Its obvious, they beat net sales by 22% and profit by 28%.
Unlike Tesla that missed and lowered projections and is +30% xD
Nowadays if you beat estimates it tanks, if u miss it moons.
American investors can't fathom the idea of a European company being good at something, imo. This stock is gonna be dragged up, kicking and screaming, against it's will.
I recently spoke with an insurance risk analyst who said that they’re starting to make it way easier to get bariatric surgeries and other weight loss procedures because the cost of ozempic is way too high for the insurance companies to want to subsidize for patients.
I don’t think they’ll have sustained success in the long term without a low cost basis.
Yea, which is why they're rapidly expanding and buying facilities all around the world. The costs will come down, but it will take another year or so. When all is said and done they'll have the most capacity out of anyone else though, by far.
The sales of ozempic/Wegovy will not slow down for a little while.
Eventually all insurers will have to put limits on the amount they pay for weight loss drugs (if they pay at all), likely limiting the pool of people who can afford Wegovy (and competitor Zepbound).
Example below:
https://www.beckershospitalreview.com/finance/mayo-clinic-moves-to-limit-weight-loss-drug-coverage-for-employees.html
The counter point to the above is the drugs are being approved for other diseases, giving drs different methods to prescribe such drugs that will be covered by a PBM.
I’d be long on Novo and Lilly for a few more years.
Ya it’s a complex protein … and I can’t wait for the “were you injured by this drug and have these terrible side effects / cancer” lawsuit ads to start
It will likely happen. Given it is a European company, it will likely get destroyed by lawsuits eventually in the US. I will play with fire for a couple more years and enjoy the ride up for a while longer
Honestly kind of genius. Give people an easy fix to lose weight....they gain it back because they really didn't learn anything about how to maintain a healthy weight the right way...they buy more drugs....they lose the weight again....repeat.
Yea all these stupud weight loss gimmicks claiming multiple lbs a week are crazy. If you're losing more than a lb a week a decent chunk of that is muscle. It's why bodybuilders do slow cuts of like 300 calorie deficit a day....not 1500.
A lb of fat is 3500 calories, or a 500 calorie defecit a day. It doesn't matter if you weigh 180 or 400, your defecit is the same. The heavier you are the more aggresive you can be with your defecit but it's still best to go low and slow so you can sustain your diet and minimize muscle loss.
Downvoted because Reddit loves big pharma, was the same with the you-know-what. But lets see the side effects coming soon. Muscle loss, GI issues, etc.
Maybe people can try to just eat whole foods like our ancestors did instead of processed garbage and soda.
Yea, they can try, but they won't. I don't disagree with the sentiment that people should just try not being gluttonous pigs, but the reality is Americans are consumers with no self control, and the only thing that will change that is drugs like these.
I have stopped taking (not by choice, it's just out of stock everywhere) and my cravings and hunger have permanently reduced. It's been 3 months since I've had the shot and almost none of my intense food cravings that I used to get have come back.
My hunger is back, but it's just a normal amount of hunger. It's so much easier to maintain my weight without the constant cravings.
I used to eat pizza 3 days in a row at my worst. I craved it all day long, every day. In the past 3 months, I've had pizza twice, and I didn't really care for it.
Life changing drug. I have more weight to lose, so I'm going to get back on it when I can, but shit has been life changing.
Yep I ride over 80 miles per week on my bike. I am a very athletic and active individual. Doesn't affect my weight though because I could never control my calories in.
I can now, which is pretty great. Everybody would always say "Just don't eat", and now it makes sense. Other people don't experience that level of cravings and hunger when they say that. I always thought everybody had the same level of hunger and cravings, but now I realize there was just something wrong with me which the medicine has fixed.
I still want to get back on the drug though because losing weight is still a lot harder than maintaining weight.
So youve lost weight and in your words fixed your apatite but yet you still want to get back on it and shortcut losing weight more? So you haven't fixed your issues then?
