GLP-1 Agonists Obesity Diabetes (Type 2) Cardiovascular

Analytical Teardowns

Eli Lilly: will this trillion dollar juggernaut continue to roll?

Eli Lilly grew $20.1 billion in 2025. Its entire acquired portfolio grew only $95 million! Dive into a teardown of where Lilly's open innovation money actually went and what generated the big bucks for the company.

Novo Nordisk Akero Therapeutics Embark Biotech Catalent

Novo Nordisk: what will come out from the shopping bag of 100 year old Insulin Maker?

Novo Nordisk deployed billions in obesity and diabetes bets since 2023. Did they allocate capital to the right stage and modality? Read the analysis deal by deal to reveal the truth.