Companies To Watch: Obesity drugs, GLP-1s & pharma’s next billion-dollar bet episode artwork

EPISODE · Nov 13, 2025 · 11 MIN

Companies To Watch: Obesity drugs, GLP-1s & pharma’s next billion-dollar bet

from Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek · host MONEY FM 89.3

Big Pharma just rewrote the rulebook in the obesity-treatment race. Pfizer has won the bidding for Metsera after a showdown with Novo Nordisk. Dan Koh and Emaad Akhtar unpack how this US$10 billion move signals a pivot into GLP-1 drugs, why Novo walked away and what it all means for investors tracking the next trillion-dollar health-tech frontier.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Nov 13, 2025

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Companies To Watch: Obesity drugs, GLP-1s & pharma’s next billion-dollar bet

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