NVO Word Sense - Wallsti

"WEEK" - highly voted

What's going on with Novo Nordisk (NVO)? 2024-10-02T15:15:36+00:00 30 stocks

It is until it isn't; it's great when the theme in question is big but the moment others start to become competitive and/or trials start disappointing, the name is going lower.
There is already discussion of the next generation of obesity drugs and NVO's CB-1 drug didn't have great results the other week in terms of side effects/AE: https://www.fiercebiotech.com/biotech/novos-obesity-drug-linked-mild-moderate-neuropsychiatric-side-effects-phase-2.
I think the NVO selloff is overdone at this point, but not without some reason behind it imo.
VKTX's offering is highly regarded, with lower side effects than most.
"Compared to LLY it seems like this company is more focused and leaner, which to me seems like a plus."

What stocks do you think you'll be kicking yourself for not buying in 5 years time? 2024-02-13T20:11:16+00:00 4 stocks

I went in on LLY a few weeks ago.
Figure I'd ride the hype train.
I typically don't touch biotech due to losing big a few years ago on a hunch but have a new strategy and both look promising.

What Are Your Moves Tomorrow, December 20, 2024 2024-12-20T10:57:44+00:00 2 wallstreetbets

"The trial achieved its primary endpoint by demonstrating a statistically significant and superior weight loss at week 68 with CagriSema versus placebo."

"WEEK" - recently

What Are Your Moves Tomorrow, December 20, 2024 2024-12-20T10:57:44+00:00 2 wallstreetbets

"The trial achieved its primary endpoint by demonstrating a statistically significant and superior weight loss at week 68 with CagriSema versus placebo."

/r/Stocks Weekend Discussion Saturday - Oct 26, 2024 2024-10-26T19:19:24+00:00 2 stocks

VKTX is supposedly releasing Phase 1 oral results and Phase 2 injectable results during Obesity Week (November 4th-8th), so could be worth watching, and HIMS intrigues me in general as someone who will benefit from selling Ozempic-likes rather than someone who develops them.
I feel like I've missed the boat on this field of pharma, but at the same time I know that sometimes these things have a way of running way up.
I'd say NVO and LLY are no-brainer picks, but they've each had a run-up already, and I know the addressable market is massive (especially if they find these drugs are good for cancers, aging, alzheimers, etc.
On a purely anecdotal note I have multiple family members trying / using Ozempic, and I know others that *would* if they knew it would help / could get some cheaper - so the potential of it remains un-met in my view.
), but from what I understand there's going to be some patent expiry sometime soon and I'm not sure how that will effect either company?

What's going on with Novo Nordisk (NVO)? 2024-10-02T15:15:36+00:00 30 stocks

It is until it isn't; it's great when the theme in question is big but the moment others start to become competitive and/or trials start disappointing, the name is going lower.
There is already discussion of the next generation of obesity drugs and NVO's CB-1 drug didn't have great results the other week in terms of side effects/AE: https://www.fiercebiotech.com/biotech/novos-obesity-drug-linked-mild-moderate-neuropsychiatric-side-effects-phase-2.
I think the NVO selloff is overdone at this point, but not without some reason behind it imo.
VKTX's offering is highly regarded, with lower side effects than most.
"Compared to LLY it seems like this company is more focused and leaner, which to me seems like a plus."

"HIGH" - highly voted

Novo Nordisk experienced the most insane one-day movement, seemingly based on nothing. 2024-12-21T00:44:27+00:00 122 wallstreetbets

Fat people aren't going anywhere lmao.
Obesity market too thicc to fail.
The 22.7% weight loss wasn't even with everyone on max dose - [only 57.3% of patients actually took the high dose](https://finance.yahoo.com/m/85b1f6f8-2bf0-3e20-892a-cf73eeae8ce5/novo-nordisk-stock-crashes-on.html).
Market overreacted hard.
[LLY already prints money](https://beyondspx.com/article/eli-lilly-lly-a-diversified-pharmaceutical-powerhouse-poised-for-sustained-growth) with Mounjaro ($8.01B in first 9 months) but NVO's gonna keep eating too.

