LLY directional thesis
A GLP-1 maker re-rated as a longevity franchise, not a weight-loss fad: organ-wide benefits and a next-gen oral pill stretch the paying patient pool far past obesity for the class leader.
“Well, I spend about half of my time in AI and half my time in longevity, right? I've written a few books there. I have a large venture fund investing tech, building companies in the space. And you're right, GLP-1, by the longevity health community, is considered really the very first longevity drug. And part of it is we know that if you are metabolically unhealthy, if you're carrying too much visceral fat, if you're carrying too much fat on your body, that shortens your life.”115:44claim_id
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