Deep Dive: The Gold Rush to Cure the Obesity Epidemic
Dec 15, 2024
Discover the transformative power of GLP-1 weight-loss drugs like Ozempic and Zepbound, as they tackle obesity trends in the U.S. for the first time in decades. The discussion dives into the booming market, projected to surge from $22 billion to over $100 billion. Hear about rising competition and innovative alternatives, such as affordable options from Hims. The conversation also highlights cost barriers and potential Medicare expansions aimed at increasing access to these groundbreaking treatments.
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GLP-1s and Obesity Rates
The rise of GLP-1 drugs like Ozempic and Mounjaro is likely responsible for the first decrease in US obesity rates in decades.
These drugs curb appetite and slow digestion, leading to significant weight loss without major lifestyle changes.
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Key Players in Weight Loss Drugs
Novo Nordisk (Ozempic, Wegovy) and Eli Lilly (Mounjaro, Tirzepatide) are the major players in the weight loss drug market.
Eli Lilly is arguably the leader, with their stock price doubling since 2023 and a market cap of over $700 billion.
insights INSIGHT
Competition and Copycats
Drug shortages of GLP-1s allowed compounding pharmacies to create copycat versions.
Hims & Hers capitalized on this, offering a cheaper alternative and saw their stock price triple.
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GLP-1 weight-loss drugs, such as Novo Nordisk's Ozempic and Eli Lilly's Zepbound, are credited with reversing obesity trends in the U.S. for the first time in decades, according to a new study in the Journal of the American Medical Association. The episode highlights the rapidly growing market for these drugs, projected to expand from $22 billion to over $100 billion, driven by their effectiveness without requiring major lifestyle changes. We explore the competition sparked by supply shortages, with companies like Hims offering affordable alternatives, and discuss innovations like pill formulations that could make the treatments more accessible. Finally, the conversation turns to cost barriers, the potential expansion of Medicare coverage, and collaborations aimed at reducing prices to broaden access.
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