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Biopharma Plumps Pipeline With Healthy Weight Loss Candidates

 
• By Melanie Senior

Despite the stellar success of the class so far, biotech is now looking past GLP-1s to more tolerable, sustainable approaches to obesity.

By 2040, over half a billion people could be taking GLP-1 agonists or other weight loss medicines, according to McKinsey. A market that barely existed prior to 2021 could be worth over $100bn by 2030 (including semaglutide and tirzepatide diabetes sales), per Evaluate. And that’s despite the current policy of non-coverage for obesity medicines by the US government’s Medicare and Medicaid programs; President Biden’s parting-shot effort to reverse this would boost numbers further still.

GLP-1 drugs – led by Novo Nordisk’s Wegovy (semaglutide) and Eli Lilly’s Zepbound (tirzepatide) - have up-ended pharma industry rankings, created new product sales highs, and changed consumer behavior. The ripples extend far beyond biopharma. Most commercial payers, faced with a cost tsunami,

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