NVO
7 tracked calls · 4 long · 3 short · last 90d: 1L/0S
first called by All-In Podcast 6mo ago
LONG2mo ago
“peptides, it's a freight train. It's coming for us fast. No one, no one is going to stop this freight train. I said the same exact thing about Ozempic back in…”ThreadGuy
Peptides are a freight train coming in months not years, the GLP-1 wave reaccelerating
NVOLONG@ $46.35
$47.10+1.60%
since call May 13
peak +10.3%
SHORT3mo ago
“The coverage is coming out of this phase three clinical trial data release that Lily put out last month. So everyone's going crazy over the data, which…”All-In Podcast
Lilly's triple-agonist phase 3 data crushes on fat loss, liver, A1C, setting a premium tier rivals lack
NVOSHORT@ $44.69
$47.10-5.38%
since call May 1
SHORT3mo ago
“Novo Nordisk, I actually think if this is approved, you short Novo Nordisk. Because they only have GLP-1. And if GLP-3s are allowed... GLP-1s are…”ThreadGuy
If compound GLP-3s get approved, Novo Nordisk loses GLP-1 value with no infra to pivot; short it
NVOSHORT@ $41.86
$47.10-12.51%
since call Apr 24
LONG3mo ago
“And now you get to 2026, and this is, this is the absolute game changer. In 2026, we now have an oral version of Wegovy, and this medicine has launched over…”Invest Like the Best
Oral Wegovy at $150/mo launches 4x faster than injectables; GLP-1 class blows past $100B/yr revenue.
NVOLONG@ $39.78
$47.10+18.38%
since call Apr 21
peak +28.4%
LONG6mo ago
“So we agreed to those prices with the two major companies, Novo Nordisk and Eli Lilly. We will launch next week... launch next week Trump RX with those…”All-In Podcast
Trump RX puts Novo's GLP-1s at $200 cash, $0 for Medicaid, opening the underserved obesity market
NVOLONG@ $61.03
$47.10-22.83%
since call Jan 24
SHORT6mo ago
“the EU AI Act, which has been so detrimental to to the AI ecosystem here here in Europe, was passed before ChatGPT was even invented.”All-In Podcast
Europe's regulator-first mindset caps its champions; biggest EU name dwarfed by US trillion-dollar firms
NVOSHORT@ $61.84
$47.10+23.84%
since call Jan 23
peak +24.8%
LONG6mo ago
“these incretin mimetics may actually have other systemic benefits... there's 60 indications that they're being tested against, including kidney, neurological,…”All-In Podcast
GLP-1 incretin mimetics expand across 60 indications and toward majority adoption, sustaining huge demand growth
NVOLONG@ $58.14
$47.10-18.99%
since call Jan 15