Squawk on the Street Cramer's Morning Take: Novo Nordisk 7/29/25
Jul 29, 2025
Jim Cramer and Jeff Marks dive into the recent struggles of a major drugmaker, focusing on lowered forecasts and faltering stock performance. They discuss the fierce competition the company faces and the possibility of a price war to regain market traction. Additionally, they explore the unique advantages of Fidelity Active ETFs and their potential to outperform traditional index funds in volatile markets.
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Novo Nordisk's Market Challenges
- Novo Nordisk trimmed its full-year outlook due to slower-than-expected GLP-1 market expansion and competition in the U.S. market.
- Lilly is capturing market share from Novo Nordisk, influencing investor sentiment and stock moves.
Adjust Positions on Market Signals
- Consider trimming drug stock positions when facing market share losses and slower growth signals.
- Avoid holding heavily if pricing wars emerge or market expansion slows down.
Monitor Pricing War Risks
- Watch for pricing competition in drug formularies as it can sharply impact stock prices.
- Be cautious of agreements like Novo's with CVS that can hurt profitability.