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investingdog

09/17/25 5:39 PM

#500905 RE: abew4me #500902

NovoNordisk has 250B market cap, positive result is not gonna move the share price a lot, if at all. You can't invest in NVO hoping for big gains.
Semaglutide ( ozempic ) is also approved in EU for diabetes, so positive result would undermine AVXL.
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baltimorebullet

09/18/25 5:05 AM

#500921 RE: abew4me #500902

Major threat in my opinion.
The bad news is one could pop a pill, lose weight while preserving memory/brain volume (have your virtual cake and not eat it too).
The good news is the drop-out rate is very high among former users (although it could be down the road before that is perceived as a problem for AD).
While they're not the only player, I'm building a large position in NVO as I believe we're still in the early innings of something big.

I do believe Anavex will find some success, and I hate agree with He who loves the sound of his own voice, but I also feel we've dragged our feet for far too long.
A3-71 may be a game changer if it is as powerful as some suggest.
Bullish
Bullish