November 2, 2022
Is this a supply chain battle?
As anticipated the results from Novo Nordisk were driven by Ozempic and Wegovy. Insulin continues to be drag on results but that too was expected. So just as they battled it out over insulin Novo and Lilly are now battling for supremacy in the GLP-1 ring. The irony here is this battle could ultimately be decided by who has the better supply chain and manufacturing capabilities.
The reality here is both Novo and Lilly have the right problem, keeping up with a growing demand. Both are doing everything they can to add capacity and much like the battle going . . .
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