Episode 108

On this week’s episode, hosts Chris Garabedian, Brad Loncar, Tim Opler, Dawn Bell, John Maraganore and Eric Schmidt provide a deep dive into the obesity, diabetes and cardiometabolic space, beginning with an overview of the key findings in Stifel’s latest obesity report. The hosts also provide a recap of ADA and EASD abstract highlights and take a look at the next wave of injectable therapies and the trends in consumerization and access. They also discuss Pfizer’s update on its once daily oral GLP-1 pill as well as recent reports on patients discontinuing GLP-1 drugs in two years and GLP-1s for obesity-related cancers. Shifting gears, the hosts spotlight a report on the evolving pharma landscape and the future landscape of the blockbuster drug category. In deals of the week, the group discusses Eli Lilly agreeing to buy Morphic for $3.2 billion and Flagship’s new $3.6 billion fund. In data news, the hosts cover Roche’s setback with its pivotal TIGIT trial, uniQure’s positive data for its Huntington’s gene therapy and IDEAYA’s positive interim phase 2 MAT2a data. *This episode aired on July 12, 2024.