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How to understand the sharp price drop of GLP-1 weight loss drugs? Goldman Sachs: Strategic "price-for-volume", Eli Lilly has the advantage, Novo Nordisk faces pressure.

How to understand the sharp price drop of GLP-1 weight loss drugs? Goldman Sachs: Strategic "price-for-volume", Eli Lilly has the advantage, Novo Nordisk faces pressure.

Recently, Eli Lilly and Novo Nordisk reached a major agreement with the U.S. government to significantly reduce the price of GLP-1 weight-loss drugs. Goldman Sachs believes this is essentially a strategic "price-for-volume" deal; although the price cuts were sharper than expected, the tremendous potential for increased sales
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"Anti-involution" gains momentum! Supply cleared + valuations bottomed out: Is the spring for the chemical sector coming?

"Anti-involution" gains momentum! Supply cleared + valuations bottomed out: Is the spring for the chemical sector coming?

Amid the resonance of anticipated demand recovery and industry self-discipline, the long-slumbering chemical industry is beginning to show signs of a cyclical reversal. On Monday, November 10, the phosphorus chemical sector continued last week’s strong performance, with Chengxing Co. achieving three consecutive rising sessions. Stocks such as Yuntu Holdings
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