midgardfinance.com
midgardfinance.com
midgardfinance.com
@midgardfinance.com
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- Nordic Stocks 🇩🇰🇳🇴🇸🇪🇫🇮🇮🇸🇫🇴🇬🇱
Reposted by midgardfinance.com
#Obesity is a chronic, and complex disease requiring lifelong care.

People living with obesity, when medically advised, may use GLP-1 therapies.

The effect of these medications is enhanced when combined with physical activity, a healthy diet, and long-term follow ups.
December 1, 2025 at 2:46 PM
Would you buy a company spending over $2B on buybacks every quarter, sitting at a ~$130B market cap, with steady fundamentals and real AI tools actually shipping?

Because... that company is literally here.

$ADBE #ADBE 🎨💻🔥
November 27, 2025 at 10:18 PM
How much would you pay for a company with...

• forward EPS ~24 USD
• ROIC ~28%
• gross margin ~89%
• operating margin ~36%
• recurring revenue ~90% 🔁
• 10y revenue CAGR ~15% 📊
• FCF margin ~40% 💵
• R&D spend ~18% of revenue 🧪

Asking for a friend called $ADBE (share price ~320 USD) 📈🔥
November 27, 2025 at 8:11 PM
Pandora Q3
• Organic growth: +6% 🚀
• LFL: +2% 📈
• Revenue: DKK 6.27B 💎
• Gross margin: 79.3% (-80bp) 📉
• EBIT margin: 14.0% (-210bp) ⚙️
• EPS: 6.3 DKK (-14%, +5% FX-adjusted) 🌐
• US LFL: +6% 🇺🇸
• Europe LFL: -1% 🇪🇺
• RoP LFL: +6% 🌍
#PNDORA #PNDORA.CO #Pandora #2025Q3
November 18, 2025 at 12:24 PM
Novo Nordisk narrows 2025 guidance 🩺

• Sales growth 8-11% CER (prev 8-14%)
• EBIT growth 4-7% CER (prev 4-10%)
• Q3 sales DKK 74.98 bn (+5%)
• Operating profit DKK 23.8 bn (-30%)
• Ozempic DKK 31.3 bn (+7%) 📈
• Wegovy DKK 20.4 bn (-3%) 📉

#NOVO-B #NOVO.B #NordicStocks #Pharma #NVO #Wegovy
News Details
www.novonordisk.com
November 5, 2025 at 7:30 AM
Pandora ($PNDORA.CO) reports Q3 earnings Wednesday.
Higher gold and silver prices may pressure margins, but network expansion and strong US demand support the long-term thesis.
Still one of the best-run Nordic consumer brands with solid ROIC and pricing power.

#Pandora #PNDORA #OMXN40 #NordicStocks
November 3, 2025 at 9:08 PM
Apple quarterly revenue (USDm)

📱 iPhone 49,025 +6%
⌚️ Wearables 9,013 -0%
💻 Mac 8,726 +13%

Services 28,750 +15%

Total 102,466 +8%

#AAPL
November 2, 2025 at 12:57 PM
Reposted by midgardfinance.com
"Don't worry, stocks and bonds *almost never* both fall at the same time"

1931, 1969, 2022: 👺

Not a reason to discard stocks or bonds, and especially not a reason to discard asset allocation, but certainly a prompt to be more clever about diversification efforts and investment process... 🤓

From
October 28, 2025 at 3:00 AM
The chart shows the estimated earnings growth of S&P 500 index and different sectors within it for Q3 2025 - www.reuters.com/graphics/GLO...
October 13, 2025 at 5:56 AM
Adobe raises annual revenue and profit forecasts on strong design software demand
www.reuters.com/business/ado...

#ADBE #$ADBE $ADBE #Adobe
September 11, 2025 at 9:05 PM
Reposted by midgardfinance.com
Wegovy-maker Novo Nordisk to cut 9,000 jobs in restructuring reut.rs/3V5U0rD
Wegovy-maker Novo Nordisk to cut 9,000 jobs in restructuring
Wegovy-maker Novo Nordisk will cut 9,000 jobs in a restructuring, aiming to save 8 billion Danish crowns ($1.26 billion) annually, the company said on Wednesday, as it battles rising pressure from main U.S. rival Eli Lilly .
reut.rs
September 10, 2025 at 5:25 AM
Reposted by midgardfinance.com
Reposted by midgardfinance.com
Eli Lilly raises full-year profit forecast on weight-loss drug strength reut.rs/46H6E7p
Eli Lilly raises full-year profit forecast on weight-loss drug strength
Eli Lilly raised its full-year profit forecast on Thursday, betting on surging demand for its blockbuster weight-loss drug, Zepbound, as it targets new markets and looks to grab more share from Novo Nordisk's Wegovy.
reut.rs
August 7, 2025 at 11:05 AM
Reposted by midgardfinance.com
#LLY Lilly's oral GLP-1, orforglipron, delivers weight loss of up to an average of 27.3 lbs in first of two pivotal Phase 3 trials in adults with obesity

