What are you buying today?

[DooDiligence]

Added another smidge of NVO. I'll do it again if it takes another leg down.

[Blugolds]

Fairfax, yesterday and today, orders filled 1340-1345, pretty good chunks. Lower it goes the happier I am, streets arent red yet.

[dipod]

1 hour ago, DooDiligence said:

Added another smidge of NVO. I'll do it again if it takes another leg down.

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. 

[dipod]

Shorted some NVO puts. 

[DooDiligence]

17 minutes ago, dipod said:

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. 

 

Thanks for this info. I too am focused on actual healthcare solutions involving the endocrine system and diabetes in particular. Weight loss is an aberration (IMO), albeit a profitable short term aberration, which will likely also produce pain in the form of weasels (attorneys) who will be chasing after whiplash artists looking to make a quick buck.

 

edit: One of these days (maybe) people will realize that mindful and moderate eating habits, coupled with occasionally getting up off the sofa, produce significantly better results and are more sustainable.

 

I'm owning this for the long term, along with Edwards Lifesciences because everyone's got a heart too.

Edited 2 hours ago by DooDiligence

[dipod]

1 hour ago, DooDiligence said:

 

Thanks for this info. I too am focused on actual healthcare solutions involving the endocrine system and diabetes in particular. Weight loss is an aberration (IMO), albeit a profitable short term aberration, which will likely also produce pain in the form of weasels (attorneys) who will be chasing after whiplash artists looking to make a quick buck.

 

edit: One of these days (maybe) people will realize that mindful and moderate eating habits, coupled with occasionally getting up off the sofa, produce significantly better results and are more sustainable.

 

I'm owning this for the long term, along with Edwards Lifesciences because everyone's got a heart too.

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.