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NOVO.B
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176 days

In China you can get Ozempic and Wegovy within the hour for just $100 a month - MarketWatch

1. Chinese consumers increasingly access Ozempic for off-label weight loss. This boosts domestic demand. 2. Rapid delivery and lower prices drive high adoption in China's digital healthcare market. This improves market penetration. 3. Novo Nordisk maintains 80% GLP-1 market share in China. It supports sustained revenue growth. 4. U.S. pricing controversies and Senate scrutiny raise regulatory and reputational concerns. This may impact global sentiment.

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Why Bullish?

Strong adoption in China and leadership in GLP-1 agonists supports revenue growth. Historical patterns show companies with robust domestic markets often offset regulatory pressures abroad.

How important is it?

The piece highlights significant market dynamics, digital distribution, and pricing debates that shape perceptions and long‐term growth for NOVO.B.

Why Long Term?

The structural growth in China’s diabetes and weight-loss market is expected to drive future revenue. Regulatory debates in the US, while newsworthy, are longer-term factors.

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