$NOVO B (-3.44%) has been strongly driven by the hype surrounding weight loss injections in recent years, but has also impressed fundamentally with strong EPS growth. After the recent setback, the share price looks attractive again to me.
I see risks above all in the dependence on the US market and the diabetes segment; paradoxically, the company could lose market volume here due to the success of its own products. On the other hand, the potential in the obesity and lifestyle segment remains enormous, and the cash flows enable strong research.
How do you see the current sentiment towards the share, especially in terms of differentiation$LLY (-3.36%) ?
