cover of episode Novo Nordisk (Ozempic)

Novo Nordisk (Ozempic)

2024/1/22
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David
波士顿大学电气和计算机工程系教授,专注于澄清5G技术与COVID-19之间的误信息。
G
Gilbert
Topics
David 和 Gilbert 共同探讨了 Novo Nordisk 公司百年来的发展历程,从胰岛素的发现到 GLP-1 药物的研发和市场竞争,以及公司独特的非营利基金会所有制结构对其发展战略和长期生存的影响。他们分析了公司在糖尿病和肥胖症药物领域的成功,以及 GLP-1 药物市场未来的发展趋势。他们还探讨了美国医疗保健系统中的一些问题,例如药品定价、保险覆盖和市场准入等。 David 和 Gilbert 详细介绍了 Novo Nordisk 公司与竞争对手 Novo Insulin 公司之间的激烈竞争,以及这种竞争如何推动了胰岛素和糖尿病治疗领域的创新。他们还分析了基因工程技术对胰岛素生产和药物研发的影响,以及 GLP-1 药物在减肥领域的应用和市场前景。此外,他们还探讨了美国医疗保健系统中药品定价、保险覆盖和市场准入等问题,以及这些问题对 Novo Nordisk 公司的影响。

Deep Dive

Chapters
Novo Nordisk, the company behind Ozempic and Wegovy, has become Europe's most valuable company. This episode explores the company's history, focusing on its journey from an insulin producer to a leader in diabetes and obesity treatments.
  • Ozempic and Wegovy are sensational diabetes and weight loss drugs.
  • Novo Nordisk is a major insulin company.
  • It's primarily focused on metabolic health.
  • Owned and controlled by a non-profit foundation.
  • Staggering statistics about weight, diabetes and impact on society.
  • Novo Nordisk surpassed LVMH to become Europe’s largest company.

Shownotes Transcript

Last year Novo Nordisk, the Danish pharmaceutical company behind Ozempic and Wegovy, overtook LVMH to become Europe’s most valuable company. And the pull for Acquired to finally tackle healthcare (18% of US GDP!) became too strong for us to resist. While we didn’t know much about Novo Nordisk before diving in, our first thought was, “wow, seems like these new diabetes and obesity drugs mean serious trouble for big insulin companies.”

And then… we realized that Novo Nordisk IS the big insulin company. And in a story befitting of Steve Jobs and Apple, they’d just disrupted themselves with the drug equivalent of an iPhone moment. Once we dug further, we quickly realized this company has it all: an incredible 100+ year history filled with Nobel Prizes, bitter personal rivalries, board room dramas, a generation-defining silicon valley innovation, lone voices persevering against all odds — and oh yeah, the world’s largest charitable foundation at its helm. Tune in for one incredible story!

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.