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Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25

44 min•5 november 2025

Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and the names not seeing any slowdown. Plus Novo and Eli Lilly nearing a deal with the White house to lower obesity drug prices. What it means for the space, and how it could change medicare coverage of the weight loss drugs.

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