Here's How the New Weight Loss Drugs Could Change Everything | Odd Lots
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There's a new class of
There's a new class of weight-loss drugs in town. GLP-1 medications including Ozempic, Wegovy and Mounjaro were created to treat diabetes but have since been found to suppress appetites and induce substantial weight loss. It's a big deal for the companies which make them, with shares of Novo Nordisk and Eli Lilly all soaring in recent weeks. But the drugs could end up having a much broader economic impact too. On this episode, we speak with James van Geelen of Citrinitas Capital, about the second-order effects of effective weight-loss drugs. He talks us through how he's evaluating the potential of the new meds and how he approaches possible 'mega-trends' like GLP-1 or AI.
Key insights from the pod:
Intro - 00:00
What are GLP-1 drugs? — 7:05
How to invest in a hype cycle — 15:03
How much do these drugs cost? — 19:35
What are other companies saying about them? — 21:15
How many people are taking these drugs today? — 28:23
Obesity trends in the US — 30:17
What about fast food companies? — 33:15
The economic impact of obesity — 39:20
What are the impacts on insurance and other benefits? — 44:02
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
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Key insights from the pod:
Intro - 00:00
What are GLP-1 drugs? — 7:05
How to invest in a hype cycle — 15:03
How much do these drugs cost? — 19:35
What are other companies saying about them? — 21:15
How many people are taking these drugs today? — 28:23
Obesity trends in the US — 30:17
What about fast food companies? — 33:15
The economic impact of obesity — 39:20
What are the impacts on insurance and other benefits? — 44:02
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets.
Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts
Check out more Odd Lots: Odd Lots
Get the Odd Lots newsletter via https://www.bloomberg.com/account/new...
And for all things Odd Lots, visit https://www.bloomberg.com/oddlots
Visit our other YouTube channels:
Bloomberg Television: @markets
Bloomberg Originals: bloomberg
Quicktake: @bloombergquicktake
#Bloomberg #Podcast #OddLots
Visit us: https://www.bloomberg.com/podcasts
Follow Bloomberg Podcasts on Twitter: Twitter: podcasts
For coverage on news, markets and more: http://www.bloomberg.com/video
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در تاریخ 1402/05/26 منتشر شده
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