The weight-loss drug with huge growth potential

In this episode of "Short Briefings on Long Term Thinking," Malcolm Borthwick interviews Ross Mathison about GLP-1 drugs, particularly Wegovy, and their potential impact on treating obesity and related health issues. Mathison explains how GLP-1s mimic natural hormones to control blood sugar and reduce appetite, leading to significant weight loss. The discussion covers the evolution of GLP-1 drugs, the shift in viewing obesity as a disease, and the challenges and benefits of widespread adoption of these treatments. Mathison highlights Novo Nordisk's leading role in the GLP-1 market, its manufacturing advantages, and the importance of long-term investment and innovation in the pharmaceutical industry. The episode also touches on potential future applications of GLP-1s beyond weight loss, such as in treating kidney disease, liver conditions, and Alzheimer's, and concludes with a discussion about the value of challenging assumptions with data, linking it to both investment strategies and cricket.