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The Everything Pill

Barron's Streetwise

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Learn more at GeneralFusion.com. If these drugs are successful at showing benefits in brain diseases, mental health conditions, or inflammatory conditions, that could open additional adjacent markets. That's something that's not fully reflected in our numbers or consensus numbers. Hello and welcome to the Barron's Streetwise podcast. I'm Jack Howe, and the voice you just heard, that's Terrence Flint.

He's the head of U.S. Pharma and Biotech at Morgan Stanley, and he's talking about obesity drugs, or GLP-1s. We go V, Zepbound, that sort of thing. I will argue in a moment that this business has become the biggest profit story on Wall Street, short of artificial intelligence. And there are new breakthroughs on the horizon in weight loss drugs, and also some patent pitfalls to be aware of. But they look manageable.

Let's get into it. Listening in is our audio producer, Emily Sumlin. Hi, Emily. Hi, Jack. I wrote a cover story this past week for Barron's Magazine on what I call the everything drug. I'll explain that in a moment. This is a subject that I've written about for years. We've had Eli Lilly CEO Dave Ricks on the podcast before.

The Everything Pill

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Everything Pill

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.