midgardfinance.com
@midgardfinance.com
- Focusing on long term CAGR and ignoring short term volatility and noise 📈
- European investor 🇪🇺
- Nordic stocks 🇩🇰🇳🇴🇸🇪🇫🇮🇮🇸🇫🇴🇬🇱
- European investor 🇪🇺
- Nordic stocks 🇩🇰🇳🇴🇸🇪🇫🇮🇮🇸🇫🇴🇬🇱
Reposted by midgardfinance.com
The company had just launched the product last week, but had drawn fire from regulators.
https://sherwood.news/business/hims-to-stop-offering-copy-of-wegovy-pill-following-fda-scrutiny/
https://sherwood.news/business/hims-to-stop-offering-copy-of-wegovy-pill-following-fda-scrutiny/
Hims to stop offering copy of Wegovy pill following FDA scrutiny
The company had just launched the product last week, but had drawn fire from regulators....
sherwood.news
February 7, 2026 at 8:07 PM
The company had just launched the product last week, but had drawn fire from regulators.
https://sherwood.news/business/hims-to-stop-offering-copy-of-wegovy-pill-following-fda-scrutiny/
https://sherwood.news/business/hims-to-stop-offering-copy-of-wegovy-pill-following-fda-scrutiny/
Reposted by midgardfinance.com
Shares of branded weight-loss drug makers rebounded after the agency signaled a crackdown on unapproved “copycat” drugs.
https://sherwood.news/markets/novo-and-lilly-rise-hims-falls-on-fda-illegal-copycat-drugs-warning/
https://sherwood.news/markets/novo-and-lilly-rise-hims-falls-on-fda-illegal-copycat-drugs-warning/
Novo and Lilly rise, Hims falls on FDA “illegal copycat drugs” warning
Shares of branded weight-loss drug makers rebounded after the agency signaled a crackdown on unapproved “copycat” drugs....
sherwood.news
February 6, 2026 at 12:16 PM
Shares of branded weight-loss drug makers rebounded after the agency signaled a crackdown on unapproved “copycat” drugs.
https://sherwood.news/markets/novo-and-lilly-rise-hims-falls-on-fda-illegal-copycat-drugs-warning/
https://sherwood.news/markets/novo-and-lilly-rise-hims-falls-on-fda-illegal-copycat-drugs-warning/
#$LOTB #LotusBakeries 🇧🇪🇪🇺
2025 results 📈
• Revenue: €1.36bn (+10%)
• Net Result: €172m (+13%)
• Dividend: €90 (+18%)
Segments 📈
• Biscoff: +13% (57% of sales)
• Natural Foods: +17% (25% of sales)
Compounding 📈
• 11% Revenue CAGR (20 years)
• Leverage ratio down to 0.25x
#DividendAristocrat 👑
2025 results 📈
• Revenue: €1.36bn (+10%)
• Net Result: €172m (+13%)
• Dividend: €90 (+18%)
Segments 📈
• Biscoff: +13% (57% of sales)
• Natural Foods: +17% (25% of sales)
Compounding 📈
• 11% Revenue CAGR (20 years)
• Leverage ratio down to 0.25x
#DividendAristocrat 👑
February 6, 2026 at 10:42 PM
#$LOTB #LotusBakeries 🇧🇪🇪🇺
2025 results 📈
• Revenue: €1.36bn (+10%)
• Net Result: €172m (+13%)
• Dividend: €90 (+18%)
Segments 📈
• Biscoff: +13% (57% of sales)
• Natural Foods: +17% (25% of sales)
Compounding 📈
• 11% Revenue CAGR (20 years)
• Leverage ratio down to 0.25x
#DividendAristocrat 👑
2025 results 📈
• Revenue: €1.36bn (+10%)
• Net Result: €172m (+13%)
• Dividend: €90 (+18%)
Segments 📈
• Biscoff: +13% (57% of sales)
• Natural Foods: +17% (25% of sales)
Compounding 📈
• 11% Revenue CAGR (20 years)
• Leverage ratio down to 0.25x
#DividendAristocrat 👑
#$COLO #$COLOB #Coloplast 🇩🇰🇪🇺
Organic growth 📈
• Total 6%
• Ostomy 4%
• Continence 7%
• Voice & Respiratory 8%
• Wound & Tissue 5%
• Urology 8%
2030 ambition 🔮
• 7-8% revenue growth
• >20% ROIC
Guidance FY 25/26 (Unchanged) ✅
• Organic Growth: ~7%
• EBIT Margin: ~28%
• Capex: ~5% of sales
#MedTech
Organic growth 📈
• Total 6%
• Ostomy 4%
• Continence 7%
• Voice & Respiratory 8%
• Wound & Tissue 5%
• Urology 8%
2030 ambition 🔮
• 7-8% revenue growth
• >20% ROIC
Guidance FY 25/26 (Unchanged) ✅
• Organic Growth: ~7%
• EBIT Margin: ~28%
• Capex: ~5% of sales
#MedTech
February 6, 2026 at 10:35 PM
#$COLO #$COLOB #Coloplast 🇩🇰🇪🇺
Organic growth 📈
• Total 6%
• Ostomy 4%
• Continence 7%
• Voice & Respiratory 8%
• Wound & Tissue 5%
• Urology 8%
2030 ambition 🔮
• 7-8% revenue growth
