Barclays predicts significant impact on GLP-1 drug market by 2025 with Novo Nordisk's advancements.

From Investing.com: 2024-12-21 03:00:00

Barclays analysts predict a potential shift in the GLP-1 drug landscape in 2025, with Novo Nordisk’s CagriSema aiming for a 25% body weight loss target, exceeding current drugs. Peak sales projections reach $49 billion by 2038, highlighting the drug’s potential impact on the market.

Supply constraints in the GLP-1 market may ease with Novo Nordisk’s acquisition of manufacturing facilities, promising increased production capacity by 2026. Regulatory uncertainties, such as potential U.S. political changes, could impact drug pricing and usage restrictions, influencing market dynamics.

GLP-1 drugs have far-reaching effects beyond healthcare, influencing consumer goods sectors like Nestlé and Danone, adapting products to cater to GLP-1 user dietary needs. Retailers like Walmart are seeing sales growth from GLP-1 drug transactions, while restaurants may experience shifts based on clientele demographics and health-conscious dining trends.

Barclays anticipates broader adoption of GLP-1 drugs for conditions beyond weight loss, such as Alzheimer’s and cardiovascular issues, pending trial results like Novo Nordisk’s EVOKE study in late 2025. Overcoming challenges of affordability, accessibility, and public perception will be key for successful industry reshaping.



Read more at Investing.com: Barclays on why 2025 could be an inflection point By Investing.com