The fight against chronic metabolic disease is shifting fast. In the U.S., millions of patients who struggle to afford life-changing treatments like Ozempic may finally see a breakthrough, as Novo Nordisk opens new, cheaper access points for those without insurance.
And just as the affordability conversation takes center stage, another milestone arrives: the FDA has given its nod to GLP-1 receptor targeting for fatty liver disease, approving Novo Nordisk’s Wegovy as only the second-ever treatment for MASH.
What does this mean for patients, healthcare systems, and the future of metabolic medicine?
Join Dan Koh and Audrey Siek as they unpack as they break down what this means for Novo’s growth trajectory, how it impacts competitors, and why the GLP-1 category is fast becoming one of the most important stories in healthcare investing.
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Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek