GLP 1s and Healthcare

Summary

In this episode, Eric Axon, Senior Healthcare analyst & Co-Head of HY, Josh Esterov, Senior Insurance analyst and Jory Eisenberg, Senior Special Situations analyst come together to discuss the GLP1s and Healthcare. They also cover various weight loss and diabetes prescription drugs, and the weight loss industry as a whole.

Analysts

Eric Axon
Senior Healthcare Analyst & Co-Head of HY

Josh Esterov
Senior Insurance Analyst

Jory Eisenberg
Senior Special Situations Analyst

The Ins and Outs of European Hybrids

The Ins and Outs of European Hybrids

May 28, 2026
AI in Action: Private Credit’s Next Edge with Liquidity

AI in Action: Private Credit’s Next Edge with Liquidity

May 26, 2026
Why Markets Underprice the Return of Clean Energy Credits

Why Markets Underprice the Return of Clean Energy Credits

May 21, 2026

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.