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PaperclipPerfector  3mo ago (text post)   2340 thread views

Friday Fun Thread for August 8, 2025

Be advised: this thread is not for serious in-depth discussion of weighty topics (we have a link for that), this thread is not for anything Culture War related. This thread is for Fun. You got jokes? Share 'em. You got silly questions? Ask 'em.

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Novo Nordisk's glory days are behind them

It's true more people are waking up to GLP-1s, but there's more competition in the pipeline than ever, In my view, Novo and Eli seem awfully close to getting into a price war.

Also, the rest of the planet is nowhere near as lucrative as the US and the US might be close to tapped out. There's also attacks on the patent regime (might be lost in Canada which might be a backdoor into the US) and also the borders seem quite porous to gray market sources entering the country. Why not? The same Asian labs that produce it for Novo/Eli can just do additional shadow runs and ship directly to US dealers. It's the same money for them but 10% of the cost for US consumers.

The future looks bright if you're a fatty. Not so great if you're pharma. It's actually a bit alarming, since even with GLP-1 boom the pharma industry has plummeting ROI https://www.cremieux.xyz/i/163939433/preclinical-prioritization

Novo Nordisk's glory days are behind them

All the pharma companies’ chart look like that though. I’m not sure these drugs and their implication have really arrived on the street. Cremieux makes a good case for regeneron, I’ll add it to my scattershot leaps package.

There's also attacks on the patent regime (might be lost in Canada which might be a backdoor into the US) and also the borders seem quite porous to gray market sources entering the country.

I’m going to go with the nothing will ever happen heuristic. I’m not really concerned about risks like that since these are deep oom calls, the stock(s) either blows up or not, I’m not trying to conserve its value.

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