To The Moon

🌟🌟🌟2025 had been a tale of 2 very different pharmaceutical fortunes.  On one side we have $Eli Lilly(LLY)$  soaring to new highs with a very smug 38.5% year todate gain, leaving a trail of exuberant investors in its wake.  On the other hand, there is poor old $Novo-Nordisk A/S(NVO)$  .  NVO had a rougher time, a truly stomach dropping ride down to 40% year todate .  This is largely due to intense competition, supply chain woes and profit warnings that sent investors running for the hills. But wait!  Just when you thought NVO was down for the count, they pulled out their secret weapon: the FDA has approved the or

$Novo-Nordisk A/S(NVO)$  Diabetes is almost a pandemic and Wegovy is going to be in high demand. NVO has a very bright future.

A good app that is good

$Novo-Nordisk A/S(NVO)$   Novo Nordisk shares received a much-needed end of the year boost as the Wegovy maker became the first drugmaker to secure approval of a GLP-1 pill for weight loss, in what one analyst called a "redemption for the investors" after the stock's worst year ever. The U.S. Food and Drug Administration's approval of Novo Nordisk's GLP-1 pill gives the Danish pharmaceutical giant a head start over U.S. rival Eli Lilly, which has also filed for FDA approval for its oral weight loss drug orforglipron.

$Novo-Nordisk A/S(NVO)$   🔰Today's Market Overview🔰 🔹The Dow Jones Industrial Average rose 79.73 points, or 0.16%, to 48,442.41. 🔹The Nasdaq Composite rose 133.02 points, or 0.57%, to 23,561.84. 🔹The S&P 500 rose 31.30 points, or 0.46%, to 6,909.79. 📊U.S. stocks closed higher on Tuesday, led by technology stocks, with the S&P 500 hitting a record high. U.S. third-quarter GDP growth of 4.3% far exceeded expectations. Traders still expect two rate cuts by the Federal Reserve next year, but the likelihood of a rate cut at the January 28 meeting is low. 📌U.S. stock trading hours will be shortened this week due to holidays. The New York Stock Exchange will close early at 1 p.m. ET on Wednesday and will be clo

Novo's mistake was underestimating what kind of success they had on hand, then not having the preparedness to accelerate production to meet the surge in demand. Technically, not being able to properly estimate how successful their glp1 jab would be, could be excused, since they were the main player entering into unfamiliar territory. But not being able to capitalise on their early lead and step up production is inexcusable. This slip up pushed the US government to allow competitors to step in to make up the shortfall, and these players exploited loopholes to continue producing even when Novo started to catch up. Similarly, Eli Lilly took the chance to produce their glp1 jab, then got the formal USA approval, to properly compete and further cut into Novo's market share. I believe that

NVO Pops +9%: Is the $149 Oral Pill a Game-Changer or a Desperate Pivot? The GLP-1 Wars just had their "iPhone Moment." For the past year, Novo Nordisk  investors have been living in a nightmare. The stock collapsed -42% from its highs, plagued by supply shortages while rival Eli Lilly ($LLY) executed flawlessly. But last night changed the narrative. The FDA approval of the first oral Wegovy—priced aggressively at $149/month via TrumpRx—isn't just a product launch. It is a fundamental business model shift. NVO is moving from "luxury biotech" to "mass-market consumer goods." The stock jumped +9% post-market. But before you FOMO in, we need to understand: Is this the bottom, or just a dead cat bounce before 2026? 1️⃣ The "Volume Over Margin" Gamble Retail traders often miss the manufact

Novo Nordisk’s rally on approval of an oral Wegovy is strategically important, but it does not automatically guarantee a sustained turnaround. Why the oral approval matters An effective oral GLP-1 materially expands the addressable market. Many patients avoid injectables due to inconvenience or needle aversion, particularly in primary care and early-stage obesity treatment. From a competitive standpoint, this is Novo Nordisk’s first credible answer to Eli Lilly’s strong pipeline momentum and helps rebalance the narrative that NVO is structurally losing ground. Why NVO underperformed so sharply NVO’s 38% decline this year reflects a mix of factors rather than a collapse in the obesity thesis. Concerns centred on manufacturing capacity, slower-than-expected supply expansion, pipeline disappo

