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Big bets on new molecules / combinations: Investors are committing large rounds to next-gen GLP-1, GLP-1/GIP combos, amylin analogs, and oral formulations
I was skeptical
As these drugs occupy a growing share of fill-finish capacity, contract development and manufacturing organisations (CDMOs) are responding by expanding their facilities and acquiring smaller competitors
Any theoretical combination would likely require substantially reduced doses of both compoundsperhaps 1.2-2.4 mg cagrilintide with 4-8 mg retatrutide as maximum limits, though even these suggestions are purely speculative
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