https://www.stocktitan.net/news/LLY/lilly-s-oral-glp-1-orforglipron-delivers-weight-loss-of-up-to-an-fsoebs467n49.html
Lilly's oral GLP-1, orforglipron, delivers weight loss of up to an average of 27.3 lbs in first of two pivotal Phase 3 trials in adults with obesity
Eli Lilly (NYSE:LLY) announced positive Phase 3 ATTAIN-1 trial results for orforglipron, its investigational oral GLP-1 receptor agonist, in treating obesity. The once-daily pill demonstrated significant weight loss, with participants taking the highest dose (36mg) losing an average of 27.3 lbs (12.4%) compared to 2.2 lbs (0.9%) with placebo over 72 weeks.The trial, involving 3,127 adults, met all primary and secondary endpoints. At the highest dose, 59.6% of participants lost ≥10% body weight, and 39.6% lost ≥15%. The drug also showed improvements in cardiovascular risk markers, including a 47.7% reduction in hsCRP levels. The safety profile aligned with injectable GLP-1 therapies, with mainly gastrointestinal side effects.Lilly plans to submit orforglipron for regulatory review by year-end and is preparing for a global launch.
www.stocktitan.net
August 7, 2025 at 10:25 AM
Reposted by midgardfinance.com
Wegovy maker Novo Nordisk to reduce costs after $95 billion stock loss reut.rs/457g2QB
Wegovy maker Novo Nordisk to reduce costs after $95 billion stock loss
Wegovy-maker Novo Nordisk said on Wednesday it will sharpen its commercial focus and reduce costs, after a major profit warning and new CEO announcement last week wiped some $95 billion of value from the company's stock.
reut.rs
August 6, 2025 at 6:05 AM
Reposted by midgardfinance.com
Reposted by midgardfinance.com
💻☁️ Cloud Kings 2025 (Q2 revenue)

MSFT $47B +27% 👑
Google Cloud $14B +32% 🚀
AWS $31B +17% 📈
Snowflake $1B +26% ❄️ (Q1)

Microsoft, Google and Snowflake still on turbo 🐎

#CloudComputing #TechStocks #MSFT #GOOG #AMZN #SNOW #CRM #ADBE #ORCL #IBM #BigTech
August 1, 2025 at 4:51 PM
💻☁️ Cloud Kings 2025 (Q2 revenue)

MSFT $47B +27% 👑
Google Cloud $14B +32% 🚀
AWS $31B +17% 📈
Snowflake $1B +26% ❄️ (Q1)

Microsoft, Google and Snowflake still on turbo 🐎

#CloudComputing #TechStocks #MSFT #GOOG #AMZN #SNOW #CRM #ADBE #ORCL #IBM #BigTech
August 1, 2025 at 4:51 PM
Reposted by midgardfinance.com
Lilly SURPASS-CVOT study result 🫀
Mounjaro not inferior to Trulicity

Primary endpoint:
Risk of cardiovascular death, heart attack, or stroke 8% lower for Mounjaro than Trulicity, but p = 0.086 📊

investor.lilly.com/news-release...

#Tirzepatide #Dulaglutide #Mounjaro #Trulicity #$LLY #NCT04255433
Lilly's Mounjaro (tirzepatide), a GIP/GLP-1 dual agonist, demonstrated cardiovascular protection in landmark head-to-head trial, reinforcing its benefit in patients with type 2 diabetes and heart dise...
The Investor Relations website contains information about Eli Lilly and Company's business for stockholders, potential investors, and financial analysts.
investor.lilly.com
July 31, 2025 at 11:58 AM
Lilly SURPASS-CVOT study result 🫀
Mounjaro not inferior to Trulicity

Primary endpoint:
Risk of cardiovascular death, heart attack, or stroke 8% lower for Mounjaro than Trulicity, but p = 0.086 📊

investor.lilly.com/news-release...

#Tirzepatide #Dulaglutide #Mounjaro #Trulicity #$LLY #NCT04255433
Lilly's Mounjaro (tirzepatide), a GIP/GLP-1 dual agonist, demonstrated cardiovascular protection in landmark head-to-head trial, reinforcing its benefit in patients with type 2 diabetes and heart dise...
The Investor Relations website contains information about Eli Lilly and Company's business for stockholders, potential investors, and financial analysts.
investor.lilly.com
July 31, 2025 at 11:58 AM
Reposted by midgardfinance.com
Obesity drugmaker Novo Nordisk picks Maziar Mike Doustdar as new CEO, shares plunge reut.rs/45m7LIt
Obesity drugmaker Novo Nordisk picks Maziar Mike Doustdar as new CEO, shares plunge
Novo Nordisk named Maziar Mike Doustdar as its new chief executive on Tuesday, relying on an experienced company insider to revive sales and a share price hit by worries the maker of weight-loss drug Wegovy is falling behind in a race it started.
reut.rs
July 29, 2025 at 1:05 PM
Reposted by midgardfinance.com
Reposted by midgardfinance.com
Danish pharmaceutical giant Novo Nordisk on Tuesday cuts its full-year sales and profit guidance.
Shares of Novo Nordisk plunge 15% after Wegovy-maker cuts full-year guidance
Danish pharmaceutical giant Novo Nordisk on Tuesday cuts its full-year sales and profit guidance.
cnb.cx
July 29, 2025 at 11:15 AM