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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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33 companies
Alnylam Pharmaceuticals, Inc.ALNY
Market cap$33B
Conviction5 / 5
RNA therapeuticsMetabolic disease
Read profileNovartis AGNVS
Market cap$271B
Conviction5 / 5
RadiopharmaceuticalsRNA therapeutics
Read profileVertex Pharmaceuticals IncorporatedVRTX
Market cap$131B
Conviction5 / 5
Gene editing
Read profileAmgen Inc.AMGN
Market cap$220B
Conviction5 / 5
GLP-1Obesity
Read profileEli Lilly and CompanyLLY
Market cap$1.0T
Conviction5 / 5
GLP-1Obesity
Read profileLantheus Holdings, Inc.LNTH
Market cap$6.5B
Conviction4 / 5
Radiopharmaceuticals
Read profileAstraZeneca PLCAZN
Market cap$253B
Conviction4 / 5
Metabolic disease
Read profileRegeneron Pharmaceuticals, Inc.REGN
Market cap$81B
Conviction4 / 5
Metabolic disease
Read profileMadrigal Pharmaceuticals, Inc.MDGL
Market cap$12B
Conviction4 / 5
Metabolic diseaseObesity
Read profileBachem Holding AGBANB
Market cap$7.6B
Conviction4 / 5
GLP-1Metabolic disease
Read profileNovo Nordisk A/SNVO
Market cap$128B
Conviction4 / 5
GLP-1Obesity
Read profileCRISPR Therapeutics AGCRSP
Market cap$5.4B
Conviction4 / 5
Gene editing
Read profileTempus AI, Inc.TEM
Market cap$13B
Conviction4 / 5
AI drug discovery
Read profileTelix Pharmaceuticals LimitedTLX
Market cap$3.8B
Conviction4 / 5
Radiopharmaceuticals
Read profileXaira Therapeutics, Inc.Private
Market cap—
Conviction4 / 5
AI drug discovery
Read profileLegend Biotech CorporationLEGN
Market cap$3.6B
Conviction3 / 5
Cell therapy
Read profileKymera Therapeutics, Inc.KYMR
Market cap$9.5B
Conviction3 / 5
Targeted protein degradation
Read profileSchrödinger, Inc.SDGR
Market cap$1.9B
Conviction3 / 5
AI drug discovery
Read profileGilead Sciences, Inc.GILD
Market cap$188B
Conviction3 / 5
Metabolic disease
Read profileIllumina, Inc.ILMN
Market cap$39B
Conviction3 / 5
AI drug discovery
Read profilePfizer Inc.PFE
Market cap$161B
Conviction3 / 5
Obesity
Read profileIsomorphic Labs LimitedPrivate
Market cap—
Conviction3 / 5
AI drug discovery
Read profileViking Therapeutics, Inc.VKTX
Market cap$4.9B
Conviction3 / 5
ObesityMetabolic disease
Read profileZealand Pharma A/SZEAL
Market cap$2.8B
Conviction3 / 5
ObesityGLP-1
Read profileArvinas, Inc.ARVN
Market cap$512M
Conviction3 / 5
Targeted protein degradation
Read profileBeam Therapeutics Inc.BEAM
Market cap$2.5B
Conviction3 / 5
Gene editing
Read profilePerspective Therapeutics, Inc.CATX
Market cap$299M
Conviction3 / 5
Radiopharmaceuticals
Read profileIntellia Therapeutics, Inc.NTLA
Market cap$1.7B
Conviction3 / 5
Gene editing
Read profileRecursion Pharmaceuticals, Inc.RXRX
Market cap$2.0B
Conviction3 / 5
AI drug discovery
Read profileModerna, Inc.MRNA
Market cap$73B
Conviction3 / 5
AI drug discovery
Read profileStructure Therapeutics Inc.GPCR
Market cap$2.6B
Conviction2 / 5
ObesityGLP-1
Read profileScholar Rock Holding CorporationSRRK
Market cap$6.1B
Conviction2 / 5
Metabolic disease
Read profileAbsci CorporationABSI
Market cap$1.7B
Conviction1 / 5
AI drug discovery
Read profile