Novo Nordisk (Ozempic)

4040.529 - 4066.088 David Rosenthal

Nordisk is still only about one-tenth the size of Novo overall, but they're a third the size of Novo's insulin business. And they've moved from being this licensing company to now an actual production company with capacity all around the world. So this is a huge win from, like, basically they were going to be taken over for cash by their old rivals, and now they're back in the game.