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Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23

The Exchange

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Is the Treatment of Obesity a Catalyst for Biotech?

We are suddenly talking about obesity drugs in a way that certainly I have not ever noticed. We're seeing 20 to 30% weight loss, which is really unheard of. And at some point, we'll mirror what we can achieve with bariatric surgery. So I think the treatment of obesity is a huge tailwind for the pharmaceutical sector.

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