Obesity Stole The Q3 Show

Novo Nordisk’s Wegovy/Ozempic and Lilly’s Mounjaro were third quarter standouts, but the exploding obesity category was a theme across many of the big pharma company earnings calls.

Weight loss
• Source: Shutterstock

Excitement over the potentially broad health benefits of glucagon-like peptide 1 (GLP-1) agonists and other new mechanisms for obesity and cardiovascular/metabolic conditions is spreading across the sector. The topic dominated the third quarter conference calls of the two market leaders in the therapeutic area, Novo Nordisk A/S and Eli Lilly and Company, but obesity was also a hot topic of discussion during investor calls by Pfizer Inc., Amgen, Inc. and AstraZeneca PLC, companies that are all vying to get into the lucrative market.

Altogether, it was a relatively quiet third quarter sales and earnings period for the top pharmaceutical manufacturers with no surprise...

More from Growth

When VC Steps Back: Finding Alternative Biotech Funding

 
• By 

The biotech funding landscape is undergoing a fundamental shift. With traditional VC becoming increasingly cautious and selective, industry executives are exploring new avenues for capital. Conversely, this evolution may ultimately benefit the sector's long-term sustainability.

Geopolitical Volatility Not Dimming A Healthy Mid-Term Outlook For Life Sciences Deals

 
• By 

New report by global law firm Taylor Wessing and Bayes Business School forecasts a steadily increasing volume of major life sciences M&A in the coming five years, but highlights concerns over cybersecurity and unrealistic valuations. Taylor Wessing partner Andrew Edge spoke to In Vivo.

Strategic Surprises: The Drugs That Rewrote The Forecasts

 

Many assets do not meet their pre-launch predictions, either exceeding or falling short of their forecast sales. In this article, In Vivo highlights several historic examples and the factors that influenced their unexpected performance.

Can Italy Shake Off Its Reputation And Become A Premier Hub For Biotech?

 
• By 

Leading industry experts have spoken to In Vivo about how investment, a change in mindset and a fresh approach to policy may allow Italy to kick-start its biotech ecosystem.

More from In Vivo

Podcast: Scancell’s Cancer Vaccine Progress With NHS Partnership

 
• By 

In the latest podcast interview, Phil L'Huillier, CEO of Scancell, discussed the company's work in cancer vaccine development, and its selection as the first British biotech to be a part of the NHS Cancer Vaccine Launch Pad.

Geopolitical Volatility Not Dimming A Healthy Mid-Term Outlook For Life Sciences Deals

 
• By 

New report by global law firm Taylor Wessing and Bayes Business School forecasts a steadily increasing volume of major life sciences M&A in the coming five years, but highlights concerns over cybersecurity and unrealistic valuations. Taylor Wessing partner Andrew Edge spoke to In Vivo.

Navigating the GLP-1 Opportunity In China: Strategic Imperatives For Western Pharma

 
• By 

The Chinese appetite for GLP-1s is noticeable. While the market opportunity for western pharma is huge, so are the strategic market access challenges, though not unsurmountable, L.E.K. Consulting told In Vivo.