
NYSE:NVO
It's focused 90% in diabetes products which offers a competitive advantage. He owned this before, but sold it because its options liquidity is low in the US (he trades options). Instead, he owns its direct competitor, Eli Lily, which boasts more product diversity. (Both companies have phase 3 Covid drugs.) Novo is a leader in diabetes and good to own unless you trade options.
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.