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Is this analyst the world's biggest bear on the weight loss space? After downgrading Lilly to a sell rating, HSBC's Rajesh Kumar discusses why he thinks pricing factors are being under-appreciated
Plus, discussions on key trial readouts outside of obesity: eplontersen, Lp(a), oral IL-23, and milvexian. Chapters Lilly - 0:48 Novo - 5:15 Zealand - 8:50 AstraZeneca / eplontersen - 10:44 Lp(a) / Novartis, Amgen, Lilly - 15:47 IL-23 / JNJ , Protagonist - 19:24 Milvexian / JNJ, Bristol 22:11 Note: A different division of HSBC, HSBC Innovation Banking, is a sponsor of BiotechTV
Apr 17
HSBC's Rajesh Kumar joins BiotechTV for Analyst Thursdays and talks PD-1xVEGF, obesity, European conglomerates, and more
Rajesh Kumar, HSBC's head of life sciences and healthcare equity research in London, talks Merck, Roche, Novo Nordisk, Lilly, Bayer, and...
Sep 12, 2024
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