Obesity, pharma, and the rise of GLP-1: a market on the verge of explosion

Obesity is a "truly global issue," with 1.1B+ adults projected to be obese by 2030. The treatment market is responding explosively.

The GLP-1 revolution, led by Novo Nordisk & Eli Lilly, has created a market set to exceed $100B. Wegovy sales surged to ~$8B in 2024, while Zepbound hit $4.9B in its first year.

But the race is just beginning. Roche, AstraZeneca, Boehringer Ingelheim, and Merck are all advancing their pipelines through acquisitions and in-licensing, targeting next-generation therapies.

Dive into the global competition in our latest VBtalk.