The $1 trillion GLP-1 revolution with Rod Wong

Rod Wong and Stephanie Sirota delve into the transformative potential of GLP-1 drugs, focusing on their impact on obesity and related diseases. Rod shares his insights into the next generation of obesity therapies and the opportunities they present for innovation and investment in the biotech sector.PODCAST TEAMProducer: Devon LeaverEditor: Dominique GuerraFeaturing: Rod Wong, moderated by Stephanie Sirota, Chief Business Officer, and Partner at RTW Investments.Stay tuned for part two of our discussion on GLP-1s where we welcome Dr. Rekha B. Kumar to the studio at RTW HQ.FOLLOW USLove our podcast? Follow us on LinkedIn at RTW Investments, LP and check out our website for the latest updates and insights.To make sure you never miss an episode, you can subscribe to the RTW podcast on Spotify, Apple Podcasts, Amazon Music, and most other podcast platforms.CHAPTERS00:00 - Introductions00:39 - Understanding the importance of GLP-1s02:27 - GLPs in the cycle of obesity drug development05:13 - Public and private company interest in obesity drugs06:58 - Cost benefits of GLP-1s and their Impact on the healthcare system10:30 - The value of GLP-1s in the investor space12:36 - GLP-1s in the international market16:12 - The expansion of large companies into GLP-1s18:35 - Thoughts on recent investments and the potential of Kailera Therapeutics19:52 - Outro and disclaimerDISCLAIMERThis interview was given by Rod Wong, Managing Partner and Chief Investment Officer of RTW Investments, and moderated by Stephanie Sirota, Chief Business Officer, and Partner at RTW Investments. Statements reflect RTW’s views and opinions as of the date hereof and not as of any future date. All expressions of opinion are subject to change without notice and are not intended to be a forecast of future events or results.