Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
Eli Lilly seized control of the weight-loss market with its dual-agonist tirzepatide, pushing its US market share toward 60% and driving the company to a $1 trillion market capitalization.
The market is pricing linear adoption, yet real-world persistence and payer limits make GLP-1 economics a churn-driven reallocation of healthcare dollars.
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The 30-year Treasury yield climbed to 5.18% on Tuesday, reaching its highest level since 2007 as conflict in the Middle East fueled global inflation concerns.
Japan's economy grew at a 2.1% annualized rate in the first quarter, exceeding the 1.7% forecast on strong exports and consumption.
HFI Research warns that oil prices could surpass $150 a barrel if the Strait of Hormuz remains closed through early June.
Japan's annualized GDP grew 2.1% in the first quarter to beat estimates even as the Bank of Japan halved its full-year growth forecast to 0.5%.
