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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$36B
Conviction5 / 5
RNA therapeuticsMetabolic disease
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Novartis AGNVS
Market cap$295B
Conviction5 / 5
RadiopharmaceuticalsRNA therapeutics
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97
Vertex Pharmaceuticals IncorporatedVRTX
Market cap$121B
Conviction5 / 5
Gene editing
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Amgen Inc.AMGN
Market cap$203B
Conviction5 / 5
GLP-1Obesity
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100
Eli Lilly and CompanyLLY
Market cap$1.1T
Conviction5 / 5
GLP-1Obesity
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Lantheus Holdings, Inc.LNTH
Market cap$6.8B
Conviction4 / 5
Radiopharmaceuticals
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95
AstraZeneca PLCAZN
Market cap$263B
Conviction4 / 5
Metabolic disease
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Regeneron Pharmaceuticals, Inc.REGN
Market cap$68B
Conviction4 / 5
Metabolic disease
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87
Madrigal Pharmaceuticals, Inc.MDGL
Market cap$13B
Conviction4 / 5
Metabolic diseaseObesity
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Bachem Holding AGBANB
Market cap$6.9B
Conviction4 / 5
GLP-1Metabolic disease
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99
Novo Nordisk A/SNVO
Market cap$163B
Conviction4 / 5
GLP-1Obesity
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93
CRISPR Therapeutics AGCRSP
Market cap$4.6B
Conviction4 / 5
Gene editing
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95
Tempus AI, Inc.TEM
Market cap$7.5B
Conviction4 / 5
AI drug discovery
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83
Telix Pharmaceuticals LimitedTLX
Market cap$3.5B
Conviction4 / 5
Radiopharmaceuticals
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Xaira Therapeutics, Inc.Private
Market cap—
Conviction4 / 5
AI drug discovery
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Legend Biotech CorporationLEGN
Market cap$4.3B
Conviction3 / 5
Cell therapy
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83
Kymera Therapeutics, Inc.KYMR
Market cap$9.1B
Conviction3 / 5
Targeted protein degradation
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76
Schrödinger, Inc.SDGR
Market cap$981M
Conviction3 / 5
AI drug discovery
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Gilead Sciences, Inc.GILD
Market cap$161B
Conviction3 / 5
Metabolic disease
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Illumina, Inc.ILMN
Market cap$29B
Conviction3 / 5
AI drug discovery
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Pfizer Inc.PFE
Market cap$140B
Conviction3 / 5
Obesity
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Isomorphic Labs LimitedPrivate
Market cap—
Conviction3 / 5
AI drug discovery
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Viking Therapeutics, Inc.VKTX
Market cap$4.0B
Conviction3 / 5
ObesityMetabolic disease
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Zealand Pharma A/SZEAL
Market cap$3.1B
Conviction3 / 5
ObesityGLP-1
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75
Arvinas, Inc.ARVN
Market cap$518M
Conviction3 / 5
Targeted protein degradation
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Beam Therapeutics Inc.BEAM
Market cap$2.6B
Conviction3 / 5
Gene editing
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Perspective Therapeutics, Inc.CATX
Market cap$332M
Conviction3 / 5
Radiopharmaceuticals
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Intellia Therapeutics, Inc.NTLA
Market cap$1.5B
Conviction3 / 5
Gene editing
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Recursion Pharmaceuticals, Inc.RXRX
Market cap$1.6B
Conviction3 / 5
AI drug discovery
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Moderna, Inc.MRNA
Market cap$21B
Conviction3 / 5
AI drug discovery
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Structure Therapeutics Inc.GPCR
Market cap$3.5B
Conviction2 / 5
ObesityGLP-1
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Scholar Rock Holding CorporationSRRK
Market cap$5.7B
Conviction2 / 5
Metabolic disease
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76
Absci CorporationABSI
Market cap$1.3B
Conviction1 / 5
AI drug discovery
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