dipod

At the end of the day, many of our current issues are linked to obesity. These drugs help with that process and also have many beneficial effects we are learning about (kidneys, heart, liver, brain, addiction, etc). Their use indications should only increase over time. But yes, people have to make lifestyle changes for these drugs to be helpful. If you use them just to suppress appetite and make no lifestyle adjustments, then durable long term changes will not happen for the patient taking them.

Shorted some NVO puts.

All the hoopla in the market with this name is mind boggling to say the least. Roche has an amylin analog that could be used as monotherapy for weight loss. Great! Guess who has stuff like that? NVO. Cagrilintide is an amylin analog already developed by NVO. Cagrisema is a GLP1/Amylin analog that will be pushed out by NVO for approval soon. The Roche product is still in Phase 2 trials which tend to be smaller. Hoping that we have decent leg downs with LLY as they ultimately have the game changer coming down the pike (Retatrutide) which has basically beaten out every weight loss solution on the market. But even Amycretin for NVO (GLP-1 and Amylin combo; and there’s the possibility of it being an oral formulation) has so far also shown great results. Market reaction today certainly appears overdone.

Which is usually the case for many people if they don't make lifestyle changes when they get on the drug. And NVO has other durable sources of revenue beyond semaglutide.

True. But there's millions taking them and doing well with them. And there's better drugs coming down the pike that are even better from NVO (like Amycretin, which has an oral formulation and from prelim data appears to be even more effective than zepbound).

RTO, NVO. These weight loss drugs are here to stay. Many will have to be on them long term.

Sold CSPs on CNQ. Attractive value here.

NVO. Pays a good dividend. And should continue to grow earnings at an acceptable rate with their new drug pipeline (cagrisema, amycretin). Ozempic also continues to get one more new indication after the other (kind of how ACE-Inhibitors are used to treat kidney disease in diabetics that may not necessarily have hypertension).

Same here with long dated CPNG calls. Don't understand the price movement today given that the country itself is still intact. Quick question: any resource you'd recommend for really learning BTC? Want to invest in it but not feeling very confident yet.

12/20 $285 strike.

Some TSLA puts as a trading position.

JOE common stock. Tried selling CSPs but liquidity and the premiums are not particularly worthwhile.

Sold most of my PDD calls. Took some money off the table. Still some skin in the game however.

More PDD calls

PDD calls

NVDA puts as a minor trading position.

How do I buy those? Although I honestly don't think I've ever bought warrants in my investing journey. My broker is not the best (very limited options, Chase).

OXY 2025 Leap Calls earlier this week

PARA common stock

FRFHF

Sold OXY puts $56 strike a week out.

MSTR calls. IBIT

PARA (B common)

PARA common. Not a long term position by any stretch.

Bought BRKB, IKNA, SBUX, and FRFHF over the last few days.