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15min chapter
Novo Nordisk (Ozempic)
Acquired
Counter Positioning and the Power of Incumbents in Healthcare
This chapter explores the concept of counter positioning in the healthcare industry, with a focus on startups and incumbents. It discusses the dominance of incumbents and the returns to scale in the industry. The chapter also delves into the relationship between startups and big pharma companies, using the partnership between Genentech and Eli Lilly as an example.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode