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The analyst: devices on a diet - will GLPs shrink the medtech space?

January 29, 2024

GLP weight loss medications may soon reshape treatment pathways for a variety of diseases. The potential is so great, in fact, that GLP-1s are causing the most severe, sector-specific correction in the medtech space since COVID-19. Anthony Petrone, Senior Medical Devices, Diagnostics and Therapeutics Equity Research Analyst discusses this dislocation and how you should navigate the current cycle.

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