Novo Nordisk, Eli Lilly and the GLP-1 economy

7 snips

Oct 10, 2024

Guest

Aiden Reiter

Guest

Oliver Barnes

Aiden Reiter, a partner in the Unhedged Newsletter, and Oliver Barnes, the Pharmaceuticals correspondent for the Financial Times, dive into the soaring stock prices of Eli Lilly and Novo Nordisk, with increases of 750% and 360%, respectively. They discuss the booming market for GLP-1 weight loss drugs, their societal impacts, and the competitive landscape between these pharmaceutical giants. The conversation also touches on the economic implications of these medications, from high costs to insurance challenges, and the future of diabetes treatment.

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Episode notes

Intro

00:00 • 5min

The Competitive Landscape of Diabetes and Weight Loss Medications

04:40 • 3min

The Cultural Shift of GLP-1 Medications

08:01 • 5min

Navigating the GLP-1 Drug Landscape

12:43 • 7min

The Importance of Mixed-Use Spaces in Economic Resilience

19:45 • 2min