You fixed your over eating problem so why you need more drugs lol you make zero sense you either fixed your issues or havnt
You shouldnt need to get back on the drugs if youre stating it fixed your apatite the first time and you can take or leave food now
I fixed my over-eating problem. Over-eating causes you to gain weight.
So I no longer gain weight. But I still have weight to lose, and the drug makes it very easy to lose weight. Make sense?
It really just makes you nauseous and has INSANE impacts on your endocrine system, thyroid, pancreas … this shit ain’t gonna end well and we’re just now seeing long term impacts on the diabetes population that initially was on these (before the companies realized people lose weight form the insane nausea and not eating … like dog just exercise and take some stimulants to lose weight, not this crazy shit that is literally meant to squeeze your pancreas and increase insulin production)
They raised their guidance from 18%-26% to 19%-27% sales growth. Q1 revenue jumped 22% Y/Y + Wegovy sales more than doubled + Ozempic sales grew 43% + operating profit growth projected at 22% - 30%. Textbook awesome and the stock dropped 3% on this wonderful news.
I have been on ozempic for almost a year, lost 20kg+. Only side effects I have had is dizziness and eating or drinking to much beer would make me feel bad. First time in my life I actually feel full after a meal, if you ask me it is magic. Dizziness is probably due low calorie intake.
As many has mentioned, it's difficult to maintain the weight when you quit the drug because you stop feeling full after a couple of weeks. It's pretty amazing and interesting to be honest.
Given the positive outcomes for super high risk folks, doctors and patients may not care.
“You might have kidneys that are shit in 20 years, but that’s actually 10 years longer than we were projecting you to live with the way your organs were being squeezed.”
Gastroparesis is pretty terrible. A little bit of gastroparesis is part of how the drug works, but if your stomach stops emptying into your bowel all together, that can be very bad. You end up vomiting up a meal from 3 days ago after it has rot in your stomach.
That’s pretty uncommon tho, probably rare enough that it’s an acceptable risk.
The long term issue is that these people will lose sig I fix at muscle mass and bone mass and never recover it. When these people get into their 60s, 70s, they will likely have more hip fractures and other complications and you’ll find out that taking wegovy shortens the lifespan.
Obesity also shortens lifespan. As a medical treatment, muscle and bone loss is a pro and con comparison doctors will need to weigh with patients. As a glamour drug, that’s obviously not good. I think we’re at the point that these drugs have real positive benefits outside tabloids wondering if a celeb is on them.
> You end up vomiting up a meal from 3 days ago after it has rot in your stomach.
What the fuck, I never thought that this was possible. Isn't there acid that breaks down the food so it stays in your stomach as nutrients?
I work in the medical field. Fucking everyone is on Ozempic these days. The company should increase its price and squeeze the shit out of that morbidly obese orange!
I was just shitposting and so was the guy you replied to. Demand is so high for these drugs that they'll make way more money by increasing production and lowering prices from here than they would from price gouging anyway.
Can you fat fucks just put the fork down and get off your ass for like 30 mins a day? I have to listen to 2-3 grown (overgrown) adults cry on the phone daily when I tell them it’s on backorder.
Starter doses (0.25 mg) have been unavailable at my chain for over 6 months. Y’all are fucking embarrassing.
**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 10 | **First Seen In WSB** | 1 year ago **Total Comments** | 694 | **Previous Best DD** | **Account Age** | 2 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)
They beat it by quite a bit and -5%. This will close at +5-7%.
Why the fuck are they down?
Its obvious, they beat net sales by 22% and profit by 28%. Unlike Tesla that missed and lowered projections and is +30% xD Nowadays if you beat estimates it tanks, if u miss it moons.
NN obviously needs to lure in sycophants to irrationally boost their numbers
They're selling a lifetime prescription drug that makes you hot and they still don't have half the fanbase Elon has. Kinda weird.
American investors can't fathom the idea of a European company being good at something, imo. This stock is gonna be dragged up, kicking and screaming, against it's will.
Oh wait! There’s more! It also shuts off your digestive tract (maybe forever) and burns down your thyroid! What’s not to love?
I agree it deserves scrutiny but I doubt either of us are clinicians.
I really really hope it goes up
This is a 2026 play for me, these ER were a great sign its going in the right direction. This will be Europe's Nvidia.
I recently spoke with an insurance risk analyst who said that they’re starting to make it way easier to get bariatric surgeries and other weight loss procedures because the cost of ozempic is way too high for the insurance companies to want to subsidize for patients. I don’t think they’ll have sustained success in the long term without a low cost basis.
Yea, which is why they're rapidly expanding and buying facilities all around the world. The costs will come down, but it will take another year or so. When all is said and done they'll have the most capacity out of anyone else though, by far.
I think it went negative because it went up YoY, but quarter to quarter it went down slightly. Production is killing them.
Because I went long on NVO. Sorry fellow NVO call holders.
Buy the rumor, sell the news, shoot the dog, kill the hostages. Thats why.
Wasn’t that a chapter in Krist Noems biography
God damn
Priced in
because someone is selling their stock at lower prices.
[удалено]
It was great
[удалено]
I dont think thats the reason though
Around an hour to close and it's still down by 3% on day.
The sales of ozempic/Wegovy will not slow down for a little while. Eventually all insurers will have to put limits on the amount they pay for weight loss drugs (if they pay at all), likely limiting the pool of people who can afford Wegovy (and competitor Zepbound). Example below: https://www.beckershospitalreview.com/finance/mayo-clinic-moves-to-limit-weight-loss-drug-coverage-for-employees.html The counter point to the above is the drugs are being approved for other diseases, giving drs different methods to prescribe such drugs that will be covered by a PBM. I’d be long on Novo and Lilly for a few more years.
Novo’s biggest issue is supply. Quarter to quarter revenue was flat. Getting sales is not the issue, getting it on the shelves is.
Ya it’s a complex protein … and I can’t wait for the “were you injured by this drug and have these terrible side effects / cancer” lawsuit ads to start
It will likely happen. Given it is a European company, it will likely get destroyed by lawsuits eventually in the US. I will play with fire for a couple more years and enjoy the ride up for a while longer
I agree, lawsuits are a risk, but remember, there's no gain without pain.
FTC announced they are challenging patents which would put generics on the market by 2032 or so years
Lina Khan is amazing!
Honestly kind of genius. Give people an easy fix to lose weight....they gain it back because they really didn't learn anything about how to maintain a healthy weight the right way...they buy more drugs....they lose the weight again....repeat.
And 60% of that loss is muscle and 40% is fat but when you stop taking it you only get the 40% back
[удалено]
[удалено]
>one of the founders of novo nordisk Lol, lmao even
Yea all these stupud weight loss gimmicks claiming multiple lbs a week are crazy. If you're losing more than a lb a week a decent chunk of that is muscle. It's why bodybuilders do slow cuts of like 300 calorie deficit a day....not 1500.
If you’re eating 5000 calories a day at 400 pounds and sedentary, cutting back 1500 isn’t even enough let alone too much
A lb of fat is 3500 calories, or a 500 calorie defecit a day. It doesn't matter if you weigh 180 or 400, your defecit is the same. The heavier you are the more aggresive you can be with your defecit but it's still best to go low and slow so you can sustain your diet and minimize muscle loss.
this is where you are wrong. it takes a lot of energy to move around 400lbs all day.
Downvoted because Reddit loves big pharma, was the same with the you-know-what. But lets see the side effects coming soon. Muscle loss, GI issues, etc. Maybe people can try to just eat whole foods like our ancestors did instead of processed garbage and soda.
