Logo
    Search

    Trillion Dollar Shot, Episode 4: The Disruptors

    enJune 09, 2024

    Podcast Summary

    • GLP1 drugs market disruptionGLP1 drugs, specifically from Eli Lilly, are disrupting the market with high demand, generating $5B in revenue, and requiring new plants for production. However, challenges like supply, price, insurance gaps, and side effects persist.

      The new weight loss medications, specifically those classified as GLP1s, are disruptors in the field of science and health. Eli Lilly, a pharmaceutical giant based in Indiana, is currently leading the market with its drugs terzepitide (for type 2 diabetes) and zepbound (for weight loss), which generated $5 billion in revenue last year. The demand for these drugs is so high that Eli Lilly is experiencing a shortage and is years away from meeting it. This success has even disrupted the company itself, requiring the construction of multiple new plants to increase production. However, challenges such as supply, price, insurance gaps, debates around body acceptance, retention, and side effects remain. Despite these hurdles, it's estimated that up to 9% of the US population, or 30 million people, could be using GLP1 drugs by 2030. This prologue marks just the beginning, as more potent and accessible drugs are on the horizon, and early research suggests potential health benefits beyond diabetes and weight loss.

    • Pharmaceutical industry shiftNew weight loss drugs are revolutionizing the pharmaceutical industry, creating significant changes for major players like Eli Lilly and requiring continuous innovation to maintain market position

      The success of new drugs like Monjaro and Terzepitide, which are transforming the lives of many people with weight issues, is creating a seismic shift in the pharmaceutical industry. Companies like Eli Lilly, which have been major players for decades, are facing significant changes as they struggle to meet the increased demand and adapt to the new spotlight on these drugs. The parallels with Eli Lilly's past blockbuster, Prozac, are striking, with both drugs revolutionizing the treatment of common conditions and changing the company's trajectory. However, companies must continue to innovate and develop new drugs to maintain their market position and avoid losing ground to generics once patents expire. Eli Lilly is moving quickly to stay ahead, working on new drugs like retrutide to build on their existing success and solidify their place in the industry.

    • New obesity drugsEli Lilly's new obesity drug, Reddit True-Tide, could potentially lead to an average of 24% weight loss in Phase 2 trials. Lilly is also working on an oral GLP-1 drug, Setmelanotide Pracel, to address production challenges and reach more people.

      Eli Lilly is developing a new obesity drug called Reddit True-Tide, which could potentially be the most effective one yet. This drug mimics three hormones and has shown promising results in Phase 2 trials, leading to an average of 24% weight loss. However, it's still in Phase 3 trials and won't be up for FDA approval for a few years. Additionally, Lilly is also working on an oral GLP-1 drug called Setmelanotide Pracel, which could help address production challenges and potentially reach more people as it doesn't require injections. Lilly's main rival, Novo Nordisk, is also developing a weight loss pill called Mektexxe, and the competition between the two companies is intense. Overall, the development of these new drugs represents a significant step forward in the treatment of obesity.

    • GLP-1 drugs competitionCompetition in the GLP-1 drugs market could lead to price reductions and increased access for various health issues, potentially disrupting the healthcare industry and broader economy

      The competition in the weight loss drug market, specifically GLP-1 drugs like Ozempic, is intensifying with numerous companies vying for a share. This competition could potentially lead to price reductions for patients and increased access to these medications for various health issues beyond weight loss, such as Alzheimer's, kidney disease, and addiction. Research is ongoing to explore the potential benefits of these drugs for a wide range of conditions, which could disrupt the healthcare industry significantly. The potential impact on the broader economy is also worth noting. The "bar lab" at the National Institutes of Health in Baltimore is an example of the innovative research being conducted in this area.

    • Semaglutide and Alcohol ReductionPreliminary results suggest that semaglutide, a drug used for diabetes and weight loss, may help reduce alcohol consumption by dampening reward centers in the brain, according to anecdotal evidence from participants.

      Researchers are conducting clinical trials to study if the drug semaglutide, used for diabetes and weight loss, can help reduce alcohol consumption. The study involves participants sniffing their alcohol of choice while listening to high and low tones, with the option to stop if cravings become too strong. Preliminary results from participants, like Kristin Kasurik, show promising anecdotal evidence of reduced desire for alcohol and even the cessation of other addictive behaviors. The drug works by dampening the reward centers in the brain linked to addictive substances. Novo and Eli Lilly are also exploring the potential of semaglutide in treating alcohol-related liver disease and other conditions beyond diabetes and weight loss. However, these developments could negatively impact businesses that rely on alcohol consumption.

    • Weight loss drugs impact on food industry salesWeight loss drugs have led to a decrease in sales for the food industry due to reduced food consumption by users, averaging 600-800 fewer calories daily. Food companies may respond by producing healthier options or smaller portion sizes instead of worrying about market encroachment.

