AMGN - The GLP-1 Demolition Derby

2024-02-13 00:50:00 ET

Summary

• Let's take a look at the landscape for GLP-1 drug development (including the drugs that target associated hormones).
• Novo Nordisk has had a spectacular success with semaglutide (Ozempic/Wegovy), and its effects on weight loss have been established to an undeniable degree.
• If you go back a year or two, you had Eli Lilly working on an obesity approval for trizepatide (Mounjaro/Zepbound), which was already being vigorously prescribed off-label.

Let's take a look at the landscape for GLP-1 drug development (including the drugs that target associated hormones), because this hot area illustrates the fortunes of the drug business pretty vividly....

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