The GLP-1 Demolition Derby


Source: seekingalpha.com seekingalpha.com

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Nata Serenko/Moment via Getty Images 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. As everyone knows, Novo Nordisk (NVO) has had a spectacular success with semaglutide (Ozempic/Wegovy), and its effects on weight loss have been established to an undeniable degree. Its effects on lots of other things are still under investigation - I've blogged about this before, and most certainly will again, because that's a wide and fast-developing field all its own. But sticking to weight loss,...