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Recent Articles

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JPMorgan: Users of GLP-1 drugs like Wegovy have purchased 8% less food, including snacks and high-carb products, over last year; food intake in North America could drop 3% by 2030, with more significant impact on packaged foods and less impact on grocers

PwC expects healthcare costs to rise 7%-8% in 2025 and spending growth to reach 13-year high; cost drivers include inflationary pressures on hospitals, innovative prescription drugs like GLP-1s and treatments for Alzheimer's and Parkinson's disease

Morgan Stanley expects world GLP-1 drug market to reach US$105B by 2030, driven by discovery of new medical uses for these slimming drugs; BMO estimates new use of Wegovy for heart conditions to generate additional US$3.2B in annual sales for Novo Nordisk

Novo Nordisk Obtains Patent for Semaglutide in Medical Therapy

William Blair estimates sales of high-protein packaged food/beverage have risen at CAGR of 7% from 2021-2023, driven by millennials and weight loss drugs; high-protein diets could help minimize lean muscle mass loss, a side effect of GLP-1 drugs

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