Episode Details
Back to Episodes
Companies To Watch: Obesity drugs, GLP-1s & pharma’s next billion-dollar bet
Published 10 months, 1 week ago
Description
Big Pharma just rewrote the rulebook in the obesity-treatment race. Pfizer has won the bidding for Metsera after a showdown with Novo Nordisk.
Dan Koh and Emaad Akhtar unpack how this US$10 billion move signals a pivot into GLP-1 drugs, why Novo walked away and what it all means for investors tracking the next trillion-dollar health-tech frontier.
See omnystudio.com/listener for privacy information.