Analyst Jan Hatzius and his team believe that obese people are less likely to work and work less efficiently. So, assuming that America's obesity rate is over 40%, their impact on the country's total output is more than 1%.
The Zhitong Finance App learned that Goldman Sachs said in a research report on Thursday that as the obesity rate decreases and efficiency increases, popular GLP-1 weight loss drugs may help increase the US GDP by 1% in the next few years.$Novo-Nordisk A/S (NVO.US)$und$Eli Lilly and Co (LLY.US)$The anti-obesity drugs Wegovy and Zepbound, sold separately, are among the most popular assets on the market, which could reach $100 billion by 2030, according to Goldman Sachs.
Analyst Jan Hatzius and his team believe that obese people are less likely to work and work less efficiently. So, assuming that America's obesity rate is over 40%, their impact on the country's total output is more than 1%.
The company estimates that by 2028, 10 million to 70 million people will take GLP-1 because the drug can effectively reduce body weight by 15% to 20% while also being beneficial to health, including reducing the incidence of major cardiac events such as stroke.
The analysts wrote, “If GLP-1 usage eventually increases to this amount and reduces obesity rates, we see significant spillover effects on the broader economy, and predict that with a GLP-1 user base of 60 million, the US GDP could grow by 1%.”
According to reports, other major pharmaceutical companies currently developing GLP-1 receptor agonists include$Amgen (AMGN.US)$,$Pfizer (PFE.US)$,$AstraZeneca (AZN.US)$und$Structure Therapeutics (GPCR.US)$.
Additionally, Goldman Sachs estimates that recent innovations in healthcare, including AI-driven drug discovery, could help increase US GDP by 1.3% over the next few years. Companies focused on AI-driven drug discovery include$Recursion Pharmaceuticals (RXRX.US)$,$Schrodinger (SDGR.US)$,$Exscientia (EXAI.US)$,$AbCellera Biologics (ABCL.US)$und$Absci Corp (ABSI.US)$.
Editor/Corrine