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Money Talks: Why weight-loss drugs will reshape the world
Economist Podcasts
Anticipated Supply Expansion in Pharmaceutical Market
Companies are heavily investing in production capacity, leading to shortages in various drugs like GLP1 and Inkerton as new players enter the market. Both companies are expanding manufacturing capacity, expecting a gradual supply increase over the next few months to years. The organic underlying demand remains unknown, but early launch dynamics indicate vast demand, suggesting it could take at least a year, if not longer to meet the demand in the United States, let alone globally.
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