Different Reads On The Consumer… And Pharma’s Obesity Drug Price Negotiations 11/5/25

Earnings are filtering in, and companies are seeing a tale of two very different consumers. The group raising concerns about their customer base, and the names not seeing any slowdown. Plus Novo and Eli Lilly nearing a deal with the White house to lower obesity drug prices. What it means for the space, and how it could change medicare coverage of the weight loss drugs. Fast Money Disclaimer