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In terms of business tactics, companies are localizing manufacturing and optimizing supply chains to enhance efficiency and reduce costs

I want to say that clearly, because I know some people see that as a downside or a failure

Those severe side effects have resulted in thousands of lawsuits being filed against Ozempics maker, Novo Nordisk

But most products marketed to GLP-1 users haven't had to meet a defined regulatory standard for that claim

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