$Novo Nordisk AS(NVO.US) The market has already priced in the expiration of the patent protection in China by the end of March 2026 and the erosion of Novo Nordisk's market share by Eli Lilly's oral weight-loss drug. Next, we'll see the disclosure of the first earnings report. If it's better than expected, that means a revaluation and a stock price increase. If it's a downward revision that falls short of expectations, I personally think that's the best opportunity to build a position.