3J·

Bye Novo

$NOVO B (+0,66 %) has left my portfolio again. It's a bit too uncertain for me at the moment, so I preferred to secure my small profit. One or two days earlier would have been better, of course, but what the heck. I could possibly imagine re-entering the market if they drop again after the figures. Otherwise the money will go into an ETF as invest and forget money.

29.01
Novo Nordisk logo
a vendu x125 à 49,79 €
6 223,75 €
19,68 %
16
8 Commentaires

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absolute nonsense, there is nothing uncertain, they are in a huge future market in an oligopoly... don't understand where you see uncertainties with an approved oral pill and a functioning product
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@nassimcanim Abandoned over 4% personal dividend yield with this rapid dividend growth... that would have been a cash flow machine.
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very good min young, away with the chip shop, means only Ärger❤️
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@juliana-investment Where do you see a problem with Novo?
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@Maxxey I currently see several risks for Novo Nordisk: The stock is heavily dependent on the success of a few drugs, competition in the GLP-1 market is extremely fierce, analysts have adjusted price targets downwards and there are legal/regulatory risks. Concentration risk & patent risk
A large part of the revenue comes from active ingredients whose patent protection will expire in the next few years and growth forecasts have been lowered. Think the biggest problem will be illy and Trump
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Why buying the company if it's to abandon it right when good news are aligning ?
@Jo_Wolf what good news in particular?
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@Solitair TrumpRX go live tomorrow with Novo's GLP drugs in focus.
Prescription numbers in first week of Oral Wegovy are good.
Legal battles between Novo and generic manufacturers, while still ongoing, have a huge change of been won as per US government statements favoring Novo.
US - Novo Deal while short term pricing hurts, the customer base expansion long term makes it worth it.
Deal with Amazon Pharmacy, Sesame Healthcare, GoodRX, LifeMD...
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