NVO wrong expectations for 2026

u/krillin_hero · Reddit — r/ValueInvesting · February 03, 2026 at 20:12 · ⬆ 5 pts · 💬 6 comments  | View on Reddit ↗
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Original Reddit post

Author argues Novo Nordisk's weak 2026 guidance shouldn't shock long-term holders who expected improvement only by 2027.

NVO — LONG The author argues Novo Nordisk's disappointing 2026 guidance shouldn't surprise anyone who followed management's prior statements that improvement was only expected in 2027, before the MFN issue. He contends investors shouldn't buy NVO unless they can hold until then, noting the pill-driven momentum was only step one. The implied thesis is to hold or buy for a 2027 recovery rather than react to near-term guidance.

You don't go for NVO if you can't hold until then.

Score 5
Comments 6
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u/krillin_hero Reddit r/ValueInvesting
Hold NVO for 2027 recovery, ignore guidance
The author argues Novo Nordisk's disappointing 2026 guidance shouldn't surprise anyone who followed management's prior statements that improvement was only expected in 2027, before the MFN issue. He contends investors shouldn't buy NVO unless they can hold until then, noting the pill-driven momentum was only step one. The implied thesis is to hold or buy for a 2027 recovery rather than react to near-term guidance.
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This Reddit post, published February 03, 2026, features u/krillin_hero discussing NVO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/krillin_hero  · Tickers: NVO