u/Ok_Piglet_6878

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-2.9%-2.9%
1w1100%-6.5%-6.5%
1m1100%-11.0%-11.0%
3m111100%+17.7%+17.7%
6m1100%-19.3%-19.3%
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NVOr/ValueInvestingDiscussionbullish
u/Ok_Piglet_6878 · 364d agono track record yet

Novo Nordisk (NVO) - Nov Q3 2025 - Inflexion Point - Doctors Perspective

November Q3 2025 earnings will beat expectations driven by strong international Semaglutide adoption (especially Wegovy in new markets like New Zealand), expanding multi-indication use cases (cardiovascular, MASH, CKD, sleep apnea), and upcoming catalysts including oral Semaglutide FDA decision and Amycretin phase 3 trials. Long-term tailwinds from ubiquitous GLP-1 adoption, healthcare economics, and potential resolution of Trump-era political headwinds make NVO significantly undervalued.

At post $50.38Now $39.05-22.5% since postedas of Oct 23, 4:45 PM ET
1d—
3d-2.9%
1w-6.5%
1m-11.0%
3m+17.7%
6m-19.3%
1y—
original post →

End of results.