Michael Miller of TSCG joins The Real Deal's Deconstruct podcast to talk about how GLP-1 drugs could reshape demand for commercial property.
Recap by typeshit. Post by @trdny on X.
BMO's Evan Seigerman expects US share losses to weigh on Ozempic sales, while the 25% CagriSema figure comes from a post-hoc subgroup, not the full trial's 22.7%.
Beauty companies are reportedly exploring products aimed at facial changes linked to rapid weight loss on GLP-1 drugs.
A search page for retatrutide news with no specific story attached, so there is little new beyond recent coverage.
2:06:48
A live Q&A stream from DOWNSIZED taking viewer questions about GLP-1 medications, including Zepbound, Wegovy and Foundayo.
A retail broker ties GLP-1 drug habits, like drinking less and doing more Pilates, to shifts in which shops fill NYC retail space.
The REDEFINE 1 data covered 2,309 women, with placebo at 3%. In the REDEFINE 4 head-to-head, tirzepatide matched or slightly beat it.
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