Calls
3
Geoff Meacham
Head of Healthcare Research, Citi
Win Rate
66.7%
return
+3.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 09
$124.37
+27.1%
Meacham says a key theme from large-cap biopharma management teams is that policy noise and negative policy headlines should be quieter than last year. Getting confirmation that there are no new negative policy worries would be a big deal for the biopharma group.
Thematic ETFs
Long
Jan 09
$1064.00
+8.3%
Meacham expects Novo Nordisk versus Eli Lilly competition in GLP-1/obesity to remain dramatic this year, but he views it as not a zero-sum game. Broader access from the Medicare/Medicaid agreement reached with the White House last fall should drive much greater utilization for both companies' medicines, so both Novo and Lilly can gain share this year.
GLP-1 / Obesity
Long
Jan 09
$59.00
-26.5%
Meacham expects Novo Nordisk versus Eli Lilly competition in GLP-1/obesity to remain dramatic this year, but he views it as not a zero-sum game. Broader access from the Medicare/Medicaid agreement reached with the White House last fall should drive much greater utilization for both companies' medicines, so both Novo and Lilly can gain share this year.
GLP-1 / Obesity
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Geoff Meacham has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: NVO, LLY, XBI.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
