$NOVO-B.CO (Novo Nordisk B A/S)$FDJU.PA (FDJ United)
Next DCA round is in about two weeks, and $FDJU and $NOVO B are already off my list.
$FDJU is the clearer no.
H1 2026 revenue fell 4.5% to €1.78bn, EPS swung from €0.73 profit to a €0.087 loss, net income at -€16.2m.
What actually kills it for me: operating cash flow covers just 19% of total debt, and the cash payout ratio is around 162%.
The next catalyst is Q3 revenue on 21 October 2026.
Coverage like that usually gets cut before it gets fixed, so no new capital there.
$NOVO B is more of a pause than a no.
The ZEUS Phase III trial missed its primary endpoint, over 6,300 patients involved, stock down 7.4% in a day.
But the core obesity and diabetes business is intact and management kept the 2026 profit outlook unchanged.
Novo reports H1 2026 earnings on 5 August, so I'd rather wait a few more days before deciding whether this pullback is a buying opportunity.
I have enough time for more data to come in either name... ✌️😎... Show More
Not investment advice. The author may have financial interests in the mentioned instruments.
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