Post-Pandemic Market Trades Diverge as AI Thrives While GLP-1s Falter
The post-pandemic market narrative has split decisively between two once-hot trades. Artificial intelligence continues its relentless ascent, while GLP-1 weight-loss drugs face mounting challenges.
Novo Nordisk's profit warnings for Wegovy and Ozempic signal trouble in the pharmaceutical sector. The Danish firm's stock has plummeted 40% this year amid corporate disputes and missed revenue targets from partners like Hims & Hers Health.
This divergence underscores a fundamental market truth: while AI demonstrates staying power across economic cycles, even breakthrough medical innovations face commercialization hurdles. The contrast between these sectors grows starker by the quarter.