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Investment Strategies / Falling Knives
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Author: weatherman   😊 😞
Number: of 1023 
Subject: Re: Novo Nordisk $NVO. (x-post)
Date: 04/03/26 9:38 AM
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none of this really explains why nvo has done so much worse than lilly in what is effectively an oligopoly.
(note ratio of actual differences relative to joint marketing spend is near infinite.)
in fact, novo is usually the first mover, most recent in mass market pill form.
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