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 TEAM

Producer: Devon Leaver

Editor: Dominique Guerra

Featuring: 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.

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CHAPTERS

00:00 - Introductions

00:39 - Understanding the importance of GLP-1s

02:27 - GLPs in the cycle of obesity drug development

05:13 - Public and private company interest in obesity drugs

06:58 - Cost benefits of GLP-1s and their Impact on the healthcare system

10:30 - The value of GLP-1s in the investor space

12:36 - GLP-1s in the international market

16:12 - The expansion of large companies into GLP-1s

18:35 - Thoughts on recent investments and the potential of Kailera Therapeutics

19:52 - Outro and disclaimer

DISCLAIMER

This 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.