#  @investseekers Investseekers Investseekers posts on X about $nvo, novo, stocks, $lly the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1477615559252586500/interactions)  - [--] Week [-------] +5.50% - [--] Month [---------] +274% - [--] Months [---------] +322% - [--] Year [---------] +1,579% ### Mentions: [---] [#](/creator/twitter::1477615559252586500/posts_active)  - [--] Week [---] +4% - [--] Month [---] +73% - [--] Months [-----] +76% - [--] Year [-----] +387% ### Followers: [-----] [#](/creator/twitter::1477615559252586500/followers)  - [--] Week [-----] +4.50% - [--] Month [-----] +17% - [--] Months [-----] +104% - [--] Year [-----] +652% ### CreatorRank: [------] [#](/creator/twitter::1477615559252586500/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #1805 [finance](/list/finance) #5023 [currencies](/list/currencies) #1933 [countries](/list/countries) 8.77% [travel destinations](/list/travel-destinations) 6.03% [financial services](/list/financial-services) 1.37% [technology brands](/list/technology-brands) 1.1% [cryptocurrencies](/list/cryptocurrencies) 1.1% [exchanges](/list/exchanges) 0.82% [luxury brands](/list/luxury-brands) 0.27% **Social topic influence** [$nvo](/topic/$nvo) #3, [novo](/topic/novo) #338, [stocks](/topic/stocks) #417, [$lly](/topic/$lly) #2, [$hims](/topic/$hims) #36, [ceo](/topic/ceo) #808, [strong](/topic/strong) #1467, [eli lilly](/topic/eli-lilly) #4, [target](/topic/target) #577, [closed](/topic/closed) #1069 **Top accounts mentioned or mentioned by** [@preseidentmusk](/creator/undefined) [@researchpulse1](/creator/undefined) [@doctor_salomon](/creator/undefined) [@victor544222181](/creator/undefined) [@mulaarczyk](/creator/undefined) [@trem0nia09](/creator/undefined) [@harpa70278288](/creator/undefined) [@yynsz61995](/creator/undefined) [@tacticzh](/creator/undefined) [@devineni6](/creator/undefined) [@drcm4t](/creator/undefined) [@jackson_clu](/creator/undefined) [@sopcaja](/creator/undefined) [@tonymacarroni91](/creator/undefined) [@gusatlantis](/creator/undefined) [@kontrainvest](/creator/undefined) [@fljgaard](/creator/undefined) [@jacobcordosa](/creator/undefined) [@juanper62124570](/creator/undefined) [@chsstrguy](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Pfizer, Inc. (PFE)](/topic/$pfe) [Goldman Sachs (GS)](/topic/goldman-sachs) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Bank of America (BAC)](/topic/bank-of-america) [AstraZeneca PLC (AZN)](/topic/$azn) ### Top Social Posts Top posts by engagements in the last [--] hours "Denmarks C25 index fell 0.7% on Wednesday. $NVO declined 2.6%. According to Danske Banks senior equity advisor Lars Skovgaard Andersen the move may be linked to news that Chinas Shanghai Shiling Pharmaceutical is developing a semaglutide based nasal spray the same active ingredient as Wegovy and Ozempic. He noted that while the obesity market looks very attractive more players want a share of it. However I reported this news yesterday so I am not convinced that explains todays drop. It is unclear what is driving NVO lower. Ambu was the weakest stock in C25 down 4.5% while DSV rose 2.3% to a" [X Link](https://x.com/investseekers/status/2021668058503258260) 2026-02-11T19:30Z [----] followers, [---] engagements "The Danish earnings season is nearly over with only two C25 companies left to report next week: Royal Unibrew (Tue) and Sydbank (Wed). Royal Unibrew will try to buck the weak trend seen at Heineken Carlsberg & Olvi while Sydbank reports after Danish banks hit record highs on strong Q2 results. #StocksInFocus #investing https://twitter.com/i/web/status/1959567918733164950 https://twitter.com/i/web/status/1959567918733164950" [X Link](https://x.com/investseekers/status/1959567918733164950) 2025-08-24T10:46Z [----] followers, [----] engagements "Norways sovereign wealth fund (Norges Bank) one of $NVO s largest shareholders says it will not support Lars Rebien as the new chair. They argue that the Novo Nordisk Foundations plan to replace most of the board at once is too extensive and lacks justification. Influential proxy advisor Institutional Shareholder Services shares the same view saying investors have not been given a compelling reason for such a sweeping board overhaul. #StocksToWatch #investing https://twitter.com/i/web/status/1987802407774888060 https://twitter.com/i/web/status/1987802407774888060" [X Link](https://x.com/investseekers/status/1987802407774888060) 2025-11-10T08:40Z [----] followers, [----] engagements "Rough day for Danish #stocks . The C25 index fell for the fourth day in a row dropping 2.4% with [--] out of [--] companies in the red. The only stock holding up was Coloplast up 0.6%. Biggest losers: GN Store Nord 5.5% Zealand Pharma 4.4%. $NVO also slipped 2.5%" [X Link](https://x.com/investseekers/status/1990855022213566768) 2025-11-18T18:50Z [----] followers, [----] engagements "The Danish C25 index closed up 0.6% on Thursday its third straight day in the green. $NVO finished 1.05% lower after Handelsbanken downgraded the stock arguing market expectations are too high. At the top of the index was GN Store Nord jumping 5.9%. #StockMarket #Denmark" [X Link](https://x.com/investseekers/status/1994096002861576481) 2025-11-27T17:28Z [----] followers, [----] engagements "I just updated my full analysis of $TDG and its the longest deep dive I have ever written. Around 90% of TDGs sales come from components it uniquely designs and owns and roughly 7580% of revenue comes from parts where TransDigm is the only approved supplier. These are mission-critical products with long lifecycles and strong pricing power. Its a company I would love to add to the portfolio one day. Read the full analysis here: #Stocks #Invest https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation" [X Link](https://x.com/investseekers/status/1994505199608623138) 2025-11-28T20:34Z [----] followers, [----] engagements "$AHT.L reports earnings Tuesday and its a much more interesting business than most people realise. Its one of the largest equipment rental companies in North America and the U.K. (Sunbelt Rentals) and its real edge is scale: dense branch networks clustered locations in major cities faster delivery higher availability and the ability to serve everyone from small contractors to national builders. Read my full analysis here: #StocksToWatch #investingtips https://www.investseekers.com/post/ashtead-built-for-the-long-haul https://www.investseekers.com/post/ashtead-built-for-the-long-haul" [X Link](https://x.com/investseekers/status/1997905227773526335) 2025-12-08T05:45Z [----] followers, [---] engagements "Lars Hytting (ArthaScope) has picked three stocks he believes can beat the market in [----] and one of them is $NVO. After a tough year with the stock down 50% he expects Novo Nordisk to rebound seeing potential for a 1015% gain next year. He says the worst is priced in: Were at a point where no news is good news. Key catalysts hes watching: the Wegovy pill launch and upcoming obesity-drug data both of which he expects to deliver. Link to article (in Danish): #StocksToWatch #Investing https://www.euroinvestor.dk/nyheder/strateg-udpeger-tre-vinderaktier-til-2026-det-bliver-de-danske-aktiers-aar" [X Link](https://x.com/investseekers/status/1998655673035280822) 2025-12-10T07:27Z [----] followers, [----] engagements "The Danish C25 index closed up 1.9% on Thursday helped by $NVO which gained 3.4%. But Novo wasnt the top performer today: GN Store Nord and A.P. Mller-Mrsk both finished even stronger. #StocksToWatch #Invest #Denmark" [X Link](https://x.com/investseekers/status/1999157748286775471) 2025-12-11T16:42Z [----] followers, [---] engagements "$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 "Summary of ProInvestor Q&A with Zealand Pharma CEO Adam Steensberg. Like $NVO Zealand Pharma is a Danish company focused on obesity treatment making this relevant reading even for Novo investors who dont follow $ZEAL. Big picture takeaway Zealand Pharma sees itself in the middle of a strategic transition from a niche peptide company to a leading metabolic-disease biotech. Management believes years of investment are now beginning to translate into real clinical momentum with a strong focus on differentiated drugs patient experience and long-term value creation rather than short-term hype." [X Link](https://x.com/investseekers/status/2001727957463896239) 2025-12-18T18:55Z [----] followers, [----] engagements "Changes in the #Portfolio : Out with one Swedish serial acquirer in with another I decided to close my position in Indutrade and open a position in Vitec. Indutrade remains a high-quality company but it was a small position that was up around 10% since I bought it a few months ago. At current levels I dont find it attractive to increase the position. As I believe Vitec trades at a more attractive valuation I decided to make the switch. Here is a short introduction to Vitec: Business Vitec Software Group is a Swedish vertical software company with its origin and headquarters in Ume. The" [X Link](https://x.com/investseekers/status/2001997313053442402) 2025-12-19T12:45Z [----] followers, [----] engagements "$GMAB will discontinue clinical development of acasunlimab after a portfolio review. The decision reflects: A more competitive landscape Focus on higher-impact late-stage assets Disciplined capital allocation Genmab will prioritize EPKINLY petosemtamab and Rina-S going forward. I have a small position in Genmab. #StocksInFocus #investing https://twitter.com/i/web/status/2005656176248176987 https://twitter.com/i/web/status/2005656176248176987" [X Link](https://x.com/investseekers/status/2005656176248176987) 2025-12-29T15:04Z [----] followers, [----] engagements "On the second-to-last #trading day of the year Denmarks C25 index closed up 0.2% despite $NVO falling 1.2%. The index was led by: rsted (+3.2%) after news that Dominion Energy plans to sue the Trump administration to restart a U.S. offshore wind project GN Store Nord (+2.6%) $GMAB was the worst performer (-2%) after announcing it will discontinue development of the cancer drug acasunlimab #StockMarket #investing https://twitter.com/i/web/status/2005680677379883261 https://twitter.com/i/web/status/2005680677379883261" [X Link](https://x.com/investseekers/status/2005680677379883261) 2025-12-29T16:41Z [----] 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 $300M in expected revenue in [----]. A classic TransDigm deal: highly engineered parts strong aftermarket content and a fit with its private-equity-like value creation strategy. TransDigm is a company Id love to add to my portfolio at the right price. Ive written more about why here: #StocksInFocus #Investing https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation" [X Link](https://x.com/investseekers/status/2006445250286350520) 2025-12-31T19:20Z [----] followers, [----] engagements "$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 "The U.S. Food and Drug Administration has granted priority review to $SNY s application to expand approval of its type [--] diabetes drug Tzield. Already approved for patients aged 8+ Sanofi is now seeking approval for all patients over age [--]. Tzield is designed to delay progression from stage [--] to stage [--] type [--] diabetes. The FDA decision is expected April [--]. #stocks #Investing https://twitter.com/i/web/status/2008115380024123667 https://twitter.com/i/web/status/2008115380024123667" [X Link](https://x.com/investseekers/status/2008115380024123667) 2026-01-05T09:56Z [----] 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. $GMAB climbed 5.3% after a price target hike from SEB while ISS rose 4.4% following an upgrade to Overweightfrom Morgan Stanley. #stocks #investing https://twitter.com/i/web/status/2008580351451377674" [X Link](https://x.com/investseekers/status/2008580351451377674) 2026-01-06T16:44Z [----] followers, [----] engagements "$GMAB is partnering with Anthropic to design and deploy custom agent-based AI solutions powered by Claude. The collaboration aims to accelerate data processing analysis and documentation across Genmabs R&D operations while keeping humans in the loop. Management says the goal is to cut manual work scale operations and let teams focus more on high-value scientific and strategic tasks. Anthropic has been one of the hottest names in AI with recent major partnerships involving $SNOW $MSFT and $NVDA. I own a small position in Genmab #stocks #investingtips" [X Link](https://x.com/investseekers/status/2008916157319815313) 2026-01-07T14:58Z [----] followers, [----] engagements "$NVO has expanded its partnership with $VEEV by committing its International Operations to Veeva Vault CRM. Vault CRM will provide Novo Nordisk with a global AI-enabled commercial platform designed to improve execution across personal and digital channels while meeting country-specific compliance requirements. Novo says the system will serve as a core technology foundation to support more effective commercial execution as it delivers medicines to patients worldwide. Link to press release: #stocks #Investing" [X Link](https://x.com/investseekers/status/2008929243917320567) 2026-01-07T15:50Z [----] followers, [----] engagements "$ROK doesnt get the same attention as Big Tech but it sits at the heart of a powerful long-term trend. Rockwell Automation provides the automation tech that helps factories run faster smarter and more efficiently across industries from autos and semiconductors to food and logistics. I just published a new analysis: #StocksToWatch #Investing https://www.investseekers.com/post/rockwell-automation-a-long-term-winner-in-industrial-automation https://www.investseekers.com/post/rockwell-automation-a-long-term-winner-in-industrial-automation" [X Link](https://x.com/investseekers/status/2010068500136489317) 2026-01-10T19:17Z [----] followers, [----] engagements "Danske Bank says $NVO 's U.S. launch of the Wegovy pill could be one of the biggest launches ever in diabetes and severe obesity. The bank points to $LLY s Zepbound as a template: Zepbound reached [-----] weekly prescriptions after just [--] weeks and a similar ramp for oral Wegovy is not unrealistic. The relatively low price ($149299/month) limits revenue per patient in the short term but could significantly expand access and drive high volumes. Danske Bank reiterates Buyon Novo with a DKK [---] price target. #StocksToBuy #investing https://twitter.com/i/web/status/2011096272061509829" [X Link](https://x.com/investseekers/status/2011096272061509829) 2026-01-13T15:21Z [----] followers, [----] engagements "Denmarks C25 index rose 1.1% on Wednesday. $NVO slipped 1.3% while Jyske Bank jumped 7.2% after upgrading its [----] outlook. Genmab gained 4.9% after CEO Jan van de Winkel said [----] could be a major launch year with key data readouts coming in [----]. Vestas climbed 3.6% on positive order news from rival Nordex while Pandora fell 2.9% amid record silver prices and cautious consumers. #stocks #investing https://twitter.com/i/web/status/2011505352806658380 https://twitter.com/i/web/status/2011505352806658380" [X Link](https://x.com/investseekers/status/2011505352806658380) 2026-01-14T18:27Z [----] followers, [----] engagements "$NVO $ZEAL Zealand Pharma CEO Adam Steensberg says the company is uniquely positioned to use AI to accelerate drug discovery in metabolic diseases citing 25+ years of proprietary data as the key differentiator. Speaking at JPMorgans healthcare conference he stressed that protected data is what truly sets AI leaders apart. Zealand has secured access to Denmarks Gefion AI supercomputer operated by the Danish Centre for AI Innovation (DCAI) founded by the Novo Nordisk Foundation (majority owner of Novo Nordisk) together with EIFO Denmarks state-owned investment fund. This highlights how leading" [X Link](https://x.com/investseekers/status/2011732841944453223) 2026-01-15T09:31Z [----] followers, [----] engagements "@Sopcaja I agree. Too cheap to ignore and the free cash flow growth per share is a thing of beauty. I did look into Wolters Kluwer after Terry Smith recently bought it but I had a hard time assessing whether AI could disrupt its business. Ill do some more work on it. Thank you" [X Link](https://x.com/investseekers/status/2013321916052877424) 2026-01-19T18:45Z [----] followers, [---] engagements "@IvanRamljakRama Prosus You still get a discount to Tencent but Tencent isn't trading at as an attractive valuation as it used to. It depends on how long you expect to hold the shares. I don't see any near-term catalyst" [X Link](https://x.com/investseekers/status/2013596743066153174) 2026-01-20T12:57Z [----] followers, [---] engagements "$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 "Denmarks C25 index rose 2.3% on Thursday with [--] of the [--] largest stocks higher. $NVO led the gains up 6.15% after a 4% drop on Wednesday. Goldman Sachs says Novo has had a strong start to [----] with momentum supported by the launch of the Wegovy pill. Zealand Pharma gained 5.9% without company-specific news while rsted rose 4.9% on easing Greenland tariff concerns. NKT and Pandora were the laggards down 1.3% and 1.5%. #stockmarket #investing #Denmark https://twitter.com/i/web/status/2014378738268450985 https://twitter.com/i/web/status/2014378738268450985" [X Link](https://x.com/investseekers/status/2014378738268450985) 2026-01-22T16:44Z [----] followers, [----] engagements "$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 "@StockMKTNewz Im going to spend some time researching $TYL this weekend. Maybe you should too" [X Link](https://x.com/investseekers/status/2014772027450609890) 2026-01-23T18:47Z [----] followers, [---] engagements "$NVO s oral Wegovy is already rippling through the supply chain. Strong early prescriptions for the pill are raising concerns about cannibalization of injectable GLP-1s pressuring syringe makers like $BDX and $WST. That said GLP-1 syringes make up 2% of BDX sales and JPM notes injectables should remain important with orals likely used mainly for maintenance. #StocksInFocus #investing https://twitter.com/i/web/status/2014806972755845415 https://twitter.com/i/web/status/2014806972755845415" [X Link](https://x.com/investseekers/status/2014806972755845415) 2026-01-23T21:06Z [----] followers, [----] engagements "A class action lawsuit was filed in New York federal court accusing $NVO of a pay-for-delay scheme with $TEVA to delay generic competition for Victoza. The suit claims generics could have entered the market in [----] absent a [----] settlement. Teva launched its generic in [----]. Link: #stocks #investing https://www.reuters.com/legal/government/novo-nordisk-sued-allegedly-monopolizing-diabetes-drug-victoza-2026-01-23/ https://www.reuters.com/legal/government/novo-nordisk-sued-allegedly-monopolizing-diabetes-drug-victoza-2026-01-23/" [X Link](https://x.com/investseekers/status/2015072687048228864) 2026-01-24T14:42Z [----] followers, [----] engagements "Per Hansen (Nordnet) on $NVO vs. $LLY: the market story may be too one-sided. The past year has been driven by a narrative of Lilly strength vs. Novo weakness but sentiment may have swung too far. While Lilly gained momentum in [----] and is expected to keep growing in [----] the market could end up more balanced than analysts assume. Key takeaways: Novo & Lilly remain a duopoly until 2027; both still expected to be #1 and #2 by [----] Analysts often model Lilly with a 7080% share vs. Novo 2030% long term But a small BofA doctor survey suggests the pill market in the US could be 53/47 in Lillys" [X Link](https://x.com/investseekers/status/2015690670652989859) 2026-01-26T07:38Z [----] followers, [----] engagements "BMO Capital Markets raises its price target on $NVO s U.S.