Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market
Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market The global weight-loss drug market is now expected to reach $114 billion by 2030, up from Goldman's prior $101 billion forecast, as analysts cite faster adoption of oral obesity pills, stronger demand outside the U.S., and improved affordability that is expanding the patient pool. Goldman analysts led by Asad Haider and James Quigley laid out four main drivers behind the upgraded 2030 anti-obesity drug TAM forecast (previous forecast made in Dec. 2025): 1. Higher oral vs. injectable share and a higher oral TAM. With oral NBRx (new-to-brand) prescriptions (a leading indicator) now 40-50% following the strong launch of Novo's Wegovy pill, we now expect orals to represent 40% ($46bn) of the 2030 global revenue TAM (vs. 35%/$35bn prior). 2. Shifting sales mix within orals. We balance our share splits with Novo's Wegovy pill now 38% (vs. 16% prior), LLY's Foundayo now 48% (54% prior) and "other" now 14% (vs. 30% prior). We now forecast Wegovy peak global sales of $17.4bn (vs. prior $8bn) and Foundayo 2030 sales of $22bn (vs. prior $19bn). 3. Increased OUS penetration and a higher OUS TAM. Per stronger-than-expected OUS ramp for LLY's Mounjaro, we now forecast 2030 total OUS obesity sales of $48bn vs. $39bn prior, driving most of the higher 2030 Global TAM from $101bn to $114bn. 4. Updated pricing assumptions across channels. We lower pricing assumptions in the US DTC channel by 20% (to now $287 vs. prior $355) driven by lower prices across the board and higher oral mix shift. Haider expects El
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"Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market " — BullBear AI는 이 뉴스를 방향성이 혼재된 중립 신호(으)로 평가했으며, 시장 영향도 점수는 100점 만점에 0점입니다. Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market The global weight-loss drug market is now expected to reach $114 billion by 2030, up from Goldman's prior $101 billion forecast, as analysts cite faster adoption of oral obesity pills, stronger demand outside the U.S., and improved affordability that is expanding the patient pool. Goldman analysts led by Asad Haider and James Quigley laid out four main drivers behind the upgraded 2030 anti-obesity drug TAM forecast (previous forecast made in Dec. 2025): 1. Higher oral vs. injectable share and a higher oral TAM. With oral NBRx (new-to-brand) prescriptions (a leading indicator) now 40-50% following the strong launch of Novo's Wegovy pill, we now expect orals to represent 40% ($46bn) of the 2030 global revenue TAM (vs. 35%/$35bn prior). 2. Shifting sales mix within orals. We balance our share splits with Novo's Wegovy pill now 38% (vs. 16% prior), LLY's Foundayo now 48% (54% prior) and "other" now 14% (vs. 30% prior). We now forecast Wegovy peak global sales of $17.4bn (vs. prior $8bn) and Foundayo 2030 sales of $22bn (vs. prior $19bn). 3. Increased OUS penetration and a higher OUS TAM. Per stronger-than-expected OUS ramp for LLY's Mounjaro, we now forecast 2030 total OUS obesity sales of $48bn vs. $39bn prior, driving most of the higher 2030 Global TAM from $101bn to $114bn. 4. Updated pricing assumptions across channels. We lower pricing assumptions in the US DTC channel by 20% (to now $287 vs. prior $355) driven by lower prices across the board and higher oral mix shift. Haider expects El 이 점수는 해당 뉴스가 비트코인·미국 증시·달러·금에 미칠 영향의 강도와 방향을 비추어 산정되며, 같은 사건을 다룬 중복 기사는 하나로 묶여 대표 기사만 집계됩니다. BullBear는 이런 방식으로 하루 수백 건의 시장 뉴스를 분석해 단순 헤드라인이 아닌 강세·약세·중립의 구조화된 신호로 변환하며, 그 결과 매체와 시점을 가로질러 신호를 비교할 수 있습니다. ZeroHedge 보도 · June 09, 2026. 같은 사건에 대한 강세·약세 근거와, 이 판단을 실제 24시간 가격 변동과 대조한 검증 결과는 모두 BullBear.news에서 공개로 확인할 수 있습니다.
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