As a GLP-1 receptor agonist, it mimics a naturally occurring gut hormone that slows down how quickly food leaves your stomach, signals areas of the brain that regulate appetite, and helps your pancreas release insulin more effectively
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Early Blood Sugar Control Improvements in blood glucose levels often begin early for those managing type 2 diabetes
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
As the forest understory was rather sparse, it seemed do-able and we wandered down the gentle slope