Why are so many here still positive about Novo

7H

Because when the "haters" come around the corner on the various forums, this has always been a good counter-indicator - at least in my past 26 years on the stock market 🤷‍♂️😂

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Leopold T.@Tuffbet

6H

@TomTurboInvest The problem is that most people first came across the share through various forums instead of doing their own research

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Sebi@Seebi

5H

@TomTurboInvest I agree with you on all the other shares, except for novo 😀😀😀

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Shem_sen@Shem_sen

5H

@TomTurboInvest I believe in Novo! And in you😜

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Brother L.@Brateeee

6H

Because fundamentally it is easy to say that they are now fairly valued. So why not invest?

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TomTurboInvest@TomTurboInvest

6H

@Brateeee I think many people don't really deal with Novo and don't realize that Novo is the absolute market leader with 63% global market share in the diabetes and obesity market. Then comes Eli Lilly far behind with 34% and there is nothing else relevant. Thanks to our lifestyle habits, the market is growing rapidly, and the biggest always benefits the most...🤷‍♂️

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McZed@McZed

6H

@TomTurboInvest Some might just get nervous about Trump's announcement. Novo makes most of its sales in the USA. With products (Ozempic, Wegovy) that fall exactly within the scope of Trump's statement, as they cost 10 times more in the USA than in the EU or Canada. If Novo really had to adjust its prices in a timely manner, that would be a bitter, billion-dollar blow. But who knows.

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WhenLambo@SoonLambo

5H

@McZed The entire sector would then have to reduce prices. Here are some prices for zebpound from $LLY
https://www.google.com/amp/s/www.cnbc.com/amp/2025/02/25/eli-lilly-offering-more-cheaper-vials-of-zepbound-weight-loss-drug.html

If the product reaches the masses, the bottom line should be more than if only the elite can afford it. This is exactly what will lead to even more sales in my opinion.

Only the margins are likely to suffer somewhat, but as mentioned, for everyone.

Nothing has been decided yet. As we have often experienced, things often turn out differently than expected. I think the effects are overestimated.

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WhenLambo@SoonLambo

5H

@TomTurboInvest doooooch, sooo much competition, hims and hers and and and 😂😂😂😂

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TomTurboInvest@TomTurboInvest

5H

@SoonLambo not involved with either Novo or Hims&Hers😂
What products will Hims&Hers sell? But that's how it goes with haters, just blabber on 🤷🏽‍♂️

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McZed@McZed

4H

@SoonLambo Exactly, the market shares should remain the same. However, margins would fall dramatically if they really had to cut prices by 70 or 80%. It would be interesting to see whether demand would compensate for this if the decree were to come into force immediately

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