-listed ADR to $57 from $46 while reiterating a market perform rating. #StocksToBuy #investing" [X Link](https://x.com/investseekers/status/2015730451105620308) 2026-01-26T10:16Z [----] followers, [----] engagements "Goldman Sachs sees much more upside in $NVO s Wegovy pill than the market currently prices in. After a strong U.S. launch with 20000+ prescriptions already in week two Goldman estimates peak annual sales above DKK 40bn by [----] of which DKK 36bn would come from the U.S. alone. That is 2535% above current consensus which Goldman calls conservative. This challenges the prevailing market view that Novo will be the loser in the oral obesity race once Eli Lilly launches its pill later in [----]. Key points from Goldman: Early prescription data point to clear demand even in a much more mature obesity" [X Link](https://x.com/investseekers/status/2015792718090326267) 2026-01-26T14:23Z [----] followers, [----] engagements "Earlier I wrote about $NVO being sued over an alleged pricing deal with Teva that delayed a generic version of Victoza. More details have now emerged. Novo Nordisk is being sued in the U.S. by large drug distributor J.M. Smith Corp. and other buyers who claim they overpaid for the diabetes drug Victoza. According to the lawsuit Novo paid Teva to delay the launch of generic Victoza by a year and allegedly misused U.S. patents to block other generic makers like Mylan and Sandoz. Novo has declined to comment. J.M. Smith Corp. is seeking repayment of alleged overcharges plus damages." [X Link](https://x.com/investseekers/status/2015836928768201018) 2026-01-26T17:19Z [----] followers, [----] engagements "Motley Fool Says $NVO Could Climb 40% in [----] After losing more than half its value since mid-2024 Novo Nordisk is showing signs of a real turnaround. The catalyst is the newly launched Wegovy pill. The oral version removes injections expands access and is being aggressively rolled out via $AMZN $COST and other channels. Early prescription data show a strong start. At 18x earnings Novo still trades well below its long-term average P/E of [--]. If confidence returns and the multiple moves back toward 25x on $3.5 EPS the stock could approach $87 roughly 40% upside from here. Link to analysis:" [X Link](https://x.com/investseekers/status/2015864189198168104) 2026-01-26T19:07Z [----] followers, [----] engagements "How will Ozempic & Wegovy shape $NVO s Q4 results on Feb [--] What we know: Ozempic + Wegovy generated DKK 152.5bn in the first [--] months of [----] (66% of total sales) Both benefit from major label expansions (CV risk reduction kidney disease heart failure with preserved ejection fraction OA knee pain) Novo is seeking approval for higher-dose Wegovy (7.2mg) and more Ozempic indications Near-term reality: Q4 growth likely slowed after guidance cuts U.S. momentum pressured by competition and compounded semaglutide YoY growth expected but at a slower pace for both Ozempic (diabetes) and Wegovy" [X Link](https://x.com/investseekers/status/2015898037764403397) 2026-01-26T21:22Z [----] 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 $LLY Nordnets Per Hansen on U.S. drug pricing pressure: According to reports the U.S./Trump administration may not index payments to health insurers in [----] which hit the sector hard in after-hours trading. Trump has promised lower drug prices. Pharma companies including Novo Nordisk have already started cutting prices on medicines like obesity drugs. The next step may be forcing the middlemen health insurers and PBMs to absorb part of the cost. Under the proposal compensation to insurers such as UnitedHealth Humana and CVS would see little to no increase in [----] versus prior" [X Link](https://x.com/investseekers/status/2016078350410825997) 2026-01-27T09:18Z [----] followers, [----] engagements "Citi has initiated coverage of $NVO with a Neutral rating and a DKK [---] price target saying [----] will be challenging despite a strong start to the year. Headwinds into 2026: Lower prices from Novos deal with the Trump administration Ongoing competition from compounders and future semaglutide generics A sluggish diabetes market Semaglutide patent expiries approaching Citi expects no earnings growth in [----] as price pressure hits before broader Medicare access fully offsets the impact. Novo did gain wider patient access and three years of tariff exemptions but near-term sales are still under" [X Link](https://x.com/investseekers/status/2016091814168555597) 2026-01-27T10:12Z [----] followers, [----] engagements "$NVO $LLY Its interesting that Eli Lilly has said its early launch of LillyDirect wasnt originally driven by weight-loss ambitions but rather timing and circumstance. Yet today the channel matters a lot: around 30% of Lillys weight-loss sales are cash-pay versus roughly 10% for Novo Nordisk. That gap helps explain why Novo is now pushing harder into direct-to-consumer channels. #StocksToWatch #investing https://twitter.com/i/web/status/2016116602270286201 https://twitter.com/i/web/status/2016116602270286201" [X Link](https://x.com/investseekers/status/2016116602270286201) 2026-01-27T11:50Z [----] followers, [----] engagements "Competition is heating up in obesity drugs. The battle is still led by $NVO and $LLY but new challengers are emerging. Roche says its candidate CT-388 delivered 22.5% weight loss after [--] weeks (19% vs placebo) with no clear plateau. Jefferies cautions that differentiation will be key in an increasingly crowded price-pressured market and notes CT-388 still needs Phase [--] data and only modestly exceeds Lillys Zepbound so far. Roche is encouraged by the results and is moving CT-388 into Phase [--]. The drug came via its acquisition of Carmot Therapeutics and Roche is also exploring combinations" [X Link](https://x.com/investseekers/status/2016136936780410974) 2026-01-27T13:11Z [----] followers, [----] engagements "$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 "Denmarks C25 closed up 0.2% on Tuesday despite $NVO ending down 0.8%. Danish banks led the market with AL Sydbank (+1.5%) Jyske Bank (+0.7%) and Danske Bank (+1.2%) mirroring strength across Europes financial sector. NKT rose 2.7% on news tied to the Energi Bornholm offshore wind project. A.P. Mller-Mrsk extended its rally (+2.3%) amid renewed Red Sea security concerns. On the downside Demant fell 3.8% after a Bank of America target cut while Coloplast slipped 0.4% to its lowest close since [----]. #StocksInFocus #investing #Denmark https://twitter.com/i/web/status/2016188060308746463" [X Link](https://x.com/investseekers/status/2016188060308746463) 2026-01-27T16:34Z [----] followers, [----] engagements "Another positive article on $NVO from Motley Fool. They highlight Novo Nordisk as one of just two pharma stocks they believe could rebound in [----] pointing to: The launch of oral Wegovy New label expansions Potential approval of CagriSema Late-stage progress with Amycretin Link to article: #StocksToWatch #investing https://www.fool.com/investing/2026/01/27/2-pharmaceutical-stocks-set-to-rebound-in-2026/ https://www.fool.com/investing/2026/01/27/2-pharmaceutical-stocks-set-to-rebound-in-2026/" [X Link](https://x.com/investseekers/status/2016229722779234688) 2026-01-27T19:20Z [----] followers, [----] engagements "$NVO sees Asia-Pacific as a massive long-term growth engine. The company currently treats fewer than [--] million patients across APAC out of [---] million people living with obesity and [---] million with diabetes. Management believes that patient base can be tripled over the coming years. Key points: Largest GLP-1 markets in the region: Australia Japan South Korea and India GLP-1 penetration remains very low (0.5% for obesity 2% for diabetes) Obesity drug sales in APAC grew 221% over the first nine months of [----] the fastest of any region Diabetes GLP-1 sales in APAC rose 12% over the same period" [X Link](https://x.com/investseekers/status/2016245073961267572) 2026-01-27T20:21Z [----] followers, [----] engagements "$NVO vs $VKTX: which obesity stock looks safer The takeaway: Novo looks like the safer bet. Why Novo stands out: Market leader with 59% global GLP-1 share across diabetes and obesity Multiple approved revenue-generating products (Ozempic Wegovy Rybelsus) First FDA-approved oral GLP-1 for obesity with strong early U.S. uptake Broad label expansions including cardiovascular heart failure with preserved ejection fraction osteoarthritis knee pain and kidney disease Next-gen pipeline (CagriSema amycretin) plus a growing rare disease franchise Vikings upside comes with much higher risk: No approved" [X Link](https://x.com/investseekers/status/2016265206486155461) 2026-01-27T21:41Z [----] followers, [----] engagements "For those asking about todays $NVO employee meeting this appears to be the agenda: Where Novo Nordisk is heading as a company Key strategic priorities The culture the company wants to build An open forum for employee questions Sounds like a broad alignment session rather than anything financial or operational. https://twitter.com/i/web/status/2016429782041330048 https://twitter.com/i/web/status/2016429782041330048" [X Link](https://x.com/investseekers/status/2016429782041330048) 2026-01-28T08:34Z [----] followers, [----] engagements "Seems like $NVO will have a Super Bowl commercial. $NVO warming up for Super Bowl +100 million Americans will learn more about wegovy pill at Super Bowl. In general users of wegovy and Zepbound is about 75% women and only about 25% men. One of the key focus for launch of wegovy pill is middle aged men with BMI 27-35 $NVO warming up for Super Bowl +100 million Americans will learn more about wegovy pill at Super Bowl. In general users of wegovy and Zepbound is about 75% women and only about 25% men. One of the key focus for launch of wegovy pill is middle aged men with BMI 27-35" [X Link](https://x.com/investseekers/status/2016462073044037891) 2026-01-28T10:43Z [----] followers, 24.8K engagements "$NVO CEO Mike Doustdar told employees at an all-hands meeting that the company faces near-term headwinds according to Finans sources present at the meeting. Longer term however Mike Doustdar expects tailwinds ahead. Chairman Lars Rebien Srensen also addressed the dismissal of former CEO Lars Fruergaard Jrgensen hinting he may have acted too late. #StocksToWatch #investing https://twitter.com/i/web/status/2016540143285342557 https://twitter.com/i/web/status/2016540143285342557" [X Link](https://x.com/investseekers/status/2016540143285342557) 2026-01-28T15:53Z [----] followers, [----] engagements "$NVO $LLY Walmart is stepping up its healthcare push. The retailer is upgrading [----] pharmacy technician roles to operations team leads raising average hourly pay to $28 from $22 with top pay reaching $40.50 an hour. Team leads can earn up to $42 an hour excluding bonuses. The move supports Walmarts expansion in digital health and pharmacy services across its [----] U.S. locations including faster pharmacy delivery Better Care Services and access to Eli Lillys LillyDirect program. Amazon is pushing on a similar front expanding same-day prescription delivery and recently offering Novo Nordisks" [X Link](https://x.com/investseekers/status/2016564806057087326) 2026-01-28T17:31Z [----] followers, [----] engagements "JD Vance sneering about interruptions would be funny if it werent so shameless. This is the same guy who talked over Zelensky like an attention-starved talk-show guest but now wants to lecture others on behavior. Hard to take lessons from someone whose whole act is cutting off serious people to feel important" [X Link](https://x.com/investseekers/status/2016571672623542594) 2026-01-28T17:58Z [----] followers, 47.3K engagements "$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 "A new competitor to $NVO in MASH Shares in Inventiva are up 50% in early [----] as investors position ahead of a key Phase [--] readout for its oral MASH drug lanifibranor. MASH is a fast-growing liver disease linked to obesity and diabetes. The market could reach $24bn by the next decade. Treatments from Madrigal Pharmaceuticals and Novo Nordisk (via Wegovy) are already approved. If Inventivas data is positive it could unlock commercialization and make the company a takeover target as Big Pharma races to gain MASH exposure. Link to article: #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2016592362315657500) 2026-01-28T19:21Z [----] followers, [----] engagements "$NVO s oral GLP-1 obesity pill is drawing global attention beyond the U.S. including Indonesia where adult obesity has reached 23.4% and central obesity 36.8%. Local management says oral GLP-1s could be a key tool as Indonesia shifts obesity care toward treating it as a chronic disease not a lifestyle issue. Link to article: #StocksToWatch #Investor https://manufacturingchemist.com/indonesia-looks-to-oral-glp-1s-rising-obesity https://manufacturingchemist.com/indonesia-looks-to-oral-glp-1s-rising-obesity" [X Link](https://x.com/investseekers/status/2016774436729270660) 2026-01-29T07:24Z [----] 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 "New U.S. prescriptions for $NVO 's Wegovy pill are ramping fast: from [----] in week [--] to [-----] in week [--] and now [-----] in the latest week after launch. #StocksInFocus #Investing" [X Link](https://x.com/investseekers/status/2017134634186707447) 2026-01-30T07:15Z [----] 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 "New US prescription data show continued strong uptake of the oral Wegovy launch from $NVO: [-----] scripts in week [--] vs [-----] the week before (+31%) according to Symphony Health. Despite the Martin Luther King Day holiday dragging down overall prescriptions analyst Sren Lntoft Hansen from Sydbank calls the rollout very positive and notes the pill is still outperforming past obesity drug launches. At the same time prescriptions fell week-on-week for injectable Wegovy (148553 vs 156370) Ozempic (508939 vs 545268) and rivals from Eli Lilly (Zepbound [------] vs 304410; Mounjaro [------] vs 695440)." [X Link](https://x.com/investseekers/status/2017171553570406711) 2026-01-30T09:42Z [----] followers, [----] engagements "More $NVO news 🚨JUST IN - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g 🚨JUST IN - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g" [X Link](https://x.com/investseekers/status/2017216830645973068) 2026-01-30T12:42Z [----] followers, [----] engagements "Update on oral Wegovy from $NVO: IQVIA US prescriptions rose from [-----] in week [--] to [-----] in week [--] after launch. Symphony insured-claims data show a similar move from [-----] to [-----]. The small gap reflects methodology differences: IQVIA uses pharmacy audits and projections while Symphony Health tracks insured patient claims. Different datasets same takeaway: strong accelerating uptake. #StocksToBuy #investing https://twitter.com/i/web/status/2017234845722710307 https://twitter.com/i/web/status/2017234845722710307" [X Link](https://x.com/investseekers/status/2017234845722710307) 2026-01-30T13:54Z [----] followers, [----] engagements "New competition is coming for $NVO and $LLY. AstraZeneca is strengthening its obesity pipeline through a major collaboration with CSPC Pharmaceutical Group. The deal covers [--] weight management and metabolic programmes including a clinical-ready once-monthly GLP-1/GIP candidate AI-driven peptide discovery and sustained-release dosing tech. AstraZeneca will pay $1.2bn upfront with up to $3.5bn in milestones gaining global rights outside China. Another sign Big Pharma is doubling down on next-gen obesity treatments. Link: #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2017253091200925827) 2026-01-30T15:06Z [----] followers, [----] engagements "$NVO Q4 preview Feb 4: Management expected to guide for a downturn the only question is how deep. Novo Nordisk is widely expected to play it safe in its annual guidance. This is Mike Doustdars first full-year guidance so there may be some air built in said Henrik Hallengreen Laustsen of Jyske Bank. Novo has likely done what it can to talk expectations down and highlight the growth challenges ahead. Analysts now expect negative sales growth in local currency with guidance potentially ranging from 1% to 9%. Headwinds include US price cuts loss of Medicaid reimbursement for Wegovy in key states" [X Link](https://x.com/investseekers/status/2017268316453196150) 2026-01-30T16:07Z [----] followers, [----] engagements "$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 "Is $NVO a buy after the strong launch of oral Wegovy Motley Fool tries to answer that question. After losing share to $LLY last year Novo is fighting back with its oral Wegovy pill. Early data look encouraging: prescription volumes in the first weeks reportedly exceeded those of injectable Wegovy and Lillys Zepbound at the same stage. The pill expands the market by targeting patients who avoid injections struggle with cold storage or pay out of pocket at a lower price. While oral Wegovy likely wont match injectables in revenue peak sales could still reach $3.3bn. With more obesity drugs" [X Link](https://x.com/investseekers/status/2017652724699943313) 2026-01-31T17:34Z [----] followers, [----] engagements "$NVO ahead of Q4 [----] earnings (Feb 4): how should investors play it Consensus sees Q4 revenue at $12bn and EPS at $0.89 but [----] EPS estimates have been cut (from $3.65 to $3.29). Analysts expect pressure from US pricing FX competition and compounded semaglutide despite solid Q4 execution. Positives: strong franchises (Wegovy Ozempic Rybelsus) FDA approval and launch of oral Wegovy (first-mover vs Eli Lilly) and pipeline progress across obesity diabetes and rare disease. Risks: margin pressure from discounts intensifying competition (LLY Roche biotechs) estimate cuts and restructuring risk" [X Link](https://x.com/investseekers/status/2017680532570546687) 2026-01-31T19:25Z [----] followers, [----] engagements "$NVO is partnering with Italys professional cycling league as official health partner of the Coppa Italia delle Regioni [----] to raise awareness around obesity and diabetes. Novo Nordisk Italy GM Jens Pii Olesen said the event offers a unique nationwide platform to promote prevention physical activity and better care highlighting a strong focus on childhood obesity with 40% of Italian children overweight or obese. It might not be big news but as a cycling fan myself I like it Link to article: #StocksInFocus #Invest" [X Link](https://x.com/investseekers/status/2017710102350893561) 2026-01-31T21:22Z [----] followers, [----] engagements "The rise of GLP-1 drugs from $NVO and $LLY is already reshaping consumer behavior and $SBUX is adapting. Starbucks CEO Brian Niccol says GLP-1 users eat smaller meals snack more and prefer protein and fiber. Thats driving Starbucks push into protein snacks wraps sugar-free syrups and protein milk. GLP-1 adoption is accelerating. US households with a GLP-1 user reached 20% in [----] even before Novo launched its Wegovy pill in January which saw 18000+ prescriptions in its first week. Brian Niccol calls the afternoon a multibillion-dollar opportunity as Starbucks positions itself as a destination" [X Link](https://x.com/investseekers/status/2017876191735115781) 2026-02-01T08:22Z [----] followers, [----] engagements "The coming week is a busy one for the Danish market. Of course $NVO reports earnings on Wednesday morning but several other key names are also in focus. Ill be watching ChemoMetec and Ambu on Wednesday Genmab on Thursday and Coloplast on Friday. #stocks #investing" [X Link](https://x.com/investseekers/status/2017970568453124290) 2026-02-01T14:37Z [----] followers, [----] engagements "$LLY CEO Dave Ricks says upcoming Medicare coverage of obesity drugs could change the game for Lillys oral GLP-1 pill orforglipron. Dave Ricks told CNBC that Medicare coverage is expected immediately after launch sharply lowering patient costs. He noted that many early users of $NVO s Wegovy pill are new to GLP-1s expanding the market rather than cannibalizing injections. Medicare coverage later this year could open access for [----] million beneficiaries with some patients paying $50/month. Pricing will step down early but Lilly expects volume growth to accelerate in H2. Link to article:" [X Link](https://x.com/investseekers/status/2017991960221421684) 2026-02-01T16:02Z [----] 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 heads into earnings with expectations for a cautious [----] outlook. Analysts expect CEO Mike Doustdar to play it safe in what he has called a difficult year marked by U.S. price pressure rising competition and patent headwinds. As he said on his first day as CEO: Ive been making budgets for [--] years and Ive never missed one. That mindset likely points to conservative guidance with the Wegovy pill as the key upside wildcard. Link to article (in Danish): #StocksInFocus #investing https://borsen.dk/nyheder/virksomheder/mike-doustdar-vil-spille-forsigtigt-ud-i-svaert-ar-for-novo-nordisk" [X Link](https://x.com/investseekers/status/2018241102009000413) 2026-02-02T08:32Z [----] followers, [----] engagements "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 s Q4 [----] report is expected to put major focus on [----] guidance. Analysts at Danske Bank and Nordea expect a cautious outlook amid US pricing pressure FX headwinds and rising competition from Eli Lilly. Expectations point to roughly -2% to -8% operating profit and -2% to -6% sales growth (CER) for [----]. Despite this oral Wegovy has started stronger than expected with early US prescription data showing rapid uptake and no clear injection cannibalisation yet. Consensus sees Q4 operating profit around DKK 31.5bn and sales DKK 77.6bn. The company reports Feb [--] (07:30 CET). #stocks" [X Link](https://x.com/investseekers/status/2018339122637640100) 2026-02-02T15:02Z [----] followers, [----] engagements "$NVO reported strong Phase [--] REIMAGINE [--] results for CagriSema in type [--] diabetes: Up to 14.2% weight loss and up to 1.91pp HbA1c reduction at [--] weeks both superior vs semaglutide alone. Up to 43% of patients achieved 15% weight loss and 24% achieved 20%. Safety and tolerability were consistent with incretin and amylin therapies. Data support regulatory discussions and reinforce CagriSemas potential as a next-gen metabolic therapy. Link to press release: #StocksToBuy #investing" [X Link](https://x.com/investseekers/status/2018362562492989782) 2026-02-02T16:35Z [----] followers, [----] engagements "$NVO reports Q4 results on Feb [--] (07:30 CET). Bloomberg consensus (23 analysts) expects EBIT of DKK 31.5bn vs DKK 36.7bn a year ago and sales of DKK 77.0bn vs DKK 85.7bn. The company hosts a call at 13:00 CET. Recent report-day moves have been volatile including -23.1% (Q2 2025) and -4.5% (Q3 2025). #stocks #investing https://twitter.com/i/web/status/2018386433812123750 https://twitter.com/i/web/status/2018386433812123750" [X Link](https://x.com/investseekers/status/2018386433812123750) 2026-02-02T18:10Z [----] followers, [----] engagements "Context to my earlier post on ABG Sundal Collier cutting its PT on $NVO to DKK [---] and downgrading to hold: ABG questions consensus expectations of 45pp margin expansion in [--------]. The bank highlights execution risks around defending 70% of sales tied to semaglutide building the next product cycle rising M&A and capex and shifting toward a more consumer-focused model. ABG also expects wide [----] guidance potentially including negative growth which could weigh on sentiment. #stocks #investing https://twitter.com/i/web/status/2018402288264438228" [X Link](https://x.com/investseekers/status/2018402288264438228) 2026-02-02T19:13Z [----] followers, [----] engagements "Denmarks C25 index rose 1.4% Monday. $NVO gained 1% after positive Phase [--] data for CagriSema showing up to 14.2% weight loss though sentiment was partly offset by ABG Sundal Collier cutting its rating to hold and PT to DKK [---] from DKK 400.Elsewhere Pandora jumped 9% as silver prices fell sharply while FLSmidth lagged as lower metal prices weighed on mining-related stocks. #StocksInFocus #investing https://twitter.com/i/web/status/2018451446153552144 https://twitter.com/i/web/status/2018451446153552144" [X Link](https://x.com/investseekers/status/2018451446153552144) 2026-02-02T22:28Z [----] followers, [----] engagements "$NVO s U.S.