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Veru (NasdaqCM:VERU) FY Conference Transcript
2026-02-26 21:22
Veru (NasdaqCM:VERU) FY Conference February 26, 2026 03:20 PM ET Company ParticipantsMitch S. Steiner - Executive Chairman, President, and CEOConference Call ParticipantsLeland Gershell - Managing Director and Senior Biotechnology AnalystLeland GershellGreat! Thank you. Thanks for joining us here at Oppenheimer's 36th Annual Healthcare Life Sciences Conference. I'm Leland Gershell, one of the analysts with the Biotech Equity Research team at the firm. We're delighted to have with us as our next presenting c ...
X @The Wall Street Journal
While nearly 18% of U.S. adults have taken a GLP-1 drug for weight loss or to treat a chronic condition, about half of people will stop taking it within a year. Often, they don’t understand what is likely to come next. 🔗: https://t.co/SQHJ8kfOIv https://t.co/DdTRckAlzI ...
Weight Loss Drugs Challenge Big Food As Diets Change
Yahoo Finance· 2026-02-20 17:01
Core Insights - The rise of GLP-1 weight-loss drugs is significantly impacting the food industry, with a projected $12 billion cost to Big Food over the next decade as consumer preferences shift towards healthier options [2][3]. Group 1: Market Impact - Approximately 20% of U.S. households now have someone using a GLP-1 drug, with usage more than doubling in the past year [3]. - These medications can reduce calorie intake by about 40%, particularly from sugar and alcohol, leading to a decline in demand for high-calorie, processed foods [3][8]. - The increased usage of GLP-1 drugs is contributing to a drop in sugar demand, resulting in prices reaching five-year lows [4]. Group 2: Corporate Responses - Companies like PepsiCo and Coca-Cola are adapting their strategies in response to the popularity of GLP-1 drugs, with PepsiCo focusing on portion control, single-serve packaging, and fiber-enhanced products [5]. - Coca-Cola's incoming CEO emphasizes the need for faster innovation, including more protein in products and reduced sugar content [6]. - Executives view the rise of GLP-1 drugs as a structural change in consumer behavior, prompting significant investments in R&D, with General Mills planning to increase capital spending by up to 23% for nutrient-dense innovations [7].
X @Forbes
Forbes· 2026-02-17 16:30
EU Approves Powerful Wegovy Injection—Average Patient Drops 21% Of Weighthttps://t.co/hCxZCinl0s https://t.co/QTZGarwbp7 ...
X @The Wall Street Journal
Patients on the higher dose of 7.2 milligrams for about 18 months lost 21% of their body weight on average, a study found. https://t.co/OUPJSmzXyI ...
X @The Wall Street Journal
While nearly 18% of U.S. adults have taken a GLP-1 drug for weight loss or to treat a chronic condition, about half of people will stop taking it within a year. Often, they don’t understand what is likely to come next. 🔗: https://t.co/Rr3Oo0IHd8 https://t.co/pQlDC9Ju59 ...
X @The Wall Street Journal
While nearly 18% of U.S. adults have taken a GLP-1 drug for weight loss or to treat a chronic condition, about half of people will stop taking it within a year. Often, they don’t understand what is likely to come next. 🔗: https://t.co/V2GlvOVg8F https://t.co/wcHP69priw ...
X @The Wall Street Journal
The free-for-all-era of weight-loss copycats is ending, but will likely morph into something else. https://t.co/FvoCjljZRV ...
X @The Wall Street Journal
Heard on the Street: The free-for-all-era of weight-loss copycats is ending, but will likely morph into something else https://t.co/Y77ZePscEB ...
X @The Wall Street Journal
The free-for-all-era of weight-loss copycats is ending, but will likely morph into something else. https://t.co/TUMP06m2rj ...