Pharmaceutical industry: @Ji Wujiu is the real boss

Longbridge - Variansu
Variansu

$Novo Nordisk AS(NVO.US) The management of this company is really terrible. They had a great head start but didn't expand, giving up their advantage to competitors. If you look into their management model, you'll see it's a mess - they've already driven away several veterans. Their R&D capability is also subpar. Political headwinds aren't scary; what's scary is the company's own capability issues. When the patent expires soon, can their production capacity compete with generics? Many are eyeing the weight-loss drug business. The only buying opportunity I saw was when the Alzheimer's news broke - there was an arbitrage chance. Of course it's not that you can't buy, but this account really doesn't add up. @Miracle Trader cola Bro cola, can you help calculate? 😅

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