GLP-1 drug manufacturers (e.g., Nova Nordisk, Eli Lilly)
Pharmaceutical companies producing GLP-1 drugs for weight management and metabolic health.
Why It Works
These drugs address significant health issues and have transformative potential for obesity and related conditions.
Revenue & Traction
Not mentioned in the transcript, but indicated to have a growing market cap.
Founding Story
Not mentioned in the transcript.
Business Playbook
Leveraging scientific advancements to create effective treatments for chronic health issues.
Why this works now
Eli Lilly's Mounjaro, a GLP-1 receptor agonist, provides a specific mechanism for addressing obesity through appetite regulation and glucose metabolism. The company effectively used direct-to-consumer advertising via social media platforms like Instagram to generate initial revenue and awareness. A significant risk for Eli Lilly is the regulatory scrutiny surrounding pharmaceutical marketing, which can complicate promotional strategies and delay product launches.
Additional Information
The speaker argues that GLP-1 drugs could have a substantial impact on American healthcare costs.
Source
Podcast: My First Million
Episode: Asking Scott Galloway 10 Questions We’re Not Allowed To Ask (unfiltered)
Creation Date: February 16, 2026
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