Terrence Flynn, a Morgan Stanley analyst, discusses the burgeoning market for obesity medications, specifically GLP-1 medicines. He projects the global market to reach $150 billion by 2035, driven by increased production, broader clinical applications (treating conditions beyond obesity), expanding healthcare coverage, the development of pill forms, and next-generation medications. He highlights the current low adoption rates and anticipates a significant surge, impacting various sectors beyond biopharma, including medical technology, healthcare services, and consumer markets like food and fashion.
