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Biotech
Metabolic medicine and the longevity bet
The GLP-1 obesity supercycle is one of the most-cited themes of the decade, with knock-on effects rippling across food, devices, and health systems. Behind it sits a deeper bet on metabolic disease and longevity.
We track the incumbents and the clinical-stage challengers chasing them.
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16 companies
Amgen Inc.AMGN
Market cap$182B
Conviction5 / 5
GLP-1Obesity
Read profileEli Lilly and CompanyLLY
Market cap$985B
Conviction5 / 5
GLP-1Obesity
Read profileLantheus Holdings, Inc.LNTH
Market cap$6.5B
Conviction5 / 5
Radiopharmaceuticals
Read profileVertex Pharmaceuticals IncorporatedVRTX
Market cap$114B
Conviction5 / 5
Gene editing
Read profileCRISPR Therapeutics AGCRSP
Market cap$5.4B
Conviction4 / 5
Gene editing
Read profileNovo Nordisk A/SNVO
Market cap$202B
Conviction4 / 5
GLP-1Obesity
Read profileTempus AI, Inc.TEM
Market cap$9.1B
Conviction4 / 5
AI drug discovery
Read profileTelix Pharmaceuticals LimitedTLX
Market cap$3.2B
Conviction4 / 5
Radiopharmaceuticals
Read profileBeam Therapeutics Inc.BEAM
Market cap$3.4B
Conviction3 / 5
Gene editing
Read profileStructure Therapeutics Inc.GPCR
Market cap$2.8B
Conviction3 / 5
ObesityGLP-1
Read profileIntellia Therapeutics, Inc.NTLA
Market cap$2.0B
Conviction3 / 5
Gene editing
Read profileRecursion Pharmaceuticals, Inc.RXRX
Market cap$1.9B
Conviction3 / 5
AI drug discovery
Read profileSchrödinger, Inc.SDGR
Market cap$1.1B
Conviction3 / 5
AI drug discovery
Read profileScholar Rock Holding CorporationSRRK
Market cap$5.9B
Conviction3 / 5
Metabolic disease
Read profileViking Therapeutics, Inc.VKTX
Market cap$3.8B
Conviction3 / 5
ObesityMetabolic disease
Read profileAbsci CorporationABSI
Market cap$1.1B
Conviction2 / 5
AI drug discovery
Read profile