Good summary. Price action shows this thing is an unbelievable HF knife fight. Numbers notwithstanding the GLP1 fear prolly sits with the name for a while. And tbf their answer on the 30% market share section was uninspiring. In any event the growth algorithm looks very strong right now and the company is really cheap as the capex rolls off
Good summary. Price action shows this thing is an unbelievable HF knife fight. Numbers notwithstanding the GLP1 fear prolly sits with the name for a while. And tbf their answer on the 30% market share section was uninspiring. In any event the growth algorithm looks very strong right now and the company is really cheap as the capex rolls off
Pretty much agree with everything you said tbh!
Stevanato is probably too dependent on a few customers, isn't it?
Novo is the only >10% customer and it's coming down
ok thank you. Any idea about Lilly? Want to go into it if its worth it.
I tend to gravitate away from the pharma companies themselves, but definitely seems ahead of Novo in terms of GLP-1