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Which podcasts are discussing NVO?
18 ATTRIBUTED IDEAS · 12 EPISODES · 6 SHOWS
The shows
Barron's Streetwise
CNBC Fast Money
Motley Fool Money
Real Vision Daily Briefing
WSJ What's News
All-In with Chamath, Jason, Sacks & Friedberg
Where the discussion went deepest
4 AUG1W AGOCNBC FAST MONEY · 16:00
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.”
SpaceX Earnings Report… And What’s Next for the Pharma Trade 8/4/26 · with Amgen
Core thesis · 5/5Verify in source →
24 JAN24 JANALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 18:00
Democratizing GLP-1 drugs via price caps
“The guest announced a policy to cap cash prices for GLP-1 drugs at ~$200, arguing it will save taxpayer money long-term by reducing obesity-driven chronic diseases and democratizing access beyond the wealthy.”
Dr. Mehmet Oz on Fixing American Healthcare + Fraud
Core thesis · 5/5Verify in source →
31 JUL2W AGOCNBC FAST MONEY · 16:30
Novo Nordisk pipeline setback priced in
“The discussion argued that Novo Nordisk's ~9% drop was roughly commensurate with the lost pipeline value ($5-10B opportunity) and that sentiment is so low the stock is de-risked.”
Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26
In depth · 4/5Verify in source →
31 JUL2W AGOMOTLEY FOOL MONEY · 00:45
Lilly over Novo in GLP-1 race
“The speaker argued Eli Lilly is the preferred investment over Novo Nordisk in the weight loss drug space, framing it as the winner likely to keep winning.”
When Leverage Goes Wrong on Wall Street
In depth · 4/5Verify in source →
31 JUL2W AGOBARRON'S STREETWISE · 20:00
31 JUL2W AGOBARRON'S STREETWISE · 2:30
Two-tiered GLP-1 market post-generics
“The guest argued the obesity drug market will evolve into a two-tiered structure, with branded drugs like Eli Lilly's Mounjaro maintaining a premium position while generic semaglutide expands total volume in lower-income brackets.”
The Everything Pill
In depth · 4/5Verify in source →
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