Biotech Values

[DewDiligence]

NVO I like for basically your demographic-tailwind argument - diabetes is such a growing market that a good company in the space is very likely to do well.

I hope to have NVO in my portfolio at some point, but I’m aligned with jq1234 in seeking a better entry point (#msg-62862544) to compensate for the risk of insulin FoB’s (#msg-55717672, #msg-55717310).

So it's mostly a "buy and forget" type of stock.

NVO would be a bona fide buy and forget stock if not for the FoB threat, but that changes the calculus, IMO.