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Transcript

Investor Daily: Why Novo Nordisk Can’t Beat Eli Lilly - The Pharma Drug War · Earn Your Leisure

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  Speaker 1: This episode is brought to you by P and C Bank.
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  Speaker 2: Novo is going in the opposite direction. Novo almost as
• 0:50
  Speaker 2: forty fifty two week low. So what is the deal
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  Speaker 2: with Novo? Is this opportunity to buy Novo?
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  Speaker 3: Hell No, Herald I didn't look like Jordan when Jordan
• 1:02
  Speaker 3: was out of the league playing baseball because David started
• 1:04
  Speaker 3: making them sit down. But when Jordan came back, heromined
• 1:07
  Speaker 3: shot the hair on his family because I don't watch
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  Speaker 3: but no Novo. They missed on an Alzheimer's drug and
• 1:14
  Speaker 3: it's the crazy part that's interesting. They've fallen this much.
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  Speaker 3: And isn't Novo's operate or net margin a gross margin
• 1:22
  Speaker 3: eighty nine percent? Like, how do you have a gross
• 1:24
  Speaker 3: margin net wide? And that stock does that? No, Lily
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  Speaker 3: is a one of one company, and I have no
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  Speaker 3: bias towards any of these, but Lily's just just is
• 1:40
  Speaker 3: it better company. This is like almost comparing Meta versus Snap.
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  Speaker 3: I like Evan, I like to got glasses and when
• 1:47
  Speaker 3: the girls had the little filtered it's the fucking eight
• 1:49
  Speaker 3: years and it was fire. But they're not Meta. Novo's
• 1:53
  Speaker 3: not Lily. It's not I think if you look at
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  Speaker 3: an executive management, drug the results of the drugs, the
• 2:01
  Speaker 3: pipeline that they have for the next five years, the
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  Speaker 3: return on assets, return on equity. There's no point where
• 2:08
  Speaker 3: you look at Novo and say these two are the same.
• 2:13
  Speaker 3: It had a great moment, great, but it's over with.
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  Speaker 3: I'm not saying that the company's dead. They're not going
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  Speaker 3: to be delisted, but would they ever be Lily were
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  Speaker 3: engine No.
• 2:24
  Speaker 1: No, Yes, it's doesn't look great. It doesn't look great.
• 2:32
  Speaker 1: They you know, ozempic was is a thing. It on
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  Speaker 1: became the band aid of its adhesives, right, but you
• 2:42
  Speaker 1: don't have a mode on that that drug like they
• 2:47
  Speaker 1: So when zip bound comes out, other glps come out
• 2:52
  Speaker 1: less lesser known, even some white label GLP comes out.
• 2:57
  Speaker 1: That's going to cut into your business model. And again,
• 3:00
  Speaker 1: when you have an administration that is held doound on
• 3:03
  Speaker 1: making sure that American companies strives and going out an
• 3:06
  Speaker 1: American company, Well, every fifth ad when you watch Good
• 3:10
  Speaker 1: Morning in America, when you watch the Today's show, it's
• 3:14
  Speaker 1: going to be that American company tomorrow when you watch
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  Speaker 1: the American America and you're like, damn sure it was
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  Speaker 1: right that they're going to make sure that they're going
• 3:22
  Speaker 1: to promote lily and because it has obviously a superior product,
• 3:26
  Speaker 1: but it has the motive of having to not rely
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  Speaker 1: on one thing, the Alzheimer's pilled. This is like the
• 3:34
  Speaker 1: third I feel like this is like the third time
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  Speaker 1: that this has not worked.
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  Speaker 3: That worked yep.
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  Speaker 1: I don't know how many chances they're going to get
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  Speaker 1: to not have it work. The stock is now trading
• 3:43
  Speaker 1: at the five five years ago it was that in
• 3:47
  Speaker 1: twenty twenty one, it was trading at forty two dollars
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  Speaker 1: and the SOCC is currently sitting here five years later
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  Speaker 1: at forty five. Had a crazy run up obviously during
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  Speaker 1: the GLP phase up to one forty five forty seven,
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  Speaker 1: and now we're right back down to where we were
• 4:01
  Speaker 1: in twenty twenty one. Gonna be tough. Would I would
• 4:06
  Speaker 1: definitely not invest in this.
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  Speaker 3: If you look since inception when an ip or their
• 4:11
  Speaker 3: all time lowest two dollars and seventy four percent. Since
• 4:14
  Speaker 3: the high, they're almost have given up seventy five percent
• 4:16
  Speaker 3: of all those games I put in stock Club earlier.
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  Speaker 3: Ten reasons why they have underperformed, but I'll give three here.
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  Speaker 3: Through the expectations for the GFP one was too high.
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  Speaker 3: The manufacturing bottlenecks and capacity limits were another issue, and
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  Speaker 3: then also too Like outside of Lily, the weight loss
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  Speaker 3: drug cycle of Boom and Bus has always been a
• 4:39
  Speaker 3: short cycle of winds and extreme losses like if you.
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  Speaker 1: Go back to.
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  Speaker 3: The ally drug like this category of weight loss drugs
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  Speaker 3: has always had some issues, whether it was with a
• 4:52
  Speaker 3: veteran or heart issues or gut issues. This isn't a
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  Speaker 3: sustainable product line that will work long enough to allow
• 5:01
  Speaker 3: you to build a business around it, to be able
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  Speaker 3: to be okay, no, and then weight loss thows after
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  Speaker 3: the two years. So in the best case scenario, after
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  Speaker 3: two years, it's the end of the product cycle. So
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  Speaker 3: the lifetime customer value is lower than every other competitor
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  Speaker 3: that you have for other drugs that are doing incredibly well.
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  Speaker 3: Like literally, is Damnar the n video of healthcare. You're
• 5:25
  Speaker 3: you're fighting a monster that cannot be defeated.
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  Speaker 1: This might not be one of those situations where number
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  Speaker 1: two is actually they already announced that they're they're trying
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  Speaker 1: to get GLPS to be a part of healthcare plans.
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  Speaker 1: They've already and we talked about this a few weeks ago.
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  Speaker 1: They're dropping the price costs over the first six months.
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  Speaker 1: Must stay right that they're trying to do all the
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  Speaker 1: things I think when you have a pill form, because
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  Speaker 1: that's the thing, right, like who gets to the g
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  Speaker 1: LP pill first? And when you have a pill form
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  Speaker 1: fail for a different drug, well, that puts uh that
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  Speaker 1: red flat. Hey, this is another pill that has failed
• 6:06
  Speaker 1: for them, that's failed for them, We'll get to it first.
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  Speaker 1: My assumption would probably be literally gets to the pill
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  Speaker 1: form first, and that that changes a lot of things
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  Speaker 1: into and if they can get the right price obviously
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  Speaker 1: put that part of people's healthcare plans. Earners. What's up?
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