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How the Novo Nordisk Board Tackled Weight-Loss Drug Demand
A deep dive into how the board of Novo Nordisk managed the explosive demand for its GLP-1 weight-loss drugs like Ozempic and Wegovy, navigating supply shortages, manufacturing investments, and pricing debates. Lucas and Luna unpack the specific decisions at the board level that allowed a Danish insulin maker to become Europe's most valuable company. They discuss the tension between long-term patient trust and short-term profit, the board's role in forecasting demand, and the ethical questions that come with selling a drug that could reshape public health.
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The skinny
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