzH This could be the beginning of the end for $HIMS and the market seems to know it"
X Link 2026-02-05T19:19Z [----] followers, [----] engagements
"$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
"The C25 index closed down 2.6%. $NVO fell 7.9% after $HIMS announced it would sell a $49/month compounded version of Novos newly launched Wegovy pill despite the drug being patent-protected. Senior analyst Sren Lntoft Hansen of AL Sydbank said: Theres generally a ban on this. I dont know how Hims & Hers can do it. GN Store Nord dropped 12.8% after earnings. The selloff was so sharp during the analyst call that trading was briefly halted. Vestas slid 8.7% despite no major red flags in the report as Citigroup pointed to softer profitability guidance in Service. Maersk fell 3.7% after earnings"
X Link 2026-02-05T20:15Z [----] followers, [----] engagements
"$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 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
"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
"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
"Landesbank Baden-Wrttemberg cuts its price target on $NVO to DKK [---] from DKK [---] while reiterating its Hold rating. #StocksInFocus #investing"
X Link 2026-02-06T15:46Z [----] followers, [----] engagements
"Denmarks C25 index closed up 0.9% on Friday. $NVO rose 5.3% after fresh U.S. prescription data showed continued growth for the Wegovy pill. The stock had been pressured Thursday after $HIMS announced plans to launch a copy of Novos pill prompting Novo to threaten legal action calling it illegal mass compounding and a risk to patient safety. GN Store Nord led the index up 6.6% after Thursdays sharp selloff. Coloplast fell 8.2% after softer-than-expected growth in its core Stoma division and ongoing uncertainty around Kerecis reimbursements in the U.S. #StocksInFocus #InvestingTips"
X Link 2026-02-06T18:15Z [----] followers, [----] engagements
"UK regulator MHRA has updated guidance on $NVO 's semaglutide flagging a very rare risk of NAION (a sudden vision-loss condition affecting the optic nerve). The risk is estimated at up to [--] in [-----] patients taking semaglutide (including Ozempic Rybelsus and Wegovy). MHRA stresses the risk is extremely small but urges patients to seek urgent care if they experience sudden vision changes. Link: #StocksInFocus #Invest https://www.gov.uk/government/news/mhra-updates-guidance-for-semaglutide-prescribers-and-patients"
X Link 2026-02-06T19:15Z [----] followers, [----] engagements
"@SpencerHakimian Kicking a dog is about as low as it gets. When cruelty reaches animals theres no doubt left just wannabe thugs pretending brutality is strength"
X Link 2026-02-06T20:33Z [----] followers, 48.8K engagements
"@factpostnews Anyone who kicks a dog isnt enforcing anything. Thats just cruelty from people pretending to be hard"
X Link 2026-02-06T20:43Z [----] followers, 17K engagements
"Big escalation for $HIMS. The DOJ is now involved. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions"
X Link 2026-02-06T21:48Z [----] followers, 14.6K engagements
"@paulcerro Great job Paul"
X Link 2026-02-06T22:17Z [----] followers, [---] engagements
"The FDA is cracking down on compounded GLP-1s which helps $NVO and $LLY while it hurts $HIMS Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by"
X Link 2026-02-06T22:30Z [----] followers, [----] engagements
"$NVO goes to the #SuperBowl with a simple idea: Wegovy is now a pill and taking it shouldnt feel taboo. The ad uses humor and celebrities to normalize weight-loss treatment a sign that GLP-1s are no longer niche but culture-level products. Link to article: #stocks #Invest https://www.adweek.com/brand-marketing/novo-nordisks-super-bowl-pitch-dont-feel-bad-about-taking-wegovy/ https://www.adweek.com/brand-marketing/novo-nordisks-super-bowl-pitch-dont-feel-bad-about-taking-wegovy/"
X Link 2026-02-06T23:15Z [----] followers, [----] engagements
"Roches obesity drug shows promise against $NVO and $LLY Phase II data for CT-388 showed 22.5% placebo-adjusted weight loss at [--] weeks placing it in the same efficacy ballpark as Zepbound according to Jefferies. CT-388 is a once-weekly GLP-1/GIP injection acquired via Carmot for $2.7B. Phase III trials are set to begin though market entry is still years away. Link to article: #StocksInFocus #InvestingTips https://patientworthy.com/2026/02/06/roches-obesity-drug-shows-promise-against-lilly-and-novo-nordisk/"
