The pharmaceutical industry is highly competitive and driven by innovation. Those two facts could not be clearer than in the competition between Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) in the newly created GLP-1 weight loss space. While Eli Lilly looks like the winner right now, Novo Nordisk’s Wegovy pill is working better than…
BofA says today’s announcement that Novo Nordisk (NVO) plans to reduce list prices for the LPG-1 is an eye-catching headline, but the update is unlikely to have any material impact on the US market in the company’s view. BofA views today’s action as an attempt to reduce copay/coinsurance costs for patients in settings where that…
Fundsmith, a London-based investment management company, has published its 2025 annual investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The fund focuses on investing in stocks globally. The T Class Accumification shares in which the company invested returned 0.8% in 2025, compared to 12.8% for the MSCI…
The FDA has approved a daily Wegovy pill. The new version of the weight loss drug will hit the market next month. The pill could reaccelerate Novo Nordisk’s top-line growth, potentially triggering a strong rally in the stock following its depressed valuation. 10 stocks we like better than Novo Nordisk › Is there currently a…
Novo Nordisk (NVO) the newly approved version of Wegovy is scheduled to arrive directly to US self-checkout channels in early January, Reuters’ Maggie Fick reports. As part of the company’s agreement with the Trump administration in November, Novo and Lilly (LYLY) agreed to sell initial doses of their weight-loss pills for $149 a month to…
GreensKeeper Asset Management, an investment management firm, released its Q3 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund ended the quarter with a gain of +4.0%, bringing year-to-date performance to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance by…