-listed ADR closed at $58.93 equivalent to DKK [------] below the Copenhagen close of DKK [------] suggesting a slightly negative open in Copenhagen today. #StocksToBuy #investing" [X Link](https://x.com/investseekers/status/2018567573856760026) 2026-02-03T06:09Z [----] followers, [----] engagements "$NVO s CagriSema is among the most anticipated drug launches with Evaluate forecasting $17.2B annual sales by [----]. Together with $LLY s orforglipron ($11.8B) the top two drugs alone could match last years entire top-10 launch forecast. Link to article: #StocksToBuy #investing https://www.fiercepharma.com/marketing/top-10-most-anticipated-drug-launches-2026 https://www.fiercepharma.com/marketing/top-10-most-anticipated-drug-launches-2026" [X Link](https://x.com/investseekers/status/2018585621057478667) 2026-02-03T07:21Z [----] followers, [----] engagements "$NVO has received positive EU regulator backing for semaglutide in liver disease MASH where it plans to use the new brand name Kayshild if approved. If cleared it would be the first GLP-1 drug approved for MASH in Europe. In Phase [--] data 37% of patients improved liver scarring vs 22.5% on placebo while disease resolution reached 63% vs 34%. The decision would expand semaglutide beyond diabetes and obesity and increase competition with Madrigal Pharmaceuticals in the MASH market. Link ot article: #StocksToBuy #investing https://firstwordpharma.com/story/7087126" [X Link](https://x.com/investseekers/status/2018601601670275437) 2026-02-03T08:25Z [----] followers, [----] engagements "$NVO has submitted oral Wegovy (semaglutide [--] mg) for regulatory approval in Brazil with ANVISA for obesity treatment long-term weight management and CV risk reduction. Link: #StocksToBuy #investing https://www.novonordisk.com.br/content/nncorp/br/pt/noticias-e-imprensa/busca-noticias/novo-nordisk-submete-wegovy-comprimidos-semaglutida-oral-25-mg-para-tratamento-da-obesidade-a-aprovacao-regulatoria-da-anvisa.html" [X Link](https://x.com/investseekers/status/2018610005646406054) 2026-02-03T08:58Z [----] followers, [----] engagements "$NVO could face its first negative growth year in a long time in [----] according to Jyske Bank with focus on guidance oral Wegovy launch commentary and obesity market expansion after price cuts. Jyske expects cautious initial guidance seeing [----] local-currency sales and profit growth in a range of -10% to 0% (bank est. -2.5% sales -2.7% earnings). Headwinds include semaglutide patent expiries lower US prices and rising competition from Eli Lilly and generics partly offset by oral Wegovy rollout and cost savings. Link to article (in Danish): #StocksToBuy #investing" [X Link](https://x.com/investseekers/status/2018650675245089050) 2026-02-03T11:40Z [----] followers, [----] engagements "Ahead of earnings tomorrow $NVO has already flagged multiple headwinds into [----] and investors are watching whether new CEO Mike Doustdar takes an extra cautious stance in his first full-year guidance to avoid future downgrades after the reset seen in [----]. Key pressures include US price cuts upcoming semaglutide patent expiries in markets like Canada China India and Brazil weaker USD effects reduced obesity drug coverage in some US Medicaid programs and competition from compounded copies. Potential offsets include strong early oral Wegovy prescription trends and expanding US obesity" [X Link](https://x.com/investseekers/status/2018670304776643010) 2026-02-03T12:58Z [----] followers, [----] engagements "$NVO faced competition from $PFE in the Metsera deal and Pfizer has now reported new data from the acquired obesity asset. Pfizer said experimental obesity drug PF-3944 showed up to 12.3% weight loss in non-diabetic patients in a mid-stage trial with continued weight loss after switching from weekly to monthly injections and no plateau seen at week [--]. Link to article: #StocksToBuy #investing https://www.reuters.com/business/healthcare-pharmaceuticals/pfizers-experimental-drug-shows-up-123-weight-loss-mid-stage-trial-2026-02-03/ https://twitter.com/i/web/status/2018695344540815378" [X Link](https://x.com/investseekers/status/2018695344540815378) 2026-02-03T14:37Z [----] followers, [----] engagements "Danish retail investors are positioning ahead of earnings season. According to Nordnet $NVO and Pandora were the two most bought stocks among Danish customers in January. Other popular buys included rsted Tryg Zealand Pharma Vestas and Coloplast. On the sell side A.P. Mller-Mrsk topped the list followed by Netcompany Norden and Genmab. #StocksToBuy #investing https://twitter.com/i/web/status/2018720452454031644 https://twitter.com/i/web/status/2018720452454031644" [X Link](https://x.com/investseekers/status/2018720452454031644) 2026-02-03T16:17Z [----] followers, [----] engagements "@ughitskris https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916483 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916483" [X Link](https://x.com/investseekers/status/2018730962046120326) 2026-02-03T16:59Z [----] followers, [--] engagements "@BoogerTed Hopefully we will learn something in the earnings call" [X Link](https://x.com/investseekers/status/2018732472708829211) 2026-02-03T17:05Z [----] followers, [----] engagements "@Karthicktrot I have no idea. I try to find information about why it was released early" [X Link](https://x.com/investseekers/status/2018738031705137157) 2026-02-03T17:27Z [----] followers, [----] engagements "@Victor544222181 It is weird. I try to find some information on why it was released early" [X Link](https://x.com/investseekers/status/2018738631825850580) 2026-02-03T17:29Z [----] followers, [----] engagements "$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 "$NVO s [----] outlook is stealing the spotlight and not in a good way. Nordnets Per Hansen calls guidance for 5% to 13% growth in both sales and earnings disappointing even after management had flagged a cautious stance. He sees [----] as another transition year: unfinished restructuring CEO and board changes pressure from Eli Lilly a weaker dollar and tariff uncertainty. One positive: dividends and buybacks. Per Hansen says it signals management is taking the share price seriously a potential long-term positive for investors. Link to artige (in Danish): #stocks #investing" [X Link](https://x.com/investseekers/status/2018749073407213647) 2026-02-03T18:11Z [----] followers, [----] engagements "$NVO s weight-loss growth slowed in Q4 but Wegovy still beat expectations. Wegovy sales reached DKK 21.9bn in Q4 above analyst estimates of DKK 21.1bn and up from DKK 19.9bn a year earlier. In local currency Wegovy growth slowed to 17% in Q4 down from 23% in Q3 75% in Q2 and 83% in Q1 reflecting tougher comps and rising competition. Total obesity drug sales rose 11% to DKK 22.4bn also slightly ahead of expectations. #stocks #investing https://twitter.com/i/web/status/2018753855526252861 https://twitter.com/i/web/status/2018753855526252861" [X Link](https://x.com/investseekers/status/2018753855526252861) 2026-02-03T18:30Z [----] followers, [----] engagements "$NVO s core diabetes business declined in Q4 with pressure also evident on Ozempic. Total diabetes sales fell to DKK 51.4bn from DKK 58.6bn a year earlier. Ozempic generated DKK 31.8bn beating estimates (DKK 29.4bn) but down from DKK 33.9bn last year. In local currency Ozempic grew just 1% in Q4 down from 15% in Q1Q2 and 9% in Q3. Rybelsus underperformed with sales down 19% in local currency to DKK 5.3bn below expectations of DKK 5.9bn. Total GLP-1 sales for type [--] diabetes fell 11% YoY to DKK 37.5bn while insulin sales declined to DKK 13.4bn from DKK 15.9bn reflecting ongoing price pressure." [X Link](https://x.com/investseekers/status/2018756497270816852) 2026-02-03T18:40Z [----] followers, [----] engagements "$NVO s Rare Disease segment was broadly flat in local currency in Q4. Sales came in at DKK 5.35bn slightly above analyst expectations (DKK 5.21bn) but down from DKK 5.71bn a year earlier. Within the segment: Haemophilia sales fell to DKK 3.02bn from DKK 3.40bn Growth hormone sales (mainly Norditropin) declined to DKK 1.83bn from DKK 1.92bn Rare Disease remains Novos smallest business area. #stocks #investing https://twitter.com/i/web/status/2018758887998980219 https://twitter.com/i/web/status/2018758887998980219" [X Link](https://x.com/investseekers/status/2018758887998980219) 2026-02-03T18:50Z [----] followers, [----] engagements "$NVO released a short video with CEO Mike Doustdar after earnings. Nothing materially new but one data point stood out: more than [------] Americans are now using their oral GLP-1 pill. Link to video: #stocks #investing https://www.linkedin.com/posts/novo-nordisk_press-activity-7424496924759678977-KQQk/utm_source=share&utm_medium=member_desktop&rcm=ACoAABHNiAcB8OqRKuBYv4WwnW_HeZQkn8Fxm7I https://www.linkedin.com/posts/novo-nordisk_press-activity-7424496924759678977-KQQk/utm_source=share&utm_medium=member_desktop&rcm=ACoAABHNiAcB8OqRKuBYv4WwnW_HeZQkn8Fxm7I" [X Link](https://x.com/investseekers/status/2018765765986382304) 2026-02-03T19:17Z [----] followers, [----] engagements "More management changes at $NVO Ludovic Helfgott Head of Product & Portfolio Strategy is leaving the company. From February [--] the role will be taken over by Hong Chow who joins from Merck Healthcare where she served as Executive Vice President and Head of China & International overseeing healthcare operations outside North America. #stocks #investing https://twitter.com/i/web/status/2018766815363514586 https://twitter.com/i/web/status/2018766815363514586" [X Link](https://x.com/investseekers/status/2018766815363514586) 2026-02-03T19:21Z [----] followers, [----] engagements "Goldman Sachs expects $NVO shares to fall 9% when the Danish market opens on Wednesday. Novos U.S.-listed ADRs are down 14.5% Tuesday evening but Goldman says the local stock reaction should better reflect the implied 9% cut to [----] operating profit in the new guidance. #stocks #investing https://twitter.com/i/web/status/2018770021439156517 https://twitter.com/i/web/status/2018770021439156517" [X Link](https://x.com/investseekers/status/2018770021439156517) 2026-02-03T19:34Z [----] followers, 12.7K engagements "$NVO isnt the only standout Danish company reporting earnings this week. Ambu is also reporting the company that invented the worlds first single-use endoscope and still leads the market it created. Full analysis of Ambu here: #stocks #investing https://www.investseekers.com/post/ambu-investing-in-a-leader-in-disposable-endoscopy https://www.investseekers.com/post/ambu-investing-in-a-leader-in-disposable-endoscopy" [X Link](https://x.com/investseekers/status/2018772855173914804) 2026-02-03T19:45Z [----] followers, [----] engagements "$NVO is under heavy pressure in U.S. trading as investors digest the companys new [----] outlook. Markets were prepared for cautious guidance but the scale of the downturn shocked even pessimists. Novo now warns sales could fall 513% in [----] triggering a selloff of up to 15%. I dont think even the most skeptical analyst expected a 513% revenue decline said ArthaScope strategist Lars Hytting to Bloomberg. It paints a picture of a very pressured Novo. Headwinds include lower realized GLP-1 prices U.S. political pressure on drug pricing and semaglutide patent expiries in markets like China. Novo" [X Link](https://x.com/investseekers/status/2018781663442989493) 2026-02-03T20:20Z [----] followers, [----] engagements "$NVO s ADRs were hit hard around midday after the company released early full-year guidance. Novo now expects sales to decline 5%13% at constant FX far worse than the -1.3% decline expected by Wall Street (Bloomberg consensus). Operating profit is also seen down 5%13% vs -3.1% expected. Novo last saw annual sales decline in [----] during the U.S. insulin price war. Today it faces pressure on multiple fronts including growing U.S. share gains from Eli Lillys Zepbound and continued competition from copy versions of Ozempic. Trading was halted ahead of the report. When it resumed Novos U.S.-listed" [X Link](https://x.com/investseekers/status/2018787954710454380) 2026-02-03T20:45Z [----] followers, [----] engagements "In a new interview with the Danish TV channel TV2 $NVO s CEO Mike Doustdar is pushing back against the markets "shock" over their [----] forecast. Despite the projected revenue drop he insists the situation is not worse than expected. The Defense: Planned Strategy: Mike Doustdar claims the company has signaled "headwinds" for months. The strategy is simple: lower prices to reach tens of millions more patients. Analyst Gap: He suggests analysts "miscalculated" the math of price drops vs. massive volume growth. The Wegovy Pill: He highlights the launch of the weight-loss pill as the key to a" [X Link](https://x.com/investseekers/status/2018793616911573352) 2026-02-03T21:08Z [----] followers, 11.6K engagements "Denmarks C25 index fell 0.4% on Tuesday. $NVO ended down 1.4% and is set to fall further tomorrow after disappointing [----] guidance. The biggest loser was Demant which plunged 10.8% after weak [----] expectations dragging rival GN Store Nord down 4.2%. On the upside Netcompany jumped 4.6% on strong Q4 results and upbeat [----] guidance. FLSmidth rose 3.9% on higher metal prices while Bavarian Nordic gained 3.2% after Jefferies initiated coverage with a Buy. Pandora fell 9.3% as rising silver prices weighed on the stock. #stocks #investing https://twitter.com/i/web/status/2018799279192653855" [X Link](https://x.com/investseekers/status/2018799279192653855) 2026-02-03T21:30Z [----] followers, [----] engagements "HSBC on $NVO: the ugly [----] guidance is real not an accounting trick. Novo excluded a $4.2bn one-off accounting gain from its [----] outlook. HSBC says thats correct investors shouldnt expect it to boost earnings and consensus estimates already ignore it. It means that this isnt hidden upside. The weak [----] guidance reflects underlying pressure not accounting noise. #stocks #investing https://twitter.com/i/web/status/2018802928090505428 https://twitter.com/i/web/status/2018802928090505428" [X Link](https://x.com/investseekers/status/2018802928090505428) 2026-02-03T21:45Z [----] followers, 13K engagements "Jefferies on $NVO: [----] sales could be up to DKK 40bn below prior expectations. Before the update consensus expected DKK 299bn in [----] sales. Based on Novos new guidance Jefferies now sees DKK 259282bn. [----] EBIT expectations are cut to DKK 103113bn from DKK 121bn. Jefferies says analysts are likely to cut revenue estimates by high single digits and earnings by low double digits meaning a Q4 sales beat will be overshadowed by weaker margins and a much softer [----] outlook. #stocks #investing https://twitter.com/i/web/status/2018810855433920754" [X Link](https://x.com/investseekers/status/2018810855433920754) 2026-02-03T22:16Z [----] followers, [----] engagements "Following his comments to Danish media $NVO CEO Mike Doustdar took to Bloomberg to defend the company's massive [----] guidance range (a 513% revenue decline). The Highlights: "Within Expectations": Mike Doustdar maintains that these figures are exactly what the company internal models had predicted despite the markets shock. The Wide Gap: When grilled on the 8% spread in the forecast he argued that the range isn't historically unusual and is a reflection of a "dynamic" weight-loss market. High Uncertainty: "A lot of things can happen" Mike Doustdar noted pointing to the volatility in the US" [X Link](https://x.com/investseekers/status/2018817901914915144) 2026-02-03T22:44Z [----] followers, [----] engagements "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 "Bank of America on $NVO: not all bad news despite the weak [----] guidance. BofA highlights the strong launch of the Wegovy pill now at [-----] weekly prescriptions across channels far above their expectation of [----] weekly adds. That supports a much larger long-term sales opportunity. BofA still sees expectations for CagriSema as too high and thinks they may need to be reset potentially shifting focus toward oral semaglutide depending on launch timing. #stocks #investing https://twitter.com/i/web/status/2018910763524460966 https://twitter.com/i/web/status/2018910763524460966" [X Link](https://x.com/investseekers/status/2018910763524460966) 2026-02-04T04:53Z [----] followers, [----] engagements "The "Gold Rush" is officially over. $NVO s new duo Chairman Lars Rebien and CEO Mike Doustdar just sent shockwaves through the market by dropping the [----] annual report [--] hours ahead of schedule. Here is why investors are panicked: Negative Growth: After a 25% surge in [----] growth didn't just slowit reversed. Q4 [----] saw revenue shrink leaving the full year at a meager 6%. The [----] Bombshell: Leadership projects a revenue drop of 5% to 13% for the coming year. This massive range signals one thing: Novo has lost its grip on the US market. The "Compounder" Threat: Reliable forecasts are" [X Link](https://x.com/investseekers/status/2018918187811623095) 2026-02-04T05:23Z [----] followers, [----] engagements "$NVO s U.S.-listed ADR closed at $50.30 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $48.85 in after-hours ( DKK 308.34) suggesting a significant drop of around 20% at opening in Copenhagen today. #StocksInFocus #investing https://twitter.com/i/web/status/2018930835102003270 https://twitter.com/i/web/status/2018930835102003270" [X Link](https://x.com/investseekers/status/2018930835102003270) 2026-02-04T06:13Z [----] followers, [----] engagements "The [--] Big Questions for $NVO Today As Novo Nordisk prepares for its 13:00 (CET) earnings call the market is bracing for answers. After a turbulent [----] analysts at Jefferies have identified four critical areas where CEO Mike Doustdar must provide clarity: [--] The US GLP-1 Slowdown: With growth cooling what are the realistic expectations for [----] How will Novo fight off "compounding" copycats and shifting market dynamics for Wegovy and Ozempic [--] Oral Wegovy: Investors want an urgent update on the demand and production capacity for the weight-loss pill. Is the supply chain ready for a global" [X Link](https://x.com/investseekers/status/2018938949624906097) 2026-02-04T06:45Z [----] followers, [----] engagements "J.P. Morgan warns of a sharp selloff in $NVO despite maintaining an Overweight rating. The bank expects Novo Nordisk shares to fall at least 10% when the Danish market opens after management guided [----] sales and operating profit well below consensus. Using the midpoint of Novos own outlook J.P. Morgan estimates [----] sales of DKK 270bn (8% below consensus) and operating profit of DKK 108bn (9% below consensus). The guidance excludes a one-off USD 4.2bn provision reversal expected in Q1. #StocksInFocus #investing https://twitter.com/i/web/status/2018951406728761593" [X Link](https://x.com/investseekers/status/2018951406728761593) 2026-02-04T07:35Z [----] followers, [----] engagements "$NVO is holding a press conference now. CEO Mike Doustdar opened with a review of the annual results stressing that he does not take lightly the challenging year ahead for the company. He also highlighted the launch of the weight-loss pill The Wegovy Pill which Novo says it is very pleased with. About [------] patients are now using the pill just four weeks after launch. #StocksInFocus #investing https://twitter.com/i/web/status/2018952071295144396 https://twitter.com/i/web/status/2018952071295144396" [X Link](https://x.com/investseekers/status/2018952071295144396) 2026-02-04T07:37Z [----] followers, [----] engagements "Not surprisingly $NVO s [----] guidance was a key topic at the press conference: why is it so much lower than analysts expected CEO Mike Doustdar explained that Novo has been clear for months that [----] will bring pricing headwinds especially in the U.S. The most talked-about part is the Most Favored Nation policy and weve also introduced our products in the self-pay channel at lower prices Doustdar said. In a nutshell our guidance reflects lower prices. He added that lower prices should improve patient access something Novo is already starting to see. