What’s with NVO’s management - up 1.25% in 5 years
u/GWillHunting ·
Reddit — r/ValueInvesting
· June 08, 2026 at 19:17
· ⬆ 52 pts
· 💬 47 comments
| View on Reddit ↗
AI Summary
Summary
The author questions why Novo Nordisk (NVO) stock is up only 1.25% over five years despite being first to market with injectable and oral GLP-1 drugs.
Thesis attributes the poor stock performance to “horrible” upper management, possible excessive compensation, or even fraud.
Quality assessment: noise/speculation – emotional rant lacking data, financials, or fundamental analysis.
Score52
Comments47
Upvote %87%
▶ Full Post Text
I’m genuinely dumbfounded how you can be first to market at an injectable GLP-1, have tons of patients taking it, get first to market with the best oral GLP-1 with thousands of prescriptions for it… and still be only up 1.25% from 5 years ago before your GLP-1 medications were even released.
Like how bad must the upper level management be? Are they just hemorrhaging money or paying out crazy salaries to their upper level c-suite?
Again, developing one of the biggest breakthroughs in modern medicine and yet only being up 1.25% in five years… is nuts. Sure, the IV injectable isn’t as good as LLY. But the oral medication is best in its class and has a huge market and demand for patients across the world.
It’s down 4% today and I just can’t wrap my head around how this company isn’t printing money aside from just horrible, horrible, upper level management or frankly fraud at the upper levels. End rant.