Where the GLP-1 renaissance will take us next

23 October 2024

Life science investors can be divided into two groups: those who bought Novo Nordisk (NOV: N) stock before GLP-1s hit the big time, and those who wish they had.

Bolstered by the success of semaglutide under various brands, the company's market capitalization has soared by approximately 430% in the past five years to exceed the GDP of its home country, Denmark.

We have come a long way from the time when GLP-1s first gained prominence, as a type 2 diabetes treatment, in the 1990s. And from their transition to obesity wonderdrug and beyond, the class still has a long way to go.

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