
Novo Nordisk and Eli Lilly still seem to be the absolute kings in the diabetes and obesity sector. Eli Lilly's earnings report shows soaring expected revenue, but EPS was revised downward—the market sure knows how to 'find faults anytime.' Novo Nordisk has been weak these days, suffocated by Eli Lilly's pressure, and its stock price got hammered after earnings. Without strong conviction, investors would probably be left in a mess. This sector is just starting to get competitive—whoever makes the first mistake gets kicked out first. I'll just keep watching with half my position, staying zen.
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