I opened my first position in Novo Nordisk today. In my opinion, the theme of weight loss, insulin and obesity will remain intact over the next few years. The valuation of $NVO has already come down a few notches and a bottom may have begun. You can never tell whether there will be a bigger discount, but then you could buy a little more.
Risks: The whole story with the customer injections has turned out to be nonsense ;)
