Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and beyond.
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Jun 23
What the IPO Boom Tells Us
IPO activity has been on the rise in 2026. What does that tell us about investor sentiment, and what impact could the IPO boom have on US equities going forward? Ben Snider, chief US equity strategist in Goldman Sachs Research, shares his views on whether the rise in public offer ... Show More
9m 49s
Jun 18
Maverick Capital Co-CIOs on Finding the AI Winners
Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three decades: Rather than trying to time the market, the firm aims to drive performance by taking a long-term view, partnering with management tea ... Show More
22m 35s
Feb 2024
The Big Business Behind Weight Loss Drugs
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
33m 54s
Dec 2024
Deep Dive: The Gold Rush to Cure the Obesity Epidemic
<p>GLP-1 weight-loss drugs, such as Novo Nordisk's Ozempic and Eli Lilly's Zepbound, are credited with reversing obesity trends in the U.S. for the first time in decades, according to a new study in the Journal of the American Medical Association. The episode highlights the rapid ... Show More
8m 47s
Jun 2024
The weight-loss drug revolution
Diabetes and obesity drugs like Ozempic, Wegovy and Mounjaro have become famous for helping users shed big amounts of weight. It's a market that could soon be worth more than $100 billion. Two companies dominate this space, Novo Nordisk which makes Ozempic and Eli Lilly, maker of ... Show More
17m 28s
Aug 2025
Deep Dive: Novo Nordisk & Eli Lilly Stumble Into Next Phase of Ozempic Era
Two pharma giants, Eli Lilly and Novo Nordisk, are in a high-stakes race for leadership in the $150 billion GLP-1 obesity drug market. We examine Lilly’s latest earnings, the mixed results from its oral pill orforglipron, and Novo’s push with higher-dose oral semaglutide. We also ... Show More
11m 3s
Oct 2024
Weight Loss Drug Ads: Good or Bad?
Companies are spending big bucks advertising weight-loss drugs like Ozempic and Rybelsus. This week, we’re dropping an episode of Brian Goldman’s White Coat, Black Art podcast into our feed.We thought you might find the topic interesting. In Canada, "reminder ads" can only give t ... Show More
27m 8s