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Miraculous drugs, obesity treatment and skinny strokes. Name them by the fact that you needed little drugs has had a more transformation effect on Wall Street and the waistline over the last decades than the GLP-1.
Familiar, known under trademarks Wegovy and Zepbound, glucagon-like peptide-1 (GLP-1) receptor agonists-this is a class of drugs used to treat type 2 diabetes and obesity, mimicing hormones formed in the intestine to suppress human appetite and regulation of blood sugar.
Ever since wegovy first received permission for obesity treatment in 2021 and Zepbound in 2023, drugs flew to glory, bringing long -demanding decisions tens of patients and overcoming the growth of appropriate parent companies Novo nordisk and Eli Lily.
Obesity is a significant risk factor in many leading death causes. Because new applications – and competitors – for drugs are coming to light, Wall -Rate is betting on a long -standing industry, and estimates believe it may cost up to $ 100 billion By 2030.
Sophie Dicks, Head of Medical Affairs in MedExpress, said potential new drug use was “unexpected and promising”, with new signs to psoriasis, asthma, chronic kidney disease, liver fat diseases, obstructive apnea Alzheimer and Parkinson.
Experts say a broad application can open potentially extensive consequences for both health and economics.
Causing economic growth
The current drug price is significant, and the US prices in the US per month Zepbound or Wegovy Novo make up from $ 1,079.77 to $ 1349.02. Jama Health Forum estimates that GLP-1 Medicare’s coverage will increase clean health care program on 47.7 billion dollars one for the next 10 years.
But the expected results of health and economic results are also important. Poor obesity health and obese disease are significantly weighing on health care systems and overall productivity, including lost hours, early death and informal care.
Goldman Sachs estimates that GLP-1 can increase gross domestic product (GDP) by 0.4% by increasing productivity and health savings, believing that the 2024 report took part in 30 million users. Estimated 2% of adults we have .
“Poor health imposes significant economic costs that would decrease if health results improve,” Goldman Sachs analysts wrote. “Academic studies reveal that obese people are less likely to work … and less productive when they do it.”
Meanwhile, in Denmark, wegovy Novo Nordisk market capitalization has dimmed the GDP of its home country in 2024, and a large drug industry in the country continues to have an an ang negative contribution to the economy.
Thus, the perceived potential of the GLP-1-how in obesity and in the treatment of diabetes, as well as in other health conditions, causes a new era of innovative drugs, and the Dix describes the possible influence of both “deep” drug development and new creation of jobs.
Pharmaceutical giants including Astrazeneca. Pfizer. Rosh and Zealand form Already developing competitor procedures, while many others expand into metabolic and cardiometabolic diseases and obesity development as a entry point.
“It is also important to remember that the first in its class is rarely the best in its class. The following drugs can be more powerful, more selective and with side effects that are pursued or controlled with combined therapies. As a result, I believe that there will be improved efficiency, tolerability (less side effects).
Changing the eating habits
Widespread medication for weight loss also has a great impact on consumer costs, in particular, given the higher inclination to discreptual costs among many wealthy, self -financial users.
“These consumers who are most likely taking drugs are also those who are responsible for a lot of consumption,” said Aljoscha Janssen, Associate Professor of the Department of Economics at the Singapore University of Management.
Not surprisingly, the most noticeable impact is currently on food and drinks. The 2024 Cornell University Study showed that households with at least one GLP-1 user reduced the costs of grocery products by 5.3% over the course of adoption, and this speed increased to 8.2% among higher income households.
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Those who remained on drugs for six to 12 months continued to reduce their expenses, although by less dramatic rates, according to the updated findings since August 2025. Meanwhile, those who stopped the medicine returned to the level of pre-removal, in some cases, rose above them.
Processed snacks, such as chips, cookies and baked goods, saw the biggest costs, although the reductions were also noted in many major categories. Only modest enlargements were recorded in healthier items such as yogurt and fresh fruits.
“The legislation is to switch to” best “products and more about just buying less food,” said Jura Liaukonyte, a marketing and applied economy professor at Cornell University and one of the report authors, CNBC said e -mail.
Eli Lily and Nova Nordis
This may have significant consequences for fast -moving consumer goods (FMCG) as well as more widely producers. Indeed, some companies such as Wilderness and Danon New lines have already started to start the variety of their products and satisfy the trends. These include high protein dishes, smaller servings and products aimed at encouraging muscle content.
“Manufacturers and retailers have very specific customers who buy very specific products,” Jansen said. Usually this is good for creating loyalty to the brand, he noted. “But if you have something that changes consumer behavior as it can do the drug, it becomes quite risky.”
Booze, clothes, restaurants and travel
Drug impact can also go past the food. GLP-1s control the appetite from orientation to the path of the brainAnd, in particular, the release of dopamine to the part of the brain associated with motivation, pleasure and rewards. Thus, early studies suggest the use of the drug in the treatment of dependencies.
“This modulation of the brain remuneration system goes beyond, and early data indicate the benefits of reducing alcohol abuse, drug addictions and even gambling,” Dicks said.
This caused concern for producers of recreational stimulants such as alcohol and tobacco. Cornella’s study, for her part, did not mention “significant” changes in alcohol purchases among GLP-1 users, reflecting another literature that indicates a possible decrease in the intensity of episodes, not frequency.
Giant spirits and Johnny Walker manufacturer Diageo Earlier this month stated that “to monitor the GLP-1, but stated that the impact was still” not significant “.
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Elsewhere, the consequences for other sectors look wide. Analysts have put changes to retail costs, including high selling selling active clothing to reduce oversized demand-fuel savings for airlines from lighter passenger loads. Significant halls and personal coaches can also see demand, while vacation resorts will take advantage of new opportunities to meet more active and focused on the health of visitors.
More immediately snacks from fast food networks to high -grade restaurants are considered to be a new consumer landscape and potentially smaller in the future.
“In the short term, yes, these drugs reduce the cost of fast food restaurants and fast service. At the national level, this is already translated into billions of dollars in sales,” Laucnet said.
“But the long-term picture is much less accurate. The final impact will be greatly dependent on whether people remain from drugs consistently and how long and we just don’t know it yet.”
A two -tier society
With all the possible economic results of the GLP-1, however, questions remain about the public consequences of drugs with such a prominent physical marker.
While the treatment was quickly carried out only for a short number of years, the availability remains limited even in developed countries, and many national health systems limit the covered access to patients with emergency obesity and related health. Meanwhile, take up among paid customers who wish – and are able to personally tell about drugs.
“We know that there are huge social determinants and that obesity is higher in the income -level areas,” said Dicks, who praised the People’s Health drug drug, but complains often “very slow.”
“This creates the risk of two tiered society, in which only those who can afford can access these drugs that change life.”
Drug manufacturers have already gone somehow Reduced pricesWith this trend to continue policy changes, including the procedure for US drug pricing, Donald Trump, as well as increasing market competition. However, with prolonged use of drugs installed for weighing on state and personal wallets, analysts warn that politicians should remember the strengthening of socio -economic units.
“If rich people get pharmaceutical, which makes them thin, then the obvious inequality in terms of weight – which is already very correlated with income and education – is further intensified,” said Jansen.
“This is what would probably have a negative impact on a broad society,” he added.
