
The $150 Billion Market Built on Your BMI
00:00 — Introduction 01:04 — The Stock Crash That Shook Pharma 01:26 — The Metric That Built a $150B Market 01:26 — The Leaky Bucket 01:26 — The Real Question 01:26 — Wrap Up Sources: - Novo Nordisk 2026 Outlook: Sales Expected to Decline 5-13% (Benzinga): https://www.benzinga.com/markets/guidance/26/02/50347819/novo-nordisk-stock-falls-as-2026-outlook-signals-pricing-pressure-slowing-sales - Eli Lilly Q4 Earnings Blow Past Estimates; Guides for $80B-$83B in 2026 (CNBC): https://www.cnbc.com/2026/02/04/eli-lilly-lly-earnings-q4-2025.html - Eli Lilly's GLP-1 Growth Surges as Novo Nordisk…
The skinny
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