shanechang
05-10

The healthcare sector is having a massive recovery, and everyone is asking: can Hims & Hers ($HIMS) actually keep pace with the giants like Eli Lilly ($LLY) and Novo Nordisk ($NVO)?Here’s the simple breakdown:The Giants (\(LLY / \)NVO): They own the "gold standard" drugs (Zepbound and Wegovy). Lilly is currently winning on growth, while Novo is adjusting to price changes.The Disruptor ($HIMS): They don’t make the drugs, but they own the access. They’ve pivoted from "knock-offs" to partnering directly with the big guys to sell brand-name GLP-1s.The Verdict: While Hims won't match their total billions in revenue, they can keep pace in growth percentage. They are betting that patients prefer a slick app experience over a traditional doctor's visit

Obesity Sales Rise 22% — Has Novo Found Its Floor?
Novo Nordisk rose 4.95% Wednesday after stabilizing growth and raising its outlook. Q3 sales were DKK 79.2B, up 4% at constant currencies; obesity-drug sales climbed 22% and adjusted operating profit 27%. Full-year sales and profit-growth guidance improved to -2% to +2%. Bulls cite Wegovy and Ozempic demand; bears flag U.S. pricing, Eli Lilly competition, and high comparisons. What best confirms Novo has exited its growth trough: prescriptions, net price, or capacity utilization?
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