1Mon·

Purchase Novo Nordisk

Now it has happened.

Novo Nordisk has been on my watchlist for some time and is now also part of my portfolio.

The share price has been pushed down quite a bit in recent times, but I think that the company offers strong growth potential and currently even scores with an acceptable dividend yield.

What do you think of my decision to buy?

The next step will probably be $MSCI (-0.18%) stock up.

14.04

Novo Nordisk

Bought x25 at €59.29

€1,482.25

37 Comments

Chris@Multibagger

1Mon

Why? And above all, why now? Trump has specifically announced tariffs for the pharmaceutical sector. And please don't write that it won't matter in the long term. Then you could have already bought at 100

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Lukas98@Lukas98

1Mon

@Multibagger and you think such an announcement is not yet being priced in?

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Chris@Multibagger

1Mon

@Lukas98 as long as the amount is not fixed

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Lukas98@Lukas98

1Mon

@Multibagger You can't say what will happen. If there are strong tariffs, the share price will fall a little...if it's all half as bad, it will rise. I think the purchase price is good.

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Pazzzi@Pazzzi

1Mon

@Multibagger Since Novo Nordisk already produces in the USA and is also investing heavily in the expansion of production capacities in the USA, the tariffs are not a major threat. Unfortunately, it is not possible to determine current production by geographical location from the company reports in order to assess the direct impact of tariffs.

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Deleted User

1Mon

Comment was deleted

Deleted User

1Mon

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Lukas98@Lukas98

1Mon

@Seebi So, according to you, a share is no longer worth buying after a correction?
It is also very strange to call others lemmings for no reason.

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Deleted User

1Mon

Comment was deleted

Lukas98@Lukas98

1Mon

@Seebi yes, the extra question marks :)

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Global I.@gloinvest

1Mon

You can do that automatically. A fortnight ago I had a long chat with a Belgian who works in R&D for Lilly. Result: he doesn't invest in pharma at all, and especially not in biotech. We talked about what would happen in the group if Phase 3 failed and/or the protection was about to expire and the pipeline was empty for Phase 3. I myself have a large cemetery lot of Bayer in my portfolio. With specialty pharma, you really, really have to be in the subject. Squinting at P/E ratios etc. doesn't help if you're left without a product tomorrow. Then I prefer J&J as a symbolic "pharma ETF".

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View all 13 further answers

Epi@Epi

1Mon

The handle of a falling knife does not make a good investment. 🤷

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Deleted User

1Mon

Comment was deleted

Epi@Epi

1Mon

@Seebi The short consolidation after the drop could be a favorable moment to activate the lemming troll. 👍😁

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Josh@Josh_44

1Mon

Have just thrown in another 1k myself sure everyone is crying about the tariffs but the thing will go up again and whether that's now or in a few years it doesn't really itch me I buy cheaply in tranches until it has found the bottom and shows a clear turnaround 🫡

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Olli@Olli68

1Mon

You would have been better off investing in $LLY.

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Gomerdoc@Gomerdoc

1Mon

@Olli68 Uh: NO. It wouldn't have. Do a Getquin benchmark between the two. And it looks even worse for $LLY compared to $NOVO B if you benchmark since 1990. And yes: the gap is justified, because $NOVO B is not a company for weight loss pills (but neither is EliLilly).
Eli is a good investment: but the better is the enemy of the good...

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Olli@Olli68

1Mon

@Gomerdoc Prices from 1990 are irrelevant. The only important thing is how they are positioned today. And you can see from the current share price that they have massive problems. Eli Lilly is currently 3 steps ahead of you. Unfortunately, the problems are homemade. And that will become apparent in the next figures.

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