Market Reactions to GLP-1 Drug Performance and Competitive Shifts

On this week’s episode of the Readout LOUD, we review President Trump’s first 100 days, the return of biotech M&A, strong drug launches, and Eli Lilly’s PBM problem. 

The first 100 days of the Trump administration have had a profound impact on federal health agencies, medical research, health policy and the biotech and pharmaceuticals industries. To help us make sense of all the cuts and policy shifts, we talk with STAT editors Gideon Gil and Zach Tracer for their perspective overseeing STAT’s reporting on science and politics. 

But first, your co-hosts Elaine, Allison and Adam gab about the week’s relatively positive biotech news, including two acquisitions and a series of strong drug launches. What’s a podcast without dipping into obesity, so Elaine will explain the latest maneuverings between Eli Lilly and Novo Nordisk around patient access and compounding.