NVO would be a bona fide buy and forget stock if not for the FoB threat, but that changes the calculus, IMO.
I wish I had just forgot about NVO after I bought almost at the bottom of 2009 in 40s, sold too early in low 90s. FoB risk definitely played a role in my decision, I also over estimated Bydureon's approval chance, didn't expect Victoza would have the chance to thoroughly establish itself on the market for so long.
NVO is such an impressive company in both direction and execution for long period of time.
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