Novo Nordisk (Ozempic)

3914.48 - 3941.504 David Rosenthal

Because he knows Eli Lilly is going to have the same dynamics as Novo. Everything's going to have to shift over to MC, and Eli Lilly's this big, large, diversified giant. They're not going to move as fast as he thinks Nordisk can. And even though it's unrealistic that Nordisk is going to overtake Eli Lilly in America... If they can get even a small percentage of the American market, that's huge.