There isn't anything there. Of course competition is heating up, it has been for years. If NVO stays where they are now 10 years from now, they are in big trouble. That's like it doesn't say anything. Obviously NVO needs to innovate as much as competition, getting degludec approved in US as soon as possible, making progress on oral GLP-1 and oral insulin.
The comparison between NVO and their competition in earning growth and stock performance doesn't make any sense. NVO is a high growth specialty pharma while their competitors are integrated big pharmas. If you look at SNY diabetes section, growth is quite high. If it were separated from SNY, both earning growth and stock would have performed much better than SNY as a whole which doesn't grow at all except Genzyme and diabetes.
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