Sam Fazeli 4.0 2 ideas
Senior Pharmaceutical Analyst, Bloomberg Intelligence
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By sector
Stock
2 ideas
-10.9%
Top tickers (by frequency)
NVO
1 ideas
0% W
-8.3%
LLY
1 ideas
0% W
-13.4%
Best and worst calls
Best calls
NVO LONG
-8.3%
Novo Nordisk's (NVO) next-gen obesity shot (CagriSema) showed 20% weight loss compared to 23% for Eli Lilly's (LLY) drug...
Feb 23
LLY LONG
-13.4%
Novo Nordisk's (NVO) next-gen obesity shot (CagriSema) showed 20% weight loss compared to 23% for Eli Lilly's (LLY) drug...
Feb 23
Worst calls
LLY LONG
-13.4%
Novo Nordisk's (NVO) next-gen obesity shot (CagriSema) showed 20% weight loss compared to 23% for Eli Lilly's (LLY) drug...
Feb 23
NVO LONG
-8.3%
Novo Nordisk's (NVO) next-gen obesity shot (CagriSema) showed 20% weight loss compared to 23% for Eli Lilly's (LLY) drug...
Feb 23
Novo Nordisk's (NVO) next-gen obesity shot (CagriSema) showed 20% weight loss compared to 23% for Eli Lilly's (LLY) drug in a head-to-head trial. NVO stock plunged 15.3% while LLY surged 3.5%. The obesity duopoly is fracturing. Novo "rolled the dice" on a head-to-head comparison and lost, proving their next-gen pipeline is inferior to Lilly's. This erodes Novo's future growth premium (30% of future revenue was tied to this) and cements Lilly as the clinical leader. LONG LLY (Best in Class) / SHORT NVO (Broken Growth Thesis). Regulatory intervention on drug pricing or unexpected side effects in Lilly's broader rollout.
Senior Pharmaceutical...