Why are people on here suggesting investing in VOO or other S&P 500 trackers? 2024-09-30T20:29:41+00:00 7 investing

Besides, most of the biggest European and Asian (excluding China, which is a whole can of worms) companies are all traded on the NYSE and NASDAQ.
My risk tolerance is not high enough to gamble on options and I want to retire as early as possible so I can enjoy myself.
If you've invested in a US market fund, you won't have missed out gains by NVDA or TSMC or AMD or NVO or ASML or pick whatever you want and they're probably already on a US market.
You think a company like NVO or ASML could recover faster the US market recovery?
If you want the diversification that a world fund provides, that's your choice.

Daily Discussion Thread for February 05, 2024 2024-02-05T17:56:10+00:00 3 wallstreetbets

Aside from two pretty good portfolios, if we just focus on the weight stuff their target market is fat people, something we have a lot of all over the world.
The cool bit that stirs the pot IMO is that they're both injection based, this isn't ideal from a patient perspective and also is relatively high cost for the manufacturer.
When someone figures out the oral dose solution for this we will have another spectacular run, maybe LLY, maybe NVO, maybe someone else, but the current and future value makes those two the easiest buys outside of NVDA iMO

"HIGH" - recently

Novo Nordisk experienced the most insane one-day movement, seemingly based on nothing. 2024-12-21T00:44:27+00:00 122 wallstreetbets

Fat people aren't going anywhere lmao.
Obesity market too thicc to fail.
The 22.7% weight loss wasn't even with everyone on max dose - [only 57.3% of patients actually took the high dose](https://finance.yahoo.com/m/85b1f6f8-2bf0-3e20-892a-cf73eeae8ce5/novo-nordisk-stock-crashes-on.html).
Market overreacted hard.
[LLY already prints money](https://beyondspx.com/article/eli-lilly-lly-a-diversified-pharmaceutical-powerhouse-poised-for-sustained-growth) with Mounjaro ($8.01B in first 9 months) but NVO's gonna keep eating too.

Any investors here looking at European markets ? 2024-11-22T12:09:12+00:00 2 stocks

NVO - Wegovy and upcoming amylin/GLP-1, + they got a ton of other things going in advanced therapies
Patent cliff for darzalex, but bi-specific antibodies coming along with recent approval Epkinly.
On top of this they are ahead of the curve for AI implementation for clinical trial enrollment which may increase success rates of future trials.
Lastly, they acquired Profound, strongly looking into ADC technologies - and investor appetite is high for this atm with VCs investing significant amounts into ADC, and a couple of acquistions by big pharma as well.
Other than pharma/biotech, I think European markets have a really hard time during this AI/tech burst.

Why are people on here suggesting investing in VOO or other S&P 500 trackers? 2024-09-30T20:29:41+00:00 7 investing

Besides, most of the biggest European and Asian (excluding China, which is a whole can of worms) companies are all traded on the NYSE and NASDAQ.
My risk tolerance is not high enough to gamble on options and I want to retire as early as possible so I can enjoy myself.
If you've invested in a US market fund, you won't have missed out gains by NVDA or TSMC or AMD or NVO or ASML or pick whatever you want and they're probably already on a US market.
You think a company like NVO or ASML could recover faster the US market recovery?
If you want the diversification that a world fund provides, that's your choice.

"GROWTH" - highly voted

$NVO: Blast off TOMORROW? Oprah is WSB's new queen! 2024-03-18T15:02:39+00:00 58 wallstreetbets

You wanna do actual DD, you look at the total scripts written and new scripts being filled, and so far Mounjaro's growth is WAY more explosive than Ozempic, or Zepbound's to Wegovy.
The market is there because Americans want fast and easy results to counteract years of eating tendies, but Novo's not gonna be the grand daddy.
Lilly is, and they're gonna be the new overlord of fat people everywhere because people would pay $1000/monthly for a shot to lose weight.

r/Stocks Daily Discussion & Options Trading Thursday - Aug 08, 2024 2024-08-08T10:55:02+00:00 11 stocks

They estimate 45.4B - 46.6B revenue for full year and 16.1 - 16.6 adj EPS
Stacks up well versus NVO who reported yesterday that saw 25% YoY revenue growth at CC.
EPS 3.92 beats 2.70 estimate

Mounjaro and Zepbound Are Great, but This Is the Real Reason Why Eli Lilly Will Never Soar to a $1 Trillion Valuation 2024-07-04T13:38:15+00:00 8 wallstreetbets

I truly believe these drugs are going to change the world.
I'm personally investing heavily in both and have been for awhile.
I think this is just the beginning in terms of weight loss drugs, and LLY and NVO both have a lot of growth left in them.

