---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39687814.md"
description: "Just don't be in a hurry. LLY is perfectly priced, while NVO is priced with zero growth expectations. LLY's advantage is that chemical synthesis for peptide preparation can be rapidly scaled up, whereas NVO's biological fermentation method is extremely difficult to scale. NVO's peptide production capacity will be a future bottleneck. However, LLY cannot expand production indefinitely either. Firstly, injectables have a filling bottleneck, and secondly, chemical synthesis causes significant pollution, so the government won't allow unlimited expansion.If the main consumption in the future shifts entirely to oral drugs, to the point where almost no one uses injectables, it would be extremely unfavorable for NVO. This is because oral drugs require a very high amount of peptides, which NVO's biological fermentation method cannot produce in such quantities. For LLY, however, it's a positive development, as oral drugs don't require filling, directly solving the production capacity bottleneck.Therefore, the future development direction for the two companies is: NVO - large molecule injectables + a small amount of large molecule oral drugs; LLY - large molecule oral drugs + large molecule injectables + small molecule oral drugs."
datetime: "2026-04-02T02:26:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39687814.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39687814.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39687814.md)
author: "[艾萨克·牛顿](https://longbridge.com/en/profiles/15057684.md)"
---

# Just don't be in a hurry. LLY is perfectly priced,…


### Related Stocks

- [NVO.US](https://longbridge.com/en/quote/NVO.US.md)
- [LLY.US](https://longbridge.com/en/quote/LLY.US.md)

## Comments (14)

- **Ω骑墙派 · 2026-04-02T08:31:58.000Z**: Lilly is good enough, Novo isn't bad. Overall assessment: Lilly vs. Novo, Lilly wins!
- **iloveReach · 2026-04-02T08:13:08.000Z**: Such an amazing boss
- **满仓等暴涨 · 2026-04-02T04:44:12.000Z**: Not optimistic about oral medications. People who have already received injections won't take them. It all depends on the demand from new patients, but injections still account for the majority of new cases.
  - **艾萨克·牛顿** (2026-04-02T04:54:50.000Z): I also think injections won't be phased out.
  - **iloveReach** (2026-04-02T08:13:15.000Z): I think so too.
  - **Bitcoinx** (2026-04-02T10:33:35.000Z): All in
- **Louis Tang · 2026-04-02T03:44:13.000Z**: Novo Nordisk CEO's remarks: First, although the biological fermentation method is not as fast as chemical synthesis in terms of production speed, the proteins it produces are closer to the natural structure than the small molecules produced by chemical synthesis, thus having a lower adverse reaction
- **呆呆的企鹅 · 2026-04-02T03:43:50.000Z**: You're right, let's go for $10 trillion with Lilly, keep it up!
  - **艾萨克·牛顿** (2026-04-02T03:54:36.000Z): Please, I'm heavily invested in NVO, a century-old company won't be easily knocked down.
  - **不想成韭菜交易员7.26** (2026-04-02T07:43:26.000Z): Recently, the pressure from holding stocks has been immense🤣
  - **iloveReach** (2026-04-02T08:13:24.000Z): Relax
- **美股小学生:） · 2026-04-02T03:03:46.000Z**: You saying that makes me feel even more bearish 😂 If the weight loss effect isn't that different, consumers should indeed lean more towards oral medication, right?