Hello everyone,

I have been saving for almost three years now with the $XDWD (-0.12%) and have a portfolio of just under 17k.

In the coming year, I would like to invest a large sum x in individual shares with a view to the long term.

The shares will be held until I retire and will not be used to speculate on short-term gains.

I have selected the following shares:

$TSLA (-0.88%)

$NVDA (-0.47%)

$MSFT (-0.38%)

$SYK (-5.44%)

$LLY (-0.16%)

$AAPL (-0.17%)

$RHM (+0%)

$AMZN (-0.47%)

The shares are not spectacular, but are market leaders and big names in their sector. However, this is of course no guarantee of a promising future.

What do you think of these shares, even if they may seem boring?

The US 🇺🇸 American FDA has Eli Lilly's
$LLY (-0.16%) weight loss drug Zepbound for the treatment of patients with sleep apnea, CNBC reports.

Graphic: REUTERS/Mike Segar

$HIMS (-0.04%) currently sells Compounted Semaglutide, which is still on the FDA shortlist, only Tirzepatide ($LLY (-0.16%) GLP-1) was removed from the FDA shortage list yesterday!

However, HIMS is already planning to sell Compounded Liraglutide (a generic drug that is 100% legal to manufacture even without shortage) in 2025, which is just beginning, and thus become independent of Lilly and $NOVO B (-0.19%) and

But: HIMS does not sell branded GLP-1 and offers semaglutide in a compounded version, which is considered the second best drug. Liraglutide, which HIMS could also offer, is off-patent but works significantly worse (only 12% weight loss compared to 15% for semaglutide). Tirzepatide is considered the best drug by Lilly.

Have 30% of my Net Worth in Hims, and have set the next limit buy at 20€, would love some Getquin Coins! ;)

The data on the new dietary supplement CagriSema, successor to the current drug Semaglutide, disappointed investors.

Over a 68-week period, patients lost an average of 22,7 percent of their body weight. In comparison, the old drug Semaglutide achieved a weight loss of 14,9 percent on average under the same conditions.

The new drug is therefore significantly more effective, but the share price was still penalized by over 27% at its peak, as 25% weight loss expected was expected.

The problem is that CagriSema is just as good as the competing product from Eli Lilly but is significantly more complex in the production and therefore expensive.

Subjective opinion: However, the patents on the current drug do not expire until the 2030s and this drug has not been a complete failure. It will therefore put a slight strain on Novo Nordisk's margin due to competitive pressure, but does not justify such a sell-off. I therefore took advantage of this crash and bought some shares for €80, as Novo is still well positioned overall. Let's see where the further journey takes us!

$NOVO B (-0.19%) , $LLY (-0.16%)

$HIMS (-0.04%) falls (why?) Here is the answer:

The FDA released a new decision today stating that the shortage of tirzepatide injection $LLY (-0.16%) from Eli Lilly has been resolved.

Is this drastic for Hims? No they don't sell tirzepatide directly but compounded semaglutide which is still allowed to be sold.

The only fear is that this could also be withdrawn by the FDA in the near future.

Podcast episode 68 "Buy High. Sell Low."

Subscribe to the podcast so that print dies.

00:00:00 Alphabet, Uber & Lyft

00:26:00 Novo Nordisk, Eli LIlly & Amgen

00:54:00 Quantum Computing & Quantum Corporation

01:02:15 Bitcoin & MicroStrategy

01:17:40 German Bitcoin experts

Spotify

https://open.spotify.com/episode/40XOPNBIC2zBjVtmVDSzMH?si=jj_ZclnGQfSfpRCUZEB2QQ

YouTube

https://youtu.be/rqzook0jqpU

Apple Podcast

https://podcasts.apple.com/de/podcast/folge-68-alphabet-microstrategy-novo-nordisk-uber-bitcoin/id1695869891?i=1000680672590

$GOOGL (-0.39%)
$GOOG (-0.45%)
$MSTR (+0.11%)
$BTC (-0.11%)
$UBER (+1.23%)
$LYFT (+0.32%)
$NOVO B (-0.19%)
$NOVO B
$NVO (+0%)
$AMGN (-0.32%)$LLY (-0.16%)
$AAPL (-0.17%)
$SPOT (+0.08%)
#podcast

Eli Lilly
$LLY (-0.16%) has announced a new share buyback program worth 15 billion US dollars and at the same time announced a quarterly dividend of 1.50 US dollars per share, up from the previous dividend of $130 US dollars per share.

Graphic: REUTERS/Mike Segar

$HIMS (-0.04%) / $LLY (-0.16%)

RO and $LLY (-0.16%) work together to offer cheaper ZEPBOUND vials

Ro announces a partnership with Eli Lilly $LLY (-0.16%) to offer lower-cost, single-dose vials of Zepbound ® (tirzepatide) through LillyDirect ® , Lilly's self-pay pharmacy channel. Ro patients with eligible prescriptions will be able to purchase the FDA-approved weight loss medication directly through the platform.

This move is aimed at improving affordability and access to Zepbound, the first dual GIP/GLP-1 receptor agonist approved for the treatment of obesity.