To The Moon

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The Government Pension Fund Global predicts that $Novo-Nordisk A/S(NVO)$ and $Eli Lilly(LLY)$ could be the first healthcare companies to reach trillion-dollar club, benefiting from the rising demand for diabetes and weight-loss drugs. With less than 1% of overweight individuals currently receiving treatment, the potential market for these drugs remains vast. $Novo-Nordisk A/S(NVO)$'s strong earnings, driven by the success of its drug Wegovy, pushed its market value to $511.29 bln.While $Eli Lilly(LLY)$’s market capitalization stands at around $612 bln. The Government Pension Fund Global holds significant stakes in both comp

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How does an investor safeguard her portfolio and goals from high inflation? $Tesla Motors(TSLA)$ $NASDAQ-100 Index ETF(QQQ)$ $S&P500 ETF(SPY)$ $S&P 500(.SPX)$  Essentially, there are two broad ways. Outpacing inflation is about positioning your portfolio to grow bigger over a while and deliver returns that exceed the inflation rate. If your goal is to build a corpus for future spending and the goal is at least ten years away, then this strategy works. Hedge against inflation broadly focuses on protecting your near-term consumption from rising inflation. It is applicable especially if you are nea

Many companies such as Pfizer and Amgen are developing weight loss drugs, as Barclays has predicted a $100 billion global market for obesity drugs by 2030. Females of ages 18-34 are the target customers of weight loss products. In a separate note,  The sugar industry is an example of a weight-losing industry. Weight-gaining industries are industries whose raw materials are lighter but finished products are heavier and bulky. They tend to locate near markets.

I try me so happy for this

Bill Ackman, who short on long-term US bonds, tweeted on October 23 that he had closed his position, for the current economic slowdown was more severe than the current data suggested, and the high yield of long-term US Treasury bonds was unsustainable. $iShares 20+ Year Treasury Bond ETF(TLT)$ Why are long-term US bond yields rising?US bond yields and bond prices are inversely proportional, and secondary market supply and demand can also affect yields through prices;Long-term US bond yields reflect expectations for future economic growth, while short-term yields are a direct reflection of market interest rates.As we have previously analyzed, the continuous rise in US bond yields is a comprehensive result of "economic growth" and "increased supply".

The Biden administration unilaterally upgraded chip-related sanctions against China, affecting not only the 8% intraday drop in $NVIDIA Corp(NVDA)$ (though it closed at -4%), but also the acquisition of $VMware(VMW)$ . $Broadcom(AVGO)$ was planning to acquire VMware for over $60 billion, making it a crucial deal hinging on antitrust regulations in various countries. While countries like the UK, South Korea, and Japan had previously given their consent for this union, China's stance on "chip sanctions" became the most significant variable in this merger. Last Friday (October 12th), there were reports in the media that Chinese regulators had intentions to "greenlig

$Novo-Nordisk A/S(NVO)$ Their dividends has historically grown at 10% a year. Holding NVO you will beat inflation by a fine margin. Regulations is their biggest risk for me, so i’m not all in but it has become a sizeable position in my portfolio the last couple of months. The other risk is that they are not as diversified as for instance LLY.I do believe long term it should be pretty safe . The trend the last 100 years is that people are getting fatter and fatter. Even if Denmark increases their tax rates or whatever they can to harvest more government money from NVO, i don’t believe it will do much long term. Maybe cause short term volatility, but nothing im too worried about. I sleep well with NVO in my portfolio

$Novo-Nordisk A/S(NVO)$ I've been eyeing Novo Nordisk ($NVO) recently, and I'm intrigued by its position in the pharmaceutical sector, especially given its focus on diabetes and obesity treatments. As we all know, these are significant healthcare issues that aren't going away anytime soon.Novo Nordisk has a long history of stable growth and has shown resilience during economic downturns. However, competition is fierce in the pharma sector, and it's not uncommon for market leaders to lose their position swiftly.NVO has a history of providing decent dividends. Do you think this is sustainable in the long term?Image

1. Pharma stocks $Regeneron Pharmaceuticals(REGN)$ and $Vertex Pharmaceuticals(VRTX)$ hit new high of $853.97 and $374.45 respectively. $Regeneron Pharmaceuticals(REGN)$ three core value drivers are its eye disease drug Eylea (now available in a high-dose form), immunology drug Dupixent, and anti-cancer therapy Libtayo. FDA approved its high-dose Eylea in August.  $Vertex Pharmaceuticals(VRTX)$ is striving to develop treatments for APOL1-mediated kidney disease, non-opioid pain medications, rare blood disorders, and diabetes. 2. Insurance stocks $Arch Capital(ACG

