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00:02Surging demand for weight loss and diabetes drugs has lifted pharmaceutical R&D returns to multi-year highs,
00:09while creating bubble risk and masking broader pressure across the sector, according to a Deloitte report.
00:16Obesity treatments surpassed oncology as the largest contributor to late-stage pipeline value,
00:21with GLP-1 and GIP assets accounting for 38% of projected commercial inflows, according to CNBC.
00:30Excluding these assets, industry returns fall to 2.9% from 3.8% in 2024, highlighting weaker conditions elsewhere.
00:40Deloitte said 54 indications representing 9% of the pipeline are expected to generate about 70% of peak sales,
00:47increasing concentration risk and exposure to therapeutic area shocks.
00:52For all things money, visit Benzinga.com.
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