      The food industry is closely monitoring the impact of weight loss drugs on consumer behavior and sales. According to a report, bariatric surgery, a weight loss procedure, has seen a decrease of 10 to 20% in the US due to these medications. Food companies, including Walmart, are studying the effects of these drugs on dietary habits and food consumption. On average, people consume 600 to 800 fewer calories a day when on these drugs, leading to less food purchases. Food companies are concerned about the potential loss of sales, particularly for unhealthy, high-calorie foods. However, some industry experts suggest that food companies could respond by producing healthier food options or offering smaller portion sizes. Dave Ricks, the CEO of Eli Lilly, which produces some of these weight loss drugs, has encouraged food companies to consider these options instead of worrying about the drugs encroaching on their market.

    • GLP-1 drugs impact on industriesGLP-1 drugs are leading to changes in food industry with focus on high-protein snacks and meals, Wall Street trying to determine winners and losers, Eli Lilly leading race to become first trillion-dollar pharma company, implications for obesity discourse, drug development, and healthcare systems.

      The rise of GLP-1 drugs for weight loss and appetite suppression is leading to significant changes across various industries. Food companies, such as Nestle and Canagra Brands, are responding by developing companion products and focusing on high-protein snacks and meals. Wall Street is also trying to determine the winners and losers in this new landscape. Eli Lilly, which produces one of these drugs, is currently leading the race to become the first pharmaceutical company valued at a trillion dollars. The impact of these drugs is still unfolding, with potential implications for obesity discourse, drug development, and healthcare systems. Overall, the future looks promising for companies that can effectively navigate this new terrain and provide value to patients.

    • Weight loss journey progressWeight loss journeys require dedication, resilience, and a willingness to embrace new experiences, as shown by Brad's commitment to extensive exercise, food consciousness, and summiting Mount Whitney

      Weight loss journeys are ongoing processes filled with challenges and discoveries. Brad, a previous guest on our series, shared his five-month progress since stopping using weight loss medication. Although his weight remains the same, he's been exercising extensively, spending an average of 1 hour and 40 minutes daily, which is a significant time commitment. He's also become more conscious of food and his relationship with it, recognizing the importance of not letting past regrets dictate his present. Brad's next goal is to summit Mount Whitney, a challenging one-day hike, as a test of his determination and ability to push beyond his comfort zone. The journey of managing weight and personal growth is a continuous one, requiring dedication, resilience, and a willingness to embrace new experiences.

    • Weight loss drugsThe complex and nuanced nature of weight loss drugs is explored in the 'Trillion Dollar Shot' podcast episode, revealing their potential benefits and risks through history, science, and personal experiences.

      Key takeaway from the "Trillion Dollar Shot" podcast episode is the complex and nuanced nature of weight loss drugs. The episode delves into the history, science, and personal experiences surrounding these drugs, revealing their potential benefits and risks. The production of the podcast is a collaborative effort, with contributions from various team members and interviewees. The podcast also acknowledges the importance of fact-checking and sound design in producing accurate and engaging content. Ultimately, the episode highlights the ongoing debate and research surrounding weight loss drugs, and encourages listeners to stay informed and curious. If you're interested in learning more, tune in to "The Journal" podcast for more insightful and thought-provoking episodes.

    Recent Episodes from The Journal.

    New York’s U-Turn on a Plan to Reduce Traffic

    New York’s U-Turn on a Plan to Reduce Traffic
    The nation’s first congestion-pricing plan was set to take effect at the end of June. But last week, New York Gov. Kathy Hochul called to indefinitely delay the program. WSJ's Jimmy Vielkind unpacks the surprising move and explores why Hochul made the 11th hour change. Further Reading: -New York Gov. Kathy Hochul Abruptly Halts Manhattan Congestion Pricing  Further Listening: -NYC’s Food Delivery Workers Fight for a Minimum Wage  -New York City's 'De Facto Ban' on Airbnb  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 11, 2024

    Shein: Fast Fashion, Slow IPO

    Shein: Fast Fashion, Slow IPO
    The fast-fashion giant hoped to have a splashy U.S. public offering this year. WSJ's Shen Lu explains how the divide between Beijing and Washington got in the way. Further Reading: - Shein Promised to Have a Big U.S. IPO. Its China Roots Got in the Way.  - Fast-Fashion Giant Shein Files to Go Public  Further Listening: - Shein Took Over Fast Fashion. Then Came the Backlash.  - The Mysterious CEO Leading Shein to an IPO  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 10, 2024

    Trillion Dollar Shot, Episode 4: The Disruptors

    Trillion Dollar Shot, Episode 4: The Disruptors
    The rising popularity of GLP-1 drugs could cause all kinds of ripple effects. According to one estimate, 9% of the U.S. population could be on Ozempic or similar medications by 2030. Meanwhile, drugmakers are already developing the next generation of weight-loss drugs and researchers are studying the possible health benefits beyond weight loss and diabetes, including addiction. In the final episode of our series we ask: What could all this development mean for businesses, from the food sector to airlines? And who wins and who loses in the post-Ozempic economy? Guests include: David Ricks, CEO of Eli Lilly; and Mehdi Farokhnia, an addiction researcher at the National Institutes of Health. Listen to Episodes 1, 2 and 3 of “Trillion Dollar Shot” here.  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 09, 2024

