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GLP-1s may save healthcare billions but could cost companies growth and revenues

GLP-1s may save healthcare billions but could cost companies growth and revenues

FromGlobal Research Unlocked


GLP-1s may save healthcare billions but could cost companies growth and revenues

FromGlobal Research Unlocked

ratings:
Length:
22 minutes
Released:
Nov 10, 2023
Format:
Podcast episode

Description

GLP-1 impact should be big but lots of puts and takes
Almost 40% of US adults are obese and the US healthcare system spends nearly $173 billion a year on obesity-related medical costs. In the past, exercise and diet regiments were the best solutions for combating obesity but now there's an injectable called a GLP-1. These drugs trigger receptors in the brain to suppress appetites, cravings and addictive behaviors. Pete Galbo explains GLP-1s could mean less snacking but even years from now when penetration of these drugs is even higher, the impact on overall calorie consumption is likely to be small. Patients who were too obese for knee replacements could now be eligible, according Travis Steed, while some patients who lose weight may delay surgery for a period of time but its hard to see these drugs having a meaningful impact on knee replacement growth rates.
 
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Released:
Nov 10, 2023
Format:
Podcast episode

Titles in the series (13)

BofA Global Research Analysts share views on what‘s rising, from growth industries to rising risks and opportunities in global markets. You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.