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Positive long-run growth narrative from TAM expansion supports upside; near-term legal risk from Lilly could create noise but not derail fundamentals.
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Novo Nordisk's CEO Doustdar argues GLP-1 therapies are just beginning to unlock a vast obesity market, with over 100 million Americans affected and low current usage. The interview highlights a multi-year growth runway for Wegovy and broader healthcare-cost benefits, while the company also faces a Lilly lawsuit over advertising claims that could influence competitive dynamics.
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