LLY NVO want to become star contributor

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I’m hoping for a pause, but seems there’s still a chance for one last rate hike this year…

Not a true believer of the Weight Loss industry. The whole model is based upon you loosing weight, and then putting it on again gradually, just in time to go back to them after Xmas and pay more just too try too loose weight again. So yes it's lucrative, and ideal for good returns because customers always comes back, but it also show some fundamental flaws of society where it all becomes a quick fix to get what you want. Did you know that out of a hundred people loosing weight with Weight Watchers, according to the news 97 will put the weight on again ! So I don't think the Soda pop industry will go under anytime soon.

Hi there ... Which is the best company to start investing with?

Novo Nordisk: Super Focused Pharma Company For The Long Run $Novo-Nordisk A/S(NVO)$  Novo Nordisk is a high-quality pharmaceutical company with a unique ownership structure, controlled by a charitable foundation. The company specializes in diabetes and obesity treatments, with a focus on insulin and GLP-1 analogues. Despite a temporary slowdown in recent years, Novo Nordisk is back on track for strong growth and has the potential for further diversification in the future. Novo Nordisk is a 100-year-old company that until recently almost exclusively focused on diabetes treatment. As such, the company has almost no direct peers. The closest peer is Eli Lilly (LLY) which generates about half of its business from the diabetes area. Until 2019, Nov

Wow this is a massive thing to begin investing into

The Government Pension Fund Global predicts that $Novo-Nordisk A/S(NVO)$ and $Eli Lilly(LLY)$ could be the first healthcare companies to reach trillion-dollar club, benefiting from the rising demand for diabetes and weight-loss drugs. With less than 1% of overweight individuals currently receiving treatment, the potential market for these drugs remains vast. $Novo-Nordisk A/S(NVO)$'s strong earnings, driven by the success of its drug Wegovy, pushed its market value to $511.29 bln.While $Eli Lilly(LLY)$’s market capitalization stands at around $612 bln. The Government Pension Fund Global holds significant stakes in both comp

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Bill Ackman, who short on long-term US bonds, tweeted on October 23 that he had closed his position, for the current economic slowdown was more severe than the current data suggested, and the high yield of long-term US Treasury bonds was unsustainable. $iShares 20+ Year Treasury Bond ETF(TLT)$ Why are long-term US bond yields rising?US bond yields and bond prices are inversely proportional, and secondary market supply and demand can also affect yields through prices;Long-term US bond yields reflect expectations for future economic growth, while short-term yields are a direct reflection of market interest rates.As we have previously analyzed, the continuous rise in US bond yields is a comprehensive result of "economic growth" and "increased supply".

1. $Eli Lilly(LLY)$ soared to a record high of $613 on October 12th.Eli Lilly and Novo Nordisk announced that it plans to stop a kidney outcomes clinical trial evaluating Ozempic (semaglutide) in treating patients with type 2 diabetes and chronic kidney disease.The study’s independent data monitoring committee recommended the trial be halted because results from an interim analysis showed an efficacy level that met pre-specified criteria.Lilly is also evaluating Mounjaro in a phase 2 study targeting chronic kidney disease. 2. $Aflac(AFL)$ climbed to $80.50 on October 12th.Aflac is a supplemental health and life insurance provider in the US and Japan. The company has been expanding its product offe

How does an investor safeguard her portfolio and goals from high inflation? $Tesla Motors(TSLA)$ $NASDAQ-100 Index ETF(QQQ)$ $S&P500 ETF(SPY)$ $S&P 500(.SPX)$  Essentially, there are two broad ways. Outpacing inflation is about positioning your portfolio to grow bigger over a while and deliver returns that exceed the inflation rate. If your goal is to build a corpus for future spending and the goal is at least ten years away, then this strategy works. Hedge against inflation broadly focuses on protecting your near-term consumption from rising inflation. It is applicable especially if you are nea

1. Pharma stocks $Regeneron Pharmaceuticals(REGN)$ and $Vertex Pharmaceuticals(VRTX)$ hit new high of $853.97 and $374.45 respectively. $Regeneron Pharmaceuticals(REGN)$ three core value drivers are its eye disease drug Eylea (now available in a high-dose form), immunology drug Dupixent, and anti-cancer therapy Libtayo. FDA approved its high-dose Eylea in August.  $Vertex Pharmaceuticals(VRTX)$ is striving to develop treatments for APOL1-mediated kidney disease, non-opioid pain medications, rare blood disorders, and diabetes. 2. Insurance stocks $Arch Capital(ACG

