
257: Lilly's Alzheimer's success, a milestone FDA approval, & Moderna's shrinking business
The Readout Loud
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The Decline of Lily Weight Loss Drugs
Jared: It's a similar story for Pfizer, unsurprisingly. We talked about this last week with the fact that Lily is just going, you know, gangbusters like any even further on the banana map data,. But you know, Lily is bigger than Pfizer. With J&J's spin of Kenview, it's consumer health business. Jared: Novo Nordisk said today that they were going to limit some what they call starter doses for new patients in the U.S. The big proving point for this medicine will set the tone for how reimbursement shakes out for this medicine in the long term.
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