Lilly vs. Novo: Inside the Milan EASD Showdown and the ETFs Poised to Win

Impact · against what's priced in

The Phase 3 retatrutide data is a positive catalyst for Eli Lilly as it validates a next-generation pipeline the market had previously declined to price in. Conversely, the cardiovascular advantage for Novo Nordisk's Ozempic creates a competitive headwind for Lilly's market share, though NVO's specific priced-in assumptions are unknown.

LLY+0.40

Challenges what's priced in

The price assumes