The Index › Metabolic medicine
Whose science sits close to the new drugs?
The companies whose science, in peptides and hormone medicine, sits close to the new drugs.
The waterfall's proof point: Metabolic medicine: laboratory throughput is the productivity lift's nearest proof point, and it reports in pipeline data on a clock of quarters.
Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.
What would prove us wrong
Productivity jumps much sooner than we expect, or adoption stops spreading.
Review 2027-12-31 · check: BLS Productivity and Costs (quarterly); Census Bureau Business Trends and Outlook Survey. · the claim's page
Reports next, in this group
Ascendis Pharma11 Nov · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| Ascendis Pharma ASND |
Ascendis Pharma sells approved medicines and develops others using its TransCon technology, which applies to proven parent drugs. | 11 Nov · expected, per Nasdaq |
| Telix Pharmaceuticals TLX |
Telix Pharmaceuticals develops radiopharmaceuticals, cancer drugs that pair a radioactive atom with a molecule that guides it to tumours. | not yet announced |
Showing 2 of 2 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door
Who works on longer, healthier lives? · Who makes the new weight-loss drugs? · Who supplies the making and delivery of the drugs?