Novo Nordisk has just become Europe’s most valuable company based on Wegovy’s huge success so far and future potential - but just how big could the obesity market get?

GLP-1 agonists are creating a stir in obesity management and could possibly prevent non-alcoholic fatty liver disease, with implications for developers of NAFLD treatments. Similarly, another preventative intervention might succeed the treatments for Alzheimer’s disease.

CSL’s evolution from plasma fractioneer to biotech has reached the extent of an approved gene therapy just as gene therapy commercialization faces challenges. Meanwhile, in the post-pandemic inflationary environment, CSL’s margins in its biggest blood products division are impacted by increased donor fees and higher labor costs.