Pharma Invest Fox

PhD in Pharmaceutical Sciences
Private Investor for 12+ Years
15%+ Annual ROI
14 Years within the Pharmaceutical Industry

[Pharma Invest Fox @PharmaInvestFox]

October 2025 Portfolio Update. I will expand my portfolio soon. I started the portfolio in August 2025.

[Pharma Invest Fox @PharmaInvestFox]

It might be a surprise to learn that the consensus price target was broadly unchanged at 831 DKK, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. The ultimate driver will be survodutide readout.

[Pharma Invest Fox @PharmaInvestFox]

$MRK
In 2028, Keytruda's patent expires!!

The acquisition of Harpoon Therapeutics enhances Merck's portfolio with innovative T-cell engagers.

[Pharma Invest Fox @PharmaInvestFox]

$JNJ
The 2025 acquisition of Intra-Cellular Therapies for $14.6 billion bolstered J&J's neuroscience portfolio.

In 2024, J&J acquired Ambrx for nearly $2 billion, integrating its ADC technology to advance cancer treatment.

[Pharma Invest Fox @PharmaInvestFox]

JP Morgan healthcare conference starting soon!!

[Pharma Invest Fox @PharmaInvestFox]

Zealand Pharma $ZEAL

[Pharma Invest Fox @PharmaInvestFox]

@nataninvesting @QualityInvest5 I could not agree more with Natan.

[Pharma Invest Fox @PharmaInvestFox]

@bavariaron @wallstlobo @BlueMoonTrades

[Pharma Invest Fox @PharmaInvestFox]

@jonaskkaberg1 @investseekers Thank you. $LLY delivered superior weight loss (20.2% vs. $NVO 13.7% in head-to-head trials), stronger sales growth, and has a more robust pipeline including orforglipron pill and retatrutide triple agonist.

[Pharma Invest Fox @PharmaInvestFox]

@zerohedge Microplastics enter the human body via ingestion, inhalation, and skin contact, accumulating in blood, organs, and tissues. They trigger inflammation and oxidative stress, potentially raising risks of CV events, reproductive issues, and cancer - though direct harm remains unclear

[Jesse Cohen @JesseCohenInv]

Morgan Stanley's “Vintage 8 Value” Stock Picks for 2026:

$AMZN — Consumer Discretionary / Cloud
$META — Communication Services
$MSFT — Technology
$PANW — Cybersecurity
$WDC — Technology Hardware
$V — Financial Services
$NEE — Utilities / Renewable Energy
$WMT — Consumer Staples

[Pharma Invest Fox @PharmaInvestFox]

@TheLongInvest Thank you. I rather see the oral pills for weight maintenance. You will need the injectables to dramatically drive weight down. From my point of view, the majority of the market will belong to the injectables. Even in 2035. Let us meet in 10y and see who is right 😀😀😀

[Investseekers @investseekers]

Danish investors keep “catching the falling knife” in $NVO.

According to Danske Bank strategist Lars Skovgaard Andersen, many retail investors have repeatedly bought the stock in 2025 despite a ~50% decline.

His warning:

• Don’t anchor to the old DKK 1,000 price

• Beware of confirmation bias

• Focus on valuation, not past highs, even as analyst targets come down

Link to article (in Danish): https://t.co/DhICevvJX0

#StocksInFocus #Investing

[Pharma Invest Fox @PharmaInvestFox]

Trial completion is projected around late 2025 to early 2026, with analyzed results and public disclosure following shortly after in H1 2026. Full results may be presented at major medical conferences (e.g., ADA, EASD, or obesity-focused meetings) later in 2026.

[Pharma Invest Fox @PharmaInvestFox]

Zealand Pharma's financial reports from August and November 2025 explicitly state that these topline data are anticipated in H1 2026, following the last participant visit in the 76-week SYNCHRONIZE-1 trial.
$ZEAL

[Pharma Invest Fox @PharmaInvestFox]

The next major update on survodutide — a dual GLP-1/glucagon receptor agonist developed by Boehringer Ingelheim (in partnership with Zealand Pharma) for obesity and related conditions — is expected in the first half of 2026.

[Pharma Invest Fox @PharmaInvestFox]

A quick reminder about $ZEAL . Catalysts are ahead of us.

[Pharma Invest Fox @PharmaInvestFox]

@bioinvestor24 Yes, $LLY is the winner and $NVO is clearly over. Bye bye $NVO.

[Pharma Invest Fox @PharmaInvestFox]

@zerohedge Ultra-processed foods, often high in sugars, fats, and additives, are strongly linked to the global obesity epidemic. Epidemiological studies, show higher consumption correlates with increased weight gain and obesity risk through mechanisms like reduced satiety.