Great opportunity to just sell puts 

The first week of August 2025 will be remembered as a pivotal moment for the pharmaceutical sector, particularly for the two titans of the GLP-1 weight-loss drug market: Eli Lilly ( $Eli Lilly(LLY)$ ) and Novo Nordisk ( $Novo-Nordisk A/S(NVO)$ ). In a dramatic turn of events, Eli Lilly saw its stock plunge by as much as 14.5% despite posting stellar earnings and raising its full-year forecast. Meanwhile, Novo Nordisk continued its precipitous decline, having already been halved from its 2024 peak, reeling from a severe guidance cut issued just a week prior.   For investors, these sharp, divergent moves raise critical questions. Is this a buying opportunity for two market leaders, or a sign of deeper ro

Novo is expected to release earnings on August 6th. The stock has lost 42% year-to-date. I find it concerning that the stock has experienced such a significant decline, and the attractive valuation after the sell-off does not fully reassure me. While the post suggests that near-term recovery requires patience and labels it a buy for long-term investors comfortable with volatility, I am not convinced at this stage. My bearish stance reflects my caution regarding the uncertainty surrounding the upcoming earnings. This is not the first time that Novo Nordisk $Novo-Nordisk A/S(NVO)$   has been through a phase of slowing growth followed by a chief executive officer transition. The company may be able to navigate

The recent plunge in Novo Nordisk's stock is a complex issue with several contributing factors, and whether it's a good time to "bottom fish" is a question with a nuanced answer that depends heavily on an individual investor's risk tolerance and long-term outlook. Here's a breakdown of the situation: Why the Stock Plunged  * Reduced Guidance and New CEO: The company recently cut its full-year sales and operating profit forecasts for the second time this year. This was coupled with the announcement of a new CEO. The revised outlook reflects a more challenging environment than previously expected.  * Competition and "Copycat" Drugs: Novo Nordisk's blockbuster weight-loss drug, Wegovy, is facing significant competition, particularly from "compounded" or copycat versions of the drug

$Novo-Nordisk A/S(NVO)$ Novo Nordisk (NYSE: NVO), the Danish pharmaceutical giant behind blockbuster GLP-1 drugs like Ozempic and Wegovy, has seen its stock price take a surprising turn in recent months. After becoming a poster child for weight-loss and diabetes therapeutics and one of Europe’s most valuable companies, Novo Nordisk has endured a significant retreat in 2025. At one point trading near all-time highs above $140 per share, Novo has seen nearly half of its market value wiped out, with shares now hovering around the $75–$80 range as of early August 2025. This dramatic decline comes as a surprise to many investors who had viewed Novo as a near-unstoppable growth machine. With double-digit revenue growth, margin expansion, and a global add

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. $Novo-Nordisk A/S(NVO)$

$Novo-Nordisk A/S(NVO)$ printing steady gains! Small win now but with GLP-1 shortages + new indications approved, this is just chapter one! Holding for earnings fireworks. Breaking: Acquiring CDMO to boost capacity - pre-market up 2%!

$Novo-Nordisk A/S(NVO)$  The recent market sell off appears to be an overreaction driven by short term concerns. For this reason, I've decided to open a new position. Novo Nordisk still holds a strong market position, solid financials, and a promising pipeline. The long-term case remains compelling, as it's well-positioned to lead the booming GLP-1 space for years to come.

$Novo-Nordisk A/S(NVO)$ Recovery train has departed, either hop on or eat dust. 70+

Last Week's RecapThe US Market - Stocks sell-off to kick off August tradingAugust 1st saw a sharp sell-off, with the S&P 500 falling 1.6% and the Nasdaq sliding around 2.2%, triggered by disappointing jobs data and newly announced tariffs. These losses followed fresh record highs earlier in the week (July 28th), capping Nasdaq's most active month for record closes since December 1999.For the week, the S&P 500 dropped 2.4%, marking its biggest weekly decline in months, closing near 6,280. The Dow sank 2.9%, its worst performance since April 4, while the Nasdaq slid 2.2%.The July jobs report showed nonfarm payrolls rose by 73,000, falling short of the 100,000 gain expected by economists polled by Dow Jones. Previous figures were sharply revised. June job growth totaled just 14,000, d