Calls
2
u/atlanto-axis
Reddit r/investing
Win Rate
50.0%
return
-9.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$57.17
-24.2%
Novo Nordisk is a buy because GLP-1 agonists will remain pharmaceutical mainstays for obesity and related diseases, and the obesity market is large enough for both Novo and Eli Lilly. Novo appears undervalued relative to Lilly with a P/E of 15.6 versus Lilly's 54.04, higher EPS, better debt/equity, and a 42.81% ROIC. The oral version of semaglutide just received FDA approval as a catalyst, while the main stated risk is Lilly's potentially cheaper oral Orforglipron gaining share.
GLP-1 / Obesity
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u/atlanto-axis has 1 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: NVO, LLY.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
