focus -WSS

focus

author：Wikipedia 2025-10-01 17:19:14 - browse：63697

There’s a specter haunting Wall Street.

It started in biotech, where companies making drugs for the obesity-related liver disease NASH saw their valuations crash on the assumption that GLP-1 weight loss treatments would cut them out of the market. Then the Ozempic panic came for dialysis firms, whose stocks fell about 20% in a single day on the news that Novo Nordisk’s medicine had delayed the progression of kidney disease in a study enrolling people with type 2 diabetes.

Now analysts from every sector are cranking out research notes on the disparate, dramatic, and often debatable implications of GLP-1 drugs’ growing popularity, said Jared Holz, a health care specialist at Mizuho Securities. Buy Bumble, sell McDonald’s. Short Pepsi, go long Louis Vuitton. Put your money in sectors that cater to a svelte and sated brand of consumer, and get out of the ones that rely on excess and compulsion.

Get unlimited access to award-winning journalism and exclusive events.

Subscribe Log In

Previous article： Tori Bowie and the unacceptable rates of Black maternal death
Next article： Stanford updates investigation of president’s past research

Wikipedia

WSS

HHS names first

'Reaching a detente': STAT's Helen Branswell on covering Covid

Doudna institute plans to 'cure hundreds of diseases' with CRISPR

New Medicare drug pricing powers could soon be upended in court

Why liver experts renamed NASH to MASH, and NAFLD to MASLD

STAT's 2023 biotech VC rankings: ARCH Venture Partners tops list

hotspot

focus

leisure time

The high cost of giving birth even with insurance

TikTok cracks down on users posting about weight loss drugs

After affirmative action ruling, medical educators look to 'holistic review'

Doulas covered by Medicaid under New York's new plan

In age of alternative facts, a scholarly course on calling out crap

Doudna institute plans to 'cure hundreds of diseases' with CRISPR

Supreme Court strikes down use of affirmative action

HHS names first

Medical records are filled with copy

How I ended up pumping milk in a bathroom stall at JPM 2024

explore

JPM 2024: FogPharma’s CEO unveils ‘contrarian’ plan in oncology

Norman Reedus' Daryl Dixon

STAT's 2023 biotech VC rankings: ARCH Venture Partners tops list

Designating disabled people as health disparity population is crucial

The SUPPORT Act is critical to fighting the opioid crisis

Celebrate National Dole Whip Day for 3 days this week at Disney

Wikipedia

hotspot

focus

Wikipedia