Novo Nordisk $Novo-Nordisk A/S(NVO)$ , meanwhile, looks like a potential rebound play. With expectations reset after pricing pressure and cautious guidance, any stabilization in margins or faster oral semaglutide rollout could spark a recovery. I’d consider adding on dips.
UnitedHealth’s $UnitedHealth(UNH)$ bounce also stands out — strong premium growth and raised EPS guidance show resilience. I think it still has upside, especially as investors rotate toward reliable earnings. Beyond healthcare, industrials and consumer staples are quietly gaining strength too.
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- Merle Ted·11-13TOPLLY PE ratio is still below historical average! It’s still relatively cheap to it’s average for those that need more explanation to why it has more room to run! Hahaha for the shorts!1Report
- Yaomao·11-13TOPSolid analysis! LLY's pipeline strength and UNH's EPS guidance are indeed compelling. Adding on dips makes sense. [强]1Report
- Valerie Archibald·11-13TOPNVO has to be one of the worst investments I ever made in my life!1Report
- icycrystal·11-15TOPthanks for sharing2Report