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The price swings suggest a breakthrough would likely lead to a material share price advance
Heymsfield, Nutritional deficiencies and muscle loss in adults with type 2 diabetes using GLP-1 receptor agonists: A retrospective observational study, Obesity Pillars, Volume 15, 2025, 100186, ISSN 2667- 3681, McGlasson T, Green L, Kreider R and Jones R (2025) Investigating nutrient intake during use of glucagon-like peptide-1 receptor agonist: a cross-sectional study
New entrants to this market could drive prices down, but I worry that if a few companies continue to represent virtually all of the market, they will maintain their price discipline and the costs of these medications will leave them out of reach for many who could benefit from them
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