Bin Zhu
VP, BD GeneScience Pharm.
Seminars
Thursday 3rd December 2026
The Investor Lens on Amylin: Where Will Capital Flow in the Next Wave of Obesity Innovation?
1:00 pm
- Assess what is driving investor conviction in amylin, from major pharma prioritisation and billion-dollar partnering activity to growing interest in preclinical assets, and determine whether the field represents the next major investment cycle after GLP-1s
- Define what makes an amylin company or asset investable, examining which differentiators – efficacy, tolerability, receptor profile, oral or long-acting delivery, combination potential and quality of weight loss – are most likely to justify financing and strategic interest as the competitive landscape expands
- Explore how investors should balance opportunity against scientific risk, identifying the clinical and translational milestones needed to de-risk programmes, where there is still whitespace for new entrants, and when partnering, acquisition or continued independent development creates the greatest value
