GLP-1s and the blockbuster drugs associated with them are on the top of everyone’s investment watchlist in 2024.
In the latest installment of the Baron Capital Thought Leadership Forum, portfolio managers Neal Kaufman and Josh Riegelhaupt, and research analyst Wendy Lin explain how GLP-1s work, their transformative impact on the medical approach to weight loss, and the implications for growth companies leading in the production of GLP-1 drugs.
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - Introduction
1:59 - GLP-1s...Largest Drug Class Ever?
2:58 - U.S. Obesity Crisis
4:53 - What are GLP-1s? How Do They Work?
9:30 - Do GLP-1s Lead to Weight Loss?
11:15 - Are GLP-1s Safe?
13:02 - How Much Do GLP-1s Cost?
16:15 - How Big is the Opportunity?
19:43 - Companies Benefiting from GLP-1s
25:35 - Other Companies to Watch
▬ Audience Q&A
27:28 - What Happens if Stop Taking GLP-1s?
28:50 - Do GLP-1s Lead to Muscle Loss?
31:49 - Likelihood of Insurance Coverage
33:05 - Medicare Coverage…Why/Why Not?
34:27 - Risk of Gastroparesis
36:20 - GLP-1s for Cosmetic Weight Loss
38:51 - Will Existing Obesity Treatments Become Obsolete
43:07 - GLP-1 Side Effects
44:15 - Generics
46:40 - Lack of Insurance Coverage and Way Forward
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