value investing
-
Weight loss drugs/GLP sector
GLP-1 Sector Investment Guide: The Divergence of 2025 GLP-1 INVESTMENT BLOG Thesis Macro Context Science Landscape Financials NVO Analysis Pipeline Risks Menu…ThesisMarket ContextFinancials The GLP Revolution Weight Loss Drugs A consolidated guide to the GLP-1 sector. While Eli Lilly surges on innovation, Novo Nordisk transitions into a value play. We explore the market opportunity, the… Continue reading