Subject: Re: NVO - Novo Nordisk
any thoughts ? down by half since 2024. wegovy weight loss now approved for China Market.


My thoughts are here: https://www.shrewdm.com/MB?pid...

The price is a lot better now, down from $85 to $65, but I would still stay away, for the same reasons, i.e. the weakness of the semaglutide franchise. If I had to choose, I would buy the much more expensive Lilly, with better drugs and less vulnerable to generic competition.

dtb