We're back on Morning Trade Live. The weight loss drug trade has been a good one over the last two months. After dipping in early August due to subpar earnings, both Eli Lily and Nova Nordisk have moved higher to the tune of more than 30% from those lows.The companies have been battling in the injectable weight loss drug market over the last few years, and all versions of the drugs are expected to hit the market before the end of the year. So, let's go inside out on the weight loss drug trade. joining us no ...

Core Viewpoint - The UK has been declining as a leader in biopharmaceuticals due to policy mistakes, making it unattractive for investment, which should serve as a warning to US policymakers [2][5]. Investment Environment - The UK market has become increasingly unattractive for investment over the years, despite having a strong academic and scientific base [3][5]. - The company has paused investments in the UK, awaiting policy changes from the new administration [4][5]. Policy Issues - The UK pricing system for new medicines is outdated, pegged to a value from 1997, which has not adjusted for healthcare inflation of 4-5% per year, effectively debasing the value of new medicines [6][7][8]. - The UK spends half per capita on medicine compared to the US on a GDP-adjusted basis, indicating a need for policy reform to improve investment attractiveness [8]. - A tax imposed on the pharmaceutical industry for budget overruns in healthcare, which was 23% of sales last year, is seen as detrimental to attracting investment [9][10]. Global Competition - The US is a leader in the invention of new medicines, with 70% of global new medicines developed there, highlighting the importance of maintaining overseas markets for these products [14][15]. - The current pricing policies in Europe, including the UK, hinder the ability to raise prices and attract investment, which is essential for the sustainability of the industry [11][15]. Market Dynamics - The reimbursement process for new medicines in the UK is slow, often taking years, which contrasts with the immediate availability of new products in the US [18][19]. - The company believes that if the UK were to reimburse certain medicines, such as Mjaro for obesity, it could significantly impact health costs in the country [17].

特朗普的药品定价政策是对制药公司的重大打击 金十数据5月12日讯，Bryan Garnier Research的分析师在一份报告中表示，尽管不确定特朗普的"最惠 国"药品定价政策是否会在国会获得足够的政治支持，但这一政策对制药行业构成了威胁。分析人士 说，特朗普在2020年的第一个任期内推出了类似的政策，但被一名联邦法官阻止，最终在2021年被时任 总统拜登取消。他们说，目前还不清楚如果这项政策生效，医疗保险的哪些项目会受到影响。 ...