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
- 4 hours ago
- 1 min read
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









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