Evan Seager is head of healthcare research at Beimo. He's only got a market perform on Novo. He says this is a big win, but sees a challenged road ahead.He's here on set with us. First of all, welcome. >> Thank you for having me.It's great to be here despite the weather. >> Yes. And as you say, despite this having been a total hold on for dear life year for healthcare broadly, but a nice finish.No, I mean, go back to the summer when you had the health insurers, you know, collapsing and all this stuff going ...

YupCrémieux (@cremieuxrecueil):Humanity has so thoroughly banished hunger that, as of this year, there are more obese kids than there are underweight kids. https://t.co/pfIgXaeFtl ...

Novo Nordisk is planning a large study of its next-generation obesity shot CagriSema in children, a sign the drugmaker is pressing forward with the compound despite disappointing results in other trials https://t.co/b9k8DzPdZ9 ...

Our next guest says potentially strong data could put pressure on Lily shares. For more, let's bring in Kessive Capital managing director Len Yaffy. Len, great to have you with us. Good to see you.>> Thank you so much. >> So, we're expecting a couple of readouts on Marit Amgen's drug. Len, so what what's the scenario here.The the data is good. And what do you characterize as good and what does that mean. I think the key with maritide and this is part two of a phase two study is what is the incidence if we l ...

There’s a rapidly intensifying battle underway for Metsera, a three-year-old obesity startup working on experimental treatments in one of the hottest areas in medicine https://t.co/cK9b4OS7jU ...

Market Access & Coverage - Zepbound, a medicine for obesity and overweight, has been inaccessible to many due to cost, highlighting the need for coverage [1] - A new agreement enables coverage for medications like Zepbound for $50 per month, starting next spring [2] - Currently, Medicare beneficiaries pay $500 per month for Zepbound through direct platforms; the new program reduces this cost by 90% to $50 per month [3] Pricing & Affordability - The company defends its pricing strategy by noting that medical products are typically subsidized through medical benefits, from which obesity treatments have historically been excluded [4] - The inclusion of effective and safe obesity medications in medical benefits is advocated, alongside offering better deals to insurance companies [5]

So, good news for some of you, but what does it mean for Lily and Novo Nordis. Ask Jared Holtz. He is healthc care strategist at Mizuo.Jared, great news for for millions of people that have been struggling with with their weight for years. But what does it mean for these companies bottom lines. >> Hey, Brian, thanks for having me.I I think when I take a step back, it it's probably more positive than negative. I think investors have been thinking and sort of modeling negative price for this category for a wh ...

Metsera’s next-generation weight-loss drug showed good tolerability with few participants dropping out of a mid-stage trial, adding to the obesity company’s appeal as two industry giants fight over who will buy it https://t.co/8SLoMXCzlq ...

Key Products & Market Performance - Tzepide and Mjaro (Zepbound) achieved market leadership in the US for both diabetes and obesity, driven by strong international performance [2] - Mangaro rollout in China, Brazil, and India indicates strong global demand [3] - Oral pill orforglipron is completing Phase 3 program with submission in Q4, aiming for broad global rollout [4][6] Pipeline & Clinical Trials - Oral pill offers a less intrusive alternative to injections, potentially appealing to those reaching their weight target [8] - Retatrutide, a triple-acting agent, shows promise for even greater weight loss than Zepbound or Mounjaro, with initial study focused on knee pain [10] - Studies are exploring the effects of weight loss drugs on inflammation, chronic knee pain, and addictive properties in the brain [11][12] Strategic Outlook - The company anticipates continued FDA approvals, supported by user fees, despite potential government shutdowns [7] - The company has built a head inventory to introduce orforglipron around the world [8] - The company is exploring additional indications beyond weight loss, such as knee pain and back pain, targeting a larger patient population [9][10]

Food Industry & Public Health - The food industry is not a social service or public health agency, but a business with stockholders to please, prioritizing the bottom line [5] - The food industry is currently under pressure from multiple factors, including concerns about ultra-processed foods, RFK Jr's actions, and the rise of GLP-1 drugs [30] - GLP-1 drugs are perceived as detrimental to the food industry because they reduce "food noise," leading to decreased consumption and a preference for smaller portions with more protein and vitamins [28][29][30] Regulatory Landscape & Policy Recommendations - Regulation is considered central to improving children's health, particularly in areas like marketing to children and removing ultra-processed foods from schools [4][14] - The speaker suggests universal school meals to ensure all children have access to healthy food at least twice a day [15] - Recommends changing the agricultural system to prioritize food for people over commodity foods [15] - The speaker advocates for warning labels on ultra-processed foods, similar to those used in Latin American countries [26] Dietary Trends & Nutritional Perspectives - The levels of obesity among children are staggering, with 20% to 30% being overweight or obese [18] - The speaker believes that eating less is crucial for addressing calorie intake and weight issues, but this is bad for the food industry's business model [8] - The speaker does not take supplements, believing that a varied diet of relatively unprocessed foods is sufficient for obtaining necessary vitamins [58][59][60] Food Insecurity & Accessibility - The speaker highlights the issue of food insecurity in America and the potential impact of discontinuing its measurement [43][44][45] - The speaker notes that while it's now possible to eat healthfully anywhere in the US, affordability and access to cooking facilities remain significant challenges [39][43]