In an era where health-consciousness is on the rise, companies that produce weight-loss products and drugs find themselves in a promising position. This article shines a spotlight on Wegovy, a groundbreaking weight-loss drug, and its parent company, Novo Nordisk. We’ll delve into their financial performance, the broader trend of adopting healthier lifestyles, and the potential impact on consumer behaviors and demands. $Novo-Nordisk A/S(NVO)$  1. Business Excellence: Wegovy and Novo Nordisk To understand the potential for growth in the weight-loss product market, it’s essential to examine the parent company and the product’s performance. • Novo Nordisk’s Success: Novo Nordisk, the parent company of Wegovy, is a global healthcare leader. With a

The news of the weight-loss drug Wegovy from $Novo-Nordisk A/S(NVO)$ entering the UK market stimulated the company's stock price to close up 0.7%, with a market value of $428 billion. Meanwhile, luxury goods giant $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ stock price fell 0.4%, with a market value of approximately $419 billion. The weight-loss drug has defeated the big brand bags and won the title of the most valuable European stock.Exaggerated Demand for weight loss pills SemaglutideIn early August, Novo Nordisk announced the results of the SELECT Phase 3 clinical trial for Semaglutide. The analysis showed that the trial met its primary endpoint, with a 20% reduction in the risk of major adverse cardiova

The Biden administration unilaterally upgraded chip-related sanctions against China, affecting not only the 8% intraday drop in $NVIDIA Corp(NVDA)$ (though it closed at -4%), but also the acquisition of $VMware(VMW)$ . $Broadcom(AVGO)$ was planning to acquire VMware for over $60 billion, making it a crucial deal hinging on antitrust regulations in various countries. While countries like the UK, South Korea, and Japan had previously given their consent for this union, China's stance on "chip sanctions" became the most significant variable in this merger. Last Friday (October 12th), there were reports in the media that Chinese regulators had intentions to "greenlig

Shares of Coca-Cola have fallen recently, and is down by almost 20% since the beginning of May. Coca-Cola makes up around 6.2% of Warren Buffett's portfolio, according to the CNBC Berkshire Hathaway portfolio tracker.  KO is down 20% since May Weight-loss drug Ozempic is sapping demand Concerns that weight-loss drugs like Ozempic and Wegovy are leading consumers to buy fewer groceries and consumer fewer calories have pushed down several stocks like Coca-Cola, PepsiCo & even McDonalds. A recent quote from Walmart's U.S. CEO John Furner on Bloomberg mentioned that such drugs are leading to a slight pullback in the consumer's basket, calling it "Just less units, slightly less calories." Drugs like Ozempic which works as an appetite suppressent are impacting the packaged food and beve

The market value of Weight-loss Drug company $Novo-Nordisk A/S(NVO)$ ‘is catching up with that of $Tesla Motors(TSLA)$ ? A difference of $8 billion.It can be see that $Novo-Nordisk A/S(NVO)$ ‘s catch-up to $Tesla Motors(TSLA)$ 's market value mainly happened in 2023.With the explosion in sales of GLP-1, the stock prices and market value of $Novo-Nordisk A/S(NVO)$ and $Eli Lilly(LLY)$ have soared. Among them, $Novo-Nordisk A/S(NVO)$ has become the company with the highest market value in Europe, and

One essential topic about weight loss is “exercise,” yet for many, it's difficult to insist.Nowadays, “weight loss pills” that don't require exercise, dieting, or surgery are gaining unprecedented attention. Due to the popularity of the weight loss drug Tirzepatide, $Eli Lilly(LLY)$ stock price surged over 75% in the past year, surpassing $Johnson & Johnson(JNJ)$ in market value.Meanwhile, fitness equipment giant $Peloton Interactive, Inc.(PTON)$ is facing a significant challenge. Back in pandemic periods, its market value soared to nearly $50 billion, but now it has plummeted to less than $2 billion.The market seems to have made a choice between "lying down" w

In today's fast-paced world, the weight-loss industry has gained immense popularity. I've often wondered whether it's time to invest in weight-loss drug companies. They've been hitting new highs recently, prompting both excitement and skepticism. But what's the real deal, and will weight-loss drugs truly impact shopping demand, as even retail giant Walmart has warned? First, let's address the stock market buzz. The weight-loss drug industry has witnessed a surge in stock prices, which may pique the interest of investors. Companies that produce these drugs have reported strong earnings, thanks to a growing demand for quick weight-loss solutions. However, as an investor, it's crucial to consider whether this trend is sustainable in the long term. Weight-loss drugs, by their nature, ofte

