Grant Bishop

Tuesday, 10 November 2026 · Markets closed · Edition 20

The Index › Metabolic medicine

Who makes the new weight-loss drugs?

The companies that make, or are developing, the GLP-1 medicines for weight loss.

The waterfall's proof point: Metabolic medicine: laboratory throughput is the productivity lift's nearest proof point, and it reports in pipeline data on a clock of quarters.

Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.

What would prove us wrong

Productivity jumps much sooner than we expect, or adoption stops spreading.

Review 2027-12-31 · check: BLS Productivity and Costs (quarterly); Census Bureau Business Trends and Outlook Survey. · the claim's page

Reports next, in this group

No company in this group has a date yet.

CompanyWhat it sellsLatest disclosedReports next
Altimmune
ALT
Altimmune develops experimental drugs for obesity and liver disease. 10-Q filed 2026-08-12 not yet announced
Amgen
AMGN
Amgen sells biologic medicines such as ENBREL and Otezla. 10-Q filed 2026-08-05 not yet announced
Dr. Reddy's
RDY
Dr. Reddy's is an Indian drugmaker that makes generic medicines, biosimilars and active pharmaceutical ingredients, the core chemical components of drugs. 20-F filed 2026-05-29 not yet announced
Eli Lilly
LLY
Eli Lilly researches, develops and manufactures prescription medicines, including GLP-1 drugs that treat diabetes and obesity. 10-Q filed 2026-08-05 not yet announced
Novo Nordisk
NVO
Novo Nordisk makes GLP-1 drugs such as semaglutide, which are used to treat diabetes and weight loss. 20-F filed 2026-02-04 not yet announced
Pfizer
PFE
Pfizer sells prescription medicines and vaccines, and it is developing and making its own drug candidates for obesity and diabetes. 10-Q filed 2026-08-04 not yet announced
Structure Therapeutics
GPCR
Structure Therapeutics develops oral small-molecule drugs that target GLP-1, a gut hormone that regulates appetite and blood sugar. 10-Q filed 2026-08-06 not yet announced
Viking Therapeutics
VKTX
Viking Therapeutics develops experimental injections for obesity and diabetes that are meant to mimic GLP-1, a gut hormone that controls appetite. 10-Q filed 2026-07-29 not yet announced
Showing 8 of 8 · No price is shown: the Index is a map of what each company sells and where it sits, not a quote board.
Next door

Who supplies the making and delivery of the drugs? · Whose sales may the drugs shrink? · Whose sales may the drugs grow?