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NVOBULLLLYMIXEDCore thesis · 5/5

Novo Nordisk core business undervalued versus Lilly

The guest argued that Novo Nordisk's core diabetes and obesity business is being undervalued by the street, especially in comparison to Eli Lilly, despite strong execution and a successful Wegovy pill launch.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE