2026-08-19
35 分钟The Economist.
Shailesh, I spend my day talking to AI companies
who are convinced that they're going to overturn the entire pharmaceutical industry
and cure all diseases in 10 years.
You're our global business correspondent, you spend your day talking to pharma companies.
And big pharma has had its own revolutions over the last few years, right?
I'm thinking of GLP-1s here.
The class of peptides that seem to have uses everywhere.
Absolutely.
That has been the big story in pharma over the last three to four years,
which is the rise of GLP-1s.
They started out as a treatment for diabetes,
very quickly they realized it was really effective and safe in weight loss.
It has turned out to be almost like an everything drug.
And now pharma companies are hopeful
that another molecule called orexin could have the potential to be the next blockbuster.
And so I hadn't heard the word orexin before you said it.
Should I have?
How did you hear about it?
I don't think you should have unless you were knee deep in these topics.