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north40000

06/20/24 7:24 PM

#252276 RE: DewDiligence #252273

Keep your eye on insurance coverage and side effects of LLY and NVO meds for weight loss, as well as GILD’s presentation at ADA conference beginning tomorrow, 6/21/2024. I have stayed out of LLY and NVO while enjoying our substantial gain in 7,550 shares of NVDA (mentioned in your WSJ story link; I purchased NVDA in 2009 at split adjusted basis of $0.434 per share). We also have 3200 shares of GILD that traded + >$5 per share today, exact reasons unknown.