Biotech Values

[dewophile]

Results for the GLP-1/GIP agonist coming before end of Q12023. I was mostly thinking about this as a sideshow but analysts are weirdly excited about it?

One of the few PFE calls I listened to last year was dominated by analysts asking about their oral GLP-1 agonists (interestingly they had 2 they were progressing at the time one with more favorable pK amd the other slightly more advamced IIRC)
I think it’s just the sheer size of the commercial opportunity. Analysts are talking 15-25B in annual sales for LLY’s dual agonist and it can’t even be dosed orally