In this Market Mondays clip, Rashad Bilal and Ian Dunlap dive deep into the recent struggles of Novo Nordisk and explain why the stock’s steep drop isn’t an opportunity to buy. They break down Novo’s missed Alzheimer’s drug, compare Novo's margins and performance to Eli Lilly, and discuss the key issues behind GLP-1 drugs that have led to Novo’s downfall. Rashad Bilal likens the Novo-Lilly rivalry to Meta vs. Snap, highlighting that Novo simply doesn’t have Lily’s innovation or executive management. With Novo giving up nearly 75% of its gains and falling back to pre-2021 levels, the hosts consider the company’s future and why Lily is “the Nvidia of healthcare”—an industry monster that’s hard to defeat. Ian Dunlap adds insight into the pharmaceutical business cycle, the challenges of non-American firms in a US-centric market, and why breakthroughs in pill-form GLP drugs and healthcare plan adoption give Lily the edge. Together, they explore why weight loss drugs may not provide sustainable growth for Novo and why savvy investors should be cautious. If you want an unfiltered, expert take on the pharma giants and what’s ahead for GLP-1 drug makers, watch this clip for real insights you won’t find anywhere else. *Hashtags:* #MarketMondays#NovoNordisk#EliLilly#PharmaStocks#Investing#WeightLossDrugs#GLP1#HealthcareInvesting#StockMarketAnalysis#RashadBilal#IanDunlap

<p>In this Market Mondays clip, Rashad Bilal and Ian Dunlap dive deep into the recent struggles of Novo Nordisk and explain why the stock&rsquo;s steep drop isn&rsquo;t an opportunity to buy. They break down Novo&rsquo;s missed Alzheimer&rsquo;s drug, compare Novo's margins and performance to Eli Lilly, and discuss the key issues behind GLP-1 drugs that have led to Novo&rsquo;s downfall. Rashad Bilal likens the Novo-Lilly rivalry to Meta vs. Snap, highlighting that Novo simply doesn&rsquo;t have Lily&rsquo;s innovation or executive management. With Novo giving up nearly 75% of its gains and falling back to pre-2021 levels, the hosts consider the company&rsquo;s future and why Lily is &ldquo;the Nvidia of healthcare&rdquo;&mdash;an industry monster that&rsquo;s hard to defeat. Ian Dunlap adds insight into the pharmaceutical business cycle, the challenges of non-American firms in a US-centric market, and why breakthroughs in pill-form GLP drugs and healthcare plan adoption give Lily the edge. Together, they explore why weight loss drugs may not provide sustainable growth for Novo and why savvy investors should be cautious. If you want an unfiltered, expert take on the pharma giants and what&rsquo;s ahead for GLP-1 drug makers, watch this clip for real insights you won&rsquo;t find anywhere else. *Hashtags:* <a href="https://www.youtube.com/hashtag/marketmondays">#MarketMondays</a> <a href="https://www.youtube.com/hashtag/novonordisk">#NovoNordisk</a> <a href="https://www.youtube.com/hashtag/elililly">#EliLilly</a> <a href="https://www.youtube.com/hashtag/pharmastocks">#PharmaStocks</a> <a href="https://www.youtube.com/hashtag/investing">#Investing</a> <a href="https://www.youtube.com/hashtag/weightlossdrugs">#WeightLossDrugs</a> <a href="https://www.youtube.com/hashtag/glp1">#GLP1</a> <a href="https://www.youtube.com/hashtag/healthcareinvesting">#HealthcareInvesting</a> <a href="https://www.youtube.com/hashtag/stockmarketanalysis">#StockMarketAnalysis</a> <a href="https://www.youtube.com/hashtag/rashadbilal">#RashadBilal</a> <a href="https://www.youtube.com/hashtag/iandunlap">#IanDunlap</a></p>

Welcome to The Earn Your Leisure Podcast. Rashad Bilal and Troy Millings will be your host. Earn Your Leisure will be giving you behind the scenes financial views into the entertainment and sports industries as well as highlighting back stories of entrepreneurs. We will also be breaking down business models and examining the latest trends in finance. Earn Your Leisure is a college business class mixed with pop culture. We blend the two together for a unique and exciting look into the world of business. Let’s go!! #earnyourleisurepodcast

Earn Your Leisure

Investor Daily: Why Novo Nordisk Can’t Beat Eli Lilly - The Pharma Drug War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af81a669-9af1-469c-9ac6-b3a6010330d0/transcript

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