Lilly VS Novo

Most of you Novo shareholders are still overestimating Lilly and underestimating Novo.

And that's exactly why Lilly is so good at marketing and brainwashing. They managed to present their inferior products as superior to everyone, including you.

And the above stragedy paid off. Lilly, being the most expensive pharma in PE ratio and Novo, being a terrible pharma, which is treated as its about to go bankrupt.

Lilly could be effectively and wisely diversified, but in the field of diabetes and obesity, in GLP-1s and insulin, Lilly is not the sheriff in town, Novo is.

The game is not who is more efficient. The game is who is better at marketing.

Nevertheless, because Novo is not about to go bankrupt and because Lilly is not the best in GLP-1s, it's not a question of WHEN the market will correct the assymetry in market cap and PE ratio, its a question of IF.