[haldujai]

Novo Nordisk is running their lines at max capacity and cutting production of some other drugs. I think the last number I saw was new weekly prescriptions are up 3x from Dec 2023.

Unlike Eli Lilly (who use chemical synthesis for Zepbound) they use yeast for synthesis and have decided not to contract out production to protect manufacturing trade secrets which makes ramping up slower, have to wait for their Denmark plant upgrade to come online.