A New Frontier in the Treatment of Diabetes and Obesity
Polen Capital Portfolio Managers unpack the investment and public health opportunities they see in the emerging class of GLP-1 drug.
Recent pharmaceutical breakthroughs have sparked optimism in the treatment of diabetes and obesity, conditions that affect millions worldwide. While our Large Company Growth investment team is encouraged by the results of recent studies, they also note that the path forward may not be a linear one.
Video Highlights
- 0:47 Why the term “diabesity” can be misleading
- 1:57 Challenging cultural beliefs around obesity
- 3:32 The hefty price tag of GLP-1 drugs: will payers reimburse?
- 7:57 Fits and starts on the path to growth
- 10:11 Future competitive dynamics
- 13:03 The knock-on effects for other businesses
It’s still very early days. If we’re right about how big the opportunity
really is, there’s still a long runway of growth.
Important Disclosures
This information is provided for illustrative purposes only. Opinions and views expressed constitute the judgment of Polen Capital as of February 2024 and may involve a number of assumptions and estimates which are not guaranteed and are subject to change without notice or update. Although the information and any opinions or views given have been obtained from or based on sources believed to be reliable, no warranty or representation is made as to their correctness, completeness or accuracy.
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Eli Lilly is a holding in Polen’s Focus Growth portfolio as of December 31, 2023. Novo Nordisk is a holding in Polen’s Focus Growth, Global Growth, and International Growth portfolios as of December 31, 2023.
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