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Golden era in health care
As health care industry is undergoing a profound transformation, what separates speculative science from drugs with true clinical and commercial potential in an era of innovation and evolving patient needs?
The game-changing potential of GLP-1 drugs
The introduction of GLP-1s could revolutionise health care. These drugs are not only effective in treating obesity but also have the potential to combat over 200 related diseases, promising significant long-term health savings and improved patient outcomes.
Beyond diabetes and obesity
While GLP-1 receptors are concentrated in the pancreas, evidence is growing that GLP-1 drugs can interact directly with GLP-1 receptors found in other organs.
Brain
May reduce alcohol cravings, and early evidence suggests a possible role in avoiding neurodegenerative diseases such as Alzheimer's and Parkinson's.
Liver
May reduce fat buildup in those with fatty liver disease.
Lungs
May reduce inflammation in the lungs and other organs, although it's unclear how much of this is due to weight loss.
Kidneys
May preserve kidney function in those with chronic kidney disease.
Heart
May reduce inflammation in the heart and circulatory system.
Intestines
May speed the breakdown of fat cells to produce energy.
The ripple effects of GLP-1s
We believe we were early in understanding the promise of GLP-1s, below are just some of the ways GLP-1s have the potential to impact various sectors beyond healthcare.
Food and beverage
GLP-1s could shift consumer preferences towards healthier choices, impacting fast food and snack industries. Alcohol consumption may also decline as these drugs help combat addictive behaviours.
Insurance
Improved health outcomes could lower healthcare costs and claims, influencing health insurance premiums and policies.
Surgery
The demand for bariatric surgery may decrease, while eligibility for knee and hip surgeries could increase as patients achieve healthier weight.
Productivity and workforce
Healthier populations could lead to enhanced productivity, reduced absenteeism, and lower healthcare costs for employers, benefiting the overall economy.
Environment
Reduced food consumption and waste could positively impact sustainability goals and reduce the carbon footprint of food production and distribution.
Podcasts: The Impact of Future Health Care Innovations
items
The Angle Podcast
44:57 mins
The Long View: Interview with Dave Ricks, Chair and CEO, Eli Lilly
In this episode, Dave Ricks, Chair and CEO of Eli Lilly, shares his insights on the company’s major advancements in diabetes, obesity, and Alzheimer’s treatments, global drug access, manufacturing scale, and the role of innovation and AI in health care.
Episode 1
20:00 mins
Biotech Frontiers: The Next Wave of Innovation
In this episode of “The Angle,” Jennifer Martin is joined by health care portfolio manager Sal Rais to explore how new ways of treating disease are improving human health, and how breakthrough drugs can potentially create value for biotech innovators.
Episode 2
Coming soon
The GLP-1 Revolution: Transforming Health Outcomes
Jeff Holford, health care analyst, joins host Jennifer Martin to discuss why new GLP-1 drugs signifies a potential seismic shift in how we manage obesity and related health conditions.
Episode 3
Coming soon
Beyond the Lab: Innovations in Life Sciences
In this episode, we zero in on the game-changing innovations that are taking place within life sciences, and discuss advancements that are fundamentally changing how we approach patient care, and the treatment of injury and disease.
Insights on health care
Nov 2025
In the Loop
Strong Opinions Lightly Held: Insights from CEO Healthcare Summit
Aug 2025
From the Field
Drugging the undruggable: How biotech innovation is creating opportunities for investors
Jun 2025
From the Field
Policy risk in U.S. health care: Impacts less than feared despite the noise
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