Recontextualizing Novo Nordisk in the Current Obesity Race

162 Views04 Feb 2026 09:22

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SUMMARY

Since my previous write up on Novo Nordisk, the business has had a few good news and the stock is up 18%.
Yet it remains ~3x cheaper than it’s competitor Eli Lilly.
There are 2 developments that puts Novo at an advantaged position compared to Eli Lill

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