Novo NordiskNVO

Novo's Wegovy/Ozempic ramp pulls in delivery-device and fill-finish suppliers as it races to add capacity.

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Theme · GLP-1 manufacturing scale-up

Where the cash goes~$24B / yr · FY2025

Dividends$9B

Capex$8B

R&D$7B

Money flows left → right · hover a node · click to open the stock.ComponentsManufacturing

Most exposed to NVO's spend

West PharmaceuticalWSTCurated
Injection-device components for pens.
Components
CatalentCTLTFiling
Acquired Catalent fill-finish sites for capacity.
Manufacturing
Thermo FisherTMOCurated
Bioprocessing supplies.
Manufacturing

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.