Though GLP-1s impact is primarily felt in the downstream part of the value chain, the spillover effects of changed consumer behavior among a small but rapidly growing segment are hitting across the industry in varying degrees: For F&B brands focused on calorie-dense snacks, focus should be on product innovation for better for you lines
References & Sources: All studies and research projects cited in this post are listed in the Sources box below the post
Investment Strategy: Biologics LOE For institutional investors, the analytical question at a biologic LOE is not how much will biosimilars capture but rather: (1) what is the net price convergence trajectory between the reference product and biosimilar competitors under real-world formulary conditions, (2) does the innovator have pre-negotiated rebate contracts that lock in formulary position for 12 to 24 months post-launch, (3) what is the IP stack on the successor asset, and (4) how far along is the clinical conversion to a reformulated or combination version that carries fresh exclusivity
Glutathione is a safe and FDA-approved antioxidant when administered by professionals
In the first two weeks, your body is replenishing its stores
The safety and effectiveness of this medication in children has not been established