Both pair attractive valuations with strong management of ESG issues, positioning them well in the rapidly evolving obesity drug market
Ozempic, formulated with the active ingredient semaglutide, falls under the category of glucagon-like peptide-1 (GLP-1) receptor agonists known to mimic the actions of hormones responsible for various actions, including appetite regulation and food intake
It has a strong affinity for several of these receptors, primarily MC1R, MC3R, MC4R, and MC5R
The FDA also recommends examining hard clinical endpoints such hepatic decompensations, transplant free survival, and all-cause mortality, although these results are not necessarily needed prior to drug approval given the long length of follow up potentially required