New buy in $NOVO B (-0,14 %) and $1SXP (+2,13 %) a little $D05 (+0,08 %) out and an ETF liquidated. Novo clearly lagged behind this year$LLY (+0,01 %) Y , partly because it was doing quite well before, but also for other reasons. In addition to my article on diabetes, in which I shed light on the company's capital structure, which I find extremely interesting, I am hoping for further confirmation through new strategic positioning outside the insulin and obesity business. I am of the opinion that the company is excellently positioned to divert the cash flows from the Ozempic business into innovative products and various projects. It would be desirable for the management to further strengthen this course. The team looks extremely promising and the company could potentially develop into a strong pharmaceutical investment.