• >20% ROIC
Guidance FY 25/26 (Unchanged) ✅
• Organic Growth: ~7%
• EBIT Margin: ~28%
• Capex: ~5% of sales
#MedTech
Organic growth 📈
• Total 6%
• Ostomy 4%
• Continence 7%
• Voice & Respiratory 8%
• Wound & Tissue 5%
• Urology 8%
2030 ambition 🔮
• 7-8% revenue growth
• >20% ROIC
Guidance FY 25/26 (Unchanged) ✅
• Organic Growth: ~7%
• EBIT Margin: ~28%
• Capex: ~5% of sales
#MedTech
Reposted by midgardfinance.com
Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
Novo Nordisk and Eli Lilly fell after Hims & Hers said it will offer a copy of the Wegovy pill for $49, far less than the $149 Novo sells the branded pill for.
cnb.cx
February 5, 2026 at 3:04 PM
Novo Nordisk and Eli Lilly fall after Hims & Hers announce $49 copy of Wegovy pill
Reposted by midgardfinance.com
Exclusive: Online telehealth company Hims and Hers Health will begin offering compounded copies of Novo Nordisk's new Wegovy pill at an introductory price of $49 per month, the company said, about $100 less than the brand name reut.rs/3MetZ8r
Exclusive: Hims and Hers Health launches compounded copy of Wegovy pill at $49
Online telehealth company Hims and Hers Health will begin offering compounded copies of Novo Nordisk's new Wegovy pill at an introductory price of $49 per month, the company said Thursday, about $100 ...
reut.rs
February 5, 2026 at 2:33 PM
Exclusive: Online telehealth company Hims and Hers Health will begin offering compounded copies of Novo Nordisk's new Wegovy pill at an introductory price of $49 per month, the company said, about $100 less than the brand name reut.rs/3MetZ8r
#$DSV 🇩🇰🇪🇺
"We continued the deleveraging plan" 📉
"Due to fast progress on the integration of Schenker ... we now expect to finalise the integration by the end of 2026 (previously expected by the end of 2028)." ⚡️
#SerialAcquirer #Schenker
investor.dsv.com/news-release...
"We continued the deleveraging plan" 📉
"Due to fast progress on the integration of Schenker ... we now expect to finalise the integration by the end of 2026 (previously expected by the end of 2028)." ⚡️
#SerialAcquirer #Schenker
investor.dsv.com/news-release...
February 4, 2026 at 10:46 PM
#$DSV 🇩🇰🇪🇺
"We continued the deleveraging plan" 📉
"Due to fast progress on the integration of Schenker ... we now expect to finalise the integration by the end of 2026 (previously expected by the end of 2028)." ⚡️
#SerialAcquirer #Schenker
investor.dsv.com/news-release...
"We continued the deleveraging plan" 📉
"Due to fast progress on the integration of Schenker ... we now expect to finalise the integration by the end of 2026 (previously expected by the end of 2028)." ⚡️
#SerialAcquirer #Schenker
investor.dsv.com/news-release...
Reposted by midgardfinance.com
Eli Lilly's GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026
Eli Lilly's GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026
The split in outlook underscores Lilly's strong position in the obesity market, underpinned by more effective drugs and its direct-to-consumer sales strategy.
cnb.cx
February 4, 2026 at 8:03 PM
Eli Lilly's GLP-1 growth is only getting started as Novo Nordisk braces for a decline in 2026
LLMs are great, but they aren’t AGI ✅
they aren’t reliable ❌ Depends on defintion of reliable.
they are expensive to operate ✅
many companies can build roughly the same thing ❌ Key word here is roughly, but some models are better at certain tasks than others.
they aren’t reliable ❌ Depends on defintion of reliable.
they are expensive to operate ✅
many companies can build roughly the same thing ❌ Key word here is roughly, but some models are better at certain tasks than others.
'LLMs are great, but they aren’t AGI, and they aren’t reliable. Moreover, they are expensive to operate, and because many companies can build roughly the same thing, they are commodities.' garymarcus.substack.com/p/sam-altman...
