Incentive Mismatch

Ozempic is a problem.

However, the problem isn’t the drug, it’s stated intention, the people who use it, the mentality around it, the side effects, or the cost. The problem is it’s designed to keep you on it in perpetuity. That creates an incentive mismatch.

If you’re an executive, employee, or shareholder in Norvo Nordisk, what do you want?

If you’re a user of Ozempic, what do you want?

Those two wants don’t align.