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Buy the Dip? Help! (Part 1)

The creator reacts to a major obesity-drug partnership and contrasts beneficiary upside with competitive downside for incumbents.

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Tickers discussed in this post

NVONeutralLow ConvictionSignal-backedSecondary

Novo Nordisk is discussed as losing some exclusivity, which tempers enthusiasm.

HIMSBullishMedium ConvictionSignal-backedPrimary

Hims is framed as a major winner from the Novo Nordisk partnership announcement.

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