VOL. 01 · ISSUE 04 · SUNDAY
The Meridian Dispatch
From the Meridian Consensus Editorial Committee
Three things shifted in the catalogue this week. Two are sector-specific; one is methodological and applies across every report we publish.
First, the GLP-1 receptor-agonist sector saw a vintage refresh triggered by Q1 earnings. The headline TAM moved from $58B to $61.4B; the divergence between our three evidence paths narrowed by 8%. The full revision note is filed at /markets/glp-1-receptor-agonists/revisions.
Second, EV battery: a regulatory action in the EU is the kind of event that triggers an early refresh under our standards rather than waiting for the 90-day cadence. Look for that report to update by mid-week.
Third, and this is the methodological note, we've added an evidence sub-class for ‘regulatory guidance documents’ below the regulatory-filing tier. The rationale is published at /methodology and dated. No prior figures change as a result; the change applies to the next vintage of every published report.
, M.E.
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