tim@emorningcoffee.comAug 105 min readWeek ended August 9, 2024: back where we startedIt 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.comMar 188 min readAnti-obesity medications: part 3, valuations of LLY and NVOThis 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.comMar 147 min readAnti-obesity medications part 2: the duopoly of Eli Lilly and Novo NordiskEli Lilly (LLY) and Novo Nordisk (NVO) have been large players for decades in the market for diabetes medications and are currently...
tim@emorningcoffee.comMar 127 min readAnti-obesity medications part 1: the market for anti-obesity drugsThis article is being published in instalments, of which this is the first, for context. INTRODUCTION Two macrotrends have been drivers...
