Andrea Alms Video:  Money In Motion 151 - Ozempic Impact & GLP-1 Receptor Agonist Market Update

TRANSCRIPT: Hello, my name is Andrea Alms. I'm a technology investor and financial manager and this is your money in motion. In episode 82, aired in 2023. We checked out the awesome and GLP market. And now in the Ozempic market impact is everything impacts everything from potato chips to beverages, restaurants and even Denmark's economy. Quick review of the basics.

What is it? Glycogen like peptide one receptor agonist GLP one lower blood glucose through different mechanism, GLP one exerts a variety of other actions on the immune, cardiovascular, cerebral system, hepatic, muscular and adipose tissue. In 2023, nearly one third of all living people - a whopping 2.1 billion - are either overweight or obese, or. Definition of obesity. It is defined as BMI body mass index over 30, averaging the averages in 2023.

The best guess the market was 17.1 billion at a 7.4% growth rate. Notable GLP one agonist for obesity the first GLP one drug approved for obesity was Sawenda from Novo Nordisk, a twice daily injection that demonstrated a 7% weight reduction over a year. Upon its approval, Sawenda approval set a precedent in efficiency and pricing, with a cost of over 100, a $1,000 per month, the market remained relatively static until 2021, when Novo Nordisk example for diabetes and where you go for obesity was approved, showing nearly 10% weight loss over two years.

Weygovy weekly injection and similar pricing to Sex Index led to an overwhelming market response, causing supply issues. In 2023, Eli Lilly entered the market with Zepbound boosting over 20% weight loss in 72 weeks and a slightly lower price. As you can see, the market is dominated by Novo Nordisk and Lilly. Hence the market is duopoly. Market watch the future significant upcoming catalyst events include Eli Lilly, on which will indicate the efficacy of oral GLP ones, followed by Pfizer's Get Prompt and other oral GLP ones by 2028.

An effective oral GLP one could challenge the current injectable market leaders and avoid supply chain issues. Additionally, companies are focusing on differentiating weight loss results in terms of muscle versus fat loss, with those showing minimal muscle loss likely to outperform. The obesity and weight loss landscape is undergoing substantial transformation in the coming years. Long acting injectables may become initial treatments followed by oral maintenance therapies.

This ship could drive the ABC market to exceed $100 billion annually, reducing overall health care costs by addressing comorbidities associated with obesity. Despite the limited Big Pharma involvement, venture funding is propelling new companies and potentially reshaping the industry landscape. Thank you. This is your money. Your money in motion.