Sam Altman and the day Nvidia’s meteoric rise came to an end
Happy half anniversary, GPT-5
garymarcus.substack.com
February 4, 2026 at 9:49 PM
LLMs are great, but they aren’t AGI ✅
they aren’t reliable ❌ Depends on defintion of reliable.
they are expensive to operate ✅
many companies can build roughly the same thing ❌ Key word here is roughly, but some models are better at certain tasks than others.
they aren’t reliable ❌ Depends on defintion of reliable.
they are expensive to operate ✅
many companies can build roughly the same thing ❌ Key word here is roughly, but some models are better at certain tasks than others.
Reposted by midgardfinance.com
Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar
Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar
Eli Lilly's fourth-quarter earnings come as it tries to maintain its advantage over Novo Nordisk in the GLP-1 market.
cnb.cx
February 4, 2026 at 12:03 PM
Eli Lilly blows past quarterly estimates, posts strong outlook as Zepbound and Mounjaro sales soar
Reposted by midgardfinance.com
Novo Nordisk warns of sales decline as obesity competition intensifies ft.trib.al/z1ab2D1
Novo Nordisk warns of sales decline as obesity competition intensifies
Danish drugmaker reports rise in revenues but says prices under pressure as market becomes more crowded
ft.trib.al
February 3, 2026 at 5:40 PM
Novo Nordisk warns of sales decline as obesity competition intensifies ft.trib.al/z1ab2D1
Reposted by midgardfinance.com
Novo Nordisk shares tumble 18% as CEO warns it will get worse before it gets better
Novo Nordisk shares tumble 18% as CEO warns it will get worse before it gets better
Just as Novo Nordisk showed signs of a recovery, another cold shower hit investors as the drugmaker surprise prereleased its 2026 forecast late Tuesday, sending shares tumbling.
cnb.cx
February 4, 2026 at 8:12 AM
Novo Nordisk shares tumble 18% as CEO warns it will get worse before it gets better
Reposted by midgardfinance.com
Novo shares fell by 10% shortly after the release.
https://sherwood.news/markets/novo-expects-sales-will-drop-rising-competition/
https://sherwood.news/markets/novo-expects-sales-will-drop-rising-competition/
Novo expects sales will drop in 2026 amid rising competition
Novo shares fell by 10% shortly after the release....
sherwood.news
February 3, 2026 at 5:23 PM
Novo shares fell by 10% shortly after the release.
https://sherwood.news/markets/novo-expects-sales-will-drop-rising-competition/
https://sherwood.news/markets/novo-expects-sales-will-drop-rising-competition/
Reposted by midgardfinance.com
$PNDORA Pandora, famous designer, manufacturer, and marketer of jewellery products, is down 31% this month, and 65% over the last 12 months.
January 29, 2026 at 5:26 PM
$PNDORA Pandora, famous designer, manufacturer, and marketer of jewellery products, is down 31% this month, and 65% over the last 12 months.
Reposted by midgardfinance.com
‘We haven’t seen this much downward revision to the median software company’s sales estimate relative to the broader tech sector since the 2009 financial crisis.’ www.bloomberg.com/news/newslet...
January 31, 2026 at 3:54 PM
‘We haven’t seen this much downward revision to the median software company’s sales estimate relative to the broader tech sector since the 2009 financial crisis.’ www.bloomberg.com/news/newslet...
#$LIFCO 🇸🇪
Organic net sales growth:
Quarterly: 3.8%
Annual: 4.2%
Return on capital employed excl. goodwill: 132% 🤩
"16 new businesses were consolidated during the year with estimated total annual net sales of about SEK 2.2 billion on the acquisition dates."
www.lifco.se/investors/mf...
Organic net sales growth:
Quarterly: 3.8%
Annual: 4.2%
Return on capital employed excl. goodwill: 132% 🤩
"16 new businesses were consolidated during the year with estimated total annual net sales of about SEK 2.2 billion on the acquisition dates."
www.lifco.se/investors/mf...
January 31, 2026 at 2:41 PM
#$LIFCO 🇸🇪
Organic net sales growth:
Quarterly: 3.8%
Annual: 4.2%
Return on capital employed excl. goodwill: 132% 🤩
"16 new businesses were consolidated during the year with estimated total annual net sales of about SEK 2.2 billion on the acquisition dates."
www.lifco.se/investors/mf...
Organic net sales growth:
Quarterly: 3.8%
Annual: 4.2%
Return on capital employed excl. goodwill: 132% 🤩
"16 new businesses were consolidated during the year with estimated total annual net sales of about SEK 2.2 billion on the acquisition dates."
www.lifco.se/investors/mf...
