GLP-1 Drugs at a Crossroads: Analyzing Market Dynamics and Growth Potential

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