$NOVO B (-3,08%)
$LLY (+0,37%)

$NOVO B (-3,08%) reached its ATH almost exactly one year ago. Since then, the shares have fallen by over 50%. What do you think, will $LLY (+0,37%) Novo Nordisk from the market or can you keep up?

$NOVO B (-3,08%)
$HIMS (-4,2%)
$LLY (+0,37%)
$UNH (+1,08%)

- Lawmakers propose cutting Wegovy and Zepbound from Medicaid to reduce $12 billion deficit

- Would save $680 million annually through 2029 if passed

Source: Bloomberg Law

Novo Nordisk is under investigation by the Spanish Ministry of Health for possible illegal advertising of its hit drug Wegovy. The authorities believe that an online campaign related to Novo could be classified as indirect advertising for a prescription drug, which is prohibited. The website is now offline. Shares fell as much as 2.8% in Copenhagen on Wednesday. (via Bloomberg)

$HIMS (-4,2%)

It is relatively simple, $HIMS (-4,2%) should be judged as a rapidly growing telemedicine platform that enables healthcare delivery in the most convenient and compelling way.

$HIMS (-4,2%) GLP1 was already growing strongly before GLP1 and will, in my opinion, continue to develop and expand as one of the largest and leading telemedicine platforms.

A platform and brand designed to provide affordable access to medical care and products.

A personalized medical companion with tailored treatments for every need.

A vertically integrated, AI-powered platform with in-house compounding and testing.

You should tune out the short-term noise and wear noise protection if necessary 😁, the long-term potential and adoption of the platform and products is undeniable.

This graphic illustrates this very well:

$HIMS (-4,2%)
$NOVO B (-3,08%)
$LLY (+0,37%)
$XDWH (-1,07%)

$XDWH (-1,07%)
$IUHC (-0,89%)
$WHEA (-1,13%)
$WHCS (-1,22%)
$WELS (-1,08%)
$LLY (+0,37%)
$NOVO B (-3,08%)
$RNN519 (-0,5%)

I would be interested in your opinion on the healthcare sector ? I am currently toying with the idea of parking my cash in the $XDWH (-1,07%) in the health care sector. I believe that the healthcare sector has some catching up to do and if the stock market becomes more volatile, I think the healthcare sector will benefit. Even if it is perhaps only a short-term position, I expect a higher return here than on the call money account. I like the idea, especially as the market for slimming products should continue to grow strongly and $LLY (+0,37%) ubd $NOVO B (-3,08%) will benefit from this as a dominant player.

$HIMS (-4,2%)
$LFMD

I'm curious, maybe we'll see a new partnership with $LLY (+0,37%) the long term, but this could also take time, due to the warning, so to speak, that the $HIMS (-4,2%) sales strategy has negative effects on patients... The change of CEO could also lead in a different direction, so that they try it alone:

$UNH (+1,08%)
$NOVO B (-3,08%)
$HIMS (-4,2%)
$LLY (+0,37%)
$M2PW34
$BNTX (+0,29%)
$OSCR