Author Topic: NVO - Novo Nordisk  (Read 48175 times)

DooDiligence

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Re: NVO - Novo Nordisk
« Reply #160 on: May 12, 2018, 05:59:01 AM »
I echo the words of Sharad.

Keep the faith & ignore the quarterlies (well, not entirely.)
Go where the consensus is not rosy (but it really is, rosy that is.)

Humans celebrating success by overeating + great capital allocation = LT gains
abc 2.6 | abev 2.4 | aapl 0.9 | bbh 3.3 | brk.b 11.6 | chtr 4.2 | cvs 5.7 | dva 5.6 | dis 4.1 | ew 2.1 | gpc 2.8 | mo 6.2 | nvo 5.1 | sftby 2.3 | vde 4.2

(%'s held @ cost, PV allos are slightly 2 significantly higher. includes a slowly dwindling cash pile.)

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John Hjorth

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Re: NVO - Novo Nordisk A/S
« Reply #161 on: May 12, 2018, 11:02:22 AM »
Thanks, Jeff,

Going forward, I think I'll try to stay more disciplined with dividend reinvestment in this stock.
”In the race of excellence … there is no finish line.”
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Sharad

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"If we are not able to ask skeptical questions, to interrogate those who tell us that something is true, to be skeptical of those in authority, then we are up for grabs for the next charlatan - political or religious - who comes ambling along."
- Carl Sagan

John Hjorth

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”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

John Hjorth

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Re: NVO - Novo Nordisk A/S
« Reply #164 on: May 29, 2018, 01:50:15 PM »
I've had a private discussion with Sharad today of what's been going on now with the EUR/USD pair, especially related to the DKK/EUR peg, again related to a company like Novo Nordisk A/S, or any other Danish company with material exports to the US. [there are several.]

About the DKK/EUR peg [, on the rim]:

Danmarks Nationalbank [the name of the Danish FED]: Denmark's fixed exchange rate policy.
Danmarks Nationalbank: Foreign-exchange-rate policy and ERM 2.
Wikipedia: [Danish] Fixed foreign-exchage-rate policy.

It has been so for about 35 years [almost] now. I have no idea if it will ever change going forward long term, but I can't see anything, that would call for this change right now. Danmarks Nationalbank has been hell bent to this policy for long time now, using interest rates and money markets operations to make it so. Personally, I take it as a given. I would be absolutely in shock, if it changed.

At my investment bank Nordnet Bank AB a Danish investment economist called Per Hansen is branding the bank with his stuff whereever it's possible for him. He's promotional on behalf of the bank - I don't like all the stuff I read from him - but he's for sure professional competent with regard to investing. His circle of competence is wide with regard to especially Danish companies, and the number of dots connected inside his head is just enormous.

Among his activities he's writing a column in the Danish paper called Berlingske, and actually today he has published a piece about how to think about those Danish companies like Novo Nordisk A/S related to the currency movements we experience right now. You can read the piece here. To me, what he here has written, is spot on.

- - - o 0 o - - -

I'm sure you don't need assistance in inverting it with regard to currency as being on the other side of the Atlantic pond.
”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: NVO - Novo Nordisk
« Reply #166 on: June 26, 2018, 05:33:45 AM »
Mads Krogsgaard Thomsen, Chief Science Officer of Novo Nordisk  |  Published 16 May 2018

"A recent, big breakthrough happened about a year ago when we cracked one of the hardest nuts of all in the search for a cure of type 1 diabetes: we were able to transform stem cells to glucose-sensing, insulin-secreting beta cells, just like those produced in the pancreas of a healthy person. We showed that we could implant cells that were differentiated from embryonic stem cells into mice with type 1 diabetes and basically make the animals normal."

"That wasn’t all. Collaborating with Lund University and BioLamina, we were also able to convert the stem cells into dopamine-producing neurons that have the potential to one day treat Parkinson’s disease in a curative manner. Again in partnership with BioLamina and alongside the Duke-NUS Medical School in Singapore, we made heart cells that in future could help to treat chronic heart failure. Importantly, these achievements can be repeated efficiently, robustly and consistently."

https://www.novonordisk.com/about-novo-nordisk/perspectives/the-exciting-potential-of-stem-cell-research.html
abc 2.6 | abev 2.4 | aapl 0.9 | bbh 3.3 | brk.b 11.6 | chtr 4.2 | cvs 5.7 | dva 5.6 | dis 4.1 | ew 2.1 | gpc 2.8 | mo 6.2 | nvo 5.1 | sftby 2.3 | vde 4.2

(%'s held @ cost, PV allos are slightly 2 significantly higher. includes a slowly dwindling cash pile.)

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https://twitter.com/tunawish