Birgaripmuhendis

[Birgaripmuhendis @spdowbisttrader]

@bioinvestor24 @ObsvRetardation Do know something or feel something? Hope you are right as a $NVO shareholder i need some hope :)

[Birgaripmuhendis @spdowbisttrader]

@KontraInvest Who cares if stock is falling constantly…

[Birgaripmuhendis @spdowbisttrader]

@Antinomi14 @bosunatiklama Ülke onlardan nefret etmiyor. Senin gibi ırkçılar onlardan nefret ediyor. Bu çocuk bu ülkeden iyilik görmüş, hem kendi için hem ülke için faydalı olmak istiyor. Yok bizi tıbbi olarak öldüreceklermiş. Kuralsız davranarak zarar vereceklermiş.Bu kadar paranoyaklık tedavi gerektirir.

[Birgaripmuhendis @spdowbisttrader]

@timoassi Take a look at $NVO it’s revenue is doubled compare to 2021. Stock price is less than 2021 level.

[Birgaripmuhendis @spdowbisttrader]

@Aktieland @Banjo5474969708 Hope you are right, but instead of we make brainstorm, the management should have given clearer roadmap. I really want to know between 2031-2035 how much revenue from sema expected to decline, and from new blockbusters how much revenue to be generated. This needs serious study.

[Birgaripmuhendis @spdowbisttrader]

@Aktieland @Banjo5474969708 in 48 hours more than 15 local companies joined to the market and prices reduced %80-90. I think NVO is planning to bring better drugs to the market before the patent expiry, but they did not present this well. Without progress on proper M&A smooth growth is impossible 2030-2035

[Birgaripmuhendis @spdowbisttrader]

@Aktieland @Banjo5474969708 What i understand is total revenue with 5% compound growth by 2030 will be around 400B DKK, by the time almost 300B DKK will come from semaglutide. When the molecule becomes generic, it will lose essential portion of the market. India is a great example. After patent expiry with+

[Birgaripmuhendis @spdowbisttrader]

@Aktieland @Banjo5474969708 after 5 years. By the time estimated 250B DKK revenue will be gone. 150B DKK by 2035 will not recover this decline. They mentioned growth in line with peers until 2030. How about 2030 to onward? As NVO investor, i want to know what the plan is to keep growing.

[Birgaripmuhendis @spdowbisttrader]

@Aktieland @Banjo5474969708 I am a NVO shareholder too. Don’t get me wrong. You are too confindent. I wish NVO management could be same as you. As you said they are first-mover, but in CMD they express expecting the growth “in-line with peers” Where is the advantage of first-mover? Semi patent is expired +

[Birgaripmuhendis @spdowbisttrader]

@JacobCordosa @_BK_83 @peter_torngren You are mostly right, but don’t forget the market has given great multiples to NVO in it’s prime time. NVO management couldn’t convince the market about what is after sema patent’s expiry. Even the 5 blockbuster 2035 target of 150B DKK is not covering sema’s future revenue lose.

[Birgaripmuhendis @spdowbisttrader]

@investseekers First Mike Doustdar should has his hair back 😅 After bald people would be interested to buy hair loss drug. I think with $NVO share performance Mike can not grow hair again unless he comes to Turkey to implant hair. As a Turkish $NVO investor, i can welcome him :)

[Birgaripmuhendis @spdowbisttrader]

@ResearchPulse1 2027 growth forecast immidiately should be revised positively. This would bring momentum to the stock prive

[Birgaripmuhendis @spdowbisttrader]

@felandostephen1 @septdecoeur @YYDSxjm @maziardoustdar I fully believe like you $VKTX is a great option, but i don’t believe this management can close this deal.

[Birgaripmuhendis @spdowbisttrader]

@felandostephen1 @septdecoeur @YYDSxjm Taking action in such a short time needs strong-dedicated-visionary mind which @maziardoustdar does not have. I was expecting serious progress on M&A to be published in CMD. After in interview he says “we have budget, let’s see…” They can’t handle serious M&A. Very dissappointed

[Birgaripmuhendis @spdowbisttrader]

@PhilipVolsing @investseekers I get the point, but did not like it as an investor…

[Birgaripmuhendis @spdowbisttrader]

@Aktieland Sometimes I think to myself they act this way purposely to keep share price low while they are buying back the shares…

[Birgaripmuhendis @spdowbisttrader]

@investseekers @PhilipVolsing How do they know their peers performance? If their peers decline in revenue growth, they would decline too. This expression means, i have not studied my homework well. I perform at least similar to my peers :)

[Birgaripmuhendis @spdowbisttrader]

@investseekers Novo management should have given measurable short term targets. 2035 targets are not attracting me as an investor. Moreover, “performing with peers” is awful expression. Why would i hold my Novo shares if it will perform similar to the peers. Really it is total disappointment