https://www.reuters.com/business/he...-with-bets-weight-loss-treatments-2026-07-07/
Maybe within the coming 1-2 years.
Maybe within the coming 1-2 years.
GLP-1 market could see a wave of new entrants before long
- Thread starter CMA Pooky
- Start date
So many of the medications mentioned in that piece only deliver modest reductions—10-15%—which strikes me as odd. How do they figure these will be able to hold their own? My guess is it comes down to cost, since otherwise there’d be no reason for anyone to choose them over Sema, Tirz or Reta. Appreciate the share.
My guess is that a large share of these treatments will come in oral form and cost less. As for the injectable options, they'll likely move toward fewer shots - perhaps just 1 per month.
At the moment, the big three are focused almost entirely on losing weight, but what comes next will lean much more toward long-term maintenance.
eidos
Explorer
This trend ought to speed up further once drugmakers develop expertise in molecular design. On the manufacturing side, things are already quite mature. What remains open to improvement is efficacy, how many targets can be hit at once, fewer adverse effects, and the formulation (how often it is taken, the dose, and the galenic form).
To illustrate how enormous the scale is: combining the 20 natural proteinogenic amino acids with the dozen or so modified amino acids typically found in our favorite peptides yields over 10^50 conceivable sequences for peptides of 40 units.
My impression is that this exceeds the star count of the universe. There is ample space left for additional discoveries.
The article refers to investments ranging from 2 billion to 20 billion. Measured against the current overall market turnover, that amounts to 3 days and one month. Once you are earning the value of a factory every month, a bank is no longer even necessary for investing.
To illustrate how enormous the scale is: combining the 20 natural proteinogenic amino acids with the dozen or so modified amino acids typically found in our favorite peptides yields over 10^50 conceivable sequences for peptides of 40 units.
My impression is that this exceeds the star count of the universe. There is ample space left for additional discoveries.
The article refers to investments ranging from 2 billion to 20 billion. Measured against the current overall market turnover, that amounts to 3 days and one month. Once you are earning the value of a factory every month, a bank is no longer even necessary for investing.
It surprises me how many peptides are considered "popular" even though their effects are far weaker than those of GLP1s.
Compared with GLP1s, they simply do not appear to deliver results on the same level.
I am curious what the next peptide with the best "bang for your buck" will aim at, aside from weight loss.
eidos
Explorer
@Skidude
My idea centers on an endorphin-based approach. It would need a longer duration and the ability to pass through the blood-brain barrier. Met-enkephalin is a pentapeptide: Tyr-Gly-Gly-Phe-Met.
A sex-focused one, "for sure."
Perhaps certain nootropics, so someone could resemble the Mentats in Dune, or the Spice.
My idea centers on an endorphin-based approach. It would need a longer duration and the ability to pass through the blood-brain barrier. Met-enkephalin is a pentapeptide: Tyr-Gly-Gly-Phe-Met.
A sex-focused one, "for sure."
Perhaps certain nootropics, so someone could resemble the Mentats in Dune, or the Spice.
ToeMittens
Explorer
I missed that...
greenwave1015
Explorer
A wider range of choices means lower costs across the board
Absolutely!
Absolutely!
Within roughly 2 years, the period when Novo and EL could charge patients exorbitant amounts for enormous gains will come to an end. Innovation and profit are things I support, yet their conduct has been outrageous.
They did, however, succeed in one area: exposing a large number of people to the grey market. Had EL not been driven by such greed, I would never have looked into the grey market or the other peptide choices.