I Expect Novo Nordisk To Outperform Eli Lilly In 2026: Here's Why

Core Insights - The article discusses the recent coverage of Novo Nordisk A/S (NVO) and its potential Alzheimer's indication for Wegovy, which did not meet expectations [1]. Company Overview - Novo Nordisk A/S is involved in the development of innovative treatments, including Wegovy, which is primarily known for weight management but has potential applications in Alzheimer's treatment [1]. Investment Philosophy - The investment approach emphasizes the importance of compounding, dividend reinvesting, and patient investing, suggesting that wealth is built through the steady accumulation of high-quality assets [1]. - The strategy also includes a mix of high-risk/high-reward opportunities and transformative technologies, indicating a balanced investment philosophy [1]. Analyst Background - The analyst has over 25 years of investment experience and a strong academic background, including a PhD from Brunel University, which adds credibility to the analysis presented [1].