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 Posted: Thu Mar 06, 2025 1:45 am
Investors who haven't been following the NVO and LLY closely should be informed that the US GLP-1 leader has been making steady progress against the Danish biopharma giant. Lilly has also highlighted the gains it has made from the launch of Zepbound (for weight loss), gaining share in new subscriptions, while also showing more robust efficacy, and priced at a relative discount. Therefore, I believe the slew of factors has undergirded its market positioning, affording the opportunity for LLY to overtake NVO's leadership in the incretin market. And I believe Wall Street is likely anticipating Lilly to maintain its solid execution, as the market has already reallocated to LLY while taking profits off NVO's battered thesis.
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Posted: Thu Mar 06, 2025 1:46 am
Investors who haven't been following the NVO and LLY closely should be informed that the US GLP-1 leader has been making steady progress against the Danish biopharma giant. Lilly has also highlighted the gains it has made from the launch of Zepbound (for weight loss), gaining share in new subscriptions, while also showing more robust efficacy, and priced at a relative discount. Therefore, I believe the slew of factors has undergirded its market positioning, affording the opportunity for LLY to overtake NVO's leadership in the incretin market. And I believe Wall Street is likely anticipating Lilly to maintain its solid execution, as the market has already reallocated to LLY while taking profits off NVO's battered thesis.
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Posted: Thu Mar 06, 2025 2:57 pm
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Posted: Thu Mar 06, 2025 2:58 pm
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Posted: Thu Mar 06, 2025 3:00 pm
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Posted: Thu Mar 06, 2025 3:00 pm
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Posted: Thu Mar 06, 2025 3:02 pm
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Posted: Thu Mar 06, 2025 3:02 pm
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Posted: Thu Mar 06, 2025 3:03 pm
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Posted: Fri Mar 07, 2025 3:36 am
Read more at:
https://economictimes.indiatimes.com/nri/migrate/warning-sign-for-immigrants-official-english-hits-different-coming-from-trumps-white-house/articleshow/118777680.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
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Posted: Fri Mar 07, 2025 3:42 am
Buy and hold has been a US exceptionalism story. It hasn't worked in Japan, Europe, or China. It doesn't last forever.
Chinese semiconductors look exactly the opposite from the US. They are doing very well
devaluation of the Yuan is not necessary for the continuation of the Chinese bull market. People say that they don't trust Chinese leadership there, but consider this: do you trust their leaderhsip's own self interest?
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Posted: Fri Mar 07, 2025 3:43 am
Buy and hold has been a US exceptionalism story. It hasn't worked in Japan, Europe, or China. It doesn't last forever.
Chinese semiconductors look exactly the opposite from the US. They are doing very well
devaluation of the Yuan is not necessary for the continuation of the Chinese bull market. People say that they don't trust Chinese leadership there, but consider this: do you trust their leaderhsip's own self interest?
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Posted: Fri Mar 07, 2025 3:45 am
Buy and hold has been a US exceptionalism story. It hasn't worked in Japan, Europe, or China. It doesn't last forever.
Chinese semiconductors look exactly the opposite from the US. They are doing very well
devaluation of the Yuan is not necessary for the continuation of the Chinese bull market. People say that they don't trust Chinese leadership there, but consider this: do you trust their leaderhsip's own self interest?
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Posted: Fri Mar 07, 2025 3:47 am
Buy and hold has been a US exceptionalism story. It hasn't worked in Japan, Europe, or China. It doesn't last forever.
Chinese semiconductors look exactly the opposite from the US. They are doing very well
devaluation of the Yuan is not necessary for the continuation of the Chinese bull market. People say that they don't trust Chinese leadership there, but consider this: do you trust their leaderhsip's own self interest?
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Posted: Fri Mar 07, 2025 3:50 am
Buy and hold has been a US exceptionalism story. It hasn't worked in Japan, Europe, or China. It doesn't last forever.
Chinese semiconductors look exactly the opposite from the US. They are doing very well
devaluation of the Yuan is not necessary for the continuation of the Chinese bull market. People say that they don't trust Chinese leadership there, but consider this: do you trust their leaderhsip's own self interest?
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Reply
