Aug. 1 at 12:24 PM
$NVO catalysts:
- FDA approval TODAY for Esperoct (extended half-life recombinant factor VIII) – targeting the
$9B hemophilia market.
- Oral Wegovy likely approved in 2025 – first widely available oral GLP-1 for weight loss.
- 2026 launch of Amycretin – dual agonist (GLP-1 + amylin), potentially stronger efficacy + weight loss durability.
- 2027 Medicaid inclusion for anti-obesity drugs = major tailwind. (Today's BREAKING NEWS)
Tariff-proof: U.S.-based manufacturing already in place for key drugs.
Main rival
$LLY is just starting to build U.S. facilities.
Strong fundamentals:
✔️ Excellent cash flow
✔️ R&D with quantum computing
✔️ Multiple long-term growth vectors
$NVO = best-in-class obesity & metabolic megatrend play. Oversold, overly shorted with huge incoming short squeeze today. Extremely