"GROWTH" - recently

Eli Lilly (LLY) or Novo Nordisk (NVO)? 2024-12-17T06:00:40+00:00 2 stocks

The company overall has such an impressive balance sheet and performs so well financially in every aspect.
I don't suspect the growth will stop if LLY's new round of medication is better.
I think the growth will slow, but NVO will get back on track and make a better drug in the near future.
Even if Mounjaro and Zepbound are better than Wegovy and Ozempic, I think NVO will be fine.
For now, I'm dollar cost averaging into both companies at a 90/10 NVO to LLY ratio.

What's going on with Novo Nordisk (NVO)? 2024-10-02T22:19:22+00:00 3 stocks

They announce those steps to improve production 8 months ago.
As I said earlier too LLY tends to prefer taking on debt as well for expansion, whereas Nordisk doesn't have their capital structure set up like this.
Additionally, orforglipron (Eli Lilly's weight loss pill) leads to ~8-10% weight loss in 3 months whereas amycretin (Nordisk's) leads to ~13% in the same time period.
Comparatively NVO spent upwards of $10B already this year to expand their production capacity with a M&A deal with Catalent.
I'm just trying to understand why it seems the market is treating Nordisk as losing in this race when so far its future in this specific space looks brighter in terms of efficacy and production growth prospects.

r/Stocks Daily Discussion & Options Trading Thursday - Aug 08, 2024 2024-08-08T10:55:02+00:00 11 stocks

They estimate 45.4B - 46.6B revenue for full year and 16.1 - 16.6 adj EPS
Stacks up well versus NVO who reported yesterday that saw 25% YoY revenue growth at CC.
EPS 3.92 beats 2.70 estimate

"BETTER" - highly voted

NOVO Nordisk 2024-06-26T02:07:18+00:00 3 stocks

Long story short, NVO will do well due to its ability to better deliver on supply versus the copycats.

NVO price action is concerning 2024-12-21T13:34:27+00:00 2 stocks

They're losing the efficacy battle and their branding superiority is about to be moot with the next generation.
Food for thought: LLY's next drug retatrutide is performing very well in trials, whilst NVO's hopeful competitor, CagriSema, just had a moderate underperformance vs expectation in trials.
LLY is the easy favorite in the obesity business.
Mounjaro/zepbound is already the better drug than ozempic/wegovy, and LLY seems to be securing the same dynamic for the next generation.
The brand name of "ozempic" has carried NVO far, even while a better drug was available (mounjaro).

Eli Lilly (LLY) or Novo Nordisk (NVO)? 2024-12-17T06:00:40+00:00 2 stocks

The company overall has such an impressive balance sheet and performs so well financially in every aspect.
I don't suspect the growth will stop if LLY's new round of medication is better.
I think the growth will slow, but NVO will get back on track and make a better drug in the near future.
Even if Mounjaro and Zepbound are better than Wegovy and Ozempic, I think NVO will be fine.
For now, I'm dollar cost averaging into both companies at a 90/10 NVO to LLY ratio.

"BETTER" - recently

NVO price action is concerning 2024-12-21T13:34:27+00:00 2 stocks

They're losing the efficacy battle and their branding superiority is about to be moot with the next generation.
Food for thought: LLY's next drug retatrutide is performing very well in trials, whilst NVO's hopeful competitor, CagriSema, just had a moderate underperformance vs expectation in trials.
LLY is the easy favorite in the obesity business.
Mounjaro/zepbound is already the better drug than ozempic/wegovy, and LLY seems to be securing the same dynamic for the next generation.
The brand name of "ozempic" has carried NVO far, even while a better drug was available (mounjaro).

