3D·

Novo Nordisk and UnitedHealth - hope?

The statements from the $NOVO B (+0.83%) management team this morning confirms the point about the "shadow market" and that the number of post GLP 1 patients contributing to sequelae is much larger than most think.

It's important to note here that I don't think this has any negative implications for Eli Lilly $LLY (+1.62%) has. On the contrary, it actually offers more market share.

-> Which is why, among other things, I am convinced that Eli Lilly is a $1B company, but do not hold a position myself.

The earnings call from United Health $UNH (-5.41%) I think made two things clear.

1) Value based care is the future

2) UNH is bad at implementing it itself

Quotes from the earnings call from $UNH (-5.41%)

(In case anyone is interested)

1): "Value-based care has the potential to transform healthcare. Yet even as we struggle to align this model with new funding dynamics, it consistently delivers better outcomes"

2): "We are early in our value-based care journey. We know we have real and self-inflicted executional challenges, and we bear the responsibility to get this right, recognizing that urgent work lies ahead... We are evaluating our position in each market. We will shift risk back to the original underwriters until we have the hardened capacity to navigate it under value-based constructs."

Ph1l1pp

@Ph1l1pp

3D·

Getquin Top-Buyer

Once again it has been shown that Getquin buys the absolute top of all stocks $NOVO B (+0.83%) and 99% lose with stock-picking.

7 Comments

Global Finance@Global_Finance

Fortunately, I got out in time to get back in later when there was news.👍🏻
Rather a risky investment at the moment

•

Ph1l1pp@Ph1l1pp

@Global_Finance In the short term, there may well be a bounce of a few percent, which is not untypical after a 20% correction. In the medium to long term, I would be reluctant to hold either company

••

Daniel@Daniel1212

What nonsense... When do you lose? When the shares fall or when you sell them? Just stay relaxed 😄 I'll only earn money with it in 1-2 years' time

•

Ph1l1pp@Ph1l1pp

@Daniel1212 You probably didn't read the article. Both Novo Nordisk and UNH have structural problems that need to be overcome first.

Whether now is a good short-term entry point - maybe. Even after a bounce of 5-10%, which often comes, it can very well go down another 20% :)

Don't get caught holding.

•

Daniel@Daniel1212

@Ph1l1pp Well... Everyone has their own strategy. I've also had good experiences with Bayer, for example. To speak of structural problems would probably be a slight understatement.
I was only bothered by your statement about stock picking. If I didn't have my individual stocks, I would have been better off investing in a fixed-term deposit account the way my ETFs are performing. I'm always bothered by sweeping statements like that. But maybe that's my personal problem 😄

••

Ph1l1pp@Ph1l1pp

@Daniel1212 There is certainly a counterexample to every example. I don't deny that either.

However, stock picking loses 99% and underperforms every benchmark ETF (in the long term). I don't think it makes much sense to use the poor performance of the ETF as a reason.

••

Daniel@Daniel1212

Do you have a source for this?

••