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William Blair Senior Biotech Analyst Andy Hsieh shares an overview of the obesity space heading into 2026

Dec 30, 2025

1 min read

He discusses the recently approved Wegovy pill, and compares and contrasts it to other oral programs from Lilly, Structure, and Corbus. Plus, how is the amylin space looking compared to GLP-1s, and a preview of Viking's 2026.

https://vimeo.com/1150449117?share=copy&fl=sv&fe=ci

Chapters

Wegovy in a pill - 1:04

Lilly’s pill orforglipron - 9:14

Structure’s pill aleniglipron - 13:13

Lilly’s retatrutide - 16:33

Amylins (Zealand and others) - 19:47

Corbus’ CB1 inverse agonist – 24:53

Viking - 28:02

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