One of the reasons I'm bullish on Eli Lilly over Novo Nordisk is that I don't think Novo can hack it against a much more R&D-focused American company run by a shrewd corporate climber.
Novo seems like its leadership is much more naïve.
Novo seems like its leadership is much more naïve.
Eli Lilly's investments just seem to be superior to Novo's, which have mostly been falling through recently.
The best Novo seems capable of doing now is mimicking Eli Lilly's next drug, retatrutide.
If they were smart, they would do some collaborations.
The best Novo seems capable of doing now is mimicking Eli Lilly's next drug, retatrutide.
If they were smart, they would do some collaborations.
https://x.com/cremieuxrecueil/status/1933647874895851605
But I am a believer in something like a Great Man theory of business success.
There's lots of evidence for it. For example, when high-earning business owners die, the profits of their businesses drop right away.
Turns out, they were compensated for real value to the business.
There's lots of evidence for it. For example, when high-earning business owners die, the profits of their businesses drop right away.
Turns out, they were compensated for real value to the business.
Where Eli Lilly invested heavily in production, lowered prices more aggressively than Novo Nordisk, and has aggressively sought out new and improved offerings, Novo has just... languished.
And this is reflected in their stock prices now; I don't doubt it will be more so soon.
And this is reflected in their stock prices now; I don't doubt it will be more so soon.
Add in that Lilly scams the regulator with shortage declaration-ending tricks and this is clearly an all-American beatdown with all signs pointing to it getting even more extreme. Sorry, Novo.
Sources:
i-mak.org/glp-1/
zidar.princeton.edu/sites/g/files/…
economist.com/business/2025/…
Sources:
i-mak.org/glp-1/
zidar.princeton.edu/sites/g/files/…
economist.com/business/2025/…
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