NVO

$NVO chatter on StockTwits

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  Curtis Quirk@SEEQUEUE1h

  $ASTS $NVTS $VSXY $NVO

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  Austin hilton@AustinhiltonBullish5h

  $ASTS chart dump: Building structure after reclaiming the long-term EMAs and breaking out of the falling wedge. Getting above $75 in a convincing manner should be significant. The 8EMA crossed over the 20SMA pretty powerfully, showing a stronger signal. This has often resulted in multi-week rallies with significant % gains. Linear chart shows a breakout has started, but still waiting for the RSIs to confirm the move. I’d expect some kind of confirmation to align with the earnings reaction or at least by next Friday. Weekly chart bounced right off the lower channel with the MACD histogram coming off record lows. Price tagged the weekly 55SMA and closed back above the 8EMA after losing it following the first week of July. Getting well above $75 can trigger a strong breakout. *NFA $NVTS $VSXY $NVO

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  mc hammer@MStocktwit13h

  $NVO Ozempic was not viral and saxenda was not way before any other injection. Lilly is spending 50B on Mfg only cause their crushing it not so trump does not bend them over on tariffs for not having US mfg . Novo already was building. Lilly first company to use two compounds in a drug. two is always better than one. Novo Wego 7.2 Lilly saw viles as a quick fix to supply, also switched direct to consumer first. Has good product, good company but not 4x better. Giant market monay winners will take part. I guess AMD should have hung it up when Intel owned the PC market.

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  Maccers@MaccersBullish13h

  $NVO > $50/share by the exe div date is my estimate. Currently holding 3500 shares, 1000 bought in the past week. Novo is a great company and I’m very happy to hold my current shares for years to come. I’ll likely add to it, honestly. Thank you!

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  Pseudominds@PseudomindsBullish14h

  Attention: $NVO — Show of hands: who would actually be interested in reading this? I’ve spent a ridiculous amount of time building what is basically a full institutional-level deep dive on Novo Nordisk. It’s going to be VERY long. Not a 5-minute article. Not “Ozempic good, Lilly bad.” Not a price-target post. The goal is to answer one question: If you were buying the entire Novo Nordisk business and had to own it for the next 10+ years, would you buy it today—and why? The report is broken into 15 major sections covering essentially every angle I could think of: 1. Investment framework & evidence standards 2. Financial statements, cash flow, margins, ROIC & accounting quality 3. Every major drug and its economics — Wegovy, Ozempic, oral Wegovy, CagriSema, pipeline, etc. 4. Obesity/diabetes market size and long-term growth potential 5. Novo’s moat — brand, patents, manufacturing, doctors, scale and know-how 6. Competitive war room — Lilly, Roche, Amgen, Viking, oral competitors, China and future drugs 7. Manufacturing capacity, supply chain, factories and whether the huge CAPEX will pay off 8. Pricing, insurance, PBMs, Medicare, Medicaid, self-pay and reimbursement 9. Management, Novo Foundation, capital allocation, acquisitions and execution 10. Full bear case — basically trying as hard as possible to destroy the NVO thesis 11. Full bull case — what would have to happen for Novo to become an exceptional long-term investment 12. Probability modeling — bear/base/bull/extreme scenarios and what is actually most likely 13. Intrinsic valuation — DCF, owner earnings, SOTP, margin of safety and what the whole company is worth 14. Market expectations & variant perception — what Wall Street already believes and where it could be wrong 15. A living monitoring system — exactly what numbers/events to watch every quarter to know whether the thesis is getting stronger or weaker And now I’m updating the entire framework with the Q2 2026 results and earnings call, including Wegovy pill adoption, pricing pressure, guidance improvement, international growth, Medicare access, manufacturing capacity, CagriSema, next-generation pipeline and everything management just told us. The important part: this isn’t supposed to be a bull report. I deliberately built a bear perspective, that destroy the bull thesis, then probability/valuation work to decide which side actually has the stronger evidence. It over hundreds of pages. Show of hands — if I post the complete report, who here would actually read it? 👍 LIKE this post if you want me to publish it. If enough people are interested, I’ll put the whole thing together. Everything I post is not financial advice, all my own opinion, long NVO

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  Graham Bunt@grahambunt14h

  $LLY $NVO

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  Tiff@BlessedLife55515h

  $NVO when news?

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  Borgati@Borgati15h

  $VKTX it has become so abundantly clear that $NVO needs a top tier GLP-1 to stay in the game. It would be an abdication of their fiduciary duty to not entertain VKTX as a next gen GLP-1 in their pipeline. for $15-20 Billion they can jump start their leadership position in this space, continue to thrive or slowly die on the vine.

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  Chris@GreenEnergy7BBullish16h

  $ALT GLP1 Glucagon without the best drug for liver disease such as MASH and AUD - as it also results in weight loss, which FGF21 dont . As AUD trial and MASH trial going into phs3, lets see which company see this drug as a strategic fit $GSK $RHHBY $NVO $PFE

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  Unknown@Jtlo16h

  $NVO buy up Monday this will be over 50 Let’s see

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  Jim Mahn@Harlem10027Bullish16h

  $NVO Decent amount of 47 puts AND calls written for expiration today. The MM’s are going to try to pin it there at the close (47) so they all expire worthless.

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  Jordan Belfort@RookieatworkBullish16h

  $NVO Back in- seems to have momentum after beat down

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  Donald Osullivan@FibonacciTrader_17h

  Key Names To Watch After The Jobs Report Watching these leaders closely: $NVDA - AI infrastructure powerhouse $NOW -Enterprise software & AI automation leader $SPCX - Space economy growth play $NVO - Healthcare innovation leader Wait for confirmation after the jobs data drops. Trade the price action, not the headlines or predictions. Risk management comes first. Stay patient and trade smart. If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make… Head to my profile.

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  Will@SniperProBullish17h

  $LXRX Perhaps LXRX is NEXT!!!!!!!!!!!! WHO KNOWS ???? 💰🤑 $NVO

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  Quantumup@Quantumup17h

  Canaccord Genuity⬆️Structure Therapeutics' PT to $111 from $101 primarily driven by a shorter discount period; reiterated Buy $VKTX $NVO LLY MBX Citizens⬇️ $GPCR's PT to $110 from $113, reiterated Market Outperform and said -- We continue to view aleniglipron as a potential best-in-class, small-molecule GLP agonist and the start of the Phase 3 ACCOMPLISH program marks an important milestone for the company. We are also looking to additional Phase 2 readouts throughout the rest of the year that should further support the improved tolerability profile of starting at a 2.5 mg dose — which is being utilized in Phase 3. We also note GPCR's oral amylin candidates are progressing on schedule, with a GLP/amylin combo kicking off in 4Q26. GPCR continues to have the most differentiated oral obesity pipelines, which we think is still underappreciated.

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