$NVO okay so: 1)NVO smashed earnings on multiple fronts; 2) pill is rolling out wrold wide and currently in its first 6 months after release its doing 10% of sales; 3) NVO has many diabetes and obese pipeline drugs showing solid promise; 4) margin compression is way overblown due to one off impairments; 5) if there is currently 1.5 mil patients we can expect H2 to have even better pill numbers; 6) guidance is still very conservative even after massive raise... This is probably last time we will have oppurtunity to load up on the stock due to market irationality. The management deserves praise for getting $NVO on the right track.
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