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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (78338)10/25/2025 10:31:45 PM
From: OlafB  Read Replies (1) of 78414
 
Can you give me some insight into NVO?

I never ever hold pharma or anything form Healthcare. Common stereotype about "stability" or blue-chipness is the most stupid thing you can tell to analyst. Any predictability is more likely priced into the price, concluding a poor investment in a good business.

+I can't call pharma stocks predictable, when their top and bottom line relies on clinical trials.

I remember a year-ish ago stock was trading at 70 or something, after one of its drugs failed a CT and everyone was shooting: "BUY IT BRO". Right now it's around 52-55$ with 52w low of 45$

I skipped it back then because i know nothing about Healthcare in general, not just pharma in particular. Researching entire insulin and weight loss market and then going through several 300 page 10-k was just too much possible 20% return in volatile sector

Hell, i never ever bought anything from pharmacy except things against fever or throat pain. +i visit hospital only for mandatory/paperwork related check-ups

Kh-khm, my question to you Sire: what is intrinsic value of stock under bad scenario(under pessimistic growth rates and compressed margins) - is it undervalued relative to bad future earnings; and is it undervalued relative to it's current equity?


My strategy to make a buy individual stocks when they won't make a loss when things go south and when under normal/good scenario it will provide better return than index
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