Reposted by midgardfinance.com
Novo's Wegovy pill surpasses 26,000 prescriptions in second full week reut.rs/46nvBnb
Novo's Wegovy pill surpasses 26,000 prescriptions in second full week
Novo Nordisk's Wegovy pill hit over 26,000 U.S. prescriptions in the second full week after its launch, IQVIA data shared by an analyst on Friday showed.
reut.rs
January 30, 2026 at 6:10 PM
Novo's Wegovy pill surpasses 26,000 prescriptions in second full week reut.rs/46nvBnb
Reposted by midgardfinance.com
Ro CEO says Wegovy pill is bringing in new customers, including men reut.rs/4q80PpD
Ro CEO says Wegovy pill is bringing in new customers, including men
Telehealth company Ro has had an influx of new customers seeking the newly launched pill version of Wegovy to lose weight, including men who have shied away from taking the popular injection form, Ro CEO Zach Reitano said.
reut.rs
January 28, 2026 at 8:05 PM
Ro CEO says Wegovy pill is bringing in new customers, including men reut.rs/4q80PpD
Reposted by midgardfinance.com
The go on to give the dates.
Today (-8.2 ppts)
4/24/2000: -8.5 ppts
3/2/2001: -8.8 ppts
7/12/1990: -8.8 ppts
4/3/2000: -10.9 ppts
You will all know the 00-01 dates but mid July 1990 was a top, 2 wks before Iraq invaded Kuwait
Today (-8.2 ppts)
4/24/2000: -8.5 ppts
3/2/2001: -8.8 ppts
7/12/1990: -8.8 ppts
4/3/2000: -10.9 ppts
You will all know the 00-01 dates but mid July 1990 was a top, 2 wks before Iraq invaded Kuwait
January 29, 2026 at 4:11 PM
The go on to give the dates.
Today (-8.2 ppts)
4/24/2000: -8.5 ppts
3/2/2001: -8.8 ppts
7/12/1990: -8.8 ppts
4/3/2000: -10.9 ppts
You will all know the 00-01 dates but mid July 1990 was a top, 2 wks before Iraq invaded Kuwait
Today (-8.2 ppts)
4/24/2000: -8.5 ppts
3/2/2001: -8.8 ppts
7/12/1990: -8.8 ppts
4/3/2000: -10.9 ppts
You will all know the 00-01 dates but mid July 1990 was a top, 2 wks before Iraq invaded Kuwait
Reposted by midgardfinance.com
Exclusive: Novo's Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows reut.rs/3Zzds22
Exclusive: Novo's Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows
Novo Nordisk spent nearly $500 million on U.S. advertising for its GLP-1 drugs Wegovy and Ozempic in the first nine months of 2025, more than double what Eli Lilly shelled out for its rival medicines, as the Danish drugmaker fought for market share, data seen by Reuters shows.
reut.rs
January 28, 2026 at 3:50 PM
Exclusive: Novo's Wegovy and Ozempic US advertising spend doubles rival Eli Lilly, data shows reut.rs/3Zzds22
Reposted by midgardfinance.com
Roche's experimental obesity drug delivers positive phase II results reut.rs/4t33HXw
Roche's experimental obesity drug delivers positive phase II results
Swiss pharmaceutical firm Roche said on Tuesday that a phase II clinical trial of its experimental obesity drug CT-388, a once-weekly injection, had delivered positive results.
reut.rs
January 27, 2026 at 9:10 AM
Roche's experimental obesity drug delivers positive phase II results reut.rs/4t33HXw
Reposted by midgardfinance.com
The global economy is entering a new era in 2026 💰
Drawing on forecasts from 2,000+ experts, our 2026 Global Forecast Report reveals what’s ahead for major economies.
Get access to the full 2026 Global Forecast Series, presented by Inigo:
https://www.visualcapitalist.com/get-more-vc/ #2026GFS
Drawing on forecasts from 2,000+ experts, our 2026 Global Forecast Report reveals what’s ahead for major economies.
Get access to the full 2026 Global Forecast Series, presented by Inigo:
https://www.visualcapitalist.com/get-more-vc/ #2026GFS
January 27, 2026 at 12:01 AM
The global economy is entering a new era in 2026 💰
Drawing on forecasts from 2,000+ experts, our 2026 Global Forecast Report reveals what’s ahead for major economies.
Get access to the full 2026 Global Forecast Series, presented by Inigo:
https://www.visualcapitalist.com/get-more-vc/ #2026GFS
Drawing on forecasts from 2,000+ experts, our 2026 Global Forecast Report reveals what’s ahead for major economies.
Get access to the full 2026 Global Forecast Series, presented by Inigo:
https://www.visualcapitalist.com/get-more-vc/ #2026GFS