Takeaways

Takeaways

Since I did not physically attend JPM I cannot say for sure that the conference is back to its former glory. However, from a news flow perspective JPM 2024 was impressive yet also somewhat underwhelming. Everyone knew going in that the obesity market the fight between Lilly and Novo Nordisk would be the dominate story, which it was. Yes, everyone and we do mean everyone wants to join the fight against fat.

We also knew that Dexcom would pre-announce solid earnings and that Abbott thanks to their self-absorbed full of himself CEO Robert Ford would continue acting like . . .

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