u/Ol_Maxxie_Solt_DB

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
0.0%
return
-6.6%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -6.6% Long Return -6.6% Short Return -
Average Return
7d +6.8%
30d -14.3%
90d -1.3%
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Result
Result
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Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 06
$46.41
-6.6%
Novo should unlock RNAi platform for growth
The author argues Novo Nordisk has handicapped its top-3 RNAi platform acquired via the December 2021 Dicerna deal, and that investing in internal RNAi tools would reignite its growth engine. The mechanism is that RNAi could protect the obesity portfolio with next-gen assets, support candidates like the NLRP3 inhibitor, and open new therapeutic areas. A concrete catalyst cited is Dicerna's phase 1 DCR-AUD for alcohol use disorder, a large market (~283 million globally). The main stated risk is the company's current strategic underinvestment in RNAi.
GLP-1 / Obesity
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u/Ol_Maxxie_Solt_DB has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: NVO.

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