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Topic

The GLP-1 Comparison Trade

Investors extrapolating the obesity-drug boom to other large consumer indications, and the payer and failure-rate differences that break the analogy.

Current clusters

invest1 distinct publisher

Veradermics' 500% run prices a hair-loss launch still more than a year away

Money leaving GLP-1 names for hair-loss biotech is a bet that aesthetic, cash-pay indications carry drug margins without payer risk. The multiples on Veradermics, Absci and Cosmo already assume the approvals.

Publishers:fortune.com

Reality

Evidence34
Adoption7
Hype gap+58
Incentives79

The GLP-1 Comparison Trade — Clarity Today

Confidence45