The Index › Metabolic medicine
Who makes the new weight-loss drugs?
The companies that make, or are developing, the GLP-1 medicines for weight loss.
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
Dr. Reddy's23 Oct · expected, per Nasdaq
Viking Therapeutics28 Oct · expected, per Nasdaq
Eli Lilly29 Oct · expected, per Nasdaq
Amgen3 Nov · expected, per Nasdaq
Pfizer3 Nov · expected, per Nasdaq
| Company | What it sells | Reports next |
|---|---|---|
| Altimmune ALT |
Altimmune develops experimental drugs for obesity and liver disease. | 5 Nov · expected, per Nasdaq |
| Amgen AMGN |
Amgen sells biologic medicines such as ENBREL and Otezla. | 3 Nov · expected, per Nasdaq |
| Dr. Reddy's RDY |
Dr. Reddy's is an Indian drugmaker that makes generic medicines, biosimilars and active pharmaceutical ingredients, the core chemical components of drugs. | 23 Oct · expected, per Nasdaq |
| Eli Lilly LLY |
Eli Lilly researches, develops and manufactures prescription medicines, including GLP-1 drugs that treat diabetes and obesity. | 29 Oct · expected, per Nasdaq |
| Novo Nordisk NVO |
Novo Nordisk makes GLP-1 drugs such as semaglutide, which are used to treat diabetes and weight loss. | 4 Nov · expected, per Nasdaq |
| Pfizer PFE |
Pfizer sells prescription medicines and vaccines, and it is developing and making its own drug candidates for obesity and diabetes. | 3 Nov · expected, per Nasdaq |
| Structure Therapeutics GPCR |
Structure Therapeutics develops oral small-molecule drugs that target GLP-1, a gut hormone that regulates appetite and blood sugar. | 5 Nov · expected, per Nasdaq |
| Viking Therapeutics VKTX |
Viking Therapeutics develops experimental injections for obesity and diabetes that are meant to mimic GLP-1, a gut hormone that controls appetite. | 28 Oct · expected, per Nasdaq |
Showing 8 of 8 · 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 supplies the making and delivery of the drugs? · Whose sales may the drugs shrink? · Whose sales may the drugs grow?