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Novo Nordisk, Eli Lilly and the economics of GLP-1

Eli Lilly’s stock is up 750% in five years. Novo Nordisk grew by about 360% during the same period. It’s been a great run for these companies. But how long can it last? Today on the show, Rob Armstrong and Aiden Reiter talk to the FT’s US pharma and biotech correspondent Oliver Barnes about the astonishing rise of weight loss drugs and their future. We also shortened inflation and running clubs.

For a free 30-day trial of the Unhedged newsletter, go to: https://www.ft.com/unhedgedoffer

You can email Robert Armstrong at [email protected] and Katie Martin at [email protected].

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Read a transcript of this episode on FT.com

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