Novo-Nordisk

Bought 2 shares of Novo Nordisk ADR at 53.76 each. The stock plunged after the company downgraded its full‑year sales growth forecast for 2025 to 8 %–14 %, and its profit guidance to 10 %–16 %. Also, investors are hesitant on its next obesity drug candidate, CagriSema, which underperformed competitive expectations and showed slightly higher nausea risks. Novo is also exiting its Hims & Hers partnership, adding uncertainty. Despite this, its leadership in diabetes and obesity treatment remains strong. Wegovy and Ozempic still dominate global demand. Margins are solid, pipeline is real, and the competitive position, while challenged, is far from lost. This dip feels like the market resetting expectations, not a fundamental failure. I see this weakness as a buying opportunity ahead of a potential rebound once execution clarifies and sentiment shifts.