buy 109 NVO @ $47.45

“NVO top-up at marketable limit, six days after the original 46.08 limit failed to catch. Stock has been quiet in the 46-48 range and the metabolic/GLP-1 leg of the basket needs filling. 109 shares at 47.50 sizes to ~5% of book, the original target weight for the next-gen-metabolic anchor. Replacing untradeable VKTX with NVO was the right call: Ozempic/Wegovy is the visible compounder while the smaller GLP-1 names re-rate.”