Here’s what I’m Watching
Novo Nordisk Earnings Call
Over the last quarter, Lilly snatched the market share crown in GLP-1 meds for the first time ever.
Not to be outdone, Novo struck a deal with CVS Caremark to become the exclusive obesity medicine offered on their formularies.
If Novo really wants to rebound their stock, they’re going to need another massive headline. We will be watching closely Wednesday morning.
OFA vs FDA Tirzepatide Lawsuit
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