Company Profiles — Obesity & Metabolic Leaders

Institutional-grade profiles of the companies that matter in obesity and metabolic health: thesis, bull and bear case, and pipeline.

• Altimmune (ALT) — Pemvidutide
• Amgen (AMGN) — MariTide (maridebart cafraglutide)
• Eli Lilly (LLY) — Tirzepatide, retatrutide, orforglipron
• Novo Nordisk (NVO) — Semaglutide, CagriSema, zenagamtide
• Structure Therapeutics (GPCR) — Aleniglipron (GSBR-1290)
• Viking Therapeutics (VKTX) — VK2735
• Zealand Pharma (ZEAL) — Petrelintide