Recent Posts



  • Is Zac secondary to neuter?

anonymous
May 17, 2025 at 07:22 AM
  • The failure here is not the recent performance that resulted in the stock decline but rather the decisions that were made years ago that severely underestimated the potential of semaglutide in obesity. Had the company really known what they had, we wouldn’t be in the no-win situation we are in now.

    We would’ve had supply from the start. We would gained preference earlier. It would have taken years not months for Zepbound to take over.

    Lars himself admitted as much a couple years ago during the peak of our supply issues. We are a diabetes company and we looked at Wegovy and obesity as a nice little add on. We totally underestimated the paradigm shifting potential that GLP-1 had.

    Since that decision we made mis-step after mis-step. We thought our way of doing it was the right away and neglected to innovate and all the while Lilly just kept marching on.

    You don’t need thousands of reps selling Wegovy. We launched it with a couple hundred. What you needed was supply. Support. Access. Innovation.

    But now it’s all too late. Nothing can be done now to change the trajectory of both Ozempic and Wegovy. The best we can do is hope that CagriSema or another asset we’ve acquired can compete.

    But again, Lilly is light years ahead of us in pipeline and their next generation meds look better than our own.

    Love Novo as a company, but I fear for our future.
    Agree with ya here 100%. I do think pushing Lars out like this was a big mistake as he was much beloved by the employees here. An intelligent and kind leader that you would follow to his next company. Hopefully he can just retire and enjoy life, I'm sure he's built up a bit of a nest egg by now :)

anonymous
May 17, 2025 at 07:18 AM
  • Don’t understand what the hype and praise for Lars is all about. He was given a winning hand yet he screwed up big time. So stop all this BS about how great a leader he was.

anonymous
May 17, 2025 at 06:52 AM
anonymous
May 17, 2025 at 06:33 AM
  • It’s been 4 years and nothing has changed….. Nepotism, bullying and now we added Ludo to make it a million times worse. Not a leader. Not a good human. A bully. A culture killer who operates by instilling the fear of god in people. So incredibly Sad

anonymous
May 17, 2025 at 06:30 AM