Hey guys,
Believe it or not, I wrote this post yesterday at work, circa 3 hours before the news about the company and its shares skyrocketing. I'm from the field so I've heard about the drug for obesity around 3 months ago for the first time. Even though now probably not a good buy due to the momentum and hype, I'll post the original post anyway:
What's your opinion about Novo Nordisk (NVO). It's not the best buy right now and P/E is quite high, but I think the company has amazing moat. Diabetes and especially obesity is something that will keep increasing in incidence and the treatment with pharmacotherapy seems to be a booming field - with NVO already having a successful drug, Eli Lilly developing one, with other players joining the game. Treatment of obesity is supposed to be $100bn business within a decade.
I'm a psychiatrist and I think in our field alone, it's gonna be a game changer (obesity induced by antipsychotics and mood stabilizers). There's already very promising studies published. Then there's people with diabetes alone and general 1/3 of world's population that's... well, fat.
What do you think of this moat? What about NVO as a company?
[link] [comments] https://www.reddit.com/r/stocks/comments/15mdnqq/nvo_great_moat/
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