Terence Flynn: The Next Blockbuster for ...

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and con ... Show More

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. ... Show More

Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m St ... Show More

Pharmaceutical companies and insurance providers are at odds over a new class of drugs that have proven quite effective at helping people living with obesity lose weight. Bloomberg’s Robert Langreth and Emma Court join this episode to share their reporting on recent advancements ... Show More

It’s become a multibillion-dollar business: weight loss drugs. Demand is high, as is the cost. How did medications like Ozempic, Wegovy, Mounjaro and Zepbound become so popular and so profitable? And what kind of impact might they have on the future of food and healthcare? Dr. Sa ... Show More

A discussion of claims that obesity is mostly due to genetics. (1:30) Should a pharmaceutical company be for profit? (7:38) What is Big Pharma's motivation behind these claims? (10:09) What does obesity contribute to? (15:52) Is capitalism to blame? (21:14) Lifestyle is EVERYTHIN ... Show More

Over 1 billion people worldwide are obese, according to the World Health Organization. If current trends continue, half the world could be obese or overweight by 2035. The WHO refers to it as an epidemic. Recent data shows that over 40% of Americans are living with obesity. But o ... Show More

<p>From Elon Musk to several Hollywood celebrities, the weight loss wonder drug, semaglutide, is taking the world by storm. What was an unintended consequence of a diabetes control med, the emergence of significant weight loss has raised the expectation of the wonder drug becomin ... Show More

Can we be addicted to food? This is quite a hot topic and one that is more relevant than ever. On the one hand we have food companies and respected scientists telling us that food addiction is a myth. Because we don’t see people smashing windows or stealing money from loved ones ... Show More

Last year Novo Nordisk, the Danish pharmaceutical company behind Ozempic and Wegovy, overtook LVMH to become Europe’s most valuable company. And the pull for Acquired to finally tackle healthcare (18% of US GDP!) became too strong for us to resist. While we didn’t know much about ... Show More