Skip The Market Darling Eli Lilly; Buy The Underdog Novo Nordisk (NYSE:NVO)
This article argues that Novo Nordisk (NVO) is undervalued compared to its Big Pharma peers, including Eli Lilly (LLY), despite its strong growth and profitability. The author attributes NVO's recent market cap decline to exaggerated adverse events and highlights its industry-leading margins, cash flow, and promising oral GLP-1 candidates. While acknowledging competitive and patent risks, the author rates NVO a "modest BUY" due to its low valuation and suggests Eli Lilly is a "cautious HOLD" as its stock is priced for perfection.
https://seekingalpha.com/article/4852027-skip-the-market-darling-eli-lilly-buy-the-underdog-novo-nordisk