dest's overwrite journal

VZ, if in position before a news gap, good. If fda withholds, nvo 'bulk' should limit downside risk?

 

Depends.
But on a company this big, I'd say yes.
On a small one, no way. Bad news would cut it in half.

 

I'd meant to post this yesterday but I was running late for a flight.

 

Price action is lagging.

 

Great intuition on that one.
I can say I thought the same thing, but no one would believe me.
I really did though.

 

Doc in Tahoe has 10% of her patients looking for Wegovy scripts. One patient recalled spending 11 HOURS over two days before reaching someone on NVO's call center to qualify for introductory offer. 40% of her interested patients will be paying 100% out of pocket as insurers like UHC do not cover weight loss meds.

That's the only limit to the growth story. The only way that NVO survives the year would be antitrust.

 

NVO ATH on a crappy day for index. Hope you're all long AF.

 

If we had bought MRNA when you bought last year in the $50s or $60s we would be up 600% by next week. Bought some NVO, your ideas always pan out bigly!

 

I decided to go long AF on the index. Seems singular stock-names give more bang-for-the-buck. Fuk a duck. I hate me.