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Investors reality check Profile
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
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@Investor1Fact
Investors reality check
4 days
$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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@Investor1Fact
Investors reality check
4 days
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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@Investor1Fact
Investors reality check
5 days
To the analysts and shorts:. $NVO just delivered:.• 300% ex-US growth.• 83.3% gross margin.• 43.5% EBIT margin.• ~51B DKK from Wegovy & Ozempic.• Reiterated FY guidance.• Buybacks + dividend on deck.• And yes — lawsuits filed vs. Hims & other compounders. This isn’t hype.
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@Investor1Fact
Investors reality check
5 days
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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@Investor1Fact
Investors reality check
5 days
Big move: $NVO just added former Pfizer CSO Mikael Dolsten as board observer — with plans to nominate him as full member in 2026. 16 years leading R&D at Pfizer. Deep oncology + immunology background. Ties to AZ, BI, Wyeth. Novo is building a global science powerhouse.
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@Investor1Fact
Investors reality check
5 days
🚨 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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@Investor1Fact
Investors reality check
5 days
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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@Investor1Fact
Investors reality check
5 days
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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@Investor1Fact
Investors reality check
7 days
Very underwhelming quarter from $HIMS. → Revenue miss.→ Q3 guidance miss.→ FY’25? Flat. No upside. → Copycat GLP-1 litigation still looming.→ And yet they’re burning cash chasing virality. You don’t survive in pharma by mimicking Novo. This one won’t make it. #HIMS.
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@Investor1Fact
Investors reality check
8 days
What to watch next week (Aug 5–9):. Earnings:.$PLTR, $AMD, $PFE, $DIS, $UBER, $MCD, $NVO, $LLY, $TM, $UAA. Macro data:.US trade balance, factory orders, ISM Services, jobless claims, consumer credit.•China trade, EU/UK PMIs, Bank of England rate decision, OPEC+ update. AI,.
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@Investor1Fact
Investors reality check
10 days
Novo +2.45%.Lilly +2.93%.GLP‑1 dominance speaks for itself. Meanwhile:.HIMS -5.4%.UNH -4.9%.Turns out copycat meds and broken insurer models don’t impress the market. Stick with the real science. Not the hype. #NVO #LLY #HIMS #UNH #Biotech #Pharma #Stocks #Investing #GLP1.
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@Investor1Fact
Investors reality check
10 days
NEW: Weekly US prescription data (Symphony Health, week ending July 25) shows continued strength for Novo Nordisk. Wegovy TRx: 278,770 (+2.4% w/w).Ozempic: –0.5% w/w.Zepbound (Eli Lilly): 317,550 (+1.6%).Mounjaro: flat. Despite the sharp guidance cut for 2H 2025, script trends.
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@Investor1Fact
Investors reality check
10 days
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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@Investor1Fact
Investors reality check
10 days
Markets are bleeding. The Dow is down -619 points — and it’s not done. A -1,000 pt day is on the table. Meanwhile, the VIX is spiking, signaling real fear across Wall Street. Volatility is back — and it’s angry. What’s driving it? Weak jobs data. Tariff chaos. Policy.
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@Investor1Fact
Investors reality check
10 days
U.S. Jobs Report (July): Major miss. – Nonfarm payrolls: +73K (est. 104K).– Private sector: +83K (est. 100K).– Unemployment: 4.2% (vs. 4.1%).– June revision: 147K → just 14K. Worse than expected across the board. Sharp downward revisions paint a much weaker labor market than.
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@Investor1Fact
Investors reality check
10 days
According to MarketWire citing The Washington Post, the Trump administration is preparing a 5-year pilot program that would include GLP-1 drugs like Ozempic (Novo Nordisk) and Mounjaro (Eli Lilly) in Medicare and Medicaid. If implemented, overweight Americans on public health.
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@Investor1Fact
Investors reality check
10 days
🚨 BIG NEWS for $NVO investors:. Trump admin reportedly planning a pilot to include Ozempic & Wegovy in Medicare/Medicaid, per MarketWire citing Washington Post. This would be a game-changer for Novo Nordisk:.✔️ Access to millions of new patients.✔️ Validation of GLP-1 as.
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@Investor1Fact
Investors reality check
10 days
$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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