Weight-loss drugs like Wegovy may help stave off some cancers Obesity, Cancer, and GLP1s Drugs like Ozempic, Wegovy and Zepbound have transformed treatment for obesity and diabetes
Recommendation 7-1) When considering combination therapy based on injectables, prioritize GLP-1 RAs over basal insulin
Or ipamorelyn, which is considered a "gentle" growth hormone secretagogue, is used for recovery and fat loss
Canadian Employer Plans Covering GLP-1s for Weight Loss Have Nearly Doubled Data from the International Foundation of Employee Benefit Plans (IFEBP) 2025 Pulse Survey shows a significant shift in Canadian employer attitudes toward GLP-1 coverage: 31% of employer plans now cover GLP-1s for weight loss (up from 17% in 2024) 56% cover for diabetes only (down from 66% in 2024) 20% of diabetes-only plans are considering adding obesity coverage Provincial public drug plans still cover semaglutide only for type 2 diabetes not for weight loss
The practical implication: two analysts modeling the same Phase II oncology asset, one using a 10% discount rate in an rNPV model and one using 35% in a standard NPV model, may produce valuations that differ by a factor of three or more for the same asset and the same revenue forecast
