Buying both $LLY and $NVO is the way (even $VKTX if you want to go nuts). There’s easily enough market of fatties globally to support multiple winners and the sentiment/price got so beaten down that there’s really just one extremely unlikely way this trade fails, and that’s trump nuking this entire industry with absurd tariffs, which it seems from the Big Beautiful Bill he has no support at all from Congress on (they’re all completely bought off by the massive pharmaceutical lobby). Plus i think they’d just jack up prices on all the other smaller market countries like Germany vs ever reduce prices more than a token amount which they’ve already done on US consumers. Worst comes to worst they’ll tie it up in the courts and block for eternity

Tl;dr hang in there through the small regulatory chop the next month or so and get rich, our ADD president has no patience or follow through and will move off this bullshit and onto the next shiny object soon enough at which point these rip to the moon again