https://www.smh.com.au/healthcare/watchdog-issues-safety-alert-for-ozempic-and-other-glp-1-drugs-20251201-p5njus.html
Australia’s TGA updated safety warnings for Ozempic/Wegovy/Mounjaro to include potential suicidal thoughts, even though they admit there’s no proof the drugs cause it.
Bad headlines move markets.
GLP-1 stocks (NVO, LLY) have been priced like they cure mortality itself.
Half a million Aussies take these meds, this warning will get global media attention.
Are we finally hitting the valuation meets reality moment or is this just another gift dip before NVO and LLY continue printing money?
Let the chaos begin.