From my perspective, the approval of oral Wegovy is the most important positive catalyst Novo Nordisk has seen this year. A pill form fundamentally lowers the barrier to adoption versus injections, especially for primary care patients and long-term weight management. The market's 7% reaction makes sense to me, because this isn't just a line extension—it meaningfully expands the addressable market and strengthens Novo's positioning in the obesity franchise. That said, I also understand why NVO is still down 38% year to date while Eli Lilly keeps making new highs. Lilly has clearly won the narrative this year, with faster innovation cycles, stronger momentum in data readouts, and more consistent execution. Novo's drawdown reflects disappointment rather than collapse—its core GLP-1 economics

$Novo-Nordisk A/S(NVO)$  

My top stock in focus today is $Novo-Nordisk A/S(NVO)$ after U.S. regulators approved the first GLP-1 weight-loss pill, an oral version of Ozempic and Wegovy. The pill is set to launch in the U.S. in early January at $149 per month, potentially expanding access beyond injection-based treatments. Oral GLP-1 drugs are expected to capture about 25% of the projected $150 billion obesity market, appealing to patients who prefer pills over injections. Novo Nordisk’s tablet showed strong efficacy, with patients losing an average of 16.6% of body weight in trials, supporting semaglutide’s clinical strength. For Novo Nordisk, the Wegovy pill offers a critical first-mover

🚨 2026 Is No Longer About Stock Picking — It’s About Whether You’re Even in the Right Game The biggest mistake investors are making right now isn’t choosing the wrong names. It’s still thinking in terms of short-term rotation, while the market is quietly shifting toward directional allocation. By the time consensus agrees, the price advantage is usually gone. Several sectors are no longer “optional upside.” They are becoming structural priorities, and capital is already repositioning around that reality. Space is no longer speculative — it’s execution-driven. The inflection point in space isn’t technological feasibility anymore. It’s delivery credibility. AST SpaceMobile ($ASTS) represents a potential shift in global connectivity architecture, where direct-to-device becomes infrastructure

Which stock is currently the best risk to reward play? $IREN at $34 $Path at $16 $NVO at $49 $RKLB at $54 $NBIS at $79 $HOOD at $120 $DUOL at $187 $AMD at $206 $UNH at $337 $HIMS at $36 $JD at $28 $SOFI at $26 $ZETA at $17 $EOSE at $13 I have to go with $EOSE, $NBIS and $DUOL.

🌟🌟🌟2025 had been a tale of 2 very different pharmaceutical fortunes.  On one side we have $Eli Lilly(LLY)$  soaring to new highs with a very smug 38.5% year todate gain, leaving a trail of exuberant investors in its wake.  On the other hand, there is poor old $Novo-Nordisk A/S(NVO)$  .  NVO had a rougher time, a truly stomach dropping ride down to 40% year todate .  This is largely due to intense competition, supply chain woes and profit warnings that sent investors running for the hills. But wait!  Just when you thought NVO was down for the count, they pulled out their secret weapon: the FDA has approved the or

NVO Pops +9%: Is the $149 Oral Pill a Game-Changer or a Desperate Pivot? The GLP-1 Wars just had their "iPhone Moment." For the past year, Novo Nordisk  investors have been living in a nightmare. The stock collapsed -42% from its highs, plagued by supply shortages while rival Eli Lilly ($LLY) executed flawlessly. But last night changed the narrative. The FDA approval of the first oral Wegovy—priced aggressively at $149/month via TrumpRx—isn't just a product launch. It is a fundamental business model shift. NVO is moving from "luxury biotech" to "mass-market consumer goods." The stock jumped +9% post-market. But before you FOMO in, we need to understand: Is this the bottom, or just a dead cat bounce before 2026? 1️⃣ The "Volume Over Margin" Gamble Retail traders often miss the manufact

$Novo-Nordisk A/S(NVO)$  Diabetes is almost a pandemic and Wegovy is going to be in high demand. NVO has a very bright future.

