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u/theInquisitivePanda
Reddit r/wallstreetbets
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23 мар
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NVO's key patent for semaglutide has expired in India, with $14 generics hitting the market, and China's patent is expiring soon. The introduction of ultra-cheap generics in the world's two most populous countries will severely undercut NVO's pricing power and capture international market share. The international patent cliff for NVO's blockbuster drugs creates a bearish headwind for the stock's global growth narrative. NVO's primary revenue and profit centers are the US and Europe, where patents remain intact and demand still vastly outstrips supply.
NVO's key patent for semaglutide has expired in India, with $14 generics hitting the market, and China's patent is expiring soon. The introduction of ultra-cheap generics in the world's two most populous countries will severely undercut NVO's pricing power and capture international market share. The international patent cliff for NVO's blockbuster drugs creates a bearish headwind for the stock's global growth narrative. NVO's primary revenue and profit centers are the US and Europe, where patents remain intact and demand still vastly outstrips supply.
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У u/theInquisitivePanda на Buzzberg отслеживается 1 торговых идей по 1 тикерам с марта 2026. Чаще всего покрывает: NVO.
