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Netflix won the streaming wars, Pimp my Portfolio with Luke Laretive & we debate Novo Nordisk or Eli Lilly

Equity Mates Investing Podcast

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The Competitive Landscape of GLP-1 Drugs

This chapter explores the competitive dynamics in the pharmaceutical industry, focusing on GLP-1 drugs for weight loss and diabetes management. It highlights how Eli Lilly has outperformed Novo Nordisk with innovative strategies and strong market positioning, especially with its drug Munjaro. The discussion also touches on the broader implications of weight management treatments in America and the future prospects of both companies in a rapidly evolving market.

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