{"podcast":{"title":"The 7investing Podcast","slug":"the-7investing-podcast-1227049","podcast_index_feed_id":1227049,"rss_url":"https://anchor.fm/s/1659b6fc/podcast/rss","website_url":"https://7investing.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/3649783/3649783-1776286525000-bfcf02cd3eacd.jpg","author":"7investing","episode_count":514,"summary":"Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.","last_synced_at":"2026-06-30T04:17:15.201289+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049"},"episode":{"title":"Mar 13, 2026: Novo Nordisk vs. Hims & Hers: The GLP-1 Feud That Could Define a $200 Billion Market","slug":"mar-13-2026-novo-nordisk-vs-hims-hers-the-glp-1-feud-that-could-define-a-200-billion-market","published_at":"2026-04-03T12:00:00+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-13-2026-novo-nordisk-vs-hims-hers-the-glp-1-feud-that-could-define-a-200-billion-market","show_page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049","url":"https://podcasters.spotify.com/pod/show/7investing/episodes/Mar-13--2026-Novo-Nordisk-vs--Hims--Hers-The-GLP-1-Feud-That-Could-Define-a-200-Billion-Market-e3hbm3g","audio_url":"https://traffic.megaphone.fm/APO5892115698.mp3","summary":"The feud between Novo Nordisk (NYSE:NVO) and Hims & Hers (NYSE:HIMS) has been one of the most dramatic storylines in biotech investing — and it just took a major new turn. Simon Erickson breaks down the four-year saga: from Wegovy's launch and the FDA shortage list, to compounded Semaglutide flooding the market at a fraction of the cost, to patent infringement lawsuits, and finally to the new distribution agreement signed March 9, 2026.We cover the explosive growth potential of GLP-1 weight loss drugs, why the global weight loss drug market could hit $200 billion — double the size of the diabetes market — and what the new Wegovy oral pill means for both companies and investors. We also examine how Eli Lilly (NYSE:LLY) fits into the competitive picture with Zepbound and why its U.S.-based advantage has translated into stronger investor sentiment compared to Novo.Simon shares his investor takeaways: Novo's pricing power is under pressure, the IP battle is far from over, and new CEO Mike Doustdar appears to be taking a harder line on patent enforcement. Meanwhile, Hims & Hers emerges from this feud with greater clarity on what it can and can't sell — and the patent infringement overhang on its stock has been lifted.STOCKS MENTIONED:Novo Nordisk (NYSE:NVO)Hims & Hers (NYSE:HIMS)Eli Lilly (NYSE:LLY)#NovoNordisk #nvo #HimsAndHers #hims #GLP1 #Semaglutide #Wegovy #WeightLossDrugs #Zepbound #EliLilly #InvestingNews #PharmaceuticalStocks #BiotechInvesting #StockMarket #GLP1Stocks #CompoundingSemaglutide #WeightLoss #7investing #Simonerickson","meta_description":"The feud between Novo Nordisk (NYSE:NVO) and Hims & Hers (NYSE:HIMS) has been one of the most dramatic storylines in biotech investing — and it just t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1971,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/mar-13-2026-novo-nordisk-vs-hims-hers-the-glp-1-feud-that-could-define-a-200-billion-market/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-13-2026-novo-nordisk-vs-hims-hers-the-glp-1-feud-that-could-define-a-200-billion-market.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}