---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38604089.md"
description: "Let's review the two healthcare stocks I positioned, $Novo Nordisk AS(NVO.US) and $Recursion Pharmaceuticals(RXRX.US).This time, they withstood the volatility quite well.During this period of volatility, some of the bros gave some fair advice, which I've accepted and digested for now.Gentlemen seek harmony but not uniformity; one still needs to have their own thoughts and persistence. 🤔The position ratio between $Novo Nordisk AS(NVO.US) and $Recursion Pharmaceuticals(RXRX.US) is roughly 10:1.I don't dare to go heavy on growth stocks like $Recursion Pharmaceuticals(RXRX.US); I'm prepared for the possibility of losing it all at any time.I'm not worried about a stock like $Novo Nordisk AS(NVO.US) disappearing. 😂Just recording this, not investment advice!"
datetime: "2026-02-09T10:06:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38604089.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38604089.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38604089.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Let's review the two healthcare stocks I positione…


### Related Stocks

- [RXRX.US](https://longbridge.com/en/quote/RXRX.US.md)
- [NVO.US](https://longbridge.com/en/quote/NVO.US.md)

## Comments (40)

- **迪卡 · 2026-02-10T05:24:31.000Z**: Thanks, Value Bro, still adjusting the ratio based on cost
- **每日进步一点点 · 2026-02-10T02:22:23.000Z**: I finally got on board
- **陈不敢 · 2026-02-09T13:39:53.000Z**: Imagine one day, it's suddenly announced that RXRX has been acquired $Recursion Pharmaceuticals(RXRX.US)
- **沃伦.YANG 先生 · 2026-02-09T12:38:56.000Z**: The liquidity of rxrx small-cap stocks is too poor. I got carried away and said selling 300 lots would be hard to offload. I was supposed to make money, but ended up selling at a discount. Value Bro was right! rxrx has extremely high risk and extremely high fees. nvo is very comfortable, so I kept i
  - **旅途哇** (2026-02-17T22:48:10.000Z): Indeed, I've already liquidated all positions in rx, and I estimate I'll have to liquidate at today's market open. The risk is really not ordinary high🤣
- **賺咗便可以了 · 2026-02-09T12:03:54.000Z**: Can someone explain, what's the current play with this one? 😂
- **Horns · 2026-02-09T11:32:06.000Z**: Almost got liquidated, RXRX set up a one-to-one position.
- **Iwen · 2026-02-09T11:07:30.000Z**: Bro, I want to ask, compared to Novo, Lilly is more competitive, why did you choose Novo?
  - **狙击手【波先生】** (2026-02-09T12:35:52.000Z): Obviously, Eli Lilly is too expensive now.
- **价值哥迷弟跟班 · 2026-02-09T11:06:58.000Z · 👍 1**: Thanks for sharing, bro～
- **顺应趋势& · 2026-02-09T11:02:00.000Z · 👍 1**: Thanks to Value Bro, a newbie says I've learned so much.
- **一起踏踏实实 · 2026-02-09T11:01:40.000Z**: I'd like to ask Value Brother about the criteria for measuring fundamentals, I want to learn a bit.
- **X6PMCe · 2026-02-09T10:58:16.000Z**: Is one-tenth of rxrx at the tens of millions level?
- **一夜九次郎 · 2026-02-09T10:50:19.000Z**: Not bad. I missed the last opportunity, but I bought the dip this time.
- **ʕ•ﻌ•ʔ · 2026-02-09T10:40:15.000Z**: You are responsible for your own profits and losses. Thanks for all the sharing, bro.
- **莱来来 · 2026-02-09T10:38:37.000Z · 👍 1**: Thanks for leading the way, Value Bro. My position wasn't big enough last week, so I didn't buy much....
- **大道顺势而为 · 2026-02-09T10:30:00.000Z · 👍 1**: Value Brother's sharing always teaches you something 👍👍
- **6楼港男季伯银 · 2026-02-09T10:20:35.000Z · 👍 6**: Dad's cost basis is higher than mine 🥲
  - **资本做局害我** (2026-02-09T11:17:26.000Z): Well done, don't go back on your word again, I'll be watching you closely 👀
  - **炒美股养家666** (2026-02-09T12:50:49.000Z): Hahaha
  - **萌小霞** (2026-02-09T14:48:01.000Z): 😂😂😂Keep an eye on it
- **听香琴断 · 2026-02-09T10:17:01.000Z**: After seeing Value Brother's information, my confidence soared. I bought 50 contracts of 2027011 5$ at $1.1, hoping for a breakout.
- **它山 · 2026-02-09T10:14:50.000Z**: Value Bro, please send the boarding notice earlier next time🙂
- **交易员小八 · 2026-02-09T10:14:18.000Z**: NVO has taken off. Value Bro's vision is really accurate😂
- **成长的交易员 · 2026-02-09T10:13:56.000Z · 👍 1**: Thanks for sharing, Value Bro.