Riding the wave of Zepbound & Mounjaro, Lilly has become the darling of Wall Street. Its stock price pierced through the USD 1000 mark, buoyed by Trump era drug pricing deals. Investors see Lilly as politically aligned, commercially aggressive and structurally advantaged.
Novo Nordisk's stock has plunged over 40%, punished by pricing fears and slower US uptake.
Yet it remains profitable and more global intake. Ozempic, Wegovy have become global bestsellers. Wegovy recently gained FDA approval for reducing cardiovascular risk, expanding it's utility beyond weight loss.
I believe Novo Nordisk is undervalued compared to Lilly. Its fundamentals remain strong. Its recent stock decline may present a buying opportunity.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger @Tiger_SG
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