Chamath Palihapitiya, GP @ Social Capital
GLP-1 drugs (semaglutide, tirzepatide) generated $71B in 2025—outearning OpenAI and Anthropic combined—while reaching under 2% of eligible patients globally. As new trials reveal benefits beyond obesity (addiction, kidney disease, cardiovascular), the addressable market and revenue potential expand dramatically.
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Topics: Healthcare · Biotech & Life Sciences
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