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Posted by
Two Blokes Jul 20 -
Filed in
Stock
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Novo Nordisk's Q1 2025 results were solid, but FY guidance was cut, suggesting a longer recovery. Large growth potential exists, with 85% of diabetes patients undertreated and obesity treatments under 1% market penetration. The company is investing heavily in expanding manufacturing capacity ($9B+ capex) to meet rising GLP-1 demand, while risks from US drug price cuts seem limited.
