Pinned straw:
Diabetics will be perfectly capable of making an absolute mess of their kidneys whether or not they are on a GLP-1 agonist. It may take longer, but it will still happen eventually unless they die of something else first.
GLP-1 agonists activate GLP-1 receptors on:
Note there is nothing direct on the kidney.
1 and 2 affect volume of food —> less glucose —> less hyperglycaemia —> less advanced glycosylation end products (AGE) and thus less kidney damage. Note this can be undone the way you can undo a gastric bypass - drinking your calories.
3 and 4 affect how much sugar stays in the blood, essentially picking up at the point of “less hyperglycaemia” described above. However, how our insulin need is not static and a spanner is thrown in the works of that with every breakfast, lunch, dinner and snack.
TL;DR - Ozempic may give people a better control of how much they eat, but not what they eat or how judiciously they control their sugars.
I’m a doctor and even less worried about the impact of these drugs on CSL than Resmed, and I’ve been buying resmed.
@Jimmy i havent heard a weight loss angle, if there is one please share, but CSL has more moving parts now than at any time over the last 20 years, by eg being poor margins post C19 (now bottoming), new CEO, new acquisition, challenger drug in haemophilia and a couple of others, no recent big new drugs (although a few possibles in the pipeline), also just went through the biggest raising in Australian corporate history (so im told) so everyone full up on CSL. one or two headwinds there. maybe ive forgotten a few.for me the big one is margin recovery.
Got to be the hiccups from the Vifor takeover. Always thought what they paid was a bit much.
They should have bought DXB instead :)