Replies to post #254279 on Biotech Values

[DewDiligence]

GLP-1 usage has seasonal pattern:

https://www.wsj.com/finance/stocks/are-weight-loss-drugs-like-gym-memberships-the-answer-is-worth-billions-3368ae3e

[DewDiligence]

Mounjaro/Zepbound LT safety question? Paper on anti-drug antibodies, including a small incidence of neutralizing antibodies against native GLP-1/GIP:

Interesting paper:

Tirzepatide immunogenicity post-treatment.

- >50% of pts develop ADA against TZP
- 2% has neutralizing Ab against TZP activity at GIPr & GLP1r
- MOST interestingly, 0.9% develop NAb against native GIP & 0.4% NAb against nGLP-1!https://t.co/2WANUFZpT8 pic.twitter.com/Reb1nVhy7f

— Jing Liang 🇺🇦 (@AppleHelix) March 12, 2025