Author Topic: BRK/JPM/AMZN healthcare tie up  (Read 17503 times)

longinvestor

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John Hjorth

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #61 on: February 01, 2019, 02:18:03 PM »
Attached is the 2.1 note from NVO financials YE2018, released today, for perspective of diabetes and [less] obesity.

What does that tell you? [From an investment angle: Who may be on their way under the bus here?]
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

DooDiligence

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Re: BRK/JPM/AMZN healthcare tie up
« Reply #62 on: February 01, 2019, 02:26:34 PM »
Attached is the 2.1 note from NVO financials YE2018, released today, for perspective of diabetes and [less] obesity.

What does that tell you? [From an investment angle: Who may be on their way under the bus here?]

P B M s & other non-innovative supply chain participants.

I'm not worried about NVO

edit: I sold ABC - $625m settlement over illegal compounding. What else is management missing?
(Cash will go to ???)
« Last Edit: February 01, 2019, 02:31:38 PM by DooDiligence »
Healthcare 38.0% - BBH CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 12.1% - CHTR DIS

Drinkers & Smokers 13.1% - ABEV MO // Auto's & Oil 13.4% - CLB GPC VDE // Tech & Comms 1.9% - AAPL

%'s held @ MV 02/6/2019 minus $$$ 4 skool

i trumpet my ignorance

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