Novo Nordisk
5 statements across 4 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Nov 19, 2024 by John Coogan · said 61 times in 12 episodes since 2024 · across every show →
Mentions by year
brought up most by John Coogan (34), Jordi Hays (8), Mark Cuban (1), Eric Ries (1)
tap a year for its mentions
2026 8 mentions in 6 episodes 1 per episode
- Novartis Buys Excellergy for $2B, Anthropic Vs. Pentagon, The Mansion Section | Diet TBPN
- The Lean Startup Author on What Ruins Good Companies
- The $1B One-Person Company, China’s Pork Crisis, America’s New Weapon | Diet TBPN
- The Truth Behind the “Solo Founder Billion Dollar Company”
- FULL INTERVIEW: Mark Cuban on Robots, AI, Self-Driving, and Advice to Students
- The Elon vs OpenAI Lawsuit and ads in ChatGPT | Diet TBPN
- every mention in 2026, scene by scene →
2025 34 mentions in 4 episodes 9 per episode
2024 19 mentions in 2 episodes 10 per episode
Everything said about Novo Nordisk, oldest first
Feb 12, 2025 bearish
Coogan: Novo Nordisk supply will eventually severely limit compounded GLP-1s
“It may take a few more quarters, but Novo Nordisk will eventually produce enough supply to end the shortage of its drug. When that happens, despite their efforts to influence public opinion, Compounded versions will likely be severely limited.”
Feb 12, 2025
Jun 28, 2025 negative
Coogan: Hims & Hers drops record 32% after Novo Nordisk split
“News that the deal was scrapped weighed heavily on Hims and Herb's shares, sending them down 32% in afternoon trading in what would be the largest decline for the stock on record. Novo Nordisk's shares were down nearly six percent in New York.”
Mar 19, 2026 positive
Cuban: Lilly and Novo Bypassing PBMs for GLP-1 Drugs Is Brilliant
“No, cause that stuff's going to come down in price and now, you know, Lilly and Novo are smart now with their GLP ones. They're working around the PBMs and doing direct-to-patient, direct-to-company, and that was brilliant. That was really smart.”