GLP1 Drugs and Oral Medications

One of the main topics discussed at the JPM Healthcare Conference was the growing interest in GLP1 drugs and oral medications. It was noted that oral drugs for diabetes treatment, such as those developed by Lily and Novo, are not primarily driven by patient preference for tablets over autoinjectors, but rather the high cost and availability of autoinjectors. The oral drugs are easier to manufacture, and there is a demand for them, with millions of potential patients. Another focus in the GLP1 space is finding combination drugs that prevent muscle loss during weight loss. Regeneron's acquisition of Versanis and their drug called the Migramad showed promising results in clinical trials, where patients lost body weight but also gained lean muscle mass.