X Link 2026-02-07T06:16Z [----] followers, [----] engagements
"$NVO is being hit harder by compounders than $LLY AlphaValue analyst Abhishek Raval notes reflected in Lillys upbeat growth outlook vs. Novos gloomy guidance. Abhishek Raval points out a seemingly tighter regulatory crackdown on copycat tirzepatide than on semaglutide raising questions about uneven enforcement. He also doubts $HIMS $49$99 pricing estimating compounded semaglutide costs $100$250/month implying little to no profit. #StocksInFocus #Invest https://twitter.com/i/web/status/2020033536904831168 https://twitter.com/i/web/status/2020033536904831168"
X Link 2026-02-07T07:15Z [----] followers, [----] engagements
"$NVO $LLY $HIMS Reuters also wrote about the FDAs crackdown on compounded GLP-1 drugs The U.S. FDA said it plans to crack down on compounded weight-loss drugs citing safety quality and potential violations of federal law. The agency may restrict access to GLP-1 ingredients used in non-approved compounded products and has referred Hims & Hers to the Department of Justice for possible legal action. The FDA emphasized that compounded versions of GLP-1 drugs are not FDA-approved have not undergone clinical trials and cannot be marketed as equivalent to approved products. Enforcement options"
X Link 2026-02-07T09:15Z [----] followers, [----] engagements
"$HIMS folded 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO"
X Link 2026-02-07T20:26Z [----] followers, [----] engagements
"@devineni6 Where is the confusion All numbers are in DKK"
X Link 2026-02-07T21:48Z [----] followers, [---] engagements
"Emcure beats [--] rivals to secure a second semaglutide brand from $NVO in India. Emcure Pharma won exclusive rights to market Poviztra a semaglutide weight-loss therapy licensed from Novo Nordisk after competing with around eight to nine companies for the partnership. The brand launched in December [----] and has seen early sales traction helping Emcure strengthen its position in the obesity and metabolic treatment market in India. Link to article: #StocksInFocus #investing"
X Link 2026-02-08T06:15Z [----] followers, [----] engagements
"@devineni6 It is [--] years from now and all the calculations come with a 50% discount to intrinsic value"
X Link 2026-02-08T09:33Z [----] followers, [--] engagements
"This Super Bowl some fans are skipping wings and pizza for salads a sign of how GLP-1 drugs from $NVO and $LLY are reshaping eating habits. With 12% of Americans now using GLP-1s people are eating less choosing more protein and snacking differently. Restaurants and food brands are responding with smaller portions higher-protein menus and GLP-1-friendly products. This looks less like a fad and more like a lasting shift for the food industry. Link to article: #Stocks #investing"
X Link 2026-02-08T14:30Z [----] followers, [----] engagements
"@CompoundingLab Pandora does look interesting at these levels"
X Link 2026-02-08T15:21Z [----] followers, [--] engagements
"@WallStreetMav Ah yes the very serious theory that Europes healthcare systems were secretly funded by the U.S. defense budget and vibes. NATO contributions EU tariffs and decades of trade data aside its comforting to know complex economics can be reduced to America paid for everything"
X Link 2026-02-08T15:30Z [----] followers, [----] engagements
"$NVO didnt forget to renew its patents in Canada. In Canada patented drugs fall under PMPRB jurisdiction which caps prices. If a drug is no longer patented PMPRB loses jurisdiction. In practice no patent = no price control (until generics arrive). At the time the patent lapsed PMPRB was proposing much stricter price regulations that could have materially cut prices for drugs like Ozempic. Novo appears to have made a trade-off: Give up patent protection earlier Avoid PMPRB price controls Maintain de facto exclusivity and maximize pricing until generics enter Notably other Canadian patent"
X Link 2026-02-08T17:12Z [----] followers, [----] engagements
"Trump calling an American Olympian a real loser is peak Trump. He cant even manage basic respect for people representing his own country. If this were Biden MAGA would be foaming at the mouth about patriotism and honor. Instead its just another reminder that Trumps default setting is petty cruel and completely unserious. https://twitter.com/i/web/status/2020548746237350128 https://twitter.com/i/web/status/2020548746237350128"
X Link 2026-02-08T17:22Z [----] followers, [----] engagements
"Tonight $NVO will battle for the attention of up to [---] million viewers during the Super Bowl the holy grail of advertising in the U.S. Novo Eli Lilly Hims & Hers and Ro are all running weight-loss drug ads with [--] seconds costing up to $10 million. Novo is going big with a 90-second ad featuring DJ Khaled and Kenan Thompson as competition and pricing pressure in the U.S. obesity market intensify. Link to article (in Danish): #Stocks #investing https://borsen.dk/nyheder/virksomheder/i-nat-skal-novo-kaempe-om-130-mio-seere-under-super-bowlb_source=novo&b_medium=row_1&b_campaign=list_1"
X Link 2026-02-08T17:30Z [----] followers, 17.6K engagements
"The Week of $NVO: Guidance Shock Pill Momentum and a Regulatory Crackdown Guidance reset hits hard Novo reported a solid [----] but management shocked the market with a very cautious [----] outlook Headwinds cited include lower U.S. prices ongoing price investments loss of semaglutide exclusivity in some markets intensifying GLP-1 competition and reduced Medicaid obesity coverage The stock reaction was severe triggering widespread estimate cuts and renewed debate over Novos near-term growth profile The Wegovy pill remains the key offset Management continues to highlight very strong early uptake"
X Link 2026-02-08T18:49Z [----] followers, [----] engagements
"$NVO s U.S.-listed ADR closed at $47.64 equivalent to DKK [------] above the Copenhagen close of DKK [------]. The ADR later traded around $49.89 in after-hours ( DKK 315.41) suggesting a very positive open in Copenhagen today. #Stocks #investing"
X Link 2026-02-09T06:08Z [----] followers, [----] engagements
"$NVO shares jumped after Hims & Hers abandoned its $49 compounded semaglutide pill following pushback from Novo and U.S. regulators. The move marks a rare win for Novo against copycat GLP-1s helped by the FDA signaling a broader crackdown. Pricing pressure remains intense though with competition from Eli Lilly and compounded injectables still weighing on the market. Link to article: #Stocks #investing https://www.reuters.com/sustainability/boards-policy-regulation/novo-nordisk-shares-rise-hims-abandons-49-weight-loss-pill-2026-02-09/"
X Link 2026-02-09T09:29Z [----] followers, [----] engagements
"Thomas Gayner of Markel Group increased his stake in $NVO by 21.16% last quarter. Thomas Gayner is known for his patient #WarrenBuffett -style investing approach and is featured in Richer Wiser Happier for his long-term quality-focused philosophy. #Stocks #investing"
X Link 2026-02-09T10:44Z [----] followers, [----] engagements
"$NVO has filed a lawsuit against $HIMS accusing it of illegally mass-marketing unapproved compounded versions of Wegovy and Ozempic. Novo says the knock-off semaglutide products deceive patients bypass the U.S. Food and Drug Administrations safety standards and pose serious health risks. The company is seeking a permanent ban on Hims compounded GLP-1 sales along with damages to protect patients and defend its patented innovations. Link to press release: #Stocks #Investing https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916493"
X Link 2026-02-09T12:32Z [----] followers, [----] engagements
"Turns out the $HIMS CEO screwing over partners competitors customers and shareholders all at once wasnt the best idea. At least his stock sale timing was better. #StocksToWatch #investing"
X Link 2026-02-09T15:35Z [----] followers, [----] engagements
"@spectatorindex I dont know about studies but Ive never felt better since becoming vegetarian"
X Link 2026-02-09T16:49Z [----] followers, [---] engagements
"$NVO surged after what investors describe as a huge relief and potentially game-changing developments for the obesity drug market. The trigger was the U.S. Food and Drug Administration signaling a tougher stance against copycat GLP-1 drugs followed by $HIMS abandoning plans to sell a copy of Novos Wegovy pill. Several Danish investors say the move removes a major source of uncertainty. If copy producers are forced to step back Novo can focus on building the obesity market alongside Eli Lilly rather than fighting low-priced imitations. Some investors now argue that if the FDA follows through"
X Link 2026-02-09T16:57Z [----] followers, [----] engagements
"DZ Bank has cut its price target on $NVO to DKK [---] (from 313) and reiterated its Hold rating. #StocksInFocus #investing"
X Link 2026-02-09T17:58Z [----] followers, [----] engagements
"$NVO shares jumped over 5% on Monday amid a flood of headlines. The main driver was the ongoing copycat drama with $HIMS which pulled its Wegovy copy pill over the weekend. Novo is still pursuing legal action to permanently stop semaglutide copies. Late in the day the FDA added some pressure saying one of Novos Wegovy TV ads may be false or misleading and asking for corrective steps. Even so the stock closed up 5.3% at DKK [---] adding roughly DKK 69bn to Novos market value. #StocksToWatch #investors"
X Link 2026-02-09T18:30Z [----] followers, [----] engagements
"Denmarks C25 index rose 0.8% on Monday. $NVO climbed 5.3% after a wave of positive news related to $HIMS pulling its copy of Novos newly launched Wegovy pill. rsted gained 3.4% to DKK [-----] after DNB Carnegie raised its price target to DKK [---] and reiterated Hold. Pandora was the days laggard falling 5.9% as silver prices jumped about 5%. #StocksInFocus #investors #Denmark https://twitter.com/i/web/status/2020944288427725140 https://twitter.com/i/web/status/2020944288427725140"
X Link 2026-02-09T19:34Z [----] followers, [----] engagements
"FT on $NVO: the companys troubles are far from over. After a brutal [----] marked by a collapsing share price rising competition management turnover and a shock profit outlook [----] is shaping up to be another difficult year. Novo was hit by unprecedented U.S. pricing pressure patent expiries in key markets and intensifying competition from $LLY generics and copycats like $HIMS. While Hims pulled its $49 Wegovy copy after regulatory pressure the episode highlighted how fragile Novos position has become. Price cuts under Trumps most-favoured-nation rules slowing international growth a thinner"
X Link 2026-02-09T20:29Z [----] followers, [----] engagements
"Denmarks economy is expected to remain resilient despite the Greenland dispute with the U.S. and last weeks sharp selloff in $NVO according to Danish central bank governor Ulrik Ndgaard. He said neither the political tensions nor Novos recent stock rout are likely to materially hit growth with Denmark still tracking around 2% growth this year. Ulrik Ndgaard added that the Danish krones recent weakness largely reflected market flows and interest-rate differentials not geopolitics and stressed the need for Europe to strengthen long-term strategic autonomy amid rising global uncertainty. So it"
X Link 2026-02-09T21:30Z [----] followers, [----] engagements
"$NVO takes a jab back at $HIMS. When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options: https://t.co/iXjoD0xfC6 https://t.co/7EfVHCtvXv When it comes to GLP-1 medicines how theyre made matters. FDA-approved semaglutide medicines are backed by rigorous testing and ongoing safety monitoringavailable now. You deserve medicine held to the highest standards not a knockoff. Explore options:"
X Link 2026-02-10T04:33Z [----] followers, [----] engagements
"$NVO s U.S.-listed ADR closed at $49.37 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $49.30 in after-hours ( DKK 309.34) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #Investing"
X Link 2026-02-10T05:50Z [----] followers, [----] engagements
"Darwins take on the GLP-1 roller coaster $LLY surged after blowout Q4 results driven by explosive growth in Mounjaro and Zepbound Tirzepatide sales doubled year over year and Lilly now guides to continued momentum into [----] $NVO also beat Q4 estimates but shocked the market with guidance pointing to a sales decline amid U.S. pricing pressure and looming patent expiries Novos outlook briefly dragged both stocks lower until Lillys earnings reset the narrative Bright spot for Novo: the Wegovy pill described as the fastest drug launch ever with strong uptake from GLP-1nave patients Both stocks"
X Link 2026-02-10T07:26Z [----] followers, [----] engagements
"Danish stocks punished for small misses $NVO highlights how unforgiving the market has become: despite revenue and profit growth in [----] under a new CEO and major cost cuts weaker-than-expected [----] guidance triggered a sharp sell-off Lars Hytting of ArthaScope calls the reaction excessive Overall Danish C25 companies largely delivered numbers within guidance during last weeks earnings season None appear to be facing structural trouble after a difficult year Still even minor deviations were punished with share price drops of up to 10% Link to article (in Danish): #StocksInFocus #investors"
X Link 2026-02-10T08:30Z [----] followers, [----] engagements
"Another great post on $NVO 's oral Wegovy numbers from ResearchPulse Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo also mentioned https://t.co/i3UcWg6fc4 Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with"
X Link 2026-02-10T11:37Z [----] followers, [----] engagements
"Denmarks C25 index rose 0.2% on Tuesday. $NVO gained another 1.3% to DKK [------] after a strong 5.3% jump on Monday marking three straight days of gains though the stock is still down 3.2% year-to-date. Pandora led the index up 3.5% on falling silver prices. AL Sydbank and FLSmidth lagged each down 1.5% with no company-specific news. #StockMarket #investing https://twitter.com/i/web/status/2021300636134879706 https://twitter.com/i/web/status/2021300636134879706"
X Link 2026-02-10T19:10Z [----] followers, [----] engagements
"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
"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
"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 $399 for Lilly) A strong setup heading into [----]. #Stocks #Investing"
X Link 2025-12-23T07:30Z [----] followers, [----] engagements
"$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
"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 ($149299/month) limits revenue per patient in the short term but could significantly expand access and drive high volumes. Danske Bank reiterates Buyon Novo with a DKK [---] price target. #StocksToBuy #investing https://twitter.com/i/web/status/2011096272061509829"
X Link 2026-01-13T15:21Z [----] followers, [----] engagements
"$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
"Jyske Bank has lowered its price target on $NVO shares to DKK [---] from DKK [---] while maintaining its buy recommendation. #StocksToBuy #Investing"
X Link 2026-01-30T08:41Z [----] followers, [----] engagements
"@FoxNews A simple question is met with insults and dismissal. Politics aside its hard to see how anyone applauds a grown man acting like a child instead of answering"
X Link 2026-01-30T17:58Z [----] followers, 98.5K engagements
"$NVO 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
"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 reported FY25 results and issued a very cautious [----] outlook. 2025: Sales +10% Operating profit +6% Near the top end of prior guidance helped by U.S. gross-to-net adjustments [----] outlook: Sales growth 5% to 13% Operating profit growth 5% to 13% Management points to: Lower realized prices (MFN agreement price investments) Loss of semaglutide exclusivity in some markets Intensifying GLP-1 competition Reduced Medicaid obesity coverage in the U.S. Bright spots: Strong early uptake of oral Wegovy (50k weekly scripts by late Jan) Continued GLP-1 volume growth globally Dividend raised (DKK"
X Link 2026-02-03T16:56Z [----] followers, 62.5K engagements
"$NVO s [----] outlook is stealing the spotlight and not in a good way. Nordnets Per Hansen calls guidance for 5% to 13% growth in both sales and earnings disappointing even after management had flagged a cautious stance. He sees [----] as another transition year: unfinished restructuring CEO and board changes pressure from Eli Lilly a weaker dollar and tariff uncertainty. One positive: dividends and buybacks. Per Hansen says it signals management is taking the share price seriously a potential long-term positive for investors. Link to artige (in Danish): #stocks #investing"
X Link 2026-02-03T18:11Z [----] followers, [----] engagements
"$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
"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
"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
"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
"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
"Is $NVO in a crisis right now No says CEO Mike Doustdar"
X Link 2026-02-04T07:44Z [----] followers, 14K engagements
"$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 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 ($9.4m). #StocksInFocus #investing"
X Link 2026-02-04T09:10Z [----] followers, [----] engagements
"$NVO s market cap wipeout today puts the sell-off into stark perspective. According to Danish newspaper Brsen: Novo B-shares fell up to 19.5% (DKK 71.8) That implies a DKK 321bn loss in market value (incl. A-shares) For comparison: Danske Bank is worth DKK 277bn A.P. Mller-Mrsk is worth DKK 246bn The drop is nearly [--] the market cap of Novonesis (DKK 178bn) One days move erased more value than some of Denmarks largest listed companies are worth. #StocksInFocus #investing https://twitter.com/i/web/status/2018987898029097337 https://twitter.com/i/web/status/2018987898029097337"
X Link 2026-02-04T10:00Z [----] followers, [----] engagements
"More color on todays wild flow in $NVO After the open on Nasdaq Copenhagen Danish retail investors initially sold aggressively which is unusual during a sharp selloff. According to Mads Zink head of Danish equities at Danske Bank private investors were heavy net sellers early on. But as the morning progressed retail investors flipped completely. They are now large net buyers after the stock fell 18% while foreign institutional investors remain net sellers helping explain the magnitude of the drop. This also fits with the Nordnet data I shared earlier: Novomade up 88% of buy value among the 20"
X Link 2026-02-04T10:30Z [----] followers, [----] engagements
"$NVO press conference in Bagsvrd: Mike Doustdar was asked when Novo Nordisk returns to growth. His answer: price cuts work instantly volumes dont. When prices are cut in half volumes need to more than double to get back to growth. Prices can change overnight. Volumes come one prescription at a time. Mike Doustdar pointed to early data from the Wegovy pill launch: Price set at $149 [-----] weekly prescriptions in [--] weeks [------] new patients in one month Thats twice the second-best GLP-1 launch (Zepbound**) and 15x better than Ozempics original launch. #StocksInFocus #investing"
X Link 2026-02-04T10:45Z [----] followers, [----] engagements
"$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 $NVO s outlook couldnt be sharper. #StocksToWatch #investing https://twitter.com/i/web/status/2019018446151856454 https://twitter.com/i/web/status/2019018446151856454"
X Link 2026-02-04T12:01Z [----] followers, 22.7K engagements
"$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
"$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
"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
"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 shares are plunging after disappointing [----] guidance but BNP Paribas says the bad news goes beyond the numbers. The bank highlights leadership shake-ups at the top with the U.S. head and product strategy chief exiting alongside pressure from pricing cannibalisation and tougher competition. One bright spot: early prescription data suggests the Wegovy pill has had a solid start in the U.S. now four weeks post-launch. #StocksToWatch #investing https://twitter.com/i/web/status/2019146315892953599 https://twitter.com/i/web/status/2019146315892953599"
X Link 2026-02-04T20:29Z [----] followers, [----] engagements
"PepsiCo sees more opportunities than threats from GLP-1 drugs from $NVO and $LLY CEO Ramon Laguarta says rising use of GLP-1s boosted by pills like Wegovy from Novo Nordisk is changing how people eat not if they eat. What PepsiCo is seeing: Smaller portions not lower engagement Strong demand for single-serve products Growing interest in hydration fibre & protein Ramon Laguarta calls it a big opportunity in the US and globally. Link to article: #StocksInFocus #investing https://www.just-food.com/news/pepsico-ceo-sees-big-opportunities-from-glp-1-drugs/cf-view"
X Link 2026-02-05T05:00Z [----] followers, [----] engagements
"$NVO 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
"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 held a conference call with analysts yesterday. It was the famous call where the CEO learned about $HIMS launching a compounded version of the Wegovy pill in the middle of the call. But there were many other takeaways. Ill share my notes from Wednesdays earnings call tomorrow too. These are my notes: Why earnings were released earlier than expected Management said the Board had just approved guidance and Novo was materially away from market expectations so they had to communicate immediately instead of waiting until the next morning. Guidance for negative growth and why adjusted numbers"
X Link 2026-02-06T16:19Z [----] followers, [----] engagements
"$AMZN is now offering $NVO s Wegovy pill through its pharmacy with prices as low as $25/month with insurance or $149 cash-pay. That puts pressure on platforms like $HIMS WW International and GoodRx which now face a rival with 200M Prime members built-in advertising and frictionless checkout. As GLP-1s move from injections to pills demand may surge but Amazons scale could reshape who wins on distribution not just who makes the drug. Link to article: #stocks #investing https://www.fool.com/investing/2026/02/05/amazon-novo-nordisk-wegovy-pill-pharmacy-hims/source=iedfolrf0000001"
X Link 2026-02-06T21:15Z [----] followers, 13.7K engagements
"Good news guys. Jim Cramer is bearish on $NVO: After Novos post-earnings selloff Jim Cramer called the guidance brutal citing a 513% sales hit from pricing pressure and fierce GLP-1 competition. His take: It seems Eli Lillys eating their lunch. Bottom line from Jim Cramer: Novo is a hold not a buy as long as Lilly keeps delivering strong numbers and moves closer to a pill. #StocksToWatch #investing https://twitter.com/i/web/status/2020094186456858963 https://twitter.com/i/web/status/2020094186456858963"
X Link 2026-02-07T11:16Z [----] followers, 15.8K engagements
"I just updated my analysis of $NVO with the latest numbers. You can read it for free here: #StocksToWatch #investing https://www.investseekers.com/post/novo-nordisk-a-global-leader-in-obesity-and-diabetes-therapies https://www.investseekers.com/post/novo-nordisk-a-global-leader-in-obesity-and-diabetes-therapies"
X Link 2026-02-07T19:01Z [----] followers, [----] engagements
"Motley Fool says if you missed the $LLY rally there are still names to watch and $NVO is one of them: Novo Nordisk is first to market with a GLP-1 pill and early uptake is running ahead of expectations. While [----] earnings may be weak the stock is 66% off its [----] highs and long-term upside could come from volume growth as oral GLP-1s expand the market. Link to article. #Stocks #investing https://www.fool.com/investing/2026/02/07/missed-out-on-eli-lilly-2-healthcare-stocks-with-b/ https://www.fool.com/investing/2026/02/07/missed-out-on-eli-lilly-2-healthcare-stocks-with-b/"
X Link 2026-02-08T07:30Z [----] followers, [----] engagements
"Yesterday I shared my notes from $NVO 's earnings call transcript and today I share my notes from $LLY 's These are my notes: Pipeline depth Lilly said it now has one of the largest late-stage drug pipelines in its history. More than [--] Phase III trials delivered positive results including key studies for two new obesity drugs orforglipron and retatrutide. In just the past few months Lilly also started [--] new Phase III programs and completed [--] deals to add new drug candidates across multiple disease areas. Management stressed that strong cash flows from obesity drugs are allowing the company"
X Link 2026-02-08T11:09Z [----] followers, [----] engagements
"Danish companies were hit hard by the weaker dollar in [----] and $NVO is a prime example. The company is highly exposed to the U.S. with DKK 173bn of its DKK 309bn sales coming from the U.S. last year. If exchange rates had been unchanged Novo would have reported sales of DKK 320bn. Instead the weaker dollar reduced reported sales by DKK 11.2bn. The falling dollar also cut the value of Novos foreign subsidiaries by about DKK 7.8bn. However currency hedging softened the blow. Through FX forwards and options Novo generated a net gain of more than DKK 6.0bn in [----] and had an additional DKK 4.3bn"
X Link 2026-02-08T13:30Z [----] followers, [----] engagements
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