Is Trump Going to Kill the GLP-1 Cash Cow?

Core Insights - GLP-1 drugs have driven Novo Nordisk (NVO) and Eli Lilly (LLY) to achieve record profits, with total sales surpassing $20 billion due to soaring demand [1] - Both companies have recently implemented price cuts to enhance access to their products, although President Trump's commitment poses a risk of further price reductions [1] Company Performance - Novo Nordisk and Eli Lilly have reported unprecedented profit levels attributed to the high demand for GLP-1 drugs [1] - Sales figures for both companies have exceeded $20 billion, indicating a significant market opportunity [1] Pricing Strategy - Recent price reductions by both companies aim to broaden access to GLP-1 drugs for consumers [1] - The potential for deeper price cuts is influenced by political factors, specifically President Trump's statements [1]