Ivan Yankov

Data Analysis: Technical & Financial Stock Analyst specializing in equity analysis, technical indicators, and financial fundamentals. Not Financial Advice.

[Hims House @himshouse]

$NVO $LLY $HIMS

🚨 BREAKING: NOVO NORDISK TO LAUNCH LOWER-COST OZEMPIC COPY IN SOUTH AFRICA

"An authorised copy differs from generic, ⁠compounded or biosimilar versions because it is produced by Novo Nordisk and uses the identical ​active pharmaceutical ingredient [semaglutide], manufacturing process and delivery device as Ozempic, but under a different name"

Launching on July 27, will be called Extensior

Demand for GLP-1s has surged in South Africa, creating a booming gray market

[Wall St Engine @wallstengine]

U.S. corporate insiders sold $77.6B of stock in H1 2026, up 20% YoY.

That is the 2nd-fastest selling pace in more than 20 years, behind only 2021.

[ResearchPulse @ResearchPulse1]

Wegovy HD approved in Mexico.

Wegovy also approved for MASH in Mexico

$LLY $NVO $VKTX

https://t.co/2WOb0fxJzZ

[Barchart @Barchart]

Oracle $ORCL Free Cash Flow has plummeted to its lowest level in history 🚨🚨

[TrendSpider @TrendSpider]

Stripe and a private equity firm have offered to acquire PayPal $PYPL for $53 billion, or $60.50 per share, per Reuters

[The Kobeissi Letter @KobeissiLetter]

BREAKING: IBM stock, $IBM, collapses nearly -20% after posting weaker than expected earnings due to “weakness in the software and infrastructure business.”

The stock just erased -$55 billion in market cap.

[ResearchPulse @ResearchPulse1]

Wegovy also just launched in Peru, Panama and Republic Dominican this week.

And then we have this huge wegovy launch event in Chile 3 weeks ago

All in all there should be 9 wegovy launches in just Latin America these weeks.

All these new launches is also one of the reasons why $NVO revenue in IO (all countries except US) will still increase despite losing up to $1.5B in revenue from semaglutide patent expiration in countries like Canada, Brazil, Mexico and India.

So NVO 2026 guidance of -5 to -13% negative topline growth is only driven by US (Ozempic) sales decline.

This is where wegovy pill enters the equation. That will compensate significantly more than anticipated and counter more of the lost Ozempic revenue.

$LLY $VKTX

https://t.co/dLpJxex7pq

[The Assembly @InTheAssembly]

I have been in this game for more than a decade.

Here are the 12 lessons I wish someone handed me on day one:

[Daily Mail @DailyMail]

GP reveals the hidden dangers of transitioning from pricey fat jabs to the new (much cheaper) Wegovy pill https://t.co/Q58zxvPLG5

[ResearchPulse @ResearchPulse1]

New P3 data from $NVO Denecimig in Haemophilia.

Expected Approval by both FDA and EMA in Q3.

Peak sales $2-4B

$LLY

[Hims House @himshouse]

$HIMS $NVO $LLY

🚨 BREAKING: BOOTS UK SAYS WEGOVY PILL LAUNCH WAS ONE OF THE BUSIEST DAYS OF ALL-TIME FOR CUSTOMER CONSULTATIONS

- Launch date was Monday, June 6
- Boots is the UK's leading health, wellness & beauty retailer
- Said 80% of Wegovy pill patients were new to its online weight loss service
- 10% of patients had previously tried weight-loss injections but stopped and now want to explore the pill

Boots UK chief health officer Jamie Kerruish: "We've seen unprecedented interest since the launch of the oral Wegovy tablet; launch day was one of our biggest ever days for customer consultations. What's particularly interesting is that the tablet appears to be providing options for people who have not previously accessed weight loss medication."

[NoLimit @NoLimitGains]

$ORCL is approaching the zone that marked the last two bottoms.

Interesting.

[ResearchPulse @ResearchPulse1]

12,000 on wegovy pill wait list in Germany……

Even before EMA has approved wegovy pill, (expected late July ) with launch 4-8 weeks later.

12.000 from just one telehealth two months ahead of launch…!

This could be 250k on waiting lists at launch date…..

In my model I have 1 million consumers in Q4 outside US. I will not change that now.

But with Germany, France, Italy, Spain and Denmark expected as next wave launches in late August- late September timeframe, then the path to even higher numbers in Q4 begins to become more and more clear

We will see SO many upgrades of wegovy sales by analysts throughout rest of the year.

When will we will start seeing the first analyst model wegovy pill sales above $10B in 2027…..

$LLY $NVO $VKTX

[TrendSpider @TrendSpider]

At the line once again... 👀
$ORCL

[Steve Hanke @steve_hanke]

Under Bulgaria's currency board and lev, which I installed in 1997, Bulgaria PROSPERED. Its neighbor, Greece, STRUGGLED.

From 2008 through 2025, Bulgaria’s real GDP per capita was UP by 69% and Greece's was DOWN by 8%.

BULGARIA'S SWITCH FROM LEV TO EURO = A BIG MISTAKE.

[Wall St Engine @wallstengine]

Nano Nuclear $NNE is in early-stage investment talks with a firm linked to UAE National Security Adviser Sheikh Tahnoon Bin Zayed, per Semafor.

The company is also looking to restart UAE site selection and feasibility work for small modular reactors after the Iran conflict delayed its plans.

CEO James Walker said Gulf demand could become “very large, very quickly.”

[NoLimit @NoLimitGains]

The Chinese fund manager who called the 2007 top just predicted an 80%+ crash on the hottest AI stocks.

His exact words: “the collapse point may not be far away.”

Another major Chinese fund: “the trigger has already appeared.”

[Prof @TheProfInvestor]

Healthcare is not the endgame. It's just Phase 1.

This is the rotation playbook for the next 18 months.

Most of you are looking at healthcare right now and wondering if it's too late.

It's not. Healthcare has been the most consistent sector in midterm election years for 30+ years. 80% win rate in the back half. That's the most reliable sector pattern in modern market history.

Here's what you need to know:

- 22 healthcare companies beat the S&P 500 in 75%+ of midterm years from 1994 to 2022.
- Zero of them underperformed.

But the real money isn't just in healthcare. It's in knowing WHEN to leave healthcare and where to go next.

The mistake most traders make is they ride healthcare all the way through 2027 and miss the bigger move.

- Year 3 of the presidential cycle is the strongest year in the entire 4-year cycle. Average return since 1933: +17.2%. Positive 90% of the time.

And it's NOT healthcare that leads Year 3. The leaders flip completely.

2026-2027 playbook:

Phase 1, July to November 2026: Heavy in healthcare. Add defense. Staples, utilities.

Phase 2, November to February 2027: Start trimming healthcare. Build tech and financials slowly.

Phase 3, February through end of 2027: Full risk on. Tech, financials, consumer discretionary lead the move.

Average gain from midterm year low to Year 3 high: +46.9%.

Healthcare names I'm watching: $LLY $UNH $ABBV $MRK $AMGN $TMO $DHR $SYK $DXCM $IDXX $HCA $PODD

ETFs to look at: $XBI $LABU $ARKG $GNOM

This is your roadmap.

[Barchart @Barchart]

U.S. Housing Market has reached its most unaffordable level in history 🚨🚨

[TrendSpider @TrendSpider]

In its 12 years since IPO, Alibaba $BABA has NEVER been this oversold...

Lowest daily RSI reading since 2014 🌶️