Company Overview - Novo's shares have fallen to a four-year low following the failure of its Alzheimer's drug trial, which did not meet its primary goal of slowing disease progression [1] - The trial results for Novo's weight loss drug MGovi were disappointing, leading to a significant drop in investor confidence [2] Market Comparison - There is a notable disparity in share prices between Novo and its competitor Lilly, with Lilly continuing to perform well in the GLP-1 market for obesity and diabetes [3][4] - Lilly's products, such as Mjaro and Zetbound, are experiencing significant growth and taking market share from Novo [6][11] Future Outlook - Despite the setback for Novo, there is still potential for GLP-1 drugs to be effective in treating Alzheimer's when combined with other therapies, indicating ongoing research opportunities in this area [8][9] - The total addressable market (TAM) for obesity drugs is expected to grow significantly, particularly with expanded access to Medicare and Medicaid [12] Investment Perspective - Analysts suggest that investing in Lilly may be more favorable than Novo, given Lilly's strong pipeline and growth trajectory in the obesity and diabetes sectors [13]

Joining me now to discuss is Evan Seagerman. He's the head of healthcare research at Vimo Capital Markets. Evan, thank you so much for being here.It feels like over the course of the year when we've looked at sector specific recommendations. In the beginning, it was healthcare. Then that trade kind of went quiet for a while and perhaps maybe now it's seeing a resurgence.What do you think is behind it and can it continue. >> So, a few things. First of all, I think the recent deals you've seen with some pharm ...

A new study finding the use of weight loss drugs in kids has skyrocketed. Take a look at this. The study found that prescribing GLP1s for weight management in kids aged 8 to 17 increased 65% after the American Academy of Pediatrics issued guidelines recommending them 2 and a half years ago.Obviously, this was a recommendation by trusted pediatricians. But how young is too young for kids to go on these drugs. I mean, I think it's really a case-byase basis.The youngest in my practice is nine. But we look at o ...