The $100 billion opportunity: How anti-obesit...

Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ...  عرض المزيد

Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors. Date of recording: February 19, 2026. The opinions and views expressed herein are as of the date of publication, subjec ...  عرض المزيد

It’s become a multibillion-dollar business: weight loss drugs. Demand is high, as is the cost. How did medications like Ozempic, Wegovy, Mounjaro and Zepbound become so popular and so profitable? And what kind of impact might they have on the future of food and healthcare? Dr. Sa ...  عرض المزيد

Antibiotics stopped providing big gains for pharmaceutical companies decades ago, but as bacteria become more resistant to drugs, the world needs new classes of antibiotics to be discovered if we want to prevent the next global health crisis.Dr Tina Joshi, Associate Professor of ...  عرض المزيد

Investors worry that anti-obesity drugs could dent demand for medical procedures and devices. Here’s what they could be missing.

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Welcome to Thoughts on the Market. I'm Patrick Wood, Morgan Stanley's MedTech analyst. And today, ...

How much harm has been done by decades of governments investing too little? Is buy-now-pay-later causing misery or joy for young shoppers? Are supermarkets cutting prices fast enough? Is Novo Nordisk’s anti obesity wonder drug Semaglutide the most important pharmaceutical discove ...  عرض المزيد