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2018952525819371820) 2026-02-04T07:39Z [----] followers, [----] engagements "A key follow-up question: how long will it take before higher volumes offset the price cuts $NVO CEO Mike Doustdar said he wont guide beyond [----] but pointed to early signals of stronger demand. Around [------] patients are already using Novos weight-loss pill suggesting a step up in volume growth. Hopefully in the near term rather than the long term we can show that todays price reductions are an investment in our future even if they are painful right now Mike Doustdar said. #StocksInFocus #investing https://twitter.com/i/web/status/2018953004838207721" [X Link](https://x.com/investseekers/status/2018953004838207721) 2026-02-04T07:41Z [----] followers, [----] engagements "Is $NVO in a crisis right now No says CEO Mike Doustdar" [X Link](https://x.com/investseekers/status/2018953746328256589) 2026-02-04T07:44Z [----] followers, 14K engagements "Was the Metsera bidding war worth it and would $NVO do it again CEO Mike Doustdar: We had followed Metsera and its assets for a long time and made the first bid. After [--] bids we decided not to go higher and had the financial discipline to walk away. We wish Pfizer well. Those assets were worth exactly what we bid not a cent more. https://twitter.com/i/web/status/2018954546190446651 https://twitter.com/i/web/status/2018954546190446651" [X Link](https://x.com/investseekers/status/2018954546190446651) 2026-02-04T07:47Z [----] followers, [----] engagements "$NVO s press conference has wrapped up. Q&A is closed and CEO Mike Doustdar delivered his final remarks. Another press briefing is scheduled for 11:30 in Bagsvrd followed by the earnings call at 13:00. Ill try to share updates as they come. #stocks #investing" [X Link](https://x.com/investseekers/status/2018955407738147109) 2026-02-04T07:50Z [----] followers, [----] engagements "$NVO s [----] guidance was materially worse than analysts expected and is the main reason the stock sold off sharply in the U.S. says AL Sydbank analyst Sren Lntoft Hansen. At the midpoint Novo now guides for a 9% decline in both sales and operating profit. Before earnings consensus expected a far milder drop: 2.1% sales and 3.6% EBIT. That midpoint is clearly below market expectations. Thats why the stock is falling Sren Lntoft Hansen says calling [----] a transition year amid U.S. price pressure patent expiries and intense competition from Eli Lilly. Q4 results were slightly better than" [X Link](https://x.com/investseekers/status/2018961850352693314) 2026-02-04T08:16Z [----] followers, [----] engagements "@TonyMacarroni91 Why" [X Link](https://x.com/investseekers/status/2018964798583832991) 2026-02-04T08:28Z [----] followers, [--] engagements "$NVO held a press conference at 08:15. I tweeted live but heres a summary if you missed it: Q: Why is [----] guidance so much lower than expected CEO Mike Doustdar: Weve been clear for months that [----] brings pricing headwinds especially in the U.S. The Most Favored Nation policy and lower prices in the self-pay channel are the main drivers. In short the guidance reflects lower prices. Q: Wont lower prices hurt Novo long term Mike Doustdar: Lower prices improve patient access and we are already seeing that. This is painful in the short term but we view it as an investment in future volume" [X Link](https://x.com/investseekers/status/2018965373798723911) 2026-02-04T08:30Z [----] followers, 28.8K engagements "$NVO chairman Lars Rebien Srensen holds a sizeable personal stake in the company. According to the remuneration report he owned [------] Novo Nordisk shares at year-end worth about DKK [---] million. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2018973175116156930) 2026-02-04T09:01Z [----] followers, [----] engagements "$NVO disclosed the exit package for former CEO Lars Fruergaard Jrgensen. Severance pay: DKK 42.9m (2 years base salary + pension) Non-compete compensation (10 months): DKK 22.m Total severance and compensation: DKK 64.9m ($9.4m). #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2018975540087230780) 2026-02-04T09:10Z [----] followers, [----] engagements "Nordnets Per Hansen on $NVO: Reality has hit hard. Investors were prepared for a weak [----] but not for guidance this bad. Novo now expects 5% to 13% declines in sales and EBIT far below consensus collapsing the key condition for a [----] recovery. Yes the Wegovy pill launch is strong. Yes buybacks (DKK 15bn) and a higher dividend help. But guidance mattered most and Novo failed it badly. Novo geared up for high growth and high U.S. prices in [------]. That world is gone. With [----] revenue now likely 25% below expectations from two years ago more cost cuts and efficiency measures look unavoidable." [X Link](https://x.com/investseekers/status/2018976572573700444) 2026-02-04T09:15Z [----] followers, [----] engagements "$NVO plans to host a Capital Markets Day in London on Monday September [--] [----]. CEO Mike Doustdar said the company expects to present new strategic ambitions at the event. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2018980472970211831) 2026-02-04T09:30Z [----] followers, [----] engagements "$NVO is being aggressively bought by Danish retail investors this morning even as the stock drops 18%. Fresh data from Nordnet show that in the first hour of trading Novo accounted for 88% of the total buy value among the [--] most bought stocks. Notably Novo didnt appear at all among the [--] most sold stocks between 910am. #StocksToWatch #investing https://twitter.com/i/web/status/2018984121960108535 https://twitter.com/i/web/status/2018984121960108535" [X Link](https://x.com/investseekers/status/2018984121960108535) 2026-02-04T09:45Z [----] followers, 25.2K engagements "@Victor544222181 I'm only buying If it reaches DKK [---]. Else I'm holding" [X Link](https://x.com/investseekers/status/2018987850813817276) 2026-02-04T09:59Z [----] followers, [----] engagements "$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 "@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 "@YynsZ61995 Of course" [X Link](https://x.com/investseekers/status/2018991989413548125) 2026-02-04T10:16Z [----] followers, [---] engagements "@YynsZ61995 Fiserv I never really had a deep look into it" [X Link](https://x.com/investseekers/status/2018993503053746591) 2026-02-04T10:22Z [----] 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 "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 "@Hap0606 I'm holding because I already have a large position. I will only buy if it reached DKK 280" [X Link](https://x.com/investseekers/status/2019004573109846093) 2026-02-04T11:06Z [----] followers, [--] engagements "More from $NVO s press conference in Bagsvrd: CEO Mike Doustdar says around [----] million people are currently using compounded copy versions of Novos medicines a real drag on the companys growth. Asked about upcoming competition from Eli Lillys weight-loss pill Mike Doustdar says Novos response is simple: a better pill which he believes is The Wegovy Pill. On the negative growth outlook: Of course neither Karsten nor I nor investors are used to minus growth. But while the focus is on negative growth there is also a lot inside Novo Nordisk that is growing. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019006041719984427) 2026-02-04T11:12Z [----] followers, [----] engagements "$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 "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 has now closed the Q&A and todays analyst call is over. The stock swung a bit during the call but ends down 17.5% after the call. Management once again didnt really talk the story up. I know its early but so far the new leadership doesnt seem any better than the old at emphasizing the positives. #Stocks #investing https://twitter.com/i/web/status/2019038228695617767 https://twitter.com/i/web/status/2019038228695617767" [X Link](https://x.com/investseekers/status/2019038228695617767) 2026-02-04T13:20Z [----] followers, 10K engagements "$NVO may have surprised the market with weak [----] guidance but DNB Carnegie sticks with its Buy rating. The bank cuts its price target to DKK [---] (from 440) but says near-term headwinds are already reflected and sees the [----] outlook as conservative. With U.S. prices falling faster than expected DNBs focus shifts to volume upside while noting that international operations continue to perform well. #stocks #investing https://twitter.com/i/web/status/2019044645976539525 https://twitter.com/i/web/status/2019044645976539525" [X Link](https://x.com/investseekers/status/2019044645976539525) 2026-02-04T13:45Z [----] followers, [----] engagements "Danske Banks head of equity research says $NVO is in crisis right now. There are few signs of improvement in the near term. We likely have to look to [----] before topline growth returns says Carsten Lnborg Madsen. He notes that guidance for up to a 13% sales decline in [----] is clearly negative for investors. While the Wegovy pill launch has started strongly and Novo announced a DKK 15bn buyback these positives are outweighed by much heavier-than-expected U.S. pricing pressure. #Stocks #investing https://twitter.com/i/web/status/2019064024319623561" [X Link](https://x.com/investseekers/status/2019064024319623561) 2026-02-04T15:02Z [----] followers, [----] engagements "$NVO s early earnings release disappointed especially the outlook for lower sales growth. Johnny Madsen CIO at Formue- & Investeringspleje (a Danish wealth and asset management firm) says the [----] guidance is weak but likely conservative. Key points: Price cuts tied to U.S. negotiations are the main drag Lower prices should lift volumes but obesity is still a young market Management likely wants to avoid another downgrade in [----] On the positive side: Q4 results beat expectations Wegovy pill launch is going much better than expected Novo enters [----] with some momentum What could restore" [X Link](https://x.com/investseekers/status/2019070946133364928) 2026-02-04T15:30Z [----] followers, [----] engagements "Some quick thoughts after todays press conference and earnings call from $NVO. Theres no way around it the guidance is catastrophic. I appreciate management being honest and not overpromising but they are terrible at selling the good story. Even when highlighting the most successful launch ever for the Wegovy pill it was quickly followed by talk of lower prices. I had hoped CEO Mike Doustdar coming from sales would bring something new but so far it feels like more of the same. Yes its still early days but both earnings calls have been a letdown. Its also hard to reconcile Novos tone with Eli" [X Link](https://x.com/investseekers/status/2019077235848663179) 2026-02-04T15:55Z [----] followers, [----] engagements "Just look at $LLY s earnings call. R&D chief Dan Skovronsky closed by saying Lilly believes it has a clear scientific lead in obesity and plans to extend that lead. On oral orforglipron management said they are very encouraged by the strong early uptake of Novos Wegovy pill which actually validates Lillys own oral strategy. Many patients have been waiting for an oral option and we feel very good about our competitive position. The contrast in tone vs. $NVO is striking. https://twitter.com/i/web/status/2019078180812845339 https://twitter.com/i/web/status/2019078180812845339" [X Link](https://x.com/investseekers/status/2019078180812845339) 2026-02-04T15:58Z [----] followers, [----] engagements "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 "Union Investment portfolio manager Markus Manns on $NVO: Novos growth story has broken down and it could take years for management to rebuild investor trust. He calls the Q4 sales decline shocking and says no one expected a double-digit earnings drop. Novos [----] guidance pointing to a 513% sales decline is far worse than expected. The one bright spot is the very strong early prescription data for the Wegovy pill with around half of patients willing to pay out of pocket. #StocksInFocus #investing https://twitter.com/i/web/status/2019116242536190433" [X Link](https://x.com/investseekers/status/2019116242536190433) 2026-02-04T18:30Z [----] followers, [----] engagements "Analysis: It has to hurt before it gets better for $NVO Novo shocked the market with its [----] outlook: management now expects sales to fall 513% potentially wiping DKK 40bn off revenue vs [----]. The stock plunged and DKK 300bn in market value was erased in a single day. CEO Mike Doustdars message is consistent: pricing headwinds first volume later. Lower prices in the U.S. tougher competition from $LLY and compounders and a crowded obesity market mean [----] will be painful before growth returns. Management is clearly resetting expectations. Mike Doustdar and chairman Lars Rebien Srensen warn" [X Link](https://x.com/investseekers/status/2019123918892580879) 2026-02-04T19:00Z [----] followers, [----] engagements "$NVO shares are tumbling after Novo Nordisk pre-released a shock [----] outlook. CEO Mike Doustdar to CNBC: People should expect it to go down before it comes back up. Lower U.S. pricing for Wegovy is the main headwind. Key points: [----] guidance much weaker than consensus Price cuts in the U.S. outweigh near-term gains from the strong Wegovy pill launch [------] patients on the pill after just [--] weeks better than expected Competition from compounders and $LLY remains intense HSBC sums it up: the debate now is whether this becomes a U-shaped recovery or a long Nike-swoosh. Mike Doustdar insists:" [X Link](https://x.com/investseekers/status/2019131342542328215) 2026-02-04T19:30Z [----] followers, [----] engagements "After $NVO s disappointing results and weak [----] guidance sent the stock down on Wednesday analysts are reassessing their outlook. Danske Bank has cut its 12-month price target on Novo to DKK [---] from DKK [---] reflecting the tougher growth outlook following the earnings release. #Stocks #investing https://twitter.com/i/web/status/2019139018181480518 https://twitter.com/i/web/status/2019139018181480518" [X Link](https://x.com/investseekers/status/2019139018181480518) 2026-02-04T20:00Z [----] followers, [----] engagements "$NVO is walking into a potential price war in obesity drugs. Novo Nordisk is slashing Wegovy prices in the U.S. (pill launched at $149$299 vs $1000/month historically) to drive volume accepting short-term pain. CEO Mike Doustdar says lower prices will pay off over time. Investors arent convinced. With $LLY guiding far more optimistically and already leading in U.S. prescriptions some warn a race to the bottom could be a no-win scenario especially for the player losing share. Key risk: Price cuts hit revenue & margins now Volume response takes time GLP-1 market is getting crowded (compounders" [X Link](https://x.com/investseekers/status/2019154369057259629) 2026-02-04T21:01Z [----] followers, [----] engagements "Morningstar upgrades $NVO to Buy from Hold. The firm keeps its $66 price target on Novos U.S.-listed shares unchanged. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019161541463957707) 2026-02-04T21:30Z [----] followers, [----] engagements "CEO pay cut at $NVO New CEO Mike Doustdar will earn DKK 20.7m ($3.3m) in [----] 38% less than predecessor Lars Fruergaard Jrgensen. The cut is driven mainly by much lower bonus payouts after weak results. Link to article: #StocksInFocus #investing https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium" [X Link](https://x.com/investseekers/status/2019169216562188684) 2026-02-04T22:00Z [----] followers, [----] engagements "@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 "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 s U.S.-listed ADR closed at $47.19 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $47.44 in after-hours ( DKK 300.56) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019288785088069926) 2026-02-05T05:55Z [----] followers, [----] engagements "$NVO just suffered its 4th-largest one-day share price drop since [----]. Stock fell 17.2% on Wednesday DKK 284bn ($41bn) wiped off market cap in one day Triggered by bleak [----] guidance (sales & EBIT down 513%) Shares are now 69% below the [----] peak Only three single-day drops have been larger: -23.1% (July 2025) major guidance cut -21.4% (April 2002) profit warning -20.7% (Dec 2024) CagriSema trial disappointment One of the most severe selloffs in Novos history. #StocksToWatch #investing https://twitter.com/i/web/status/2019305112213074009 https://twitter.com/i/web/status/2019305112213074009" [X Link](https://x.com/investseekers/status/2019305112213074009) 2026-02-05T07:00Z [----] followers, [----] engagements "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 $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they" [X Link](https://x.com/investseekers/status/2019328025389609209) 2026-02-05T08:31Z [----] followers, [----] engagements "$NVO is emerging as the weaker side of the GLP-1 duopoly. The obesity drug market grew 85% in [----] but gains are skewed toward $LLY Lilly expects 25% revenue growththis year while Novo guides for -5% to -13%. Why it matters: U.S. price pressure is forcing cuts for both Lilly is offsetting with volume growth Novos global GLP-1 share has fallen 11pp in a year The U.S. is 55% of Novos sales Price cuts + weak volume = shrinking revenue. For Novo the strategy only works if the market expands fast and share losses stop. Link to article: #StocksToWatch #investing" [X Link](https://x.com/investseekers/status/2019335437299351689) 2026-02-05T09:01Z [----] followers, [----] engagements "@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 "Its a little-known secret but at yesterdays press conference $NVO revealed it will advertise during the #SuperBowl . A 30-second spot costs roughly $78 million and CEO Mike Doustdar said viewers in the U.S. will see a major never-before-seen campaign during the game. The ad will promote Novos new Wegovy pill which is currently only available in the U.S. #StocksInFocus #investing https://twitter.com/i/web/status/2019357960275718306 https://twitter.com/i/web/status/2019357960275718306" [X Link](https://x.com/investseekers/status/2019357960275718306) 2026-02-05T10:30Z [----] followers, [----] engagements "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 "A billionaire fund manager who has owned $NVO for 25+ years says expectations have now been fully reset. Morten Gregersen of Formuepleje says he expected [----] to be difficult but was still surprised by how weak Novos guidance turned out. Sales and operating profit are now expected to be 513% lower than in [----] triggering a sharp selloff. The market had become too optimistic after the oral Wegovy launch he says. The results reflect what I feared. We like the stock long term but expectations had to be reset. Morten Gregersen cut his Novo position from 4% to 2% ahead of earnings after spotting" [X Link](https://x.com/investseekers/status/2019380490503889054) 2026-02-05T12:00Z [----] followers, 10.1K engagements "@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 "Equity strategist Esbjrn Lundvall of SEB on $NVO s earnings: We maintain our Buy recommendation even though the company has issued very cautious guidance for [----]. Weve long said this year would be a transition year where the impact of lower prices hits hard. At the same time it will take time before the expected volume growth especially from the oral version of Wegovy which has been well received can offset the price declines. #StocksInFocus #investing https://twitter.com/i/web/status/2019388034072912024 https://twitter.com/i/web/status/2019388034072912024" [X Link](https://x.com/investseekers/status/2019388034072912024) 2026-02-05T12:30Z [----] followers, [----] engagements "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 "Head of Equities at DNB Carnegie Private Banking Karl Hedberg on $NVO s earnings: The downgrade to sales and earnings expectations is driven by continued pricing pressure on obesity drugs. Were surprised that the pressure remains this intense but believe management is being extra conservative. The CEO is relatively new and likely sees no reason to be overly optimistic and then risk underdelivering. Karl Hedberg adds that volumes should continue to grow and partly offset lower prices which is why DNB Carnegie maintains its Buy recommendation. Following the update the bank makes a minor price" [X Link](https://x.com/investseekers/status/2019403136289444345) 2026-02-05T13:30Z [----] followers, [----] engagements "$HIMS launches a compounded copy of $NVO 'sWegovy pill at an introductory price of $49/month undercutting Novo Nordisks branded price. Hims pill uses semaglutide and will cost $99/month after the intro period (vs $199 for Novos oral Wegovy). Novo shares are dropping heavily on the news. The move comes amid unprecedented pricing pressure flagged by Novo and rising competition including a potential oral entry from Eli Lilly. Hims says expanded compounding capacity enables lower prices; Novo has warned about safety and called for limits on mass compounding. #StocksInFocus #investing" [X Link](https://x.com/investseekers/status/2019410110611705913) 2026-02-05T13:57Z [----] followers, [----] engagements "$HIMS says it will launch a compounded version of the oral Wegovy pill but its fair to ask how that works in practice. $NVO s oral Wegovy relies on SNAC a proprietary delivery technology from Novo Nordisk that protects semaglutide in the stomach and helps it get absorbed. SNAC is patent-protected and not available to compounders like Hims. That means Hims can put semaglutide into a pill using a different formulation and sell it as a custom compound without claiming its equivalent to oral Wegovy. The key issue as I understand it is that without SNAC absorption is likely much lower and less" [X Link](https://x.com/investseekers/status/2019416974527189469) 2026-02-05T14:25Z [----] followers, 16.8K engagements "@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 "Investors are nervous after $HIMS announced a cheaper copy of $NVO's Wegovy pill says analyst Sren Lntoft Hansen of AL Sydbank. He warns that investors fear copycats could take market share in weight-loss pills just as they previously did in injectables adding pressure on Novo Nordisk. The move also raises legal questions. Copies are generally only allowed in cases of shortages which dont apply here. A narrow loophole may exist if side effects justify an alternative but the broader implications are serious. This kills innovation in medicine Sren Lntoft Hansen says adding that Novo must push" [X Link](https://x.com/investseekers/status/2019427166862151723) 2026-02-05T15:05Z [----] followers, [----] engagements "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. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our" [X Link](https://x.com/investseekers/status/2019427735035343202) 2026-02-05T15:07Z [----] followers, [----] engagements "$NVO CEO Mike Doustdar was briefing analysts on the Wegovy pill when he was told a $49 copy was already on the market from $HIMS. His reaction was blunt: A waste of money. According to Mike Doustdar without Novos patented SNAC technology semaglutide taken as a pill or liquid would be broken down in the stomach and simply wont work. Youre wasting $49 he said adding that he still needs to review what Hims has actually done. #StocksInFocus #InvestingTips https://twitter.com/i/web/status/2019436870304776371 https://twitter.com/i/web/status/2019436870304776371" [X Link](https://x.com/investseekers/status/2019436870304776371) 2026-02-05T15:44Z [----] followers, 21.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@investseekers Investseekers
Investseekers posts on X about $nvo, novo, stocks, $lly the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +5.50%
