The proactive approach by Novo Nordisk to seek additional deals and acquisitions to bolster its obesity pipeline suggests a positive short-term impact on its stock. The focus on expanding its pipeline through acquisitions and alternative partnerships if the Catalent deal does not proceed indicates strategic growth planning, which is likely to be viewed positively by investors.

The uncertainty around the Catalent deal with Novo Nordisk introduces a neutral short-term impact on Catalent's stock. While the deal's potential fallout could be seen negatively, Novo Nordisk's openness to further deals provides a cushion. The relevance is high as Catalent is directly involved, but the outcome's uncertainty leads to a moderate importance and confidence score.