pharmaceutical industry
Beyond the Holiday Joke: The Trillion-Dollar Economic Shift Fueled by GLP-1 Drugs
A satirical FT comment reveals a profound truth: weight-loss drugs are not just a health trend, but a seismic economic force reshaping global markets.
The Great Pharma Migration: Why Europe is Losing Billions in Investment to the US
Europe’s pharma industry faces a crisis as US incentives like the IRA lure away billions in investment, threatening the continent’s economic future.
The Pill That Could Swallow the Market: Novo Nordisk’s Oral Wegovy and the New Frontier of Finance
Novo Nordisk’s US approval for an oral weight-loss pill ignites a new phase in its rivalry with Eli Lilly, reshaping the future of healthcare investing.
The Multi-Billion Dollar Question: How a US-UK Trade Deal Could Reshape NHS Drug Pricing and Your Portfolio
A US-UK trade deal could dismantle the NHS’s drug pricing model, creating massive financial risks and unique investment opportunities.
The Social Entrepreneur Who Built a Billion-Dollar Market Big Pharma Ignored: Lessons from Sharon Camp
Sharon Camp, a reproductive health pioneer, offers a masterclass in social entrepreneurship, market creation, and disruptive innovation for today’s leaders.
Merck’s Strategic Gambit: Why a Potential Deal for Cidara’s Flu Drug Could Reshape Preventative Medicine and Your Portfolio
Merck’s potential acquisition of Cidara Therapeutics signals a major shift in flu prevention, impacting healthcare, finance, and the broader economy.
The Rybelsus Revelation: Why One Chart Correction Unlocks Novo Nordisk’s True Value
A minor chart correction for Novo Nordisk reveals a major lesson in financial analysis, highlighting the crucial difference between its diabetes and obesity drugs.
The $600M Bet: How the Global Race for Weight-Loss Drugs is Rewriting the Rules of Biotech Investing and Tapping into China’s R&D Power
A US biotech’s $600M raise for weight-loss drugs reveals a key strategy: using China for faster, cheaper clinical trials, altering biotech investing.