Novo Nordisk (Ozempic)

5788.035 - 5816.378 David Rosenthal

the combined company just keeps compounding on these tailwinds of the expansion of the insulin market and insulin treatment of type 2 diabetics and all the supply that's unleashed by genetic engineering. So revenue and profit compound again at like 20%, sometimes 20% plus annually for like 15 years there. They're firing on all cylinders. In the year 2000, they signed a huge deal with Walmart.