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NVO stock crashes 12-20-24

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anonymous said:
Not a very supportive of informative post. Thanks for nothing skibidi
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The 25% expectation for weight loss was set by NN, not by anybody else. 22.7 % is very close, but not quite 25%. Question is why you would even think of specifying 25% - but once you do it, and you miss, here's the punishment.
 






anonymous said:
The 25% expectation for weight loss was set by NN, not by anybody else. 22.7 % is very close, but not quite 25%. Question is why you would even think of specifying 25% - but once you do it, and you miss, here's the punishment.
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This is correct. On the flip side, a 22.7% weight loss is insanely good. Typical high BMI, 220lb patient would lose 49.94 lbs on average, down to 170lbs. With a probable cardio-protective MOA ( obviously this is TBD). That is a stunning, life-changing drop.
 






anonymous said:
This is correct. On the flip side, a 22.7% weight loss is insanely good. Typical high BMI, 220lb patient would lose 49.94 lbs on average, down to 170lbs. With a probable cardio-protective MOA ( obviously this is TBD). That is a stunning, life-changing drop.
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Agree. The drug looks pretty good at this point. The stock crash is about setting expectations right and failure to understand basic stock market logic. NN management has considerable room for improvement in this aspect.
 






anonymous said:
Agree. The drug looks pretty good at this point. The stock crash is about setting expectations right and failure to understand basic stock market logic. NN management has considerable room for improvement in this aspect.
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25% would have made it > Zepbound. 22% makes it the same, at best. It won’t come to market for 2 years and Zepbound will be well on its way to 65-70% market share, plus indications, and be near to its CVOT results.

Launching a “me too” into that space, without outcomes, is going to be a challenge. If cagrisema had been > weight loss, it would have been a key differentiator (similar to Z crushing W in share right now).
 






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