I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

Look, everything could be pulled down because it's a little surprise to see so much down.

I mean, you know, you've got stocks that are like that we didn't think would be down.

Warpulls down.

We got Stanley Black and Decker down. You know, a lot of stocks that are just kind of all over the place versus a handful of texts that are doing very well. But maybe the market can stay bifurcated. I don't know. I think this, one of the swing modes may be the drug stocks, which are very weak. Well, let's bring up the drug stocks today because a lot of them are lower.

The biggest mover to the downside is Novo Nordis.

This comes after the company slashed its full-year outlook.

The company cited the use of compound GLP1, slower than expected market expansion, and

competition for Wagovi in the United

States. You do have Lilly shares down in sympathy to the results. Some of this makes sense.

I think maybe some concern about GLP1s, although Lilly really hasn't really been a loser from

that as much as Novodortis. The slower than the market expansion is negative.

Lilly is taking share from Nova, so I think that's clear.

But we did trim the position today.

Just look, where it is, it was just back to where it was this.

Yeah.

Really, it's just, we just want to make sure, you know, there's something,

there really isn't a big slowdown happening in GLP ones. We don't want to make sure, you know, there's something, there really isn't a

big slowdown happening in GLP ones.

We don't want to get caught with that from what we're hearing from Novo.

Well, we also want Novo to start some sort of price war, which would be capable of

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