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12/17 05:54
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Market Growth Potential: The weight-loss drug market, particularly for GLP-1 medications, is projected to grow significantly, with Goldman Sachs estimating it could reach $95 billion by 2030 and Morgan Stanley predicting a rise to $150 billion by 2035. The weight-loss segment alone is expected to increase from $21 billion in 2025 to $49 billion by 2030.
Pharmaceutical Competition: Major pharmaceutical companies like Eli Lilly, Novo Nordisk, Amgen, Roche, and Pfizer are actively developing and marketing GLP-1 drugs, with notable products including Zepbound, Mounjaro, Wegovy, and Ozempic.
Eli Lilly vs. Novo Nordisk: Novo Nordisk's Wegovy has shown superior cardiovascular benefits compared to Eli Lilly's Zepbound, reducing the risk of major cardiovascular events by over 50% in patients with obesity and heart disease, according to a study involving over 20,000 U.S. adults.
Sales Performance: In Q2 2025, Zepbound achieved $3.38 billion in U.S. sales, marking a 172% year-over-year increase. Meanwhile, Wegovy generated $5.78 billion in sales in the first half of 2025, contributing to Novo's total obesity-care revenue of approximately $6.08 billion.
Wider Applications: The approval of Zepbound for treating sleep apnea and ongoing trials targeting kidney, liver, and heart failure indicate a broadening of the market for GLP-1 drugs.
Market Positioning: Despite Zepbound's current lead in prescriptions, Wegovy has been gaining market share, with new prescriptions increasing by 33% since May 2025. The gap in total prescriptions between the two drugs has narrowed significantly, indicating a competitive landscape.
