Zabavno. Kdo (do)kupuje ali panično prodajate?

osebno sem se peljal par krogov 45/57, ob prejsnji slabi novici vnovcil izgubo 58/55 in dal na crno listo, ker je dovolj drugih delnic. oni bi zdaj imeli kao tranzicijsko leto, pa po moje nimajo tega luksuza, ker se konkurenca zelo dviguje. trenutno me pri 40 sicer srbijo prsti za bounce, vendar so tu po moje nadpovprecne sanse za "dolgorocni investitor je spekulant, ki ni pravocasno spizdil", tako da se trudim spostovati crno listo.

40USD je "zelo" dobra cena za vstop, konec marca dividenda ...
No ja, razen če res pričakuješ da Q1 rezultati ne bodo pokazali pričakovanega odboja zaradi Wegovy tablete in HIMS "put-down-a". Novo gre v smeri Pfizerja :)

Americani so jih pohrustali za zajtrk z njihovim izkušenim kolesjem. Nic ti ne pomaga danes samo to, da si nekje prvi zraven.

[MatevzGroboljsek]
No ja, razen če res pričakuješ da Q1 rezultati ne bodo pokazali pričakovanega odboja zaradi Wegovy tablete in HIMS "put-down-a".

je ze bil pre-announce, ravno to je bila ta prejsnja slaba novica, ki sem jo omenjal, tisti dan se je prekucnil 18% (prvi teden februarja).
finance.yahoo.com/ne...ales%20and

Novo gre v smeri Pfizerja :)

ali gileada, ja.

"/.../Quote from Novo's special call today with analysts (& CEO): "The pill is doing phenomenal." That is a strong sentence. Not in line with expectations but "phenomenal"..."

seekingalpha.com/new...-102192323

"The Novo results were not based on the highest allowed dose for Caprisema, unlike Eli's tirzepatide. Caprisema could be better than Tirzepatide, we don't know yet. Novo made the mistake of not conducting the trial at the highest dose, of course. Shareholders are paying the price today for that mistake."

seekingalpha.com/new...-102192433

[MatevzGroboljsek]
"/.../Quote from Novo's special call today with analysts (& CEO): "The pill is doing phenomenal." That is a strong sentence. Not in line with expectations but "phenomenal"..."

... zato so v prvem tednu feb dali negativno napoved celoletne rasti...

"Novo made the mistake of not conducting the trial at the highest dose, of course. Shareholders are paying the price today for that mistake."

zaradi takih protislovij in cudne komunikacije je sla rec zame na crno listo. je dovolj drugih delnic na svetu in ni potrebe, da kurim pozornost in zivce ravno na tem.