
$NVO $LLY
The market mocked Novo for 18 months while Lilly was treated like the only winner in obesity.
Now reality is hitting hard.
Oral Wegovy is exploding in demand and scaling faster than analysts modeled. Higher dose Wegovy just delivered up to 27.7% weight loss with strong muscle preservation and massive fat reduction. Novo is no longer defending itself. It is attacking.
And the scary part for competitors is that CagriSema (REDEFINE 11 will be a killer)
and the next generation pipeline are still coming.
This company generates billions in profit, dominates globally, owns the strongest obesity ecosystem on earth and trades like a broken business.
The bear case is dying in real time.
$NVO will not stay at these levels for long. Time to buy with both hands.
English








