Episode Details

Novo Nordisk just hit a brick wall, dropping nearly 10% after its highly anticipated Alzheimer’s trial failed to deliver results. The stock has now lost half its value this year, a brutal reversal just days after rival Eli Lilly crossed the historic $1 trillion mark. Is the weight-loss king dead, or is this a massive market overreaction? In this episode, we break down the failed "Evoke" data, the Zepbound takeover, and why Novo is officially the underdog in the $150 billion obesity war.