Nolato: Thoughts on the GLP-1 potential - ABG

Escalating peer comments on GLP-1 obesity drugs
No comment yet from Nolato, but there are some clues
Speculative, but exciting given USD 100bn est. market size


News and peer comments about GLP-1 obesity drugs

Recently, we have noted an escalation of newsflow regarding supplier agreements for Novo Nordisk's GLP-1 obesity drug Wegovy from, among others, Ypsomed and Schott Pharma. In its most recent earnings call, peer Gerresheimer also commented that it has contracts with the leading GLP-1 players in place (see image below). The market for GLP-1 obesity drugs has been forecasted reach USD 100bn annual sales within a decade, with Novo Nordisk and Eli Lilly projected to be the market leaders.

Länk till analysen i sin helhet: https://cr.abgsc.com/foretag/nolato/Equity-research/2023/10/nolato---thouhgts-on-the-glