STAT+: $100 billion estimate for Ozempic-style weight loss drugs gets wary eye from analysts
The GLP-1 market is growing quickly. But an analyst noted that with other heralded drugs, "those markets tended to dissipate over time pretty quickly" and "payers got pretty smart and…
NEW YORK — Will the world actually soon spend $100 billion a year on the new obesity medicines?
Plenty of people in pharma and at the banks that invest in it seem to think so. Goldman Sachs, Barclays, BMO Capital Markets and Pfizer have all arrived at the glossy, cut-for-headline number for spending by around 2030.
Yet Jared Holz, a healthcare strategist at Mizuho, is skeptical.
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