Wat is er aan de hand bij farmaceut Novo Nordisk?

Marijn points to rising competition that Novo Nordisk faces from Lilly as a key factor behind the departure of its CEO, Lars Jørgensen. More importantly, Marijn highlights the complex challenge pharmaceutical companies face in allocating limited production capacity between highly profitable medicines, such as the weight-loss drug Ozempic, and essential, life-saving drugs like insulin that yield lower profits. 

He also highlights that while many investors focus narrowly on financial returns, there is a growing, though still limited, recognition among some shareholders of the need to weigh broader health impacts.