Novo Nordisk (Ozempic)
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- Опубликовано: 20 янв 2024
- Last year Novo Nordisk, the Danish pharmaceutical company behind Ozempic and Wegovy, overtook LVMH to become Europe’s most valuable company. And the pull for Acquired to finally tackle healthcare (18% of US GDP!) became too strong for us to resist. While we didn’t know much about Novo Nordisk before diving in, our first thought was, “wow, seems like these new diabetes and obesity drugs mean serious trouble for big insulin companies.”
And then… we realized that Novo Nordisk IS the big insulin company. And in a story befitting of Steve Jobs and Apple, they’d just disrupted themselves with the drug equivalent of an iPhone moment. Once we dug further, we quickly realized this company has it all: an incredible 100+ year history filled with Nobel Prizes, bitter personal rivalries, board room dramas, a generation-defining silicon valley innovation, lone voices persevering against all odds - and oh yeah, the world’s largest charitable foundation at its helm. Tune in for one incredible story!
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Links:
Chart: US Healthcare Spend by Category
www.drugchannels.net/2022/02/...
Chart: US Distribution and Reimbursement System (for pharmaceutical drugs)
www.drugchannels.net/2019/03/...
Chart: Insulin Supply Chain
diabetesjournals.org/view-lar...
RUclips Talk: What People Get Wrong about the Finances of the Drug Industry
• Dr. Jack Scannell. Wha...
Alex Telford: The pharma industry from Paul Janssen to today: why drugs got harder to develop and what we can do about it
atelfo.github.io/2023/12/23/b...
Out-of-Pocket Health: Obesity Drugs
www.outofpocket.health/p/lets...
Out-of-Pocket Health: US Healthcare System Problems
www.outofpocket.health/p/all-...
All episode sources
docs.google.com/document/d/1p...
Carve Outs:
Noxgear Tracer 2 running vest
www.noxgear.com/tracer2
Drops of God
www.imdb.com/title/tt15282746/
Wool by Hugh Howey
www.amazon.com/Wool-Hugh-Howe...
Mere Mortals at San Francisco Ballet
www.sfballet.org/productions/...
Blackberry
www.imdb.com/title/tt21867434/
Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions. 
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Excellent! This prepared me for an interview with them very well!
Their current earnings are astronomic...
I binge listened the whole episode. think this is a great peice of work. Great story telling skills. I was never boared. Good analogies to other industries. I really liked the 7 powers. lastly, i am from pharma and i agree with most of points. Great research, keep doign more.
Thanks for the podcast. I've listed to all of it over a few days. I was very interesting and educating. You two have a good story telling skills.
damn, big fan of ACQ for a while but this one is the best ever!!! so so interesting!
Type II diabetes starts as imsulin resistance. There is plenty of good insulin, but the body doesnt react to it. After several years of progression Insulin production subsides and bocomes a lack of insulin.
Great episode, would love you guys to do an episode on Abbvie and Humira.
GLP-1 solves variety of diseases not only the obesity but also Nonalcoholic steatohepatitis and Chronic Kidney Disease
crack and fent addiction too
2:27:46
Save on gym membership and the food bill whats not to like, just hopefully no longterm side effects
Are you better off this industry after completely watching this podcast?
What????
Mafia