Buy NVO by Dec 27, 2026.

Some investors are increasingly concerned that the loss of Semaglutide exclusivity is going to lead to commoditisation of the GLP-1 market and a race to the bottom. Which is a concern i also share, however here is an alternative counter thesis. With Semaglutide **loss of exclusivity (LOE)** in Canada and Brazil we are seeing early signs of how Novo are defending themselves in **early generic markets** and possibly setting the playbook on how to turn this into their advantage. For …