Eli Lilly over Novo Nordisk in GLP-1
Michael Farr argued for sticking with Eli Lilly over Novo Nordisk for GLP-1 exposure, despite finding Novo's valuation cheap.
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The story so far
CONTESTED · 17 MENTIONS · 9 EPISODES · 6 SHOWS
22 JUL 2026 — 5 AUG 2026 · YESTERDAY
16 SUPPORT · 1 CHALLENGE
- MOTLEY FOOL MONEY
- THE TIM FERRISS SHOW
- BARRON'S STREETWISE · 9 MENTIONS
- Two-tiered GLP-1 market post-generics
- Lilly's underappreciated TAM and pipeline
- GLP-1s as inflammatory modulators for many diseases
- Next-gen Lilly drugs: retatrutide and orforglipron
- GLP-1 market in early to middle innings
- Lilly's injectable advantage over Novo
- Lilly's scale advantage in oral pill rollout
- Monthly injection as a future maintenance option
- Patent cliff risk appears manageable
- MOTLEY FOOL MONEY
- CNBC FAST MONEY
- CNBC FAST MONEY
- ANIMAL SPIRITS
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- Eli Lilly over Novo Nordisk in GLP-1 · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD