Latest / Business Strategy Talks with Fexingo: Competitive Advantage, Market Positioning, and Growth Planning
How Novo Nordisk Built a Moat on GLP-1 Patents and Scale
In this episode of Business Strategy Talks, Lucas and Luna explore how Novo Nordisk built an unbreakable competitive moat around its GLP-1 diabetes and obesity treatments. They trace the story from a risky 1990s research bet to a portfolio of drugs—semaglutide (Ozempic, Wegovy) and liraglutide—protected by over 100 patents and massive manufacturing scale. Lucas explains how the company spent $6 billion on capacity expansion since 2020, creating a barrier that competitors like Eli Lilly and Pfizer struggle to match. Luna asks whether the moat could erode as patents expire and new oral drugs…
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