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The dispersion between Novo and Lilly again goes to show the incredible power of competition to dictate stock outcomes: despite Novos excellent financial performance since 2023 (31% growth in 2023, 25% growth in 2024, 48% EBIT margins), the stock has declined because of competition: investors think Eli Lilly is the emerging winner within GLP-1s, given the stronger weight loss profile of tirzepatide (Mounjaro/Zepbound) versus semaglutide (Ozempic/Wegovy), and Lillys more attractive weight loss pipeline assets
Plain water plus a salty broth is a cheaper alternative
The per-mg savings flatten above 100mg, so there's little reason to chase 200mg unless you're mixing your own topical solution
doi: 10.1016/j.smrv.2024.101996, 11
Identifying and avoiding allergens that trigger a reaction is an important aspect in anaphylaxis prevention
