AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Unhedged
Novo Nordisk, Eli Lilly and the GLP-1 economy
Oct 10, 2024
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.
20:58
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The GLP-1 drugs by Eli Lilly and Novo Nordisk could revolutionize the pharmaceutical sector, potentially generating a $100 billion market by addressing obesity and related health issues.
- The cultural impact of GLP-1 medications may reshape societal views on fitness and body image, influencing consumer behavior in gyms, grocery stores, and fashion industries.
Deep dives
The Impact of GLP-1 Drugs on the Pharmaceutical Industry
GLP-1 weight loss drugs, particularly those developed by Eli Lilly and Novo Nordisk, are set to have a transformative impact on the pharmaceutical industry, with analysts estimating their market could reach $100 billion. These medications not only address obesity, which affects approximately one billion people globally, but also have broader implications for related health issues such as heart disease, stroke, and cancer. The success of these drugs is attributed to their effectiveness and the potential for widespread adoption as health systems recognize their cost-saving benefits. The competition between these two market leaders has sparked significant investor interest, with their stock values surging dramatically over recent years.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode