MercifulKnight @MercifulKnight: "Dear Copiers: Our second position $NVO..."

Spain

Dear Copiers: Our second position $NVO (Novo-Nordisk A/S SPONS ADR) reported its Q1 2025 financial results today showing strong growth but also revising its full-year outlook due to challenges in the U.S. market. 📊 Q1 2025 Financial Highlights Revenue: DKK 78.1 billion (~$11.9 billion), up 19% year-over-year. Operating Profit: DKK 38.8 billion, a 22% increase. Net Profit: DKK 29.0 billion, with diluted EPS of DKK 6.53. Free Cash Flow: DKK 9.5 billion, up from DKK 5.0 billion in Q1 2024. 🧪 Segment Performance Obesity Care: Sales grew 67% to DKK 18.4 billion, driven by Wegovy®. GLP-1 Diabetes Treatments: Sales increased 13% to DKK 55.1 billion. Rare Disease: Sales rose 5% to DKK 4.6 billion. 📉 Revised 2025 Outlook Novo Nordisk adjusted its full-year 2025 guidance: Sales Growth: Now expected at 13–21% (previously 16–24%). Operating Profit Growth: Revised to 16–24% (from 19–27%). The revision is attributed to the impact of compounded versions of its GLP-1 drugs in the U.S., which affected branded product uptake. 📈 Strategic Initiatives Distribution: Partnerships with CVS and telehealth providers to expand Wegovy® access. International Expansion: Accelerated Wegovy® launches in approximately 25 countries. Regulatory Update: The U.S. FDA ended the semaglutide shortage, requiring pharmacies to cease compounded versions by May 22, 2025. Stock is trading +6.40% at Copenhagen. Have a nice day! David $NOVO-B.CO (Novo Nordisk B A/S) $SPX500 (SPX500 Index (Non Expiry)) $XLV (The Health Care Select Sector SPDR Fund) $EUSTX50 (EUSTX50 Index (Non Expiry))