Welcome to the active community. Apart from $NOVO B, I think your portfolio is good. I think there are more interesting stocks with more potential in the pharmaceutical sector. But that is a matter of taste and I only judge the individual stocks. I have no idea about ETFs.
Otherwise, I'll carry on as before. There's no reason to change anything.
Otherwise, I'll carry on as before. There's no reason to change anything.
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@Multibagger I actually just bought Novo yesterday.
I'll see what it gives me first.
Thanks for the words!
I'll see what it gives me first.
Thanks for the words!
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@Multibagger why do you think $NOVO B is that bad?
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•@Catpitalist I didn't say it was bad. But I believe that $LLY, for example, will perform better because they are much more broadly based. I also see $MRK further ahead, just to take the big ones. There are many small caps in the pharma/biotech sector. But of course there is also a lot more risk.
The margins at $NOVO B are falling, and whether this can be offset by higher sales is written in the stars. So far, the pill has only been approved in the USA. There is a threat of trouble from Greenland
Other players are entering the market, such as $GPCR. Studies to date have shown greater efficacy and fewer side effects. $NOVO B is only represented in the diabetes market. It is large, but also increasingly competitive.
The margins at $NOVO B are falling, and whether this can be offset by higher sales is written in the stars. So far, the pill has only been approved in the USA. There is a threat of trouble from Greenland
Other players are entering the market, such as $GPCR. Studies to date have shown greater efficacy and fewer side effects. $NOVO B is only represented in the diabetes market. It is large, but also increasingly competitive.
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