Novo 是一只“需要证明自己”的标的；受注射剂市场竞争压力影响，扭亏为盈有可能但需要时间。
逐段跳播
我认为，虽然Novo有一款不错的口服wgoi药物，平心而论它上市表现良好，而且仍然是他们的亮点之一，但问题在于，五年后Lily的foundo会达到还是超过它，而最重要的是，正如我们讨论过的，注射剂市场仍将占整个市场的65%或75%，而Lily不仅有tepatide，而且你还会在一两个月后听到triple G，我认为很多人，包括硅谷的一些人，都在一定程度上复利式地押注triple G，还有amalin，你也会听到它，它具有非常高的疗效，而且副作用不多。
And I think while Novo has a good oral wgoi drug that is launching well to be fair and is still one of their bright spots uh the question is in five years is Lily's foundo going to be at or above but most importantly as we've talked about the injectable market is still going to be 65 or 75% of the overall market and Lily's got not only tepatide but you're going to hear about in a month or two the triple G which I think a lot of people including in Silicon Valley are compounding a bit the triple G and also amalin which you're going to hear about which has very high efficacy and not a lot of side effect.
我认为Novo仍然是一个需要拿出成绩来证明自己的故事，无论他们能否扭转局面。我认为这会在几年内成为一个扭亏为盈的故事，但这需要时间。
I think Novo still remains a show me story whether or not they can turn this around. I think there will be a turnaround story over a few years, but it's going to take time.
这个频道对 $NOVO 的历次判断
Meet Kevin 在这只股票上只有这一条判断。