How Ozempic maker Novo Nordisk blew its lead in GLP-1 weight-loss drugs. Can Europe compete in the high-stakes global economy?
THE SO WHAT
Novo Nordisk losing GLP-1 momentum to Eli Lilly is a reminder that owning the breakthrough molecule is not enough—manufacturing scale, U.S. market access, and commercialization speed decide who captures the profit pool. For European operators in any deep-tech category, the question is whether your industrial base and capital markets can support global-scale follow-through, not just R&D wins.
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