Executive Summary
Novo Nordisk secured first-mover advantage in oral GLP-1 obesity treatment with Wegovy pill approval, but Eli Lilly's zepbound oral version follows in March 2026. The CEO's aggressive multi-channel launch strategy—spanning direct websites, Costco, Weight Watchers, and emerging Trump RX—signals desperation to capture oral-preferring patients before Lilly arrives. However, NVO trades at 13.14x PE versus LLY's 52.64x, suggesting the market already prices in competitive pressure. NVO's stock collaps...
Key Investment Opportunity
Oral GLP-1 Market Expansion Play
Oral delivery removes injection barrier, expanding addressable patient population while improving adherence rates
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