r/valueinvesting
What’s with NVO’s management - up 1.25% in 5 years
Author is furious about NVO's poor stock performance despite GLP-1 leadership, blaming terrible management or fraud.
- Stock has only gone up 1.25% in 5 years despite launching breakthrough GLP-1 drugs.
- Upper-level management is suspected of hemorrhaging money, overpaying themselves, or committing fraud.
I’m genuinely dumbfounded how you can be first to market at an injectable GLP-1, have tons of patients taking it, get first to market with the best oral GLP-1 with thousands of prescriptions for it… and still be only up 1.25% from 5 years ago before your GLP-1 medications were even released.
Like how bad must the upper level management be? Are they just hemorrhaging money or paying out crazy salaries to their upper level c-suite?
Again, developing one of the biggest breakthroughs in modern medicine and yet only being up 1.25% in five years… is nuts. Sure, the IV injectable isn’t as good as LLY. But the oral medication is best in its class and has a huge market and demand for patients across the world.
It’s down 4% today and I just can’t wrap my head around how this company isn’t printing money aside from just horrible, horrible, upper level management or frankly fraud at the upper levels. End rant.