Detailed Findings

The market for GLP-1 is here to stay, but a question mark remains over the risks attached

Respondents are clear in their assertion that weight loss drugs are going to continue to be a meaningful market for some time. 47% of respondents said that it will be very large and with long-term sustainability, up from a more unsure 33% last year. This conviction was shared across Institutional Investors, Private Equity and Healthcare Corporates. 

However, as with last year, 35% of participants are mindful that amidst all the excitement, there are substantial risks that could deflate the market. As we learn more about the drugs, the number of respondents who consider there to be too little information available to make up their minds has reduced – down almost half from 32% in 2023 to 18% in 2024.

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Which of the following statements about the GLP-1 market do you most strongly agree with?

Which of the following statements about the GLP-1 market do you most strongly agree with?
All (2024)Institutional InvestorPrivate Equity InvestorHealthcare Corporate Representative
The market will be very large with long-term sustainability47504647
While there is a lot of excitement about GLP-1, substantial risks that could significantly deflate the market remain35383434
As of yet, there is too little information to determine if there are significant risks in the GLP-1 market18132019

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