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Description
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

Employers are largely accepting the use of GLP-1s for diabetes and weight loss

Real-world weight change, adherence, and discontinuation among patients with type 2 diabetes initiating glucagon-like peptide-1 receptor agonists in the UK

MeAgain keeps food logs and side-effect logs on the same timeline so you can review a rough week and see what you ate, when symptoms hit, and how dose timing fit in

Even if GLP-1 and GIP secretion are present in these scenarios, both hormones usually have decreased effectiveness
This is more manageable than targeting based on total weight