Jul. 5 at 9:30 PM
Peptides are quietly becoming one of the most important long-duration themes in biotech.
The market is currently estimated around ~
$140B, with projections pointing toward
$300B+ by 2033 as usage expands well beyond weight loss into broader metabolic and chronic disease areas like diabetes, cardiovascular conditions, sleep apnea, and liver health.
In terms of exposure,
$LLY and
$NVO remain the dominant global leaders, while
$AMGN provides scale and stability within the space.
On the higher-beta side,
$VKTX and
$HIMS are being closely watched as more leveraged plays to adoption curves and future pricing power.
What stands out is not just the size of the opportunity, but how many different disease categories are now being pulled into the same treatment platform.
