Goldman Sachs Exchanges The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Nov 7, 2023
The podcast explores the business and investor implications of anti-obesity medications, including their impact on various sectors and the estimated $100 billion market by 2030. It discusses the potential impact on consumer behavior and the food and beverage industry. The chapter also analyzes the market potential, manufacturing challenges, pricing, and performance of anti-obesity drugs and stocks. Additionally, it explores the future of oral anti-obesity drugs and investments in the market.
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Breakthrough of Next-Gen Drugs
- The breakthrough of next-gen anti-obesity drugs is their combination of efficacy and safety.
- These drugs achieve meaningful weight loss above 15%, surpassing historical drugs with under 10%.
How GLP-1 Drugs Work
- GLP-1 drugs mimic a natural hormone to regulate blood sugar and promote satiety.
- They slow stomach emptying and affect the brain's reward center to reduce appetite effectively.
Sizing $100B Market Opportunity
- The $100 billion market estimate by 2030 is driven by over 100 million US adults eligible for these drugs.
- Adoption depends on insurance coverage, eligibility, and ongoing clinical studies influencing access and demand.