u/yellowbai

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.7%-0.7%
3d111100%+0.6%+0.6%
1w111100%+1.5%+1.5%
1m000
3m000
6m000
1y000

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

Thesis history

$NVOr/ValueInvestingDiscussionbullish
u/yellowbai · 21d agono track record yet

Why is the market so illogical around Novo Nordisk?

Ozempic and Wegovy have strong clinical evidence and growing physician trust, positioning Novo Nordisk for mass adoption once these drugs demonstrate measurable healthcare cost reduction. Insurance companies will eventually prescribe widely when economic models show premium savings, driving sustained volumes even if generics emerge.

At post $46.48Now $44.56-4.1% since postedas of Sep 9, 4:30 PM ET
1d-0.7%
3d+0.6%
1w+1.5%
1m
3m
6m
1y
original post →

End of results.