$NOV Inc(NOV)$ 's success with Semaglutide has more than quadrupled its market capitalization since 2018. On September 1, its market capitalization just over $421 billion during part of the trading day, briefly surpassed $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ to become Europe's most valuable company. Barclays predicts that the weight loss market will reach $100 billion a year within the next decade.Danish pharmaceutical giant Novo Nordisk achieved a major milestone on September 1, replaced LVMH and briefly became Europe's most important and largest listed company by market capitalisation, marking the end of the French luxury group's 2.5-year reign at the top.The LVMH Group is widely recognized as the w

In the realm of biotechnology, few events carry as much weight as the coveted seal of approval from the U.S. Food and Drug Administration (FDA). These approvals can be the catalyst that propels biotech companies to new heights, and their absence can cast a shadow of uncertainty over even the most promising endeavors. In this article, we'll delve into why FDA approvals are pivotal for biotech firms and how they can sway share prices. **The FDA's Stamp of Authority** For biotech companies, FDA approvals are akin to a golden ticket. They signify that a new drug, treatment, or medical device has met rigorous safety and efficacy standards, allowing it to enter the market. Here's why these approvals are so crucial: **1. Market Access:** Without FDA approval, biotech products cannot be legally so

Novo Nordisk: Super Focused Pharma Company For The Long Run $Novo-Nordisk A/S(NVO)$  Novo Nordisk is a high-quality pharmaceutical company with a unique ownership structure, controlled by a charitable foundation. The company specializes in diabetes and obesity treatments, with a focus on insulin and GLP-1 analogues. Despite a temporary slowdown in recent years, Novo Nordisk is back on track for strong growth and has the potential for further diversification in the future. Novo Nordisk is a 100-year-old company that until recently almost exclusively focused on diabetes treatment. As such, the company has almost no direct peers. The closest peer is Eli Lilly (LLY) which generates about half of its business from the diabetes area. Until 2019, Nov

1. $Verb Technology Co., Inc.(VERB)$ Soars 347% on TikTok deal, but uncertainty loomsVerb Technology stock has surged by 347% following an announcement of a deal with TikTok. The deal involves some level of integration between Verb's Market.live system and TikTok, potentially allowing creators to use Verb's products on TikTok.The extent of this integration's value remains uncertain, depending on TikTok's endorsement and adoption. The collaboration aims to bridge the gap between content creation and social shopping on TikTok, potentially transforming the market.However, Verb's recent financials indicate a need for more capital, and the stock price rise may lead to stock issuance to fund their plans. 2. $N

Novo Nordisk has, in recent years, posted record profits, paid hefty dividends, and repurchased shares consistently. This has resulted in the share price rising to historic highs, with the stock having outperformed the S&P 500 by more than 3x in the past 3 years. NVO has, however, become significantly overvalued, and investors may be wondering whether its time to head for the exits. NVO's obesity drug Wegovy could be highly successful, given the prevalence of obesity in the US and globally and the favorable economics of producing and marketing the drug. The massive market opportunities alongside the ongoing market share gain should continue to drive meaningful growth. $Novo-Nordisk A/S(NVO)$//@

Many companies such as Pfizer and Amgen are developing weight loss drugs, as Barclays has predicted a $100 billion global market for obesity drugs by 2030. Females of ages 18-34 are the target customers of weight loss products. In a separate note,  The sugar industry is an example of a weight-losing industry. Weight-gaining industries are industries whose raw materials are lighter but finished products are heavier and bulky. They tend to locate near markets.

U.S. stock index futures were higher on Friday ahead of a reading that could show job growth likely slowed in August, wrapping up a data-packed week for any fresh clues on the Federal Reserve's monetary policy trajectory.Market SnapshotAt 7:50 a.m. ET, Dow e-minis were up 133 points, or 0.38%, S&P 500 e-minis were up 17.25 points, or 0.38%, and Nasdaq 100 e-minis were up 36.25 points, or 0.23%.Pre-Market MoversDell Technologies $(DELL)$ earned $1.74 a share on an adjusted basis in the second quarter, soundly topping its own forecast for $1.10 a share and Wall Street expectations of $1.14. Revenue of $22.9 billion beat forecasts of $20.9 billion, driven by the company's PC and enterprise infrastructure businesses. The company also issued f