Zepbound, Wegovy Sales Outlook: Wall Street Pulls Back on the Weight-Loss Drug Hype - Barron's
1. Analysts predict the obesity drug market will be larger than expected. 2. Goldman Sachs cut the 2030 global weight-loss drug market estimate by 27%. 3. NVO has lost market confidence despite rising sales estimates for Wegovy. 4. U.S. prices for GLP-1s may drop 7% annually, increasing market competition. 5. The obesity market is fragmenting, requiring different strategies for success.