Novo Nordisk nach Split WKN: A3EU6F ISIN: DK0062498333 Forum: Aktien User: Coronaprofiteur

Richtig erfreulich der Kurs mal wieder wie seit Monaten

Ich hoffe eher das die drecks Dividende gestrichen wird.

Warum, ist doch eher gut als schlecht, oder was sehe ich nicht?

Warum ist die Aktie nur so ein Abfall geworden

Ihr müsst mehr nachlegen ☝🏻

Da hofft man mal ein wenig und zack bum alles wieder weg🙄

Aber es könnte der Beginn einer Trendumkehr sein: Lilly -4,50%

Jeder kleine Ausbruch nach oben bekommt direkt einen auf den Deckel.

Mal gucken ob wir es heute schon schaffen drüber zu kommen

Sind jetzt an der dma20 abgeprallt die liegt bei 254.4 DKK

Ich sag doch, bei Lilly kann man getrost einen short wagen

https://ng.investing.com/news/analyst-ratings/hsbc-downgrades-eli-lilly-stock-rating-on-obesity-market-concerns-93CH-2395743

Full Comment: "First, we think that the market’s TAM expectations for obesity remains elevated (>USD150bn). We think that the TAM is likely to be USD80-120bn by 2032e, and price competition is likely to be significant. The price cuts in 2026 are a headwind, the company’s guidance implies that it can continue to defy gravity with volume growth, i.e. there is a significant price elasticity of demand (unlike embedded in its peer Novo’s guidance). The driver of this difference seems to be cash payment market, which might be cyclical. Second, whilst oral launch might expand access to the anti-obesity medications, we think that the compliance and persistence of these drugs might disappoint. The current market expectations for orforglipron launch for 2026e seem optimistic (USD1.1-1.3bn) and anchored to USD1.5bn inventory build by Lilly. Whilst the momentum in the launch might be positive, we think oral drug launch expectations for Lilly are too high. We think that the market’s assumed compliance and persistence on oral is inconsistent with the discontinuation rates in clinical trials. Third, the divergence of Lilly’s guidance with Novo’s has been puzzling, not just to us, but most investors. The main reason for the divergence seems to stem from Lilly’s success in the cash pay channel. We think that the growth is largely driven by price rather than product differentiation. Rising working capital intensity at Lilly, headline price pressures, and rebate dynamics at both companies indicates to us that the pricing dynamics are likely to get worse."

Es ist so geil 😀

Deswegen steigt es heute wohl bei novo