Possible scenario
Lilly Widens Lead
25% Chance
The market increasingly treats Novo's problem as competitive rather than temporary. Eli Lilly's Zepbound continues to outperform Wegovy in prescriptions, outcomes messaging and payer discussions, leaving Novo with a lower valuation multiple.
Secondary impacts
- Healthcare +0.1%
Tickers
- LLY+4.9%
- VKTX+0.6%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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