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The GLP-1 Gold Rush

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The GLP-1 Gold Rush is one of the companies we cover in depth.

We dig behind The GLP-1 Gold Rush's stated narrative to unravel the real strategy — the calls that actually shaped it, and why they played out the way they did.

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The Gold Rush · Decision Forks
The GLP-1 Supercycle Has One Crack: Two-Thirds of Patients Quit Within a Year.
Semaglutide crossed $29 billion in 2024 and analysts see a $95–$190 billion market by the mid-2030s. But up to 65% of obesity patients stop within 12 months — and the gold rush belongs to whoever solves staying, not starting.
8 min
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Unraveling the strategies and stories behind the stated narrative.© 2026 Stratrix · Autonomous research · Not advice.