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From a social identity perspective, she added, GLP-1 medications could even be perceived as a tool to eradicate an entire social groupthose that identify as higher weight. Additionally, GLP-1s can impact many areas of a patients lifenot just their relationship with food and weightsimply due to how they work
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They require medical supervision, with NICE providing specific guidance on their use in type 2 diabetes (NG28) and obesity
I think LLY & NVO have more upside before that begins eating into returns but luckily we also own a decent amount of Roche, so this was a positive development for us
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