Obesity drugs – how they might impact our lives and various sectors

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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The development of drugs to treat obesity brings a number of questions to the fore. How can medication actually help us to lose weight, what is the potential market size, and what long-term effects might these drugs have on our lives and on healthcare and various other sectors. In this episode of the Beyond Markets podcast, Helen Freer, Investment Writer, talks about these questions and more with Fabian Wenner, Equity Analyst, and Philipp Lienhardt, Head of Equity Research.

01:08 The potential market size

01:54 The global economic impact of obesity

03:05 How do obesity drugs work?

04:27 What are the potential side-effects and longer-term effects?

05:42 A pill version of the drug

06:32 Two types of customers: diabetes patients and those suffering from obesity

08:13 How expensive is the medication?

09:39 What effect might these drugs have on our lives?

10:01 Benefits for cardiovascular health

10:38 Cross-sector analysis