Eli Lilly (LLY) or Novo Nordisk (NVO)? 2024-12-17T06:00:40+00:00 2 stocks

The company overall has such an impressive balance sheet and performs so well financially in every aspect.
I don't suspect the growth will stop if LLY's new round of medication is better.
I think the growth will slow, but NVO will get back on track and make a better drug in the near future.
Even if Mounjaro and Zepbound are better than Wegovy and Ozempic, I think NVO will be fine.
For now, I'm dollar cost averaging into both companies at a 90/10 NVO to LLY ratio.

What's going on with Novo Nordisk (NVO)? 2024-10-02T23:47:11+00:00 2 stocks

I don't think folks are treating NVO as the loser but semaglutide is an older generation drug and LLY has started to outpace them.
NVO will of course present some amazing next gen products including their triple agonist that is in development.
What you are missing are the other investments Lilly has made including a previously announced $9B manufacturing facility in Lebanon, IN.
At the moment LLY is the better bet but they will both see strong performance over the next 5 years with their own ups and downs.
None of that includes the myriad of other therapeutic spaces they are actively investing.

"PEOPLE" - highly voted

Novo Nordisk experienced the most insane one-day movement, seemingly based on nothing. 2024-12-21T00:44:27+00:00 122 wallstreetbets

Fat people aren't going anywhere lmao.
Obesity market too thicc to fail.
The 22.7% weight loss wasn't even with everyone on max dose - [only 57.3% of patients actually took the high dose](https://finance.yahoo.com/m/85b1f6f8-2bf0-3e20-892a-cf73eeae8ce5/novo-nordisk-stock-crashes-on.html).
Market overreacted hard.
[LLY already prints money](https://beyondspx.com/article/eli-lilly-lly-a-diversified-pharmaceutical-powerhouse-poised-for-sustained-growth) with Mounjaro ($8.01B in first 9 months) but NVO's gonna keep eating too.

$NVO: Blast off TOMORROW? Oprah is WSB's new queen! 2024-03-18T15:02:39+00:00 58 wallstreetbets

You wanna do actual DD, you look at the total scripts written and new scripts being filled, and so far Mounjaro's growth is WAY more explosive than Ozempic, or Zepbound's to Wegovy.
The market is there because Americans want fast and easy results to counteract years of eating tendies, but Novo's not gonna be the grand daddy.
Lilly is, and they're gonna be the new overlord of fat people everywhere because people would pay $1000/monthly for a shot to lose weight.

AI and Semi-conductors are the present and near future. What's the long game? 2024-02-25T22:20:17+00:00 34 wallstreetbets

Ozempic and Wegovy should make this a trillion dollar company in 2-3 years when the factories are pumping out drugs for 25 million obese patients worldwide.
Split the market with LLY and you have 12 million people worldwide giving the company $1k in profit each!
Mutual funds in Denmark can't hold more than 10% of a stock so it's continually being sold as it goes higher.

"PEOPLE" - recently

Eli Lilly got their weight-loss drug approved for sleep apnea as well. ONE DAY after $NVO shit the bed on theirs. 2024-12-21T21:53:33+00:00 20 wallstreetbets

The NVO a combo drug saw people losing fucking 23% of their body weight.

Novo Nordisk experienced the most insane one-day movement, seemingly based on nothing. 2024-12-21T00:44:27+00:00 122 wallstreetbets

Fat people aren't going anywhere lmao.
Obesity market too thicc to fail.
The 22.7% weight loss wasn't even with everyone on max dose - [only 57.3% of patients actually took the high dose](https://finance.yahoo.com/m/85b1f6f8-2bf0-3e20-892a-cf73eeae8ce5/novo-nordisk-stock-crashes-on.html).
Market overreacted hard.
[LLY already prints money](https://beyondspx.com/article/eli-lilly-lly-a-diversified-pharmaceutical-powerhouse-poised-for-sustained-growth) with Mounjaro ($8.01B in first 9 months) but NVO's gonna keep eating too.

Who wins btwn NVO vs LLY in the Weightloss Market 2024-10-30T17:14:05+00:00 14 stocks

Eventually, insurance companies will realize that the cost of treating morbid obesity (like for example, kidney failure) is far less than the cost of a single medication that can basically cure it.
Could the earnings miss have to do with the fact that people had the compound drugs while there was a shortage?
You could see a lag in sales as people switch over from the compound form to Ozempic/Monjourno