Economist Podcasts Money Talks: Why weight-loss drugs will reshape the world
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Apr 18, 2024 
Georgia Banjo, a health writer for The Economist, and Michael Nedelcovych, a pharmaceuticals analyst at TD Cowen, dive into the booming market of weight-loss drugs. They discuss how these medications not only promise to revolutionize health outcomes for over a billion people suffering from obesity but also have immense economic implications. With companies like Novo Nordisk and Eli Lilly leading the charge, they explore market trends, pricing challenges, and the potential reshaping of societal views on health and body image. A fascinating look at the intersection of health and economics!
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Novo Nordisk & Denmark
- Novo Nordisk's success with weight-loss drugs is boosting the Danish economy, preventing a recession.
- It's estimated that 3% of Danes are employed by or benefit from Novo Nordisk.
High Demand, Limited Supply
- The demand for effective weight loss drugs is incredibly high.
- The market is currently dominated by just two companies.
Obesity Drug Market Size
- The global market for obesity drugs is projected to reach around $40 billion.
- Only 4-5 million people in the US were on GLP-1 drugs at the end of 2023.