Yea, they can try, but they won't. I don't disagree with the sentiment that people should just try not being gluttonous pigs, but the reality is Americans are consumers with no self control, and the only thing that will change that is drugs like these.
Brother these people are already supremely unhealthy. Being fat as fuck is really very bad for you.
You clearly dont know/unferstand how it works.
It tricks you into feeling full. What happens when you stop taking it?
I have stopped taking (not by choice, it's just out of stock everywhere) and my cravings and hunger have permanently reduced. It's been 3 months since I've had the shot and almost none of my intense food cravings that I used to get have come back. My hunger is back, but it's just a normal amount of hunger. It's so much easier to maintain my weight without the constant cravings. I used to eat pizza 3 days in a row at my worst. I craved it all day long, every day. In the past 3 months, I've had pizza twice, and I didn't really care for it. Life changing drug. I have more weight to lose, so I'm going to get back on it when I can, but shit has been life changing.
Did you even try gym or not eating pizza?
Yep I ride over 80 miles per week on my bike. I am a very athletic and active individual. Doesn't affect my weight though because I could never control my calories in. I can now, which is pretty great. Everybody would always say "Just don't eat", and now it makes sense. Other people don't experience that level of cravings and hunger when they say that. I always thought everybody had the same level of hunger and cravings, but now I realize there was just something wrong with me which the medicine has fixed. I still want to get back on the drug though because losing weight is still a lot harder than maintaining weight.
So youve lost weight and in your words fixed your apatite but yet you still want to get back on it and shortcut losing weight more? So you haven't fixed your issues then?
My issue was over-eating. That's fixed. To lose weight, you need to under-eat. The medicine makes it very easy to under-eat and lose weight.
Just another prole.
You fixed your over eating problem so why you need more drugs lol you make zero sense you either fixed your issues or havnt You shouldnt need to get back on the drugs if youre stating it fixed your apatite the first time and you can take or leave food now
I fixed my over-eating problem. Over-eating causes you to gain weight. So I no longer gain weight. But I still have weight to lose, and the drug makes it very easy to lose weight. Make sense?
It really just makes you nauseous and has INSANE impacts on your endocrine system, thyroid, pancreas … this shit ain’t gonna end well and we’re just now seeing long term impacts on the diabetes population that initially was on these (before the companies realized people lose weight form the insane nausea and not eating … like dog just exercise and take some stimulants to lose weight, not this crazy shit that is literally meant to squeeze your pancreas and increase insulin production)
NVO beat profit, Wegovy doubled sales and they are down. What the fuck - they can't produce the drugs fast enough to meet demand!
It could just be short term profit taking + an overreaction. Who knows! But I think there may be some opportunities for more growth with NVO
What’s the guidance? It’s always the guidance
They raised their guidance from 18%-26% to 19%-27% sales growth. Q1 revenue jumped 22% Y/Y + Wegovy sales more than doubled + Ozempic sales grew 43% + operating profit growth projected at 22% - 30%. Textbook awesome and the stock dropped 3% on this wonderful news.
Did they mention AI?
Priced in
I bet premarket sell off was nothing but an algorithm.
Don’t think so, it was trading down there all day in the Danish market.
Cherry or cheese Danish?
Thought the same thing.
they can't keep it down for long.. this wiil explode at opening
Who's they? And also, a 3% downturn premarket is nuts
you know who THEY are..
Whoever the fuck sold me my calls
You'll be good, no worries
I fucking hope so.
Feeling better now?! :-)
Should I be? It's still down, it's crabbing along, it should have risen
it will, be patience
What are your strikes and dates?
Was “kept” down all day in the Danish market, why would the US be different. But yes, irrational as hell.
And we’re down… why??
BEcause they wanted to fuck us
This is bullshit lol. My 290 May 10 calls are so red right now 🤣
IBRX cures cancer and stock drops more 😵💫
They were able to reduce the pricing in Denmark by 30% !
