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Beyond the $100B Obesity Thesis: Decoding Incretins (GLP-1s) as Multi-Indication Longevity Infrastructure
The Valuation Re-Frame: From Consumer Diet Drug to Sovereign Infrastructure
Behind closed doors in institutional roundtables and private family office briefings, a fundamental valuation shift has occurred. The early narrative—dominated by direct-to-consumer weight-loss telehealth, consumer hype, and simple scale metrics—has run its course. Institutional allocators are now evaluating incretin receptor agonists through a far more rigorous lens: multi-systemic geroprotective pl
3 min read


Why Every Longevity Founder Quotes TAM—and Why Serious Investors Care About SOM
As the longevity economy matures into an investable asset class, capital is shifting its attention from market size to enterprise value. Spend enough time reviewing longevity investment decks and a familiar pattern quickly emerges. Almost every founder begins with the same proposition: the longevity economy represents one of the most significant investment opportunities of the twenty-first century. Depending on how its boundaries are defined, the addressable market extends fa
6 min read
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