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| A message from our partners at Crypto 101 MediaI’ve never been more nervous about hitting “send” on an email. What I’m about to share could destroy my reputation in crypto. My critics will call me crazy. Some of my closest colleagues might distance themselves. But I don’t care anymore. I’ve discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it. This isn’t just another Bitcoin prediction – it’s a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade. The evidence is so compelling, I’m doing something that probably seems insane: I’m giving away my entire book for free. If I’m right about what’s coming, this could be the most important book you’ll read this year: Claim your FREE copy of my controversial book before I change my mind. Sometimes you have to risk everything for what you believe in. Bryce Paul Crypto 101 Saturday’s Featured NewsDown 45% Year-to-Date, Novo Nordisk Ignites a Price WarWritten by Jeffrey Neal Johnson. Published 11/19/2025. Key PointsThe company’s new pricing strategy is designed to make its popular treatments accessible to millions of new patients in the cash-pay market for the first time.This aggressive pricing is a calculated maneuver to neutralize competitor advantages and proactively align with the political push for greater drug affordability.The company is funding this growth strategy with internal savings to expand its user base for both current and future innovative treatments.For investors in Novo Nordisk (NYSE: NVO), 2025 has been a difficult year. After reaching a 52-week high above $112, the stock has declined by roughly 45%, reflecting mounting competitive pressure and concerns about slowing growth in its core GLP-1 franchise. In a dramatic turn, the company has just made a decisive strategic move.By cutting direct-to-consumer (DTC) prices for Wegovy and Ozempic to $349 per month, Novo Nordisk has fundamentally shifted its commercial approach. That raises a critical question for shareholders: is this a reactive move to market pressure, or a calculated offensive to secure long-term dominance and reignite the stock’s growth?Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.🎯 Click here to watch the video and get the free ticker XGPT just flagged.A closer look suggests it is a deliberate investment in a high-volume future.Capturing Millions and Boxing Out RivalsNovo Nordisk’s aggressive pricing change is more than a promotional discount; it is a multifaceted strategy designed to reshape the market in its favor. The rationale appears to rest on three core pillars:Capturing the untapped market: The primary goal is to unlock the vast cash-pay segment. Millions of potential patients in the U.S. are effectively priced out of GLP-1 treatments because they are uninsured, underinsured, or face high-deductible plans. The new price point makes these therapies accessible for the first time, substantially expanding the total addressable market. This aligns with CEO Mike Doustdar’s stated focus on serving a broader patient population through direct-to-consumer channels, turning a market-share battle into market creation.Countering the competition: The move is also a forceful response to Eli Lilly (NYSE: LLY). As rivals have gained ground—eroding Novo Nordisk’s GLP-1 value market share in International Operations from 71.6% to 56.3% in one year—this price cut removes a key competitive advantage. By setting a new aggressive price floor, the company challenges competitors to follow and leverages its manufacturing scale as a strategic weapon.Aligning with policy: The timing, coming after a deal with the current administration to improve drug affordability, is a shrewd political maneuver. By proactively lowering consumer costs, Novo Nordisk builds political goodwill and may reduce the risk of stricter, government-imposed price controls. It also positions the company favorably for future negotiations to expand Wegovy coverage into the large Medicare market—a potential long-term growth driver.Why Wall Street Is Worried, and Why It’s WrongWall Street’s immediate caution is understandable. Lower prices mean less revenue per prescription, which will squeeze profit margins and contributed to the company narrowing its 2025 sales growth guidance to 8–11% at constant exchange rates. However, interpreting this solely as a near-term loss misses the strategic investment thesis.The company’s internal restructuring helps fund this growth-oriented strategy. Novo Nordisk has initiated a company-wide transformation, booking a one-off cost of DKK 9 billion (approximately $1.4 billion) in its third-quarter 2025 financial release. Management expects this program to generate roughly DKK 8 billion (about $1.24 billion) in annual savings by the end of 2026. Those savings effectively provide capital to support aggressive market expansion, allowing the company to absorb near-term margin pressure while investing for a larger future.That financial discipline is complemented by substantial investments in production capacity, including the $11 billion acquisition of three Catalent manufacturing sites, intended to ensure the company can meet an anticipated surge in demand.The long-term bull case is straightforward: volume. The substantial increase in prescriptions from millions of new cash-pay and, eventually, Medicare patients should produce far greater aggregate revenue and net income over time.This approach builds a massive, loyal user base for current blockbusters and creates a platform for future products, including the anticipated oral Wegovy pill in 2026 and the CagriSema combination therapy. A large customer base provides a ready market for next-generation launches, supporting a sustained and diversified revenue runway.A New Chapter for an Industry LeaderNovo Nordisk is doing more than competing on price; it is reshaping the economics of the multi-billion-dollar obesity market to favor its core strengths in manufacturing and global scale.Combined with a robust pipeline, this strategic pivot appears to lay the groundwork for a new growth foundation that the market may be underestimating, as reflected in the stock’s current valuation.With a trailing price-to-earnings ratio (P/E) of about 13.11 and a dividend yield of 1.72%, the company’s metrics suggest a value proposition after this year’s sharp decline. The consensus analyst price target of $59.20 implies potential upside of more than 24% from current levels.Execution risks remain, but the strategy is clear, funded, and targets a vast unmet need. For long-term investors, this period of strategic transition and market uncertainty could present a compelling opportunity to evaluate a market leader in the pharmaceutical sector at a valuation that may not fully reflect its volume-driven future. |
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