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Novo where do you see the end of the correction?

MaReck96 · 2025-01-20T19:10:07.099497Z

$NOVO B wo sehr ihr das Ende? Überlege zu kaufen 🤔

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think that when it starts, it will go up again quite quickly. Historically, corrections of 50% from the top like the current one are great entries. Since 1989 there have only been 3 or 4 corrections in the -40% range and lower.

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Heiko S.@heikospecht

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At € 68-70 If the resistance of August 2023 becomes support, the bottom could now slowly form.

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Memo0606@Memo0606

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@heikospecht where do you still see opportunities?

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MaReck96@MaReck96

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@heikospecht because that's how I saw it too

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Heiko S.@heikospecht

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@Memo0606 do you mean with the share? I see great opportunities there. Ozempic alone should carry the share...
Or what do you mean by opportunities?

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Memo0606@Memo0606

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@heikospecht I also meant other values in general

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Heiko S.@heikospecht

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@Memo0606
I would watche Deutsche Pfandbrief, Siltronic and Stabilus. All were at a low and could now come out.

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Ziyang@Yang

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@heikospecht I dare to say that they can still correct up to 65$

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Heiko S.@heikospecht

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@Yang for a beer that doesn't go down that far? 😉🤞

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Lukas@Hofi

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Novo is a top company and has been below a P/E ratio of 30 for a long time, I will continue to buy in small tranches below €80

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BamBamInvest@BamBamInvest

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@Hofi they have already been traded at P/E ratios of 12, I would be cautious. If there is more competition and price limits in the USA, a revaluation will be necessary, even if some things may already be priced in. $NOVO B is not yet cheap. ✌️

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Lukas@Hofi

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Well, "cheap" is always relative. Just as quality stocks such as Microsoft, Visa etc. are always traded at a premium, the same applies here. Net income margin of 35%, 65% market share in GLP1 preparations (depending on the region, the Ozempic patents expire from 2027 to 2032), established industry giant in insulin products, TOP management, etc. - you don't get that for free. - You don't get that for free.
Yes, the market share will not always remain this high, but they are not sitting around twiddling their thumbs either, or in my opinion this has already been priced in to a large extent.

I'm not saying that it can't go any further downhill, but I know a lot of people who think they'll never get in on Novo, mostly because they wait until the stock is "cheap" or try to time the bottom. You can count the number of major setbacks in Novo on your hand - you either want to take advantage of them or not!

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