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Summary
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
Moderator
S&P Global Market Intelligence
Melissa Otto, CFA
S&P Global Market Intelligence
Head of Visible Alpha Research
Melissa is Head of Head of Visible Alpha Research. She spent 20+ years as an equity analyst and portfolio manager. At TIAA/Nuveen, Melissa specialized in covering global technology and consumer stocks and the Pan-Asia region. She also managed one of Fidelity's equity research teams as a director of research. In addition to her equity investing career, Melissa worked directly with software engineering teams at Bloomberg, Microsoft, and MSCI building cloud-based solutions to centralize and aggregate critical investment data for investors. Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management.
Speakers
Questions?
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