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  • Jonathan Poyer

Profiting from Obesity Drugs - A Growth Market

Ozempic may be the obesity drug that seems to be ubiquitous in the news, but it is not the only obesity drug therapy on the market or in production. 4 companies stand to dominate the obesity market and estimates have them controlling around 83% of the total market by 2032:

  • Eli Lilly (LLY)

  • Novo Nordisk (NVO)

  • Amgen (AMGN)

  • Pfizer (PFE)

In case you were wondering what the economics for these drugs might look like:

The average global price of GLP-1 therapy for obesity is forecast to rise to roughly $5,400 a year and then gradually decline beginning in 2025 as competing therapies launch, falling to roughly $2,800 by 2032. Forecasts have the market growing to ~$60B by 2032 across all companies with a target of over 20M patients.

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