GLP-1 Medications

November starts with positive market momentum driven by AI optimism and potential US-China trade easing. Key events include Supreme Court hearing on Trump’s tariffs and earnings reports from major companies. Berkshire Hathaway’s cash reserves hit a record $381.6 billion. Big Tech’s ad revenue surpasses expectations with continued AI investments. Emergency funds maintain SNAP benefits amid government shutdown. Eli Lilly and Novo Nordisk face competition in the weight loss drug market. The week is packed with economic data and earnings releases.

WTW’s 2025 survey reveals U.S. employers anticipate a 9.1% rise in healthcare costs for 2026, driven by specialty drugs, GLP-1 medications, and chronic conditions. In response, 59% plan cost-saving measures like vendor management and alternative plan designs. A significant 75% will re-evaluate pharmacy benefit managers. While 57% cover GLP-1s for weight loss, some consider removing coverage. 80% expect AI to transform healthcare benefits management within three years, improving navigation and personalization.