From my perspective, the approval of oral Wegovy is the most important positive catalyst Novo Nordisk has seen this year. A pill form fundamentally lowers the barrier to adoption versus injections, especially for primary care patients and long-term weight management. The market's 7% reaction makes sense to me, because this isn't just a line extension—it meaningfully expands the addressable market and strengthens Novo's positioning in the obesity franchise. That said, I also understand why NVO is still down 38% year to date while Eli Lilly keeps making new highs. Lilly has clearly won the narrative this year, with faster innovation cycles, stronger momentum in data readouts, and more consistent execution. Novo's drawdown reflects disappointment rather than collapse—its core GLP-1 economics

Novo Nordisk’s rally on approval of an oral Wegovy is strategically important, but it does not automatically guarantee a sustained turnaround. Why the oral approval matters An effective oral GLP-1 materially expands the addressable market. Many patients avoid injectables due to inconvenience or needle aversion, particularly in primary care and early-stage obesity treatment. From a competitive standpoint, this is Novo Nordisk’s first credible answer to Eli Lilly’s strong pipeline momentum and helps rebalance the narrative that NVO is structurally losing ground. Why NVO underperformed so sharply NVO’s 38% decline this year reflects a mix of factors rather than a collapse in the obesity thesis. Concerns centred on manufacturing capacity, slower-than-expected supply expansion, pipeline disappo

A good app that is good

$Novo-Nordisk A/S(NVO)$   🔰Today's Market Overview🔰 🔹The Dow Jones Industrial Average rose 79.73 points, or 0.16%, to 48,442.41. 🔹The Nasdaq Composite rose 133.02 points, or 0.57%, to 23,561.84. 🔹The S&P 500 rose 31.30 points, or 0.46%, to 6,909.79. 📊U.S. stocks closed higher on Tuesday, led by technology stocks, with the S&P 500 hitting a record high. U.S. third-quarter GDP growth of 4.3% far exceeded expectations. Traders still expect two rate cuts by the Federal Reserve next year, but the likelihood of a rate cut at the January 28 meeting is low. 📌U.S. stock trading hours will be shortened this week due to holidays. The New York Stock Exchange will close early at 1 p.m. ET on Wednesday and will be clo

Novo's mistake was underestimating what kind of success they had on hand, then not having the preparedness to accelerate production to meet the surge in demand. Technically, not being able to properly estimate how successful their glp1 jab would be, could be excused, since they were the main player entering into unfamiliar territory. But not being able to capitalise on their early lead and step up production is inexcusable. This slip up pushed the US government to allow competitors to step in to make up the shortfall, and these players exploited loopholes to continue producing even when Novo started to catch up. Similarly, Eli Lilly took the chance to produce their glp1 jab, then got the formal USA approval, to properly compete and further cut into Novo's market share. I believe that

$Novo-Nordisk A/S(NVO)$   Novo Nordisk shares received a much-needed end of the year boost as the Wegovy maker became the first drugmaker to secure approval of a GLP-1 pill for weight loss, in what one analyst called a "redemption for the investors" after the stock's worst year ever. The U.S. Food and Drug Administration's approval of Novo Nordisk's GLP-1 pill gives the Danish pharmaceutical giant a head start over U.S. rival Eli Lilly, which has also filed for FDA approval for its oral weight loss drug orforglipron.

🚨 2026 Is No Longer About Stock Picking — It’s About Whether You’re Even in the Right Game The biggest mistake investors are making right now isn’t choosing the wrong names. It’s still thinking in terms of short-term rotation, while the market is quietly shifting toward directional allocation. By the time consensus agrees, the price advantage is usually gone. Several sectors are no longer “optional upside.” They are becoming structural priorities, and capital is already repositioning around that reality. Space is no longer speculative — it’s execution-driven. The inflection point in space isn’t technological feasibility anymore. It’s delivery credibility. AST SpaceMobile ($ASTS) represents a potential shift in global connectivity architecture, where direct-to-device becomes infrastructure

My top stock in focus today is $Novo-Nordisk A/S(NVO)$ after U.S. regulators approved the first GLP-1 weight-loss pill, an oral version of Ozempic and Wegovy. The pill is set to launch in the U.S. in early January at $149 per month, potentially expanding access beyond injection-based treatments. Oral GLP-1 drugs are expected to capture about 25% of the projected $150 billion obesity market, appealing to patients who prefer pills over injections. Novo Nordisk’s tablet showed strong efficacy, with patients losing an average of 16.6% of body weight in trials, supporting semaglutide’s clinical strength. For Novo Nordisk, the Wegovy pill offers a critical first-mover

$Novo-Nordisk A/S(NVO)$  

Which stock is currently the best risk to reward play? $IREN at $34 $Path at $16 $NVO at $49 $RKLB at $54 $NBIS at $79 $HOOD at $120 $DUOL at $187 $AMD at $206 $UNH at $337 $HIMS at $36 $JD at $28 $SOFI at $26 $ZETA at $17 $EOSE at $13 I have to go with $EOSE, $NBIS and $DUOL.