- [--] Month [---------] +274%
- [--] Months [---------] +322%
- [--] Year [---------] +1,579%
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- [--] Week [---] +4%
- [--] Month [---] +73%
- [--] Months [-----] +76%
- [--] Year [-----] +387%
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- [--] Week [-----] +4.50%
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- [--] Months [-----] +104%
- [--] Year [-----] +652%
CreatorRank: [------] #
Social Influence
Social category influence stocks #1805 finance #5023 currencies #1933 countries 8.77% travel destinations 6.03% financial services 1.37% technology brands 1.1% cryptocurrencies 1.1% exchanges 0.82% luxury brands 0.27%
Social topic influence $nvo #3, novo #338, stocks #417, $lly #2, $hims #36, ceo #808, strong #1467, eli lilly #4, target #577, closed #1069
Top accounts mentioned or mentioned by @preseidentmusk @researchpulse1 @doctor_salomon @victor544222181 @mulaarczyk @trem0nia09 @harpa70278288 @yynsz61995 @tacticzh @devineni6 @drcm4t @jackson_clu @sopcaja @tonymacarroni91 @gusatlantis @kontrainvest @fljgaard @jacobcordosa @juanper62124570 @chsstrguy
Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Pfizer, Inc. (PFE) Goldman Sachs (GS) TransDigm Group, Inc. (TDG) Amazon.com, Inc. (AMZN) Viking Therapeutics, Inc (VKTX) Bank of America (BAC) AstraZeneca PLC (AZN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Denmarks C25 index fell 0.7% on Wednesday. $NVO declined 2.6%. According to Danske Banks senior equity advisor Lars Skovgaard Andersen the move may be linked to news that Chinas Shanghai Shiling Pharmaceutical is developing a semaglutide based nasal spray the same active ingredient as Wegovy and Ozempic. He noted that while the obesity market looks very attractive more players want a share of it. However I reported this news yesterday so I am not convinced that explains todays drop. It is unclear what is driving NVO lower. Ambu was the weakest stock in C25 down 4.5% while DSV rose 2.3% to a"
X Link 2026-02-11T19:30Z [----] followers, [---] engagements
"The Danish earnings season is nearly over with only two C25 companies left to report next week: Royal Unibrew (Tue) and Sydbank (Wed). Royal Unibrew will try to buck the weak trend seen at Heineken Carlsberg & Olvi while Sydbank reports after Danish banks hit record highs on strong Q2 results. #StocksInFocus #investing https://twitter.com/i/web/status/1959567918733164950 https://twitter.com/i/web/status/1959567918733164950"
X Link 2025-08-24T10:46Z [----] followers, [----] engagements
"Norways sovereign wealth fund (Norges Bank) one of $NVO s largest shareholders says it will not support Lars Rebien as the new chair. They argue that the Novo Nordisk Foundations plan to replace most of the board at once is too extensive and lacks justification. Influential proxy advisor Institutional Shareholder Services shares the same view saying investors have not been given a compelling reason for such a sweeping board overhaul. #StocksToWatch #investing https://twitter.com/i/web/status/1987802407774888060 https://twitter.com/i/web/status/1987802407774888060"
X Link 2025-11-10T08:40Z [----] followers, [----] engagements
"Rough day for Danish #stocks . The C25 index fell for the fourth day in a row dropping 2.4% with [--] out of [--] companies in the red. The only stock holding up was Coloplast up 0.6%. Biggest losers: GN Store Nord 5.5% Zealand Pharma 4.4%. $NVO also slipped 2.5%"
X Link 2025-11-18T18:50Z [----] followers, [----] engagements
"The Danish C25 index closed up 0.6% on Thursday its third straight day in the green. $NVO finished 1.05% lower after Handelsbanken downgraded the stock arguing market expectations are too high. At the top of the index was GN Store Nord jumping 5.9%. #StockMarket #Denmark"
X Link 2025-11-27T17:28Z [----] followers, [----] engagements
"I just updated my full analysis of $TDG and its the longest deep dive I have ever written. Around 90% of TDGs sales come from components it uniquely designs and owns and roughly 7580% of revenue comes from parts where TransDigm is the only approved supplier. These are mission-critical products with long lifecycles and strong pricing power. Its a company I would love to add to the portfolio one day. Read the full analysis here: #Stocks #Invest https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation"
X Link 2025-11-28T20:34Z [----] followers, [----] engagements
"$AHT.L reports earnings Tuesday and its a much more interesting business than most people realise. Its one of the largest equipment rental companies in North America and the U.K. (Sunbelt Rentals) and its real edge is scale: dense branch networks clustered locations in major cities faster delivery higher availability and the ability to serve everyone from small contractors to national builders. Read my full analysis here: #StocksToWatch #investingtips https://www.investseekers.com/post/ashtead-built-for-the-long-haul https://www.investseekers.com/post/ashtead-built-for-the-long-haul"
X Link 2025-12-08T05:45Z [----] followers, [---] engagements
"Lars Hytting (ArthaScope) has picked three stocks he believes can beat the market in [----] and one of them is $NVO. After a tough year with the stock down 50% he expects Novo Nordisk to rebound seeing potential for a 1015% gain next year. He says the worst is priced in: Were at a point where no news is good news. Key catalysts hes watching: the Wegovy pill launch and upcoming obesity-drug data both of which he expects to deliver. Link to article (in Danish): #StocksToWatch #Investing https://www.euroinvestor.dk/nyheder/strateg-udpeger-tre-vinderaktier-til-2026-det-bliver-de-danske-aktiers-aar"
X Link 2025-12-10T07:27Z [----] followers, [----] engagements
"The Danish C25 index closed up 1.9% on Thursday helped by $NVO which gained 3.4%. But Novo wasnt the top performer today: GN Store Nord and A.P. Mller-Mrsk both finished even stronger. #StocksToWatch #Invest #Denmark"
X Link 2025-12-11T16:42Z [----] followers, [---] engagements
"$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
"Summary of ProInvestor Q&A with Zealand Pharma CEO Adam Steensberg. Like $NVO Zealand Pharma is a Danish company focused on obesity treatment making this relevant reading even for Novo investors who dont follow $ZEAL. Big picture takeaway Zealand Pharma sees itself in the middle of a strategic transition from a niche peptide company to a leading metabolic-disease biotech. Management believes years of investment are now beginning to translate into real clinical momentum with a strong focus on differentiated drugs patient experience and long-term value creation rather than short-term hype."
X Link 2025-12-18T18:55Z [----] followers, [----] engagements
"Changes in the #Portfolio : Out with one Swedish serial acquirer in with another I decided to close my position in Indutrade and open a position in Vitec. Indutrade remains a high-quality company but it was a small position that was up around 10% since I bought it a few months ago. At current levels I dont find it attractive to increase the position. As I believe Vitec trades at a more attractive valuation I decided to make the switch. Here is a short introduction to Vitec: Business Vitec Software Group is a Swedish vertical software company with its origin and headquarters in Ume. The"
X Link 2025-12-19T12:45Z [----] followers, [----] engagements
"$GMAB will discontinue clinical development of acasunlimab after a portfolio review. The decision reflects: A more competitive landscape Focus on higher-impact late-stage assets Disciplined capital allocation Genmab will prioritize EPKINLY petosemtamab and Rina-S going forward. I have a small position in Genmab. #StocksInFocus #investing https://twitter.com/i/web/status/2005656176248176987 https://twitter.com/i/web/status/2005656176248176987"
X Link 2025-12-29T15:04Z [----] followers, [----] engagements
"On the second-to-last #trading day of the year Denmarks C25 index closed up 0.2% despite $NVO falling 1.2%. The index was led by: rsted (+3.2%) after news that Dominion Energy plans to sue the Trump administration to restart a U.S. offshore wind project GN Store Nord (+2.6%) $GMAB was the worst performer (-2%) after announcing it will discontinue development of the cancer drug acasunlimab #StockMarket #investing https://twitter.com/i/web/status/2005680677379883261 https://twitter.com/i/web/status/2005680677379883261"
X Link 2025-12-29T16:41Z [----] 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 $300M in expected revenue in [----]. A classic TransDigm deal: highly engineered parts strong aftermarket content and a fit with its private-equity-like value creation strategy. TransDigm is a company Id love to add to my portfolio at the right price. Ive written more about why here: #StocksInFocus #Investing https://www.investseekers.com/post/transdigm-resilient-growth-in-aviation"
X Link 2025-12-31T19:20Z [----] followers, [----] engagements
"$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
"The U.S. Food and Drug Administration has granted priority review to $SNY s application to expand approval of its type [--] diabetes drug Tzield. Already approved for patients aged 8+ Sanofi is now seeking approval for all patients over age [--]. Tzield is designed to delay progression from stage [--] to stage [--] type [--] diabetes. The FDA decision is expected April [--]. #stocks #Investing https://twitter.com/i/web/status/2008115380024123667 https://twitter.com/i/web/status/2008115380024123667"
X Link 2026-01-05T09:56Z [----] 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. $GMAB climbed 5.3% after a price target hike from SEB while ISS rose 4.4% following an upgrade to Overweightfrom Morgan Stanley. #stocks #investing https://twitter.com/i/web/status/2008580351451377674"
X Link 2026-01-06T16:44Z [----] followers, [----] engagements
"$GMAB is partnering with Anthropic to design and deploy custom agent-based AI solutions powered by Claude. The collaboration aims to accelerate data processing analysis and documentation across Genmabs R&D operations while keeping humans in the loop. Management says the goal is to cut manual work scale operations and let teams focus more on high-value scientific and strategic tasks. Anthropic has been one of the hottest names in AI with recent major partnerships involving $SNOW $MSFT and $NVDA. I own a small position in Genmab #stocks #investingtips"
X Link 2026-01-07T14:58Z [----] followers, [----] engagements
"$NVO has expanded its partnership with $VEEV by committing its International Operations to Veeva Vault CRM. Vault CRM will provide Novo Nordisk with a global AI-enabled commercial platform designed to improve execution across personal and digital channels while meeting country-specific compliance requirements. Novo says the system will serve as a core technology foundation to support more effective commercial execution as it delivers medicines to patients worldwide. Link to press release: #stocks #Investing"
X Link 2026-01-07T15:50Z [----] followers, [----] engagements
"$ROK doesnt get the same attention as Big Tech but it sits at the heart of a powerful long-term trend. Rockwell Automation provides the automation tech that helps factories run faster smarter and more efficiently across industries from autos and semiconductors to food and logistics. I just published a new analysis: #StocksToWatch #Investing https://www.investseekers.com/post/rockwell-automation-a-long-term-winner-in-industrial-automation https://www.investseekers.com/post/rockwell-automation-a-long-term-winner-in-industrial-automation"
X Link 2026-01-10T19:17Z [----] followers, [----] engagements
"Danske Bank says $NVO 's U.S. launch of the Wegovy pill could be one of the biggest launches ever in diabetes and severe obesity. The bank points to $LLY s Zepbound as a template: Zepbound reached [-----] weekly prescriptions after just [--] weeks and a similar ramp for oral Wegovy is not unrealistic. The relatively low price ($149299/month) limits revenue per patient in the short term but could significantly expand access and drive high volumes. Danske Bank reiterates Buyon Novo with a DKK [---] price target. #StocksToBuy #investing https://twitter.com/i/web/status/2011096272061509829"
X Link 2026-01-13T15:21Z [----] followers, [----] engagements
"Denmarks C25 index rose 1.1% on Wednesday. $NVO slipped 1.3% while Jyske Bank jumped 7.2% after upgrading its [----] outlook. Genmab gained 4.9% after CEO Jan van de Winkel said [----] could be a major launch year with key data readouts coming in [----]. Vestas climbed 3.6% on positive order news from rival Nordex while Pandora fell 2.9% amid record silver prices and cautious consumers. #stocks #investing https://twitter.com/i/web/status/2011505352806658380 https://twitter.com/i/web/status/2011505352806658380"
X Link 2026-01-14T18:27Z [----] followers, [----] engagements
"$NVO $ZEAL Zealand Pharma CEO Adam Steensberg says the company is uniquely positioned to use AI to accelerate drug discovery in metabolic diseases citing 25+ years of proprietary data as the key differentiator. Speaking at JPMorgans healthcare conference he stressed that protected data is what truly sets AI leaders apart. Zealand has secured access to Denmarks Gefion AI supercomputer operated by the Danish Centre for AI Innovation (DCAI) founded by the Novo Nordisk Foundation (majority owner of Novo Nordisk) together with EIFO Denmarks state-owned investment fund. This highlights how leading"
X Link 2026-01-15T09:31Z [----] followers, [----] engagements
"@Sopcaja I agree. Too cheap to ignore and the free cash flow growth per share is a thing of beauty. I did look into Wolters Kluwer after Terry Smith recently bought it but I had a hard time assessing whether AI could disrupt its business. Ill do some more work on it. Thank you"
X Link 2026-01-19T18:45Z [----] followers, [---] engagements
"@IvanRamljakRama Prosus You still get a discount to Tencent but Tencent isn't trading at as an attractive valuation as it used to. It depends on how long you expect to hold the shares. I don't see any near-term catalyst"
X Link 2026-01-20T12:57Z [----] followers, [---] engagements
"$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
"Denmarks C25 index rose 2.3% on Thursday with [--] of the [--] largest stocks higher. $NVO led the gains up 6.15% after a 4% drop on Wednesday. Goldman Sachs says Novo has had a strong start to [----] with momentum supported by the launch of the Wegovy pill. Zealand Pharma gained 5.9% without company-specific news while rsted rose 4.9% on easing Greenland tariff concerns. NKT and Pandora were the laggards down 1.3% and 1.5%. #stockmarket #investing #Denmark https://twitter.com/i/web/status/2014378738268450985 https://twitter.com/i/web/status/2014378738268450985"
X Link 2026-01-22T16:44Z [----] followers, [----] engagements
"$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
"@StockMKTNewz Im going to spend some time researching $TYL this weekend. Maybe you should too"
X Link 2026-01-23T18:47Z [----] followers, [---] engagements
"$NVO s oral Wegovy is already rippling through the supply chain. Strong early prescriptions for the pill are raising concerns about cannibalization of injectable GLP-1s pressuring syringe makers like $BDX and $WST. That said GLP-1 syringes make up 2% of BDX sales and JPM notes injectables should remain important with orals likely used mainly for maintenance. #StocksInFocus #investing https://twitter.com/i/web/status/2014806972755845415 https://twitter.com/i/web/status/2014806972755845415"
X Link 2026-01-23T21:06Z [----] followers, [----] engagements
"A class action lawsuit was filed in New York federal court accusing $NVO of a pay-for-delay scheme with $TEVA to delay generic competition for Victoza. The suit claims generics could have entered the market in [----] absent a [----] settlement. Teva launched its generic in [----]. Link: #stocks #investing https://www.reuters.com/legal/government/novo-nordisk-sued-allegedly-monopolizing-diabetes-drug-victoza-2026-01-23/ https://www.reuters.com/legal/government/novo-nordisk-sued-allegedly-monopolizing-diabetes-drug-victoza-2026-01-23/"
X Link 2026-01-24T14:42Z [----] followers, [----] engagements
"Per Hansen (Nordnet) on $NVO vs. $LLY: the market story may be too one-sided. The past year has been driven by a narrative of Lilly strength vs. Novo weakness but sentiment may have swung too far. While Lilly gained momentum in [----] and is expected to keep growing in [----] the market could end up more balanced than analysts assume. Key takeaways: Novo & Lilly remain a duopoly until 2027; both still expected to be #1 and #2 by [----] Analysts often model Lilly with a 7080% share vs. Novo 2030% long term But a small BofA doctor survey suggests the pill market in the US could be 53/47 in Lillys"
X Link 2026-01-26T07:38Z [----] followers, [----] engagements
"BMO Capital Markets raises its price target on $NVO s U.S.-listed ADR to $57 from $46 while reiterating a market perform rating. #StocksToBuy #investing"
X Link 2026-01-26T10:16Z [----] followers, [----] engagements
"Goldman Sachs sees much more upside in $NVO s Wegovy pill than the market currently prices in. After a strong U.S. launch with 20000+ prescriptions already in week two Goldman estimates peak annual sales above DKK 40bn by [----] of which DKK 36bn would come from the U.S. alone. That is 2535% above current consensus which Goldman calls conservative. This challenges the prevailing market view that Novo will be the loser in the oral obesity race once Eli Lilly launches its pill later in [----]. Key points from Goldman: Early prescription data point to clear demand even in a much more mature obesity"
X Link 2026-01-26T14:23Z [----] followers, [----] engagements
"Earlier I wrote about $NVO being sued over an alleged pricing deal with Teva that delayed a generic version of Victoza. More details have now emerged. Novo Nordisk is being sued in the U.S. by large drug distributor J.M. Smith Corp. and other buyers who claim they overpaid for the diabetes drug Victoza. According to the lawsuit Novo paid Teva to delay the launch of generic Victoza by a year and allegedly misused U.S. patents to block other generic makers like Mylan and Sandoz. Novo has declined to comment. J.M. Smith Corp. is seeking repayment of alleged overcharges plus damages."
