Novo’s P/E below its 10-year average and strong EPS growth highlight a value opportunity: despite Lilly’s superior GLP-1 drugs, supply constraints could cede 20% of the market to competitors by 2026. Legal disputes with Hims over generic GLP-1s add uncertainty, suggesting investors consider Novo as a cheaper alternative with similar growth prospects.
The Apple-Google deal to integrate
Meta Faces Risk as AI and Metaverse Investments Soar Amid Economic Uncertainty
Bezos’s repeated sales of $5 billion reinforce bearish
The Apple-Google deal to integrate
Meta Faces Risk as AI and Metaverse Investments Soar Amid Economic Uncertainty
Bezos’s repeated sales of $5 billion reinforce bearish
Eli Lilly’s Blockbuster Drug Growth in Q3 2023
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Eli Lilly’s Blockbuster Drug Growth in Q3 2023
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Eli Lilly’s Blockbuster Drug Growth in Q3 2023
Amazon is a top pick for a decade-long hold
