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Healthcare Investing with Neal Kaufman of Baron Funds

Barron's Live

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Exploring the GLP-1 Drug Market

This chapter examines the rise of GLP-1 medications, originally designed for diabetes, now being leveraged for weight loss amid the growing obesity epidemic in the US. It discusses the competitive landscape dominated by companies like Lilly and Novo Nordisk, the financial opportunities within this burgeoning market, and the challenges new entrants face. Additionally, it reflects on broader trends in the pharmaceutical industry and implications of patent expirations on revenue for major companies.

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