
"There are a lot of things that are unclear about the details, Nathan, but the market is clearly taking this as a positive for Eli Lilly... and a negative for Novo Nordisk over in Copenhagen. Those shares are down 1.4%."
Novo Nordisk is experiencing a decline, likely due to its exposure to overseas manufacturing amid the new tariffs on imported patented drugs. This highlights a potential risk compared to competitors with a stronger U.S. presence.
Intel Rallies, Eli Lilly Jumps, Paccar Soars
September 26, 2025
Company Opinion