u/Hungry_Confection108
Reddit r/ValueInvesting
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Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 12
$44.17
-2.2%
Novo’s current PE of ~20x at €38 reflects structural decline fears, but obesity market growth and EU rollout of oral Wegovy provide upside; the author targets €55-60 by year-end. Market pessimism over price cuts and LLY competition is overdone; Novo’s scale and manufacturing could make it the low-cost leader, insulating margins and driving re-rating. Buy NVO as a contrarian value play with catalysts in Q3/Q4 2026; the stock offers a hedge against AI hype and economic downturn due to defensive healthcare exposure. Eli Lilly’s superior pipeline (retatrutide) could erode market share; regulatory hurdles for CagriSema; obesity drug pricing compression worse than expected; currency risk (EUR/DKK).
Novo’s current PE of ~20x at €38 reflects structural decline fears, but obesity market growth and EU rollout of oral Wegovy provide upside; the author targets €55-60 by year-end. Market pessimism over price cuts and LLY competition is overdone; Novo’s scale and manufacturing could make it the low-cost leader, insulating margins and driving re-rating. Buy NVO as a contrarian value play with catalysts in Q3/Q4 2026; the stock offers a hedge against AI hype and economic downturn due to defensive healthcare exposure. Eli Lilly’s superior pipeline (retatrutide) could erode market share; regulatory hurdles for CagriSema; obesity drug pricing compression worse than expected; currency risk (EUR/DKK).
Healthcare
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u/Hungry_Confection108 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: NVO.
