If you are uncomfortable with the current valuations of LLY and NVO (dont be, theyre fine), I would recommend looking into more downstream effects where tailwinds provided by these drugs may not be priced in to expectations by the market and/or consensus estimates yet
GLP1 receptor agonist medications (like Wegovy and Zepbound) extend this activity, with newer agents lasting five to seven days
Nat Med (2011) 17(11):14819.10.1038/nm.2513 48 LimGEHuangGJFloraNLeRoithDRhodesCJBrubakerPL
A new preclinical study at Northwestern Universitys Feinberg School of Medicine found that disrupting complex I function in mouse dopaminergic neurons led to progressive PD-related motor deficits, with loss of dopamine release in the substantia nigra being critical for motor deficits (40)
Patients with favorable GLP1R variants often experience robust appetite suppression on semaglutide alone, potentially making naltrexone addition unnecessary
doi: 10.1038/s41467-024-49655-6