Investor Daily: Why Novo Nordisk Can’t Beat Eli Lilly - The Pharma Drug War
In this Market Mondays clip, Rashad Bilal and Ian Dunlap dive deep into the recent struggles of Novo Nordisk and explain why the stock’s steep drop isn’t an opportunity to buy. They break down Novo’s missed Alzheimer’s drug, compare Novo's margins and performance to Eli Lilly, and discuss the key issues behind GLP-1 drugs that have led to Novo’s downfall. Rashad Bilal likens the Novo-Lilly rivalry to Meta vs. Snap, highlighting that Novo simply doesn’t have Lily’s innovation or executive management. With Novo giving up nearly 75% of its gains and…
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