X Link 2026-01-26T17:19Z [----] followers, [----] engagements
"Motley Fool Says $NVO Could Climb 40% in [----] After losing more than half its value since mid-2024 Novo Nordisk is showing signs of a real turnaround. The catalyst is the newly launched Wegovy pill. The oral version removes injections expands access and is being aggressively rolled out via $AMZN $COST and other channels. Early prescription data show a strong start. At 18x earnings Novo still trades well below its long-term average P/E of [--]. If confidence returns and the multiple moves back toward 25x on $3.5 EPS the stock could approach $87 roughly 40% upside from here. Link to analysis:"
X Link 2026-01-26T19:07Z [----] followers, [----] engagements
"How will Ozempic & Wegovy shape $NVO s Q4 results on Feb [--] What we know: Ozempic + Wegovy generated DKK 152.5bn in the first [--] months of [----] (66% of total sales) Both benefit from major label expansions (CV risk reduction kidney disease heart failure with preserved ejection fraction OA knee pain) Novo is seeking approval for higher-dose Wegovy (7.2mg) and more Ozempic indications Near-term reality: Q4 growth likely slowed after guidance cuts U.S. momentum pressured by competition and compounded semaglutide YoY growth expected but at a slower pace for both Ozempic (diabetes) and Wegovy"
X Link 2026-01-26T21:22Z [----] 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 $LLY Nordnets Per Hansen on U.S. drug pricing pressure: According to reports the U.S./Trump administration may not index payments to health insurers in [----] which hit the sector hard in after-hours trading. Trump has promised lower drug prices. Pharma companies including Novo Nordisk have already started cutting prices on medicines like obesity drugs. The next step may be forcing the middlemen health insurers and PBMs to absorb part of the cost. Under the proposal compensation to insurers such as UnitedHealth Humana and CVS would see little to no increase in [----] versus prior"
X Link 2026-01-27T09:18Z [----] followers, [----] engagements
"Citi has initiated coverage of $NVO with a Neutral rating and a DKK [---] price target saying [----] will be challenging despite a strong start to the year. Headwinds into 2026: Lower prices from Novos deal with the Trump administration Ongoing competition from compounders and future semaglutide generics A sluggish diabetes market Semaglutide patent expiries approaching Citi expects no earnings growth in [----] as price pressure hits before broader Medicare access fully offsets the impact. Novo did gain wider patient access and three years of tariff exemptions but near-term sales are still under"
X Link 2026-01-27T10:12Z [----] followers, [----] engagements
"$NVO $LLY Its interesting that Eli Lilly has said its early launch of LillyDirect wasnt originally driven by weight-loss ambitions but rather timing and circumstance. Yet today the channel matters a lot: around 30% of Lillys weight-loss sales are cash-pay versus roughly 10% for Novo Nordisk. That gap helps explain why Novo is now pushing harder into direct-to-consumer channels. #StocksToWatch #investing https://twitter.com/i/web/status/2016116602270286201 https://twitter.com/i/web/status/2016116602270286201"
X Link 2026-01-27T11:50Z [----] followers, [----] engagements
"Competition is heating up in obesity drugs. The battle is still led by $NVO and $LLY but new challengers are emerging. Roche says its candidate CT-388 delivered 22.5% weight loss after [--] weeks (19% vs placebo) with no clear plateau. Jefferies cautions that differentiation will be key in an increasingly crowded price-pressured market and notes CT-388 still needs Phase [--] data and only modestly exceeds Lillys Zepbound so far. Roche is encouraged by the results and is moving CT-388 into Phase [--]. The drug came via its acquisition of Carmot Therapeutics and Roche is also exploring combinations"
X Link 2026-01-27T13:11Z [----] followers, [----] engagements
"$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
"Denmarks C25 closed up 0.2% on Tuesday despite $NVO ending down 0.8%. Danish banks led the market with AL Sydbank (+1.5%) Jyske Bank (+0.7%) and Danske Bank (+1.2%) mirroring strength across Europes financial sector. NKT rose 2.7% on news tied to the Energi Bornholm offshore wind project. A.P. Mller-Mrsk extended its rally (+2.3%) amid renewed Red Sea security concerns. On the downside Demant fell 3.8% after a Bank of America target cut while Coloplast slipped 0.4% to its lowest close since [----]. #StocksInFocus #investing #Denmark https://twitter.com/i/web/status/2016188060308746463"
X Link 2026-01-27T16:34Z [----] followers, [----] engagements
"Another positive article on $NVO from Motley Fool. They highlight Novo Nordisk as one of just two pharma stocks they believe could rebound in [----] pointing to: The launch of oral Wegovy New label expansions Potential approval of CagriSema Late-stage progress with Amycretin Link to article: #StocksToWatch #investing https://www.fool.com/investing/2026/01/27/2-pharmaceutical-stocks-set-to-rebound-in-2026/ https://www.fool.com/investing/2026/01/27/2-pharmaceutical-stocks-set-to-rebound-in-2026/"
X Link 2026-01-27T19:20Z [----] followers, [----] engagements
"$NVO sees Asia-Pacific as a massive long-term growth engine. The company currently treats fewer than [--] million patients across APAC out of [---] million people living with obesity and [---] million with diabetes. Management believes that patient base can be tripled over the coming years. Key points: Largest GLP-1 markets in the region: Australia Japan South Korea and India GLP-1 penetration remains very low (0.5% for obesity 2% for diabetes) Obesity drug sales in APAC grew 221% over the first nine months of [----] the fastest of any region Diabetes GLP-1 sales in APAC rose 12% over the same period"
X Link 2026-01-27T20:21Z [----] followers, [----] engagements
"$NVO vs $VKTX: which obesity stock looks safer The takeaway: Novo looks like the safer bet. Why Novo stands out: Market leader with 59% global GLP-1 share across diabetes and obesity Multiple approved revenue-generating products (Ozempic Wegovy Rybelsus) First FDA-approved oral GLP-1 for obesity with strong early U.S. uptake Broad label expansions including cardiovascular heart failure with preserved ejection fraction osteoarthritis knee pain and kidney disease Next-gen pipeline (CagriSema amycretin) plus a growing rare disease franchise Vikings upside comes with much higher risk: No approved"
X Link 2026-01-27T21:41Z [----] followers, [----] engagements
"For those asking about todays $NVO employee meeting this appears to be the agenda: Where Novo Nordisk is heading as a company Key strategic priorities The culture the company wants to build An open forum for employee questions Sounds like a broad alignment session rather than anything financial or operational. https://twitter.com/i/web/status/2016429782041330048 https://twitter.com/i/web/status/2016429782041330048"
X Link 2026-01-28T08:34Z [----] followers, [----] engagements
"Seems like $NVO will have a Super Bowl commercial. $NVO warming up for Super Bowl +100 million Americans will learn more about wegovy pill at Super Bowl. In general users of wegovy and Zepbound is about 75% women and only about 25% men. One of the key focus for launch of wegovy pill is middle aged men with BMI 27-35 $NVO warming up for Super Bowl +100 million Americans will learn more about wegovy pill at Super Bowl. In general users of wegovy and Zepbound is about 75% women and only about 25% men. One of the key focus for launch of wegovy pill is middle aged men with BMI 27-35"
X Link 2026-01-28T10:43Z [----] followers, 24.8K engagements
"$NVO CEO Mike Doustdar told employees at an all-hands meeting that the company faces near-term headwinds according to Finans sources present at the meeting. Longer term however Mike Doustdar expects tailwinds ahead. Chairman Lars Rebien Srensen also addressed the dismissal of former CEO Lars Fruergaard Jrgensen hinting he may have acted too late. #StocksToWatch #investing https://twitter.com/i/web/status/2016540143285342557 https://twitter.com/i/web/status/2016540143285342557"
X Link 2026-01-28T15:53Z [----] followers, [----] engagements
"$NVO $LLY Walmart is stepping up its healthcare push. The retailer is upgrading [----] pharmacy technician roles to operations team leads raising average hourly pay to $28 from $22 with top pay reaching $40.50 an hour. Team leads can earn up to $42 an hour excluding bonuses. The move supports Walmarts expansion in digital health and pharmacy services across its [----] U.S. locations including faster pharmacy delivery Better Care Services and access to Eli Lillys LillyDirect program. Amazon is pushing on a similar front expanding same-day prescription delivery and recently offering Novo Nordisks"
X Link 2026-01-28T17:31Z [----] followers, [----] engagements
"JD Vance sneering about interruptions would be funny if it werent so shameless. This is the same guy who talked over Zelensky like an attention-starved talk-show guest but now wants to lecture others on behavior. Hard to take lessons from someone whose whole act is cutting off serious people to feel important"
X Link 2026-01-28T17:58Z [----] followers, 47.3K engagements
"$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
"A new competitor to $NVO in MASH Shares in Inventiva are up 50% in early [----] as investors position ahead of a key Phase [--] readout for its oral MASH drug lanifibranor. MASH is a fast-growing liver disease linked to obesity and diabetes. The market could reach $24bn by the next decade. Treatments from Madrigal Pharmaceuticals and Novo Nordisk (via Wegovy) are already approved. If Inventivas data is positive it could unlock commercialization and make the company a takeover target as Big Pharma races to gain MASH exposure. Link to article: #StocksInFocus #investing"
X Link 2026-01-28T19:21Z [----] followers, [----] engagements
"$NVO s oral GLP-1 obesity pill is drawing global attention beyond the U.S. including Indonesia where adult obesity has reached 23.4% and central obesity 36.8%. Local management says oral GLP-1s could be a key tool as Indonesia shifts obesity care toward treating it as a chronic disease not a lifestyle issue. Link to article: #StocksToWatch #Investor https://manufacturingchemist.com/indonesia-looks-to-oral-glp-1s-rising-obesity https://manufacturingchemist.com/indonesia-looks-to-oral-glp-1s-rising-obesity"
X Link 2026-01-29T07:24Z [----] 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
"New U.S. prescriptions for $NVO 's Wegovy pill are ramping fast: from [----] in week [--] to [-----] in week [--] and now [-----] in the latest week after launch. #StocksInFocus #Investing"
X Link 2026-01-30T07:15Z [----] 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
"New US prescription data show continued strong uptake of the oral Wegovy launch from $NVO: [-----] scripts in week [--] vs [-----] the week before (+31%) according to Symphony Health. Despite the Martin Luther King Day holiday dragging down overall prescriptions analyst Sren Lntoft Hansen from Sydbank calls the rollout very positive and notes the pill is still outperforming past obesity drug launches. At the same time prescriptions fell week-on-week for injectable Wegovy (148553 vs 156370) Ozempic (508939 vs 545268) and rivals from Eli Lilly (Zepbound [------] vs 304410; Mounjaro [------] vs 695440)."
X Link 2026-01-30T09:42Z [----] followers, [----] engagements
"More $NVO news 🚨JUST IN - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g 🚨JUST IN - $NVO's SEMAGLUTIDE GETS POSITIVE EU OPINION FOR LIVER TREATMENT. The EU has recommended a conditional marketing authorization for Kayshild (Semaglutide). Kayshild will be available in 0.25mg 0.5mg 1.7mg and a 2.4mg dose. Keep in mind these are injectables. https://t.co/XRZekvha7g"
X Link 2026-01-30T12:42Z [----] followers, [----] engagements
"Update on oral Wegovy from $NVO: IQVIA US prescriptions rose from [-----] in week [--] to [-----] in week [--] after launch. Symphony insured-claims data show a similar move from [-----] to [-----]. The small gap reflects methodology differences: IQVIA uses pharmacy audits and projections while Symphony Health tracks insured patient claims. Different datasets same takeaway: strong accelerating uptake. #StocksToBuy #investing https://twitter.com/i/web/status/2017234845722710307 https://twitter.com/i/web/status/2017234845722710307"
X Link 2026-01-30T13:54Z [----] followers, [----] engagements
"New competition is coming for $NVO and $LLY. AstraZeneca is strengthening its obesity pipeline through a major collaboration with CSPC Pharmaceutical Group. The deal covers [--] weight management and metabolic programmes including a clinical-ready once-monthly GLP-1/GIP candidate AI-driven peptide discovery and sustained-release dosing tech. AstraZeneca will pay $1.2bn upfront with up to $3.5bn in milestones gaining global rights outside China. Another sign Big Pharma is doubling down on next-gen obesity treatments. Link: #StocksInFocus #investing"
X Link 2026-01-30T15:06Z [----] followers, [----] engagements
"$NVO Q4 preview Feb 4: Management expected to guide for a downturn the only question is how deep. Novo Nordisk is widely expected to play it safe in its annual guidance. This is Mike Doustdars first full-year guidance so there may be some air built in said Henrik Hallengreen Laustsen of Jyske Bank. Novo has likely done what it can to talk expectations down and highlight the growth challenges ahead. Analysts now expect negative sales growth in local currency with guidance potentially ranging from 1% to 9%. Headwinds include US price cuts loss of Medicaid reimbursement for Wegovy in key states"
X Link 2026-01-30T16:07Z [----] followers, [----] engagements
"$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
"Is $NVO a buy after the strong launch of oral Wegovy Motley Fool tries to answer that question. After losing share to $LLY last year Novo is fighting back with its oral Wegovy pill. Early data look encouraging: prescription volumes in the first weeks reportedly exceeded those of injectable Wegovy and Lillys Zepbound at the same stage. The pill expands the market by targeting patients who avoid injections struggle with cold storage or pay out of pocket at a lower price. While oral Wegovy likely wont match injectables in revenue peak sales could still reach $3.3bn. With more obesity drugs"
X Link 2026-01-31T17:34Z [----] followers, [----] engagements
"$NVO ahead of Q4 [----] earnings (Feb 4): how should investors play it Consensus sees Q4 revenue at $12bn and EPS at $0.89 but [----] EPS estimates have been cut (from $3.65 to $3.29). Analysts expect pressure from US pricing FX competition and compounded semaglutide despite solid Q4 execution. Positives: strong franchises (Wegovy Ozempic Rybelsus) FDA approval and launch of oral Wegovy (first-mover vs Eli Lilly) and pipeline progress across obesity diabetes and rare disease. Risks: margin pressure from discounts intensifying competition (LLY Roche biotechs) estimate cuts and restructuring risk"
X Link 2026-01-31T19:25Z [----] followers, [----] engagements
"$NVO is partnering with Italys professional cycling league as official health partner of the Coppa Italia delle Regioni [----] to raise awareness around obesity and diabetes. Novo Nordisk Italy GM Jens Pii Olesen said the event offers a unique nationwide platform to promote prevention physical activity and better care highlighting a strong focus on childhood obesity with 40% of Italian children overweight or obese. It might not be big news but as a cycling fan myself I like it Link to article: #StocksInFocus #Invest"
X Link 2026-01-31T21:22Z [----] followers, [----] engagements
"The rise of GLP-1 drugs from $NVO and $LLY is already reshaping consumer behavior and $SBUX is adapting. Starbucks CEO Brian Niccol says GLP-1 users eat smaller meals snack more and prefer protein and fiber. Thats driving Starbucks push into protein snacks wraps sugar-free syrups and protein milk. GLP-1 adoption is accelerating. US households with a GLP-1 user reached 20% in [----] even before Novo launched its Wegovy pill in January which saw 18000+ prescriptions in its first week. Brian Niccol calls the afternoon a multibillion-dollar opportunity as Starbucks positions itself as a destination"
X Link 2026-02-01T08:22Z [----] followers, [----] engagements
"The coming week is a busy one for the Danish market. Of course $NVO reports earnings on Wednesday morning but several other key names are also in focus. Ill be watching ChemoMetec and Ambu on Wednesday Genmab on Thursday and Coloplast on Friday. #stocks #investing"
X Link 2026-02-01T14:37Z [----] followers, [----] engagements
"$LLY CEO Dave Ricks says upcoming Medicare coverage of obesity drugs could change the game for Lillys oral GLP-1 pill orforglipron. Dave Ricks told CNBC that Medicare coverage is expected immediately after launch sharply lowering patient costs. He noted that many early users of $NVO s Wegovy pill are new to GLP-1s expanding the market rather than cannibalizing injections. Medicare coverage later this year could open access for [----] million beneficiaries with some patients paying $50/month. Pricing will step down early but Lilly expects volume growth to accelerate in H2. Link to article:"
X Link 2026-02-01T16:02Z [----] 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 heads into earnings with expectations for a cautious [----] outlook. Analysts expect CEO Mike Doustdar to play it safe in what he has called a difficult year marked by U.S. price pressure rising competition and patent headwinds. As he said on his first day as CEO: Ive been making budgets for [--] years and Ive never missed one. That mindset likely points to conservative guidance with the Wegovy pill as the key upside wildcard. Link to article (in Danish): #StocksInFocus #investing https://borsen.dk/nyheder/virksomheder/mike-doustdar-vil-spille-forsigtigt-ud-i-svaert-ar-for-novo-nordisk"
X Link 2026-02-02T08:32Z [----] followers, [----] engagements
"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 s Q4 [----] report is expected to put major focus on [----] guidance. Analysts at Danske Bank and Nordea expect a cautious outlook amid US pricing pressure FX headwinds and rising competition from Eli Lilly. Expectations point to roughly -2% to -8% operating profit and -2% to -6% sales growth (CER) for [----]. Despite this oral Wegovy has started stronger than expected with early US prescription data showing rapid uptake and no clear injection cannibalisation yet. Consensus sees Q4 operating profit around DKK 31.5bn and sales DKK 77.6bn. The company reports Feb [--] (07:30 CET). #stocks"
X Link 2026-02-02T15:02Z [----] followers, [----] engagements
"$NVO reported strong Phase [--] REIMAGINE [--] results for CagriSema in type [--] diabetes: Up to 14.2% weight loss and up to 1.91pp HbA1c reduction at [--] weeks both superior vs semaglutide alone. Up to 43% of patients achieved 15% weight loss and 24% achieved 20%. Safety and tolerability were consistent with incretin and amylin therapies. Data support regulatory discussions and reinforce CagriSemas potential as a next-gen metabolic therapy. Link to press release: #StocksToBuy #investing"
X Link 2026-02-02T16:35Z [----] followers, [----] engagements
"$NVO reports Q4 results on Feb [--] (07:30 CET). Bloomberg consensus (23 analysts) expects EBIT of DKK 31.5bn vs DKK 36.7bn a year ago and sales of DKK 77.0bn vs DKK 85.7bn. The company hosts a call at 13:00 CET. Recent report-day moves have been volatile including -23.1% (Q2 2025) and -4.5% (Q3 2025). #stocks #investing https://twitter.com/i/web/status/2018386433812123750 https://twitter.com/i/web/status/2018386433812123750"
X Link 2026-02-02T18:10Z [----] followers, [----] engagements
"Context to my earlier post on ABG Sundal Collier cutting its PT on $NVO to DKK [---] and downgrading to hold: ABG questions consensus expectations of 45pp margin expansion in [--------]. The bank highlights execution risks around defending 70% of sales tied to semaglutide building the next product cycle rising M&A and capex and shifting toward a more consumer-focused model. ABG also expects wide [----] guidance potentially including negative growth which could weigh on sentiment. #stocks #investing https://twitter.com/i/web/status/2018402288264438228"
X Link 2026-02-02T19:13Z [----] followers, [----] engagements
"Denmarks C25 index rose 1.4% Monday. $NVO gained 1% after positive Phase [--] data for CagriSema showing up to 14.2% weight loss though sentiment was partly offset by ABG Sundal Collier cutting its rating to hold and PT to DKK [---] from DKK 400.Elsewhere Pandora jumped 9% as silver prices fell sharply while FLSmidth lagged as lower metal prices weighed on mining-related stocks. #StocksInFocus #investing https://twitter.com/i/web/status/2018451446153552144 https://twitter.com/i/web/status/2018451446153552144"
X Link 2026-02-02T22:28Z [----] followers, [----] engagements
"$NVO s U.S.-listed ADR closed at $58.93 equivalent to DKK [------] below the Copenhagen close of DKK [------] suggesting a slightly negative open in Copenhagen today. #StocksToBuy #investing"
X Link 2026-02-03T06:09Z [----] followers, [----] engagements
"$NVO s CagriSema is among the most anticipated drug launches with Evaluate forecasting $17.2B annual sales by [----]. Together with $LLY s orforglipron ($11.8B) the top two drugs alone could match last years entire top-10 launch forecast. Link to article: #StocksToBuy #investing https://www.fiercepharma.com/marketing/top-10-most-anticipated-drug-launches-2026 https://www.fiercepharma.com/marketing/top-10-most-anticipated-drug-launches-2026"
X Link 2026-02-03T07:21Z [----] followers, [----] engagements
