Nvo is done

u/Solidplum101 · Reddit — r/ValueInvesting · February 05, 2026 at 13:57 · ⬆ 13 pts · 💬 28 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author argues Novo Nordisk is 'done' because Hims & Hers launched a compounded Wegovy copy pill at $49 less than a month after NVO's own pill, and asks holders for their game plan.

NVO — AVOID The author argues Novo Nordisk is the ultimate loser from this sub because Hims & Hers launched a compounded copy of the Wegovy pill at $49 less than a month after NVO's own pill came out. The implied mechanism is that cheap compounded alternatives will erode NVO's pricing power and franchise value. The author asks holders what their game plan is, implying a bearish stance on holding.

Yup, a dupe is out less than a month after their pill came out.. soooo.. this may be the ultimate loser from this sub.

Score 13
Comments 28
Full Post Text
Ideas
u/Solidplum101 Reddit r/ValueInvesting
Cheap Wegovy copy threatens NVO
The author argues Novo Nordisk is the ultimate loser from this sub because Hims & Hers launched a compounded copy of the Wegovy pill at $49 less than a month after NVO's own pill came out. The implied mechanism is that cheap compounded alternatives will erode NVO's pricing power and franchise value. The author asks holders what their game plan is, implying a bearish stance on holding.
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This Reddit post, published February 05, 2026, features u/Solidplum101 discussing NVO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Solidplum101  · Tickers: NVO