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GLP-1 medications like Ozempic and Mounjaro are the gold standard in treating Type 2 diabetes and have become increasingly popular for weight loss

Tightening of pricing and market access, an increase in competitive intensity, unexpected safety signals, or manufacturing supply constraints within the GLP-1/GIP space could have a significant impact on their overall R&D returns

Previous research indicated a 22% improvement in cardiovascular outcomes, suggesting other modes of action of GLP-1 agonists

In animal studies, drugs such as Ozempic and Trulicity increased the risk of certain thyroid cancers, including a type called medullary thyroid carcinoma (MTC)

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doi: 10.1016/j.metabol.2021.154838 31 OppertJ-MCianguraCBellichaA
