Novo’s competitive position on the GLP - 1 drugs is eroding. Lilly’s versions are outperforming Novo’s.

Also patent on GLP-1 drugs are expiring and Indian generic makers are launching generic versions in 87 countries next year.

Insurance coverage for obesity drugs has declined in US and generic compounders are grabbing market share. With insurance coverage Ozempic costs $25/month, without $1,000.

Another future worry is the tariff rate on pharmaceuticals imported from EU, which the recent deal did not fully address.

Earnings from obesity drugs may decline sharply in the next few years.

Finally markets did not like the new CEO, who is along term company insider with no US experience. Market was hoping for an outsider CEO with US experience to turn things around.

Stock may be fairly priced if earnings remain flat but not so if they actually decline.

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