Chaos and Order https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-glp1-healthcare-innovation-investing.en GLP-1 and Healthcare Innovation - How Obesity Drugs Are Reshaping Industries https://www.youngju.dev/blog/finance/2026-06-18-glp1-healthcare-innovation-investing.en GLP-1 obesity and diabetes drugs are reshaping the healthcare landscape. Centered on Eli Lilly and Novo Nordisk, we examine demand growth, supply and competition and pricing risks, and ripple effects across food and medical devices, presenting both bullish and bearish perspectives in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financehealthcareglp1biotechinvestingpharma https://www.youngju.dev/blog/finance/2026-06-18-glp1-healthcare-innovation-investing.ja GLP-1とヘルスケア革新 — 肥満治療薬が変える産業 https://www.youngju.dev/blog/finance/2026-06-18-glp1-healthcare-innovation-investing.ja GLP-1系の肥満・糖尿病治療薬がヘルスケア産業の地図を塗り替えています。Eli LillyとNovo Nordiskを中心に、需要拡大、供給・競争・価格リスク、そして食品・医療機器などへの波及効果を、強気と弱気の両面からバランスよく見ていきます。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financehealthcareglp1biotechinvestingpharma https://www.youngju.dev/blog/finance/2026-06-18-glp1-healthcare-innovation-investing GLP-1과 헬스케어 혁신 — 비만치료제가 바꾸는 산업 https://www.youngju.dev/blog/finance/2026-06-18-glp1-healthcare-innovation-investing GLP-1 계열 비만·당뇨 치료제가 헬스케어 산업의 지형을 바꾸고 있습니다. Eli Lilly와 Novo Nordisk를 중심으로 수요 확대, 공급·경쟁·가격 리스크, 그리고 식품·의료기기 등 파급 효과를 강세와 약세 양쪽 관점에서 균형 있게 살펴봅니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financehealthcareglp1biotechinvestingpharma