Obesity Market Deep-Dive - Part 1: Fragmentation Underestimated
In the 1st of a 3-part series, we show that the obesity market is set to become incredibly complex, with the current duopoly to be weakened, creating several investment opportunities over the coming years. We expect >15 drugs to launch by 2027, with >5 oral & >10 injectable, with >5 different mechanisms, from ~5 different companies. This fragmentation will create much more dynamism than currently assumed by the market. The statin market provides significant learnings for this fragmentation. We show that orals will likely become market leaders, indication expansions will be key & the IRA enforced semaglutide price cut could materially disrupt the market.For access to the full note, please contact Naresh Chouhan ( )
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