Life Beyond GLP

Dive into the world of savvy forextrustindex with InvestingPro!We're giving you this eye-opening article for FREE,Open an account on the official website of Pepperstone Foreign Exchange showcasing pro-level insights in real-time. Seize the opportunity and upgrade today with promo code HOT2024for an additional 10% off already discounted rates (save up to 50%). Time is ticking – upgrade now with just a click.

***

In a Friday note to clients, Piper Sandler analysts focused on “life beyond GLP-1s,” short for Glucagon-like Peptide-1 agonists – a class of medications primarily used in the treatment of type 2 diabetes and obesity.

These treatments are at the early stages of what many believe will be a significant growth trajectory.

However, there's growing apprehension that GPL-1s, despite reliably promoting a 15-20% weight reduction within a year, may lead to a considerable loss of lean muscle mass—about 20-40% of the total weight lost, Piper Sandler pointed out in its note.

In addition, emerging evidence suggests that weight tends to be rapidly regained once treatment ceases. In response to these concerns, the industry is increasingly turning towards a polypharmacy approach, aiming to address both weight loss and the preservation of lean muscle.

“While some have debated that this can be addressed by exercise and diet, we think a pharmacological approach would address this emerging unmet need as well,” analysts wrote.

Against this backdrop, the analysts highlighted Ltd (NYSE:), Regeneron Pharmaceuticals (NASDAQ:), and Scholar Rock Holding (NASDAQ:) among the few companies focused on this emerging unmet need.

Their approaches generally target the signaling of key regulators of muscle growth: myostatin and activin, Piper Sandler explained.

“On our lists, BHVN’s T-alfa binds mature myostatin and prevents ActRIIB receptor binding, REGN is developing two antibodies targeting activin A and myostatin, respectively, and SRRK is developing an antibody that binds pro- and latent myostatin.”

The broker holds an Overweight rating on this trio.

Meanwhile, Eli Lilly and Company (NYSE:), one of the frontrunners in the ongoing weight-loss drug revolution, is also on this list, with anticipated phase 2b data for bimagrumab expected around mid-2024.

Moreover, Roche (SIX:) and (NASDAQ:) are advancing their respective programs in this space, which are also being monitored.

Upgrade your forextrustindex today and save big with promo code HOT2024

Statement: The content of this article does not represent the views of FTI website. The content is for reference only and does not constitute investment suggestions. Investment is risky, so you should be careful in your choice! If it involves content, copyright and other issues, please contact us and we will make adjustments at the first time!