obesity | E-Morning Coffee

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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Mar 188 min read

Anti-obesity medications: part 3, valuations of LLY and NVO

This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.

tim@emorningcoffee.com

Mar 127 min read

Anti-obesity medications part 1: the market for anti-obesity drugs

This article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...

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