Novo-Nordisk (NVO)

Both companies are leaders in the diabetes market which is one of the fastest growing areas. Although Eli Lilly is more well rounded he has owned Novo for many years. They are both in a good spot in developing drugs for Obesity - the question is will the insurance companies cover these drugs since Obesity is not a disease.

Benefitting from weight-loss drug, which will drive the stock for a long time. A massive market. It's gone up a lot, so you'll probably see a pullback. Insurance companies should love the health benefits and eventually cover the cost.

Are in the news with a new drug. He's owned this for nearly 20 years. They continue to grow free cash flow. Are adept at producing insulin, which is seeing growing demand due to global obesity. They have invested heavily in R&D, which yielded this new weight-loss drug which is doing well.

Good entry point, as it's pulled back from its high. Obesity causes Type 2 diabetes, the fastest-growing disease in NA. Globally, it's also becoming a problem. There's competition, but the potential is massive. Owning here makes sense.

Traditionally, insulin. Now into weight loss, big home run, stock has charged ahead. Up 40%. Only one approved by the FDA, the leader. Stock won't go down as long as sales keep up. Market is massive. See his Top Picks.

Has owned this for 20 years. They specialize in diabetes meds. They now have developed a weight-loss drug; shares have surged a lot in the past year given huge demand. NOVO can invest their cash flow into more R&D of drugs.

Top supplier of insulin. A very good company. Their diabetes drug has sold out so shares have plateaued. That said, he prefers Eli Lilly.

Does not own any stock in company, Has had impressive sales record with organic growth. Pressure on diabetes pricing in the USA. Expecting new products coming onto market to benefit the company. Large portion if US(40%) living with obesity. Expensive at current share price.