
Investors reality check
@Investor1Fact
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Markets, policy & media — without the noise. Fact-driven takes on stocks, narratives & economic shifts. #Investing #Macro #RealityCheck
Joined April 2025
$NVO up +12.57% after its oral GLP-1 beats $LLY. The future isn’t injected — it’s swallowed. Stock at DKK 326 / $50.90 is still a gift with this pipeline and 247% EPS growth. Some sold in panic. Others bought the dip. You know who you are. #NovoNordisk #GLP1 #Semaglutide.
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RT @Investor1Fact: To the analysts and shorts:. $NVO just delivered:.• 300% ex-US growth.• 83.3% gross margin.• 43.5% EBIT margin.• ~51B DK….
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Everyone talks about $NVO’s U.S. dominance — but GLP-1 growth outside the U.S. just surged 300% YoY. This isn’t a one-country story anymore. It’s a global healthcare revolution in motion. Novo isn’t peaking. It’s just getting started. #NovoNordisk #GLP1 #Obesity #Diabetes.
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🚨 BREAKING: Source tells me Novo Nordisk is preparing a share buyback program — likely in Q3 or by FY at the latest. The reduced interim dividend (DKK 3.75) wasn’t random. They’re holding cash for a reason. Shorts are playing with fire. $NVO #Buybacks #NovoNordisk #GLP1.
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Novo cuts interim dividend to DKK 3.75 (vs typical DKK 6–6.5 range). Looks like they’re holding back cash — and possibly shifting toward buybacks instead. If that’s the play, I’m all for it. Lower float > higher yield. Let the buybacks begin. #NVO #NovoNordisk #Dividends.
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Novo Nordisk just delivered a strong H1:. • Revenue +16% (DKK), +18% at constant FX.• Operating profit +25% (DKK), +29% at constant FX.• Margin expansion confirms pricing power and demand. This is what leadership in obesity and diabetes looks like. Still bullish on $NVO. #NVO.
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Very underwhelming quarter from $HIMS. → Revenue miss.→ Q3 guidance miss.→ FY’25? Flat. No upside. → Copycat GLP-1 litigation still looming.→ And yet they’re burning cash chasing virality. You don’t survive in pharma by mimicking Novo. This one won’t make it. #HIMS.
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When the Dow bleeds 600+ pts and VIX rips — maybe it’s time to rethink exposure. People will always need medication, regardless of rate hikes or tariffs. Painkillers, insulin, GLP‑1s — not optional. Medical isn’t a hedge. It’s a necessity. #Pharma #Healthcare #NVO #LLY #GLP1.
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$NVO hits intraday low at 295,50 — now surging back to 311,00. That’s a 5% rebound from the bottom. Volume: +9 million shares. Reversal in full swing. Weak hands flushed. Repricing already underway. The comeback starts now. #NVO #NovoNordisk #GLP1 #PharmaStocks #Rebound
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