Novo Nordisk's management showed too little action against near-term problems, leaving the case in real doubt for the first time. A 5-10-year recovery plan clashes with the semaglutide patent expiring within that window, already lost in Canada, India and Turkey, while Eli Lilly poses real threats. Pipeline work in blood/endocrine, liver and cardiovascular is exciting and diversifying would be a game changer, and NovoCare is a positive, but the clock is running and management is uninspiring. … Show more

Novo Nordisk's P/E is expected to rise because its earnings are expected to drop. The market is forward-looking, not backward-looking, and it doesn't like companies that have completely messed up for years, as Novo has. x.com 

Novo Nordisk is worthwhile even with underwhelming 2030 targets, because the market prices in almost zero growth and it does not need 10% annual growth to pay off. Its goal of revenue growth in line with major pharma peers is realistic and puts growth back on the table, though clearer numbers are needed. Management credibility is a concern after a hot mic at its Capital Markets Day caught someone saying it is almost impossible to provide guidance, per @investseekers. x.com  x.com  x.com  x.com 

Novo Nordisk carries too much legal drama to invest in, with lawsuits piling up. The latest, per @AIStockSavvy, is Viatris suing Novo over a patent dispute on generic Wegovy. x.com 

Eli Lilly has the market momentum over Novo Nordisk in GLP-1 drugs. Lilly's Zepbound sold $4B in Q1 against $2.7B for Novo's Wegovy, and Novo's lawsuit over GLP-1 advertising looks defensive. Lilly's direct-to-consumer head start and manufacturing scale appear durable. A GLP-1 market heading to $100B by 2030 remains the most structurally attractive healthcare trade. x.com 

Novo Nordisk is one of the best opportunities in the market and a safe haven in an AI-driven market, crushed while its long-term growth story is rebuilt. It trades at 9x earnings with a 4.64% dividend yield, controls about 80% of the GLP-1 weight-loss pill market and plans to scale oral GLP-1 capacity 10x by 2030. Revenue growth is expected to return to double digits in 2027, and it has partnered with Anthropic on drug discovery. It would need a 110% rally to regain its 200-week average. x.com 

Eli Lilly can reinvest its GLP-1 cash flow into biological intelligence, building on the growth of its metabolic drugs. AI agent swarms working on scientific problems underpin the view that Lilly is becoming the world's most important AI company and could be the largest US company by decade's end. 2027 will be a year of cures and AI-driven scientific breakthroughs. x.com 

Hims & Hers is undervalued because the market still prices its old compounding-dependent business, not the platform rebuilt around a Novo Nordisk partnership. Wegovy now launches through Hims, an FDA-sanctioned GLP-1 channel, and app downloads went 4x overnight. It trades at 17x forward EBITDA versus a 22x history, despite 72% gross margins, 2.5 million subscribers and monthly revenue per subscriber up to $83 in 2025 from $65. Target: $85 by December 2026. x.com  x.com  x.com  x.com  x.com  x.com  … Show more

Novo Nordisk could run with healthcare stocks as tech sells off, helped by the midterm health trend of the last 20 years. The market seems to be looking for value in health and pharma. Novo's $11.8 billion in free cash flow and major buybacks at these levels should eventually lift its depressed price once investors realize Novo and Eli Lilly can both do well in oral GLP-1s, where Novo leads. Novo might have found a bottom. x.com 

Eli Lilly merits an Overweight rating and a $1,300 December 2026 target because its pipeline extends the GLP-1 franchise well beyond obesity, and the supply worry that distracted the market is over. Orforglipron, the key underpriced catalyst, beat Novo Nordisk's oral semaglutide in Phase 3 without food or water limits and launches in H1 2026, opening a far larger pill market. Zepbound sales rose 123% and Mounjaro hit 758,000 weekly scripts, driving leverage. Novo's CagriSema is the main risk. … Show more