Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive into the world of biotech with fresh insights, sharp analysis, and the stories that are shaping the future of health. Whether you’re an industry insider, an investor, or just biotech-curious, we’ve got something for you.
We are now publishing 7x per week according to the following cadence:
Mondays: Stock Analysis & Biotech Catalysts
Tuesdays: Biotech hot topics (X-article)
Wednesdays: Podcast
Thursdays: Public & Private Biotech Markets
Fridays: Your Weekly Biotech Fix
Saturdays: Podcast
Sundays: Biotech Strategic Topics
We are also publishing unique content on X - be sure to follow up if you are not already @BowTiedBiotech. And to check-out the archive of our work on X you can find it on our website at: BowtiedBiotech.subtack.com/x-articles.
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In this episode, we explore the evolving obesity therapeutics market, where innovation and investment are surging at an unprecedented pace. The question on everyone's mind: Is the market becoming too crowded? At first glance, the influx of competitors might signal potential disruption for market leaders Eli Lilly ($LLY) and Novo Nordisk ($NVO). However, a deeper dive into their positioning and next-generation pipelines reveals a different story—one where these two giants are poised to maintain their duopoly well into the next decade. From groundbreaking assets like Lilly’s orforglipron and Novo’s cagrisema to the commercial barriers that keep competitors at bay, we’ll unpack the dynamics shaping this market. Along the way, we’ll explore the role of capital, the risks of herd mentality in biotech investment, and the strategic moves that separate market leaders from the rest. Whether you're an investor, a scientist, or simply biotech-curious, this episode will provide fresh insights into the race to reshape obesity care.
📣🎙️ TODAY’S POCAST:
[ 0:00 ] Welcome to BowtiedBiotech
[ 0:33 ] Obesity market overview
[ 1:01 ] Lilly and Novo’s dominance
[ 2:22 ] Next-gen therapies
[ 3:50 ] Mega-Newco Financings: Verdiva and Metsera
[ 6:20 ] Oral GLP-1: Challenges and potential
[ 8:30 ] BioAge failure: Risks in obesity R&D
[ 9:33 ] Barriers: Manufacturing, rebates, and trials
[ 10:28 ] Clinical differentiation
[ 11:11 ] Patient considerations
[ 15:08 ] Investor takeaways
[ 17:05 ] Future of obesity care
CONCLUSION
We hope you are enjoying our first leap into the podcast world! Instead of waiting until everything is perfect, we’re diving in and will continue improving as we go. Feel free to send us your suggestions, feedback, or constructive criticism—we’d love to hear from you!
As a reminder, if looking to go deeper into the topics we cover check out our website BowTiedBiotech.com, or DM us on twitter, or email us: bowtiedbiotech@gmail.com
ABOUT BOWTIEDBIOTECH
As a reminder, the purpose of the BowTiedBiotech substack is two-fold. Primarily, we aim to provide our scientist audience the tools to build a biotech company and ultimately translate their ideas into medicines for patients. Secondarily, biotech investors may find this substack useful as we will be providing weekly market updates of the public AND private markets as well as heavily leveraging current financing events as teaching examples.
DISCLAIMER
None of this is to be deemed legal or financial advice of any kind. All updates are sourced from publicly available disclosures. Insights are *opinions* written by an anonymous cartoon/scientist/investor.
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