I believe the long-term thesis

I believe the long-term thesis, which includes things like leadership in GLP‑1 obesity treatments, a solid pipeline, manufacturing scale, and a great financial position, is still intact. In addition, the stock continues to be cheaply valued (even cheaper than before), and the company has navigated slowing growth followed by a CEO transition before (in 2016-2017). Perhaps history can repeat itself. $Novo-Nordisk A/S(NVO)$

Novo Halved, LLY Dipped: Reassess Drug Stocks?

Eli Lilly raised its full-year profit forecast on Thursday, betting on surging demand for its blockbuster weight-loss drug, Zepbound, as it targets new markets and looks to grab more share from Novo Nordisk's Wegovy. However, shares of the U.S. drugmaker fell about 14% in premarket trading after it reported data from its oral weight loss drug, orforglipron, earlier in the day. Would you consider buying the dip as NOVO halved? Has the stock hit the bottom? How do you view two drugmakers' earnings? Firece competition may hurt profits or not?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":464305389862928,"tweetId":"464305389862928","gmtCreate":1754374946841,"gmtModify":1754374950292,"author":{"id":10000000000011986,"idStr":"10000000000011986","authorId":10000000000011986,"authorIdStr":"10000000000011986","name":"jessica_twt","avatar":"https://community-static.tradeup.com/news/06987e22c898afbe39776cb98e1e6b47","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[{"themeId":"2ab91103050b4923a94834c0c2316fe4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Novo Halved, LLY Dipped: Reassess Drug Stocks?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2ab91103050b4923a94834c0c2316fe4}&rnconfig={\"headerBarHidden\": true}","description":"Eli Lilly raised its full-year profit forecast on Thursday, betting on surging demand for its blockbuster weight-loss drug, Zepbound, as it targets new markets and looks to grab more share from Novo Nordisk's Wegovy.\nHowever, shares of the U.S. drugmaker fell about 14% in premarket trading after it reported data from its oral weight loss drug, orforglipron, earlier in the day.\nWould you consider buying the dip as NOVO halved?\nHas the stock hit the bottom?\nHow do you view two drugmakers' earnings?\nFirece competition may hurt profits or not?","image":"https://community-static.tradeup.com/news/bf5d28f9fa78ed4a2e58ea8e088825c5"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>I believe the long-term thesis, which includes things like leadership in GLP‑1 obesity treatments, a solid pipeline, manufacturing scale, and a great financial position, is still intact. In addition, the stock continues to be cheaply valued (even cheaper than before), and the company has navigated slowing growth followed by a CEO transition before (in 2016-2017). Perhaps history can repeat itself.  <a data-mention-id=\"NVO\" class=\"teditor-mention\" data-mention-name=\"Novo-Nordisk A/S\" href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>I believe the long-term thesis, which includes things like leadership in GLP‑1 obesity treatments, a solid pipeline, manufacturing scale, and a great financial position, is still intact. In addition, the stock continues to be cheaply valued (even cheaper than before), and the company has navigated slowing growth followed by a CEO transition before (in 2016-2017). Perhaps history can repeat itself.  <a data-mention-id=\"NVO\" class=\"teditor-mention\" data-mention-name=\"Novo-Nordisk A/S\" href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a> </p></body></html>","text":"I believe the long-term thesis, which includes things like leadership in GLP‑1 obesity treatments, a solid pipeline, manufacturing scale, and a great financial position, is still intact. In addition, the stock continues to be cheaply valued (even cheaper than before), and the company has navigated slowing growth followed by a CEO transition before (in 2016-2017). Perhaps history can repeat itself. $Novo-Nordisk A/S(NVO)$","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/464305389862928","repostId":0,"isVote":1,"tweetType":1,"viewCount":1638,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":363,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/464305389862928"}