    ‘It Came out of Nowhere’: The Rise of Dr Pepper

    ‘It Came out of Nowhere’: The Rise of Dr Pepper
    There is a new contender in the cola wars, and it isn’t a cola. It’s Dr Pepper. WSJ’s Jennifer Maloney unpacks how after decades as a distant competitor, Dr Pepper has climbed the soda ranks with help from hefty marketing, novel flavors and TikTok videos. Further Reading: - Dr Pepper Ties Pepsi as America’s No. 2 Soda Further Listening: - The Agony and Ecstasy of Tab  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 07, 2024

    Why Biden Is Cracking Down on Asylum at the Border

    Why Biden Is Cracking Down on Asylum at the Border
    President Biden unveiled a last-ditch effort to lower illegal crossings at the southern border this week. The move focuses on asylum seekers, and the policy is similar to one that former President Trump tried in 2018. WSJ’s Michelle Hackman describes the policy and tries to answer the question: why now? Further Reading: -Biden Issues Executive Actions on Immigration: What to Know  Further Listening: -What the End of Title 42 Means for U.S. Immigration Policy  -What Trump's Immigration Restrictions Could Mean for the Economy  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 06, 2024

    Behind Closed Doors, Biden’s Age is Showing

    Behind Closed Doors, Biden’s Age is Showing
    For much of his career, Biden built a reputation as a master negotiator. He’s known for his detailed knowledge of issues—and for hitting his stride when the pressure was on. Now, 81-year-old Biden is the oldest person to hold the presidency. WSJ's Annie Linskey and Siobhan Hughes go behind closed doors where some who have worked with him describe a president who appears slower.  Further Reading: - Behind Closed Doors, Biden Shows Signs of Slipping  Further Listening: - Inside the White House's Scramble to Avert a Bigger Middle East War  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 05, 2024

    A Conversation with Alphabet’s Captain of Moonshots

    A Conversation with Alphabet’s Captain of Moonshots
    Astro Teller, the CEO of Aphabet’s X, runs a lab dedicated to solving some of the world’s most pressing problems while also coming up with viable businesses. After he spoke at the WSJ’s Future of Everything festival, we sat down with him to talk about A.I., self-driving cars, and the changing economy of tech. Further Watching: -Astro Teller’s Meaning of Life  Further Listening: -Google CEO Sundar Pichai on How AI Could Change Search  -The Future of Self-Driving Cars Is Here  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 04, 2024

    Mexico Has a New President. Will She Be Different?

    Mexico Has a New President. Will She Be Different?
    Claudia Sheinbaum, the former mayor of Mexico City, will become Mexico’s first female president. Sheinbaum has pledged to be a continuation of her predecessor, Andrés Manuel López Obrador. WSJ’s José de Córdoba explains the two politicians’ close ties, and what her administration could mean for Mexico-U.S. relations. Further Reading: - Claudia Sheinbaum Elected as Mexico’s First Female President  - The Most Dangerous Job in Mexican Politics: Running for Mayor  Further Listening: - Texas Took On Border Security. Is It Working?  - When the Drug Cartel Takes Over  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 03, 2024

    Trillion Dollar Shot, Episode 3: Brad

    Trillion Dollar Shot, Episode 3: Brad
    Bradley Olson has tried a lot of different diets over his 20-year weight-loss journey, including popular programs like WeightWatchers. But nothing was as successful for him as Mounjaro, one in a new class of drugs that people are taking for weight loss.  In this episode, Brad talks about his experience on the medicine and grapples with everything the drug couldn’t fix, from his self image to our food system. He confronts the ghosts of diets past and wades into the larger cultural conversation around weight loss. Guests include: Gary Foster from WeightWatchers; Virgie Tovar, a body positivity advocate; Dr. Robert Lustig, an endocrinologist.  Listen to Episodes 1 and 2 of “Trillion Dollar Shot” now.  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enJune 02, 2024

    The Origin Story of Trump's Guilty Verdict

    The Origin Story of Trump's Guilty Verdict
    A New York jury has found former President Donald Trump guilty on 34 charges. WSJ reporter Joe Palazzolo recalls the original investigation that eventually led to Thursday's conviction, and legal reporter Corinne Ramey describes the scene as the verdict came down. Further Reading: - Nine Memorable Moments From Donald Trump’s Hush-Money Trial  - A History of WSJ’s Hush-Money Investigation  Further Listening: - Donald Trump’s First Criminal Trial Is Underway  Learn more about your ad choices. Visit megaphone.fm/adchoices
    The Journal.
    enMay 31, 2024