Acquired
Novo Nordisk (Ozempic)
Ben Gilbert
So the first one that we've hit a few times but is just worth putting a fine point on is concentration. The focus of this company is unbelievable. 85% of their revenue is dedicated to metabolic disorders. They are the second largest market cap pharma, second only to Eli Lilly. It's crazy. They're that focused, but they have an ability to be that large by market cap.
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