The report by PitchBook, a Morningstar company, discusses the potential impact of GLP-1 agonist drugs on the healthcare industry. These drugs are being developed to treat diabetes and support weight loss, and their widespread adoption could have significant effects on care delivery, outcomes, and economics. The report examines the potential implications of this new drug class on various sectors of the healthcare ecosystem, including biopharma, digital health, healthcare services, medtech, and healthcare IT. The authors of the report are Rebecca Springer, Ph.D., Kazi Helal, Ph.D., and Aaron DeGagne, CFA.
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