NVO | 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

Aug 105 min read

Week ended August 9, 2024: back where we started

It was a highly volatile week in bond and risk markets, which makes it hard to believe that we ended the week about where we started.

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 147 min read

Anti-obesity medications part 2: the duopoly of Eli Lilly and Novo Nordisk

Eli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...

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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