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S& Global Platts Crude & Refined Products Market
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GLP-1 Drugs at a Crossroads: Analyzing Market Dynamics and Growth Potential
Duration: 1 hour
Join our upcoming webinar exploring the current status of GLP-1 drugs and their earnings outlook for the year. While GLP-1s have seen explosive growth since their advent, the class has also seen several recent setbacks, including Cagrisema Phase 3 weight loss data, and LLY's below-consensus sales for Mounjaro and Zepbound. There remains a wide variance of views on the GLP-1 class of drugs, with some analysts continuing to see a large untapped market, while others believe expectations have gotten too high.
Topics of discussions will include:
- Whether LLY's sales preannouncement was simply a shift in the launch curve or a lowering of the TAM for GLP-1s, and the evidence for it
- Cagrisema's Ph3 results and how that might impact the outlook for the next wave of GLP-1s
- GLP-1s with the largest revisions and other upcoming drugs in the space to watch
- Expectations around the market share dynamics within the landscape
Speakers
Simon Baker
Head of Global Biopharma Research
Redburn Atlantic
Rajesh Kumar
Head European Life Sciences & Healthcare Research
HSBC
Melissa Otto (Moderator)
Head of Visible Alpha Research
S&P Global Market Intelligence
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GLP-1 Drugs at a Crossroads: Analyzing Market Dynamics and Growth Potential
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