logo
episode-header-image
Mar 2025
30m 7s

The State of Weight-Loss Drugs

The Motley Fool
About this episode
$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about O ... Show More
Up next
Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 8
The Might (and Myths) of Economic Moats
For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its compet ... Show More
26m 30s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Recommended Episodes
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
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
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
Dec 2024
068 | The weight is over: How GLP-1 treatments are reshaping pharma and beyond
Weight-loss drugs have become a golden formula for pharma growth. In this episode we speak to Sector Advisor Maria Latorre and Senior Economist Michaela Grimm about how GLP-1 treatments like Ozempic and Wegovy are reshaping the industry, and the risks that lie ahead. SHOWNOTES: • ... Show More
11m 16s
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
Apr 2024
Money Talks: Why weight-loss drugs will reshape the world
More than 1bn people around the world are obese. That means there should be extraordinary demand for drugs to cure or mitigate the condition. Novo Nordisk is now Europe’s most valuable company and Eli Lilly’s market value has more than doubled. Both make the “miracle” drugs that ... Show More
36m 59s
Apr 2024
Money Talks: Why weight-loss drugs will reshape the world
<p>More than 1bn people around the world are obese. That means there should be extraordinary demand for drugs to cure or mitigate the condition. Novo Nordisk is now Europe’s most valuable company and Eli Lilly’s market value has more than doubled. Both make the “miracle” drugs th ... Show More
36m 59s
Nov 2023
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
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. Learn more about your ad choices. Visit megaphone.fm/adchoices 
26m 30s
Feb 2025
Eli Lilly CEO: The Weight-Loss Drug Revolution, AI in Pharma, and Innovation
<p>Nicolai Tangen meets with David Ricks, CEO of&nbsp;Eli&nbsp;Lilly, for a discussion about the pharmaceutical giant's remarkable journey. At the forefront is&nbsp;Eli&nbsp;Lilly's breakthrough work with weight reduction drugs, which are showing promise far beyond their original ... Show More
55m 40s