In today’s post:
This Is Novo’s Turning Point ⤴️
This Is Not a SaaS Company ❌
THIS IS NOVO’S TURNING POINT ⤴️
Novo Nordisk just pulled off a textbook comeback.
After getting absolutely smoked in early 2025, the stock has ripped +37% since those lows. And no, this isn’t a dead-cat bounce. This is the market sobering up after a full-blown panic attack.
Novo has ripped as high as 40% since it’s November 2025 low
The driver? Renewed optimism around oral Wegovy, a valuation reset that went too far, and a growing realization that Novo isn’t a one-drug wonder… it’s a platform.
With Q4 and FY 2025 earnings just two weeks away, this next print is make-or-break. And heading into it, momentum is finally on the bulls’ side.
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