Matk

$PLTR $NVO $NU $META $DUOL $SE $AMZN $MELI $HIMS $MSFT $NBIS employee of @investnewdeal

[Matk @Matkinvest]

And this is exactly why you should follow @FinanceDocUK for insights on $NVO $LLY $HIMS and $AZN. My guy is actually dealing with patients and has real life insight into patient demands and outcomes.

[FinanceDoc @FinanceDocUK]

$LLY $NVO

Yesterday, I diagnosed a patient with a pulmonary embolism confirmed on CT.

When discussing treatment, we had two effective options:

💉 Injection (Clexane SC)
💊 Pill (Apixaban oral)

Guess which one she chose.

>She never asked about efficacy percentages.

>She never asked about study designs.

>She asked whether she could avoid injections.

———

It’s a useful reminder when thinking about the obesity market.

Investors obsess over efficacy curves, which one produces most weight loss etc.

Patients often start with a much simpler question:

“Can I take it as a pill?”

Never underestimate the commercial power of convenience

[Matk @Matkinvest]

@alc2022 Would love to hear your thoughts in $GMAB - they specialize in molecular antibodies

[Matk @Matkinvest]

@ariaradnia Wise men never win in the company of fools

[Matk @Matkinvest]

@DrTomsLens Might buy more next month. Opportunity is still immense

[Matk @Matkinvest]

@FinanceDocUK @GuyTalksFinance 😂

[Matk @Matkinvest]

@FinanceDocUK @PrincipledAli You will love it, trust me!

[Matk @Matkinvest]

@MicroCapDanmark @elonmusk Det er pisse fedt - skal vi prøve?

[Matk @Matkinvest]

@ariaradnia The consistancy is insane

[Matk @Matkinvest]

@MadsC007 and I just posted a video together discussing the SpaceX IPO. Specifically, we discuss the fragmented market sentiment ariund the company, how to gauge their value and whether @InvestNewdeal is buying shares: SpaceX IPO: Is NewDeal Invest Buying?
https://t.co/d6NwVHdGjE

[Matk @Matkinvest]

@MicroCapDanmark @ariaradnia I echo this

[Matk @Matkinvest]

Do yourselves a favor and read this $NVO investors

[Investseekers @investseekers]

https://t.co/5uWBcz9f6l

[Matk @Matkinvest]

@novonordisk I’m so proud of you! All thos who have stood up for you publically through the backlash saw something great happening, and this is so nice to see

[Matk @Matkinvest]

@peter_torngren I swear you are the Leonardo Davinci of the $NVO community

[Matk @Matkinvest]

@DrTomsLens How big a position size will you buy in anthropix and openai?

[Matk @Matkinvest]

@DrTomsLens How do you weigh off the opportunity between openai and anthropic? And any thoughts on $PLTR here? My logic would be that an ontology tying the model to the enterprise wpuld be equally as valuable if not more

[Matk @Matkinvest]

@DrTomsLens Nice! I’ll probably buy too, but I need to increase my $NBIS Position as well. Honestly dont think it is expensive

[Matk @Matkinvest]

People geniunely forget $NVO is a diabetes powerhouse. You basically buy a diabetes duopoly and get a free option on the weight loss business growing at 22% YoY

[Novo Nordisk @novonordisk]

#PRESS: New real-world evidence presented at the ADA Scientific Sessions suggests adults with type 2 diabetes who escalated to an available higher once-weekly injectable semaglutide dose were as likely to achieve blood sugar goals and more likely to achieve meaningful weight loss compared to switching to another therapy.

Learn more in the press release here:
https://t.co/YaTllbAVYT

[Matk @Matkinvest]

@CapexAndChill Have you bought shares bro? I forgot if you had invested or not