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In the booming GLP-1 weight loss market, Novo Nordisk (NVO) and Eli Lilly have been the dominant players. While Eli Lilly's stock has surged over 17% in the past year, Novo Nordisk’s shares have fallen by more than 30%. However, recent developments suggest that Novo Nordisk could be poised for a rebound. In this video, we explore why now might be the perfect time to consider investing in this healthcare giant. Why Novo Nordisk Is Underrated Right Now: Solid Q4 Performance : Despite slowing growth projections, Novo Nordisk delivered an impressive quarter with net sales of $12 billion (+30% YoY) and profits of $3.9 billion (+29% YoY). Its flagship weight loss treatment, Wegovy, more than doubled its sales during the period. Oral Weight Loss Pill on the Horizon : The company is set to file for regulatory approval of its oral weight loss drug in the U.S. within the next few months. If approved, this could revolutionize the GLP-1 market and reignite investor interest in the stock. Attractive Valuation : Trading at a forward P/E ratio of just 23, Novo Nordisk is significantly cheaper than Eli Lilly, which commands a valuation of over 38 times expected future profits. This makes Novo Nordisk an attractive option for value-conscious investors. Strong Business Fundamentals : With high profit margins and steady revenue growth, Novo Nordisk remains a robust business. As it scales manufacturing capacity to meet demand, its growth rate may accelerate in the coming years. Potential Catalysts Ahead : Approval of the oral weight loss pill could serve as a major catalyst, driving renewed interest in the stock. Investors should keep an eye on upcoming regulatory milestones, which could spark a significant rally. While Novo Nordisk's recent underperformance might raise concerns, its solid fundamentals, lower valuation, and promising pipeline make it a compelling buy for long-term investors. Join us as we break down why Novo Nordisk could be one of the best opportunities in the GLP-1 space today. Watch now to discover why Novo Nordisk might be the next big winner in the healthcare sector! #NovoNordisk #GLP1Market #WeightLossDrugs #HealthcareStocks Thanks for watching! If you're new here, make sure to subscribe and turn on notifications so you don't miss any of our future videos. If you're interested in learning more about crypto, finance, and gaming, make sure to check out our website, https://finixyta.substack.com/. We offer a wide range of resources and tools to help you navigate the complex and ever-evolving world of crypto and finance, as well as the latest news and insights on the world of crypto gaming. And if you want to support our work and gain access to exclusive benefits, make sure to check out our Patreon page: https://www.patreon.com/c/NexusFinance Here are some other links that you might find useful: Use this unique invitation link to sign up for Trade Republic and receive a bonus, and start letting your money work for you: https://ref.trade.re/x0gpnjw2 Safeguard Your Crypto w/ a HardWare Wallet: https://amzn.to/3hnThBw Join Womplay and earn NFTs: https://womplay.io/?ref=A7G6TBE Disclaimers: Past Performance Is Not indicative of Future Results: There are no guarantees that it will continue to perform similarly in the future. Market conditions, economic factors, and company-specific risks can all impact returns. Not Financial Advice: This content is for informational purposes only and should not be construed as personalized investment advice. Always consult with a licensed financial advisor before making investment decisions.
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In this episode, host Mendel Erlenwien talks with Dr. Richard Frank, Chief Medical Officer at Vida Health, about their new approach to obesity treatment. Dr. Frank explains how Vida created a program that uses GLP-1 drugs like Wegovy along with coaching, mental health support, and nutrition therapy. They discuss the cost of these drugs, how to prove ROI, and why some people need more than just diet and exercise. Dr. Frank shares how Vida builds care plans that fit each person and help them make lasting changes, not just lose weight quickly.
This episode is sponsored by CareCo:
https://careco.ai
Timestamps:
00:00:00 - Introduction and welcome
00:00:33 - What's new at Vida since our last talk?
00:02:01 - How did you develop the GLP-1 program behind the scenes?
00:02:45 - What were the benefits of taking time for development?
00:04:50 - What leadership challenges did you face while innovating?
00:07:56 - Does scaling make decision-making more flexible?
00:10:14 - Can you share examples of strategic pivots at Vida?
00:11:58 - How did the GLP-1 program originate and operate?
00:17:20 - How do you handle the costs of these medications?
00:19:26 - How can you guarantee outcomes without ROI data?
00:21:06 - Does weight loss directly improve other conditions?
00:22:14 - What's the status of research on GLP-1 ROI?
00:23:53 - How do you respond to critics of GLP-1 treatments?
00:29:30 - When are medications necessary beyond lifestyle changes?
00:33:34 - Will pills eventually replace exercise and diet?
00:37:47 - How can people access Vida's services?
00:38:47 - Conclusion and farewell
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