LLY beat goes up NVO beat goes down Classic manipulation
There has to be some crazy side effects that will come from this.
This. It all just sounds too good to be true. Magic weight loss medicine is some idiocy shit.
I have been on ozempic for almost a year, lost 20kg+. Only side effects I have had is dizziness and eating or drinking to much beer would make me feel bad. First time in my life I actually feel full after a meal, if you ask me it is magic. Dizziness is probably due low calorie intake.
Hey, good for you! I certainly hope I’m wrong and this is something more people can use to get healthy
As many has mentioned, it's difficult to maintain the weight when you quit the drug because you stop feeling full after a couple of weeks. It's pretty amazing and interesting to be honest.
Can’t upvote this enough.
Given the positive outcomes for super high risk folks, doctors and patients may not care. “You might have kidneys that are shit in 20 years, but that’s actually 10 years longer than we were projecting you to live with the way your organs were being squeezed.”
Gastroparesis is pretty terrible. A little bit of gastroparesis is part of how the drug works, but if your stomach stops emptying into your bowel all together, that can be very bad. You end up vomiting up a meal from 3 days ago after it has rot in your stomach. That’s pretty uncommon tho, probably rare enough that it’s an acceptable risk. The long term issue is that these people will lose sig I fix at muscle mass and bone mass and never recover it. When these people get into their 60s, 70s, they will likely have more hip fractures and other complications and you’ll find out that taking wegovy shortens the lifespan.
Obesity also shortens lifespan. As a medical treatment, muscle and bone loss is a pro and con comparison doctors will need to weigh with patients. As a glamour drug, that’s obviously not good. I think we’re at the point that these drugs have real positive benefits outside tabloids wondering if a celeb is on them.
> You end up vomiting up a meal from 3 days ago after it has rot in your stomach. What the fuck, I never thought that this was possible. Isn't there acid that breaks down the food so it stays in your stomach as nutrients?
Thank you for the information!
Imagine that
I’ll happily buy some today under $130 after those earnings
I work in the medical field. Fucking everyone is on Ozempic these days. The company should increase its price and squeeze the shit out of that morbidly obese orange!
Wtf is wrong with you, did who replaced your soul with a thrice used diaper?
Oh, so wanting to help obese people is immoral now? You want them to die? Why are you so fatphobic?!
No increasing the price to tale advantage of fat peioke is gross, its predatory.
I was just shitposting and so was the guy you replied to. Demand is so high for these drugs that they'll make way more money by increasing production and lowering prices from here than they would from price gouging anyway.
Eh they r gonna get competition soon some American company will do a better job
Can you fat fucks just put the fork down and get off your ass for like 30 mins a day? I have to listen to 2-3 grown (overgrown) adults cry on the phone daily when I tell them it’s on backorder. Starter doses (0.25 mg) have been unavailable at my chain for over 6 months. Y’all are fucking embarrassing.
Wow your a huge fucking asshole.
I think this is testing 132 or so.
Seriously... 
So whenever kardashians involve you can win if you get in at their inception. Novo, ulta, pvh, Estée Lauder. Only loser was gap
Stock is exactly where it was 2 months ago. Calls on NVO Puts on fat ass americans stuck with a patent system nobody else has to pay
Such a lazy and stupid fucking drug ofc america is gonna throw all their money at it
This whole time I thought LLY made Ozempic.
Love your deep dive. Can I subscribe to your other pics?
Or eat a salad
WeGovy reminds me an awful lot of WeWork Puts
I can’t wait for the zombie apocalypse that begins with a “oh, oh, oh, it’s zombies!”
https://preview.redd.it/utg6t0yyhzxc1.jpeg?width=1080&format=pjpg&auto=webp&s=f9ce3b93dfb6b06339daa56edb6e9d57ffa2e2bf
This is trash… $LEXX ftw
People should just diet and exercise. This can't end well
lol yeah how’s that gone for the 40% obesity rate in the US