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Money Talks: Why weight-loss drugs will reshape the world
Money Talks from The Economist
Manufacturing Bottlenecks and High Demand for Pharmaceutical Companies
The supply constraints for pharmaceutical companies like Novo and Lily work in their favor as they can't accurately gauge the true underlying demand due to these constraints. This could result in significant upsides or downsides to their projected 100 billion sales estimate by 2030. The companies currently face infinite demand as they could sell every unit they produce, leading to a continuation of exclusive and expensive drugs in the market. Despite increasing supply slowly, the high demand and manufacturing bottlenecks suggest that the status quo is likely to persist for quite some time.
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