"$NVO has received positive EU regulator backing for semaglutide in liver disease MASH where it plans to use the new brand name Kayshild if approved. If cleared it would be the first GLP-1 drug approved for MASH in Europe. In Phase [--] data 37% of patients improved liver scarring vs 22.5% on placebo while disease resolution reached 63% vs 34%. The decision would expand semaglutide beyond diabetes and obesity and increase competition with Madrigal Pharmaceuticals in the MASH market. Link ot article: #StocksToBuy #investing https://firstwordpharma.com/story/7087126"
X Link 2026-02-03T08:25Z [----] followers, [----] engagements
"$NVO has submitted oral Wegovy (semaglutide [--] mg) for regulatory approval in Brazil with ANVISA for obesity treatment long-term weight management and CV risk reduction. Link: #StocksToBuy #investing https://www.novonordisk.com.br/content/nncorp/br/pt/noticias-e-imprensa/busca-noticias/novo-nordisk-submete-wegovy-comprimidos-semaglutida-oral-25-mg-para-tratamento-da-obesidade-a-aprovacao-regulatoria-da-anvisa.html"
X Link 2026-02-03T08:58Z [----] followers, [----] engagements
"$NVO could face its first negative growth year in a long time in [----] according to Jyske Bank with focus on guidance oral Wegovy launch commentary and obesity market expansion after price cuts. Jyske expects cautious initial guidance seeing [----] local-currency sales and profit growth in a range of -10% to 0% (bank est. -2.5% sales -2.7% earnings). Headwinds include semaglutide patent expiries lower US prices and rising competition from Eli Lilly and generics partly offset by oral Wegovy rollout and cost savings. Link to article (in Danish): #StocksToBuy #investing"
X Link 2026-02-03T11:40Z [----] followers, [----] engagements
"Ahead of earnings tomorrow $NVO has already flagged multiple headwinds into [----] and investors are watching whether new CEO Mike Doustdar takes an extra cautious stance in his first full-year guidance to avoid future downgrades after the reset seen in [----]. Key pressures include US price cuts upcoming semaglutide patent expiries in markets like Canada China India and Brazil weaker USD effects reduced obesity drug coverage in some US Medicaid programs and competition from compounded copies. Potential offsets include strong early oral Wegovy prescription trends and expanding US obesity"
X Link 2026-02-03T12:58Z [----] followers, [----] engagements
"$NVO faced competition from $PFE in the Metsera deal and Pfizer has now reported new data from the acquired obesity asset. Pfizer said experimental obesity drug PF-3944 showed up to 12.3% weight loss in non-diabetic patients in a mid-stage trial with continued weight loss after switching from weekly to monthly injections and no plateau seen at week [--]. Link to article: #StocksToBuy #investing https://www.reuters.com/business/healthcare-pharmaceuticals/pfizers-experimental-drug-shows-up-123-weight-loss-mid-stage-trial-2026-02-03/ https://twitter.com/i/web/status/2018695344540815378"
X Link 2026-02-03T14:37Z [----] followers, [----] engagements
"Danish retail investors are positioning ahead of earnings season. According to Nordnet $NVO and Pandora were the two most bought stocks among Danish customers in January. Other popular buys included rsted Tryg Zealand Pharma Vestas and Coloplast. On the sell side A.P. Mller-Mrsk topped the list followed by Netcompany Norden and Genmab. #StocksToBuy #investing https://twitter.com/i/web/status/2018720452454031644 https://twitter.com/i/web/status/2018720452454031644"
X Link 2026-02-03T16:17Z [----] followers, [----] engagements
"@ughitskris https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916483 https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.htmlid=916483"
X Link 2026-02-03T16:59Z [----] followers, [--] engagements
"@BoogerTed Hopefully we will learn something in the earnings call"
X Link 2026-02-03T17:05Z [----] followers, [----] engagements
"@Karthicktrot I have no idea. I try to find information about why it was released early"
X Link 2026-02-03T17:27Z [----] followers, [----] engagements
"@Victor544222181 It is weird. I try to find some information on why it was released early"
X Link 2026-02-03T17:29Z [----] followers, [----] engagements
"$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
"$NVO s [----] outlook is stealing the spotlight and not in a good way. Nordnets Per Hansen calls guidance for 5% to 13% growth in both sales and earnings disappointing even after management had flagged a cautious stance. He sees [----] as another transition year: unfinished restructuring CEO and board changes pressure from Eli Lilly a weaker dollar and tariff uncertainty. One positive: dividends and buybacks. Per Hansen says it signals management is taking the share price seriously a potential long-term positive for investors. Link to artige (in Danish): #stocks #investing"
X Link 2026-02-03T18:11Z [----] followers, [----] engagements
"$NVO s weight-loss growth slowed in Q4 but Wegovy still beat expectations. Wegovy sales reached DKK 21.9bn in Q4 above analyst estimates of DKK 21.1bn and up from DKK 19.9bn a year earlier. In local currency Wegovy growth slowed to 17% in Q4 down from 23% in Q3 75% in Q2 and 83% in Q1 reflecting tougher comps and rising competition. Total obesity drug sales rose 11% to DKK 22.4bn also slightly ahead of expectations. #stocks #investing https://twitter.com/i/web/status/2018753855526252861 https://twitter.com/i/web/status/2018753855526252861"
X Link 2026-02-03T18:30Z [----] followers, [----] engagements
"$NVO s core diabetes business declined in Q4 with pressure also evident on Ozempic. Total diabetes sales fell to DKK 51.4bn from DKK 58.6bn a year earlier. Ozempic generated DKK 31.8bn beating estimates (DKK 29.4bn) but down from DKK 33.9bn last year. In local currency Ozempic grew just 1% in Q4 down from 15% in Q1Q2 and 9% in Q3. Rybelsus underperformed with sales down 19% in local currency to DKK 5.3bn below expectations of DKK 5.9bn. Total GLP-1 sales for type [--] diabetes fell 11% YoY to DKK 37.5bn while insulin sales declined to DKK 13.4bn from DKK 15.9bn reflecting ongoing price pressure."
X Link 2026-02-03T18:40Z [----] followers, [----] engagements
"$NVO s Rare Disease segment was broadly flat in local currency in Q4. Sales came in at DKK 5.35bn slightly above analyst expectations (DKK 5.21bn) but down from DKK 5.71bn a year earlier. Within the segment: Haemophilia sales fell to DKK 3.02bn from DKK 3.40bn Growth hormone sales (mainly Norditropin) declined to DKK 1.83bn from DKK 1.92bn Rare Disease remains Novos smallest business area. #stocks #investing https://twitter.com/i/web/status/2018758887998980219 https://twitter.com/i/web/status/2018758887998980219"
X Link 2026-02-03T18:50Z [----] followers, [----] engagements
"$NVO released a short video with CEO Mike Doustdar after earnings. Nothing materially new but one data point stood out: more than [------] Americans are now using their oral GLP-1 pill. Link to video: #stocks #investing https://www.linkedin.com/posts/novo-nordisk_press-activity-7424496924759678977-KQQk/utm_source=share&utm_medium=member_desktop&rcm=ACoAABHNiAcB8OqRKuBYv4WwnW_HeZQkn8Fxm7I https://www.linkedin.com/posts/novo-nordisk_press-activity-7424496924759678977-KQQk/utm_source=share&utm_medium=member_desktop&rcm=ACoAABHNiAcB8OqRKuBYv4WwnW_HeZQkn8Fxm7I"
X Link 2026-02-03T19:17Z [----] followers, [----] engagements
"More management changes at $NVO Ludovic Helfgott Head of Product & Portfolio Strategy is leaving the company. From February [--] the role will be taken over by Hong Chow who joins from Merck Healthcare where she served as Executive Vice President and Head of China & International overseeing healthcare operations outside North America. #stocks #investing https://twitter.com/i/web/status/2018766815363514586 https://twitter.com/i/web/status/2018766815363514586"
X Link 2026-02-03T19:21Z [----] followers, [----] engagements
"Goldman Sachs expects $NVO shares to fall 9% when the Danish market opens on Wednesday. Novos U.S.-listed ADRs are down 14.5% Tuesday evening but Goldman says the local stock reaction should better reflect the implied 9% cut to [----] operating profit in the new guidance. #stocks #investing https://twitter.com/i/web/status/2018770021439156517 https://twitter.com/i/web/status/2018770021439156517"
X Link 2026-02-03T19:34Z [----] followers, 12.7K engagements
"$NVO isnt the only standout Danish company reporting earnings this week. Ambu is also reporting the company that invented the worlds first single-use endoscope and still leads the market it created. Full analysis of Ambu here: #stocks #investing https://www.investseekers.com/post/ambu-investing-in-a-leader-in-disposable-endoscopy https://www.investseekers.com/post/ambu-investing-in-a-leader-in-disposable-endoscopy"
X Link 2026-02-03T19:45Z [----] followers, [----] engagements
"$NVO is under heavy pressure in U.S. trading as investors digest the companys new [----] outlook. Markets were prepared for cautious guidance but the scale of the downturn shocked even pessimists. Novo now warns sales could fall 513% in [----] triggering a selloff of up to 15%. I dont think even the most skeptical analyst expected a 513% revenue decline said ArthaScope strategist Lars Hytting to Bloomberg. It paints a picture of a very pressured Novo. Headwinds include lower realized GLP-1 prices U.S. political pressure on drug pricing and semaglutide patent expiries in markets like China. Novo"
X Link 2026-02-03T20:20Z [----] followers, [----] engagements
"$NVO s ADRs were hit hard around midday after the company released early full-year guidance. Novo now expects sales to decline 5%13% at constant FX far worse than the -1.3% decline expected by Wall Street (Bloomberg consensus). Operating profit is also seen down 5%13% vs -3.1% expected. Novo last saw annual sales decline in [----] during the U.S. insulin price war. Today it faces pressure on multiple fronts including growing U.S. share gains from Eli Lillys Zepbound and continued competition from copy versions of Ozempic. Trading was halted ahead of the report. When it resumed Novos U.S.-listed"
X Link 2026-02-03T20:45Z [----] followers, [----] engagements
"In a new interview with the Danish TV channel TV2 $NVO s CEO Mike Doustdar is pushing back against the markets "shock" over their [----] forecast. Despite the projected revenue drop he insists the situation is not worse than expected. The Defense: Planned Strategy: Mike Doustdar claims the company has signaled "headwinds" for months. The strategy is simple: lower prices to reach tens of millions more patients. Analyst Gap: He suggests analysts "miscalculated" the math of price drops vs. massive volume growth. The Wegovy Pill: He highlights the launch of the weight-loss pill as the key to a"
X Link 2026-02-03T21:08Z [----] followers, 11.6K engagements
"Denmarks C25 index fell 0.4% on Tuesday. $NVO ended down 1.4% and is set to fall further tomorrow after disappointing [----] guidance. The biggest loser was Demant which plunged 10.8% after weak [----] expectations dragging rival GN Store Nord down 4.2%. On the upside Netcompany jumped 4.6% on strong Q4 results and upbeat [----] guidance. FLSmidth rose 3.9% on higher metal prices while Bavarian Nordic gained 3.2% after Jefferies initiated coverage with a Buy. Pandora fell 9.3% as rising silver prices weighed on the stock. #stocks #investing https://twitter.com/i/web/status/2018799279192653855"
X Link 2026-02-03T21:30Z [----] followers, [----] engagements
"HSBC on $NVO: the ugly [----] guidance is real not an accounting trick. Novo excluded a $4.2bn one-off accounting gain from its [----] outlook. HSBC says thats correct investors shouldnt expect it to boost earnings and consensus estimates already ignore it. It means that this isnt hidden upside. The weak [----] guidance reflects underlying pressure not accounting noise. #stocks #investing https://twitter.com/i/web/status/2018802928090505428 https://twitter.com/i/web/status/2018802928090505428"
X Link 2026-02-03T21:45Z [----] followers, 13K engagements
"Jefferies on $NVO: [----] sales could be up to DKK 40bn below prior expectations. Before the update consensus expected DKK 299bn in [----] sales. Based on Novos new guidance Jefferies now sees DKK 259282bn. [----] EBIT expectations are cut to DKK 103113bn from DKK 121bn. Jefferies says analysts are likely to cut revenue estimates by high single digits and earnings by low double digits meaning a Q4 sales beat will be overshadowed by weaker margins and a much softer [----] outlook. #stocks #investing https://twitter.com/i/web/status/2018810855433920754"
X Link 2026-02-03T22:16Z [----] followers, [----] engagements
"Following his comments to Danish media $NVO CEO Mike Doustdar took to Bloomberg to defend the company's massive [----] guidance range (a 513% revenue decline). The Highlights: "Within Expectations": Mike Doustdar maintains that these figures are exactly what the company internal models had predicted despite the markets shock. The Wide Gap: When grilled on the 8% spread in the forecast he argued that the range isn't historically unusual and is a reflection of a "dynamic" weight-loss market. High Uncertainty: "A lot of things can happen" Mike Doustdar noted pointing to the volatility in the US"
X Link 2026-02-03T22:44Z [----] followers, [----] engagements
"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
"Bank of America on $NVO: not all bad news despite the weak [----] guidance. BofA highlights the strong launch of the Wegovy pill now at [-----] weekly prescriptions across channels far above their expectation of [----] weekly adds. That supports a much larger long-term sales opportunity. BofA still sees expectations for CagriSema as too high and thinks they may need to be reset potentially shifting focus toward oral semaglutide depending on launch timing. #stocks #investing https://twitter.com/i/web/status/2018910763524460966 https://twitter.com/i/web/status/2018910763524460966"
X Link 2026-02-04T04:53Z [----] followers, [----] engagements
"The "Gold Rush" is officially over. $NVO s new duo Chairman Lars Rebien and CEO Mike Doustdar just sent shockwaves through the market by dropping the [----] annual report [--] hours ahead of schedule. Here is why investors are panicked: Negative Growth: After a 25% surge in [----] growth didn't just slowit reversed. Q4 [----] saw revenue shrink leaving the full year at a meager 6%. The [----] Bombshell: Leadership projects a revenue drop of 5% to 13% for the coming year. This massive range signals one thing: Novo has lost its grip on the US market. The "Compounder" Threat: Reliable forecasts are"
X Link 2026-02-04T05:23Z [----] followers, [----] engagements
"$NVO s U.S.-listed ADR closed at $50.30 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $48.85 in after-hours ( DKK 308.34) suggesting a significant drop of around 20% at opening in Copenhagen today. #StocksInFocus #investing https://twitter.com/i/web/status/2018930835102003270 https://twitter.com/i/web/status/2018930835102003270"
X Link 2026-02-04T06:13Z [----] followers, [----] engagements
"The [--] Big Questions for $NVO Today As Novo Nordisk prepares for its 13:00 (CET) earnings call the market is bracing for answers. After a turbulent [----] analysts at Jefferies have identified four critical areas where CEO Mike Doustdar must provide clarity: [--] The US GLP-1 Slowdown: With growth cooling what are the realistic expectations for [----] How will Novo fight off "compounding" copycats and shifting market dynamics for Wegovy and Ozempic [--] Oral Wegovy: Investors want an urgent update on the demand and production capacity for the weight-loss pill. Is the supply chain ready for a global"
X Link 2026-02-04T06:45Z [----] followers, [----] engagements
"J.P. Morgan warns of a sharp selloff in $NVO despite maintaining an Overweight rating. The bank expects Novo Nordisk shares to fall at least 10% when the Danish market opens after management guided [----] sales and operating profit well below consensus. Using the midpoint of Novos own outlook J.P. Morgan estimates [----] sales of DKK 270bn (8% below consensus) and operating profit of DKK 108bn (9% below consensus). The guidance excludes a one-off USD 4.2bn provision reversal expected in Q1. #StocksInFocus #investing https://twitter.com/i/web/status/2018951406728761593"
X Link 2026-02-04T07:35Z [----] followers, [----] engagements
"$NVO is holding a press conference now. CEO Mike Doustdar opened with a review of the annual results stressing that he does not take lightly the challenging year ahead for the company. He also highlighted the launch of the weight-loss pill The Wegovy Pill which Novo says it is very pleased with. About [------] patients are now using the pill just four weeks after launch. #StocksInFocus #investing https://twitter.com/i/web/status/2018952071295144396 https://twitter.com/i/web/status/2018952071295144396"
X Link 2026-02-04T07:37Z [----] followers, [----] engagements
"Not surprisingly $NVO s [----] guidance was a key topic at the press conference: why is it so much lower than analysts expected CEO Mike Doustdar explained that Novo has been clear for months that [----] will bring pricing headwinds especially in the U.S. The most talked-about part is the Most Favored Nation policy and weve also introduced our products in the self-pay channel at lower prices Doustdar said. In a nutshell our guidance reflects lower prices. He added that lower prices should improve patient access something Novo is already starting to see. #StocksInFocus #investing"
X Link 2026-02-04T07:39Z [----] followers, [----] engagements
"A key follow-up question: how long will it take before higher volumes offset the price cuts $NVO CEO Mike Doustdar said he wont guide beyond [----] but pointed to early signals of stronger demand. Around [------] patients are already using Novos weight-loss pill suggesting a step up in volume growth. Hopefully in the near term rather than the long term we can show that todays price reductions are an investment in our future even if they are painful right now Mike Doustdar said. #StocksInFocus #investing https://twitter.com/i/web/status/2018953004838207721"
X Link 2026-02-04T07:41Z [----] followers, [----] engagements
"Is $NVO in a crisis right now No says CEO Mike Doustdar"
X Link 2026-02-04T07:44Z [----] followers, 14K engagements
"Was the Metsera bidding war worth it and would $NVO do it again CEO Mike Doustdar: We had followed Metsera and its assets for a long time and made the first bid. After [--] bids we decided not to go higher and had the financial discipline to walk away. We wish Pfizer well. Those assets were worth exactly what we bid not a cent more. https://twitter.com/i/web/status/2018954546190446651 https://twitter.com/i/web/status/2018954546190446651"
X Link 2026-02-04T07:47Z [----] followers, [----] engagements
"$NVO s press conference has wrapped up. Q&A is closed and CEO Mike Doustdar delivered his final remarks. Another press briefing is scheduled for 11:30 in Bagsvrd followed by the earnings call at 13:00. Ill try to share updates as they come. #stocks #investing"
X Link 2026-02-04T07:50Z [----] followers, [----] engagements
"$NVO s [----] guidance was materially worse than analysts expected and is the main reason the stock sold off sharply in the U.S. says AL Sydbank analyst Sren Lntoft Hansen. At the midpoint Novo now guides for a 9% decline in both sales and operating profit. Before earnings consensus expected a far milder drop: 2.1% sales and 3.6% EBIT. That midpoint is clearly below market expectations. Thats why the stock is falling Sren Lntoft Hansen says calling [----] a transition year amid U.S. price pressure patent expiries and intense competition from Eli Lilly. Q4 results were slightly better than"
X Link 2026-02-04T08:16Z [----] followers, [----] engagements
"@TonyMacarroni91 Why"
X Link 2026-02-04T08:28Z [----] followers, [--] engagements
"$NVO held a press conference at 08:15. I tweeted live but heres a summary if you missed it: Q: Why is [----] guidance so much lower than expected CEO Mike Doustdar: Weve been clear for months that [----] brings pricing headwinds especially in the U.S. The Most Favored Nation policy and lower prices in the self-pay channel are the main drivers. In short the guidance reflects lower prices. Q: Wont lower prices hurt Novo long term Mike Doustdar: Lower prices improve patient access and we are already seeing that. This is painful in the short term but we view it as an investment in future volume"
X Link 2026-02-04T08:30Z [----] followers, 28.8K engagements
"$NVO chairman Lars Rebien Srensen holds a sizeable personal stake in the company. According to the remuneration report he owned [------] Novo Nordisk shares at year-end worth about DKK [---] million. #StocksToWatch #investing"
X Link 2026-02-04T09:01Z [----] followers, [----] engagements
"$NVO disclosed the exit package for former CEO Lars Fruergaard Jrgensen. Severance pay: DKK 42.9m (2 years base salary + pension) Non-compete compensation (10 months): DKK 22.m Total severance and compensation: DKK 64.9m ($9.4m). #StocksInFocus #investing"
X Link 2026-02-04T09:10Z [----] followers, [----] engagements
"Nordnets Per Hansen on $NVO: Reality has hit hard. Investors were prepared for a weak [----] but not for guidance this bad. Novo now expects 5% to 13% declines in sales and EBIT far below consensus collapsing the key condition for a [----] recovery. Yes the Wegovy pill launch is strong. Yes buybacks (DKK 15bn) and a higher dividend help. But guidance mattered most and Novo failed it badly. Novo geared up for high growth and high U.S. prices in [------]. That world is gone. With [----] revenue now likely 25% below expectations from two years ago more cost cuts and efficiency measures look unavoidable."
X Link 2026-02-04T09:15Z [----] followers, [----] engagements
"$NVO plans to host a Capital Markets Day in London on Monday September [--] [----]. CEO Mike Doustdar said the company expects to present new strategic ambitions at the event. #StocksInFocus #investing"
X Link 2026-02-04T09:30Z [----] followers, [----] engagements
"$NVO is being aggressively bought by Danish retail investors this morning even as the stock drops 18%. Fresh data from Nordnet show that in the first hour of trading Novo accounted for 88% of the total buy value among the [--] most bought stocks. Notably Novo didnt appear at all among the [--] most sold stocks between 910am. #StocksToWatch #investing https://twitter.com/i/web/status/2018984121960108535 https://twitter.com/i/web/status/2018984121960108535"
X Link 2026-02-04T09:45Z [----] followers, 25.2K engagements
"@Victor544222181 I'm only buying If it reaches DKK [---]. Else I'm holding"
X Link 2026-02-04T09:59Z [----] followers, [----] engagements
"$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
"@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
"@YynsZ61995 Of course"
X Link 2026-02-04T10:16Z [----] followers, [---] engagements
"@YynsZ61995 Fiserv I never really had a deep look into it"
X Link 2026-02-04T10:22Z [----] followers, [---] engagements
"More color on todays wild flow in $NVO After the open on Nasdaq Copenhagen Danish retail investors initially sold aggressively which is unusual during a sharp selloff. According to Mads Zink head of Danish equities at Danske Bank private investors were heavy net sellers early on. But as the morning progressed retail investors flipped completely. They are now large net buyers after the stock fell 18% while foreign institutional investors remain net sellers helping explain the magnitude of the drop. This also fits with the Nordnet data I shared earlier: Novomade up 88% of buy value among the 20"
X Link 2026-02-04T10:30Z [----] followers, [----] engagements
"$NVO press conference in Bagsvrd: Mike Doustdar was asked when Novo Nordisk returns to growth. His answer: price cuts work instantly volumes dont. When prices are cut in half volumes need to more than double to get back to growth. Prices can change overnight. Volumes come one prescription at a time. Mike Doustdar pointed to early data from the Wegovy pill launch: Price set at $149 [-----] weekly prescriptions in [--] weeks [------] new patients in one month Thats twice the second-best GLP-1 launch (Zepbound**) and 15x better than Ozempics original launch. #StocksInFocus #investing"
X Link 2026-02-04T10:45Z [----] followers, [----] engagements
"A bit more from $NVO s in-person press conference in Bagsvrd: Brsen asked whether Mike Doustdar deliberately set Novo Nordisks latest guidance low to avoid another market disappointment. Mike Doustdar: We go very deep into our planning when we set guidance. We dont want to disappoint ourselves or the market but we also wont set targets that slow us down. Asked if the guidance carries the same risk of cuts as last year: The guidance has the same range as weve always used. #StocksInFocus #investing https://twitter.com/i/web/status/2019002367178309898"
X Link 2026-02-04T10:57Z [----] followers, [----] engagements
"@Hap0606 I'm holding because I already have a large position. I will only buy if it reached DKK 280"
X Link 2026-02-04T11:06Z [----] followers, [--] engagements
"More from $NVO s press conference in Bagsvrd: CEO Mike Doustdar says around [----] million people are currently using compounded copy versions of Novos medicines a real drag on the companys growth. Asked about upcoming competition from Eli Lillys weight-loss pill Mike Doustdar says Novos response is simple: a better pill which he believes is The Wegovy Pill. On the negative growth outlook: Of course neither Karsten nor I nor investors are used to minus growth. But while the focus is on negative growth there is also a lot inside Novo Nordisk that is growing. #StocksInFocus #investing"
X Link 2026-02-04T11:12Z [----] followers, [----] engagements
"$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
"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 has now closed the Q&A and todays analyst call is over. The stock swung a bit during the call but ends down 17.5% after the call. Management once again didnt really talk the story up. I know its early but so far the new leadership doesnt seem any better than the old at emphasizing the positives. #Stocks #investing https://twitter.com/i/web/status/2019038228695617767 https://twitter.com/i/web/status/2019038228695617767"
X Link 2026-02-04T13:20Z [----] followers, 10K engagements
"$NVO may have surprised the market with weak [----] guidance but DNB Carnegie sticks with its Buy rating. The bank cuts its price target to DKK [---] (from 440) but says near-term headwinds are already reflected and sees the [----] outlook as conservative. With U.S. prices falling faster than expected DNBs focus shifts to volume upside while noting that international operations continue to perform well. #stocks #investing https://twitter.com/i/web/status/2019044645976539525 https://twitter.com/i/web/status/2019044645976539525"
X Link 2026-02-04T13:45Z [----] followers, [----] engagements
"Danske Banks head of equity research says $NVO is in crisis right now. There are few signs of improvement in the near term. We likely have to look to [----] before topline growth returns says Carsten Lnborg Madsen. He notes that guidance for up to a 13% sales decline in [----] is clearly negative for investors. While the Wegovy pill launch has started strongly and Novo announced a DKK 15bn buyback these positives are outweighed by much heavier-than-expected U.S. pricing pressure. #Stocks #investing https://twitter.com/i/web/status/2019064024319623561"
X Link 2026-02-04T15:02Z [----] followers, [----] engagements
"$NVO s early earnings release disappointed especially the outlook for lower sales growth. Johnny Madsen CIO at Formue- & Investeringspleje (a Danish wealth and asset management firm) says the [----] guidance is weak but likely conservative. Key points: Price cuts tied to U.S. negotiations are the main drag Lower prices should lift volumes but obesity is still a young market Management likely wants to avoid another downgrade in [----] On the positive side: Q4 results beat expectations Wegovy pill launch is going much better than expected Novo enters [----] with some momentum What could restore"
X Link 2026-02-04T15:30Z [----] followers, [----] engagements
"Some quick thoughts after todays press conference and earnings call from $NVO. Theres no way around it the guidance is catastrophic. I appreciate management being honest and not overpromising but they are terrible at selling the good story. Even when highlighting the most successful launch ever for the Wegovy pill it was quickly followed by talk of lower prices. I had hoped CEO Mike Doustdar coming from sales would bring something new but so far it feels like more of the same. Yes its still early days but both earnings calls have been a letdown. Its also hard to reconcile Novos tone with Eli"
X Link 2026-02-04T15:55Z [----] followers, [----] engagements
"Just look at $LLY s earnings call. R&D chief Dan Skovronsky closed by saying Lilly believes it has a clear scientific lead in obesity and plans to extend that lead. On oral orforglipron management said they are very encouraged by the strong early uptake of Novos Wegovy pill which actually validates Lillys own oral strategy. Many patients have been waiting for an oral option and we feel very good about our competitive position. The contrast in tone vs. $NVO is striking. https://twitter.com/i/web/status/2019078180812845339 https://twitter.com/i/web/status/2019078180812845339"
X Link 2026-02-04T15:58Z [----] followers, [----] engagements
"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
"Union Investment portfolio manager Markus Manns on $NVO: Novos growth story has broken down and it could take years for management to rebuild investor trust. He calls the Q4 sales decline shocking and says no one expected a double-digit earnings drop. Novos [----] guidance pointing to a 513% sales decline is far worse than expected. The one bright spot is the very strong early prescription data for the Wegovy pill with around half of patients willing to pay out of pocket. #StocksInFocus #investing https://twitter.com/i/web/status/2019116242536190433"
X Link 2026-02-04T18:30Z [----] followers, [----] engagements
"Analysis: It has to hurt before it gets better for $NVO Novo shocked the market with its [----] outlook: management now expects sales to fall 513% potentially wiping DKK 40bn off revenue vs [----]. The stock plunged and DKK 300bn in market value was erased in a single day. CEO Mike Doustdars message is consistent: pricing headwinds first volume later. Lower prices in the U.S. tougher competition from $LLY and compounders and a crowded obesity market mean [----] will be painful before growth returns. Management is clearly resetting expectations. Mike Doustdar and chairman Lars Rebien Srensen warn"
X Link 2026-02-04T19:00Z [----] followers, [----] engagements
"$NVO shares are tumbling after Novo Nordisk pre-released a shock [----] outlook. CEO Mike Doustdar to CNBC: People should expect it to go down before it comes back up. Lower U.S. pricing for Wegovy is the main headwind. Key points: [----] guidance much weaker than consensus Price cuts in the U.S. outweigh near-term gains from the strong Wegovy pill launch [------] patients on the pill after just [--] weeks better than expected Competition from compounders and $LLY remains intense HSBC sums it up: the debate now is whether this becomes a U-shaped recovery or a long Nike-swoosh. Mike Doustdar insists:"
X Link 2026-02-04T19:30Z [----] followers, [----] engagements
"After $NVO s disappointing results and weak [----] guidance sent the stock down on Wednesday analysts are reassessing their outlook. Danske Bank has cut its 12-month price target on Novo to DKK [---] from DKK [---] reflecting the tougher growth outlook following the earnings release. #Stocks #investing https://twitter.com/i/web/status/2019139018181480518 https://twitter.com/i/web/status/2019139018181480518"
X Link 2026-02-04T20:00Z [----] followers, [----] engagements
"$NVO is walking into a potential price war in obesity drugs. Novo Nordisk is slashing Wegovy prices in the U.S. (pill launched at $149$299 vs $1000/month historically) to drive volume accepting short-term pain. CEO Mike Doustdar says lower prices will pay off over time. Investors arent convinced. With $LLY guiding far more optimistically and already leading in U.S. prescriptions some warn a race to the bottom could be a no-win scenario especially for the player losing share. Key risk: Price cuts hit revenue & margins now Volume response takes time GLP-1 market is getting crowded (compounders"
X Link 2026-02-04T21:01Z [----] followers, [----] engagements
"Morningstar upgrades $NVO to Buy from Hold. The firm keeps its $66 price target on Novos U.S.-listed shares unchanged. #StocksToWatch #investing"
X Link 2026-02-04T21:30Z [----] followers, [----] engagements
"CEO pay cut at $NVO New CEO Mike Doustdar will earn DKK 20.7m ($3.3m) in [----] 38% less than predecessor Lars Fruergaard Jrgensen. The cut is driven mainly by much lower bonus payouts after weak results. Link to article: #StocksInFocus #investing https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium https://medwatch.com/News/Pharma___Biotech/article18985179.eceutm_campaign=MedWatch%20Newsletter&utm_content=2026-02-04&utm_medium"
X Link 2026-02-04T22:00Z [----] followers, [----] engagements
"@JCanNuSH I believe @ResearchPulse1 made some calculations on the ratio of CashPay to insured customers"
X Link 2026-02-05T04:38Z [----] 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 s U.S.-listed ADR closed at $47.19 equivalent to DKK [------] below the Copenhagen close of DKK [------]. The ADR later traded around $47.44 in after-hours ( DKK 300.56) suggesting a slightly negative open in Copenhagen today. #StocksToWatch #investing"
X Link 2026-02-05T05:55Z [----] followers, [----] engagements
"$NVO just suffered its 4th-largest one-day share price drop since [----]. Stock fell 17.2% on Wednesday DKK 284bn ($41bn) wiped off market cap in one day Triggered by bleak [----] guidance (sales & EBIT down 513%) Shares are now 69% below the [----] peak Only three single-day drops have been larger: -23.1% (July 2025) major guidance cut -21.4% (April 2002) profit warning -20.7% (Dec 2024) CagriSema trial disappointment One of the most severe selloffs in Novos history. #StocksToWatch #investing https://twitter.com/i/web/status/2019305112213074009 https://twitter.com/i/web/status/2019305112213074009"
X Link 2026-02-05T07:00Z [----] followers, [----] engagements
"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 $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they"
X Link 2026-02-05T08:31Z [----] followers, [----] engagements
"$NVO is emerging as the weaker side of the GLP-1 duopoly. The obesity drug market grew 85% in [----] but gains are skewed toward $LLY Lilly expects 25% revenue growththis year while Novo guides for -5% to -13%. Why it matters: U.S. price pressure is forcing cuts for both Lilly is offsetting with volume growth Novos global GLP-1 share has fallen 11pp in a year The U.S. is 55% of Novos sales Price cuts + weak volume = shrinking revenue. For Novo the strategy only works if the market expands fast and share losses stop. Link to article: #StocksToWatch #investing"
X Link 2026-02-05T09:01Z [----] followers, [----] engagements
"@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
"Its a little-known secret but at yesterdays press conference $NVO revealed it will advertise during the #SuperBowl . A 30-second spot costs roughly $78 million and CEO Mike Doustdar said viewers in the U.S. will see a major never-before-seen campaign during the game. The ad will promote Novos new Wegovy pill which is currently only available in the U.S. #StocksInFocus #investing https://twitter.com/i/web/status/2019357960275718306 https://twitter.com/i/web/status/2019357960275718306"
X Link 2026-02-05T10:30Z [----] followers, [----] engagements
"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
"A billionaire fund manager who has owned $NVO for 25+ years says expectations have now been fully reset. Morten Gregersen of Formuepleje says he expected [----] to be difficult but was still surprised by how weak Novos guidance turned out. Sales and operating profit are now expected to be 513% lower than in [----] triggering a sharp selloff. The market had become too optimistic after the oral Wegovy launch he says. The results reflect what I feared. We like the stock long term but expectations had to be reset. Morten Gregersen cut his Novo position from 4% to 2% ahead of earnings after spotting"
X Link 2026-02-05T12:00Z [----] followers, 10.1K engagements
"@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
"Equity strategist Esbjrn Lundvall of SEB on $NVO s earnings: We maintain our Buy recommendation even though the company has issued very cautious guidance for [----]. Weve long said this year would be a transition year where the impact of lower prices hits hard. At the same time it will take time before the expected volume growth especially from the oral version of Wegovy which has been well received can offset the price declines. #StocksInFocus #investing https://twitter.com/i/web/status/2019388034072912024 https://twitter.com/i/web/status/2019388034072912024"
X Link 2026-02-05T12:30Z [----] followers, [----] engagements
"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
"Head of Equities at DNB Carnegie Private Banking Karl Hedberg on $NVO s earnings: The downgrade to sales and earnings expectations is driven by continued pricing pressure on obesity drugs. Were surprised that the pressure remains this intense but believe management is being extra conservative. The CEO is relatively new and likely sees no reason to be overly optimistic and then risk underdelivering. Karl Hedberg adds that volumes should continue to grow and partly offset lower prices which is why DNB Carnegie maintains its Buy recommendation. Following the update the bank makes a minor price"
X Link 2026-02-05T13:30Z [----] followers, [----] engagements
"$HIMS launches a compounded copy of $NVO 'sWegovy pill at an introductory price of $49/month undercutting Novo Nordisks branded price. Hims pill uses semaglutide and will cost $99/month after the intro period (vs $199 for Novos oral Wegovy). Novo shares are dropping heavily on the news. The move comes amid unprecedented pricing pressure flagged by Novo and rising competition including a potential oral entry from Eli Lilly. Hims says expanded compounding capacity enables lower prices; Novo has warned about safety and called for limits on mass compounding. #StocksInFocus #investing"
X Link 2026-02-05T13:57Z [----] followers, [----] engagements
"$HIMS says it will launch a compounded version of the oral Wegovy pill but its fair to ask how that works in practice. $NVO s oral Wegovy relies on SNAC a proprietary delivery technology from Novo Nordisk that protects semaglutide in the stomach and helps it get absorbed. SNAC is patent-protected and not available to compounders like Hims. That means Hims can put semaglutide into a pill using a different formulation and sell it as a custom compound without claiming its equivalent to oral Wegovy. The key issue as I understand it is that without SNAC absorption is likely much lower and less"
X Link 2026-02-05T14:25Z [----] followers, 16.8K engagements
"@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
"Investors are nervous after $HIMS announced a cheaper copy of $NVO's Wegovy pill says analyst Sren Lntoft Hansen of AL Sydbank. He warns that investors fear copycats could take market share in weight-loss pills just as they previously did in injectables adding pressure on Novo Nordisk. The move also raises legal questions. Copies are generally only allowed in cases of shortages which dont apply here. A narrow loophole may exist if side effects justify an alternative but the broader implications are serious. This kills innovation in medicine Sren Lntoft Hansen says adding that Novo must push"
X Link 2026-02-05T15:05Z [----] followers, [----] engagements
"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. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our"
X Link 2026-02-05T15:07Z [----] followers, [----] engagements
"$NVO CEO Mike Doustdar was briefing analysts on the Wegovy pill when he was told a $49 copy was already on the market from $HIMS. His reaction was blunt: A waste of money. According to Mike Doustdar without Novos patented SNAC technology semaglutide taken as a pill or liquid would be broken down in the stomach and simply wont work. Youre wasting $49 he said adding that he still needs to review what Hims has actually done. #StocksInFocus #InvestingTips https://twitter.com/i/web/status/2019436870304776371 https://twitter.com/i/web/status/2019436870304776371"
X Link 2026-02-05T15:44Z [----] followers, 21.3K engagements
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