As I prepare for the next shallow dive focusing on $NVO I am investigating the pharma sector focusing on diabetes and obesity. Below is a chart from Stratosphere highlighting the revenues of the top US producers of insulin.

$LLY sent a shockwave through the insulin producers with their announcement of a cap of prices, while long-overdue, the markets haven't reacted much so maybe its a lot of noise at this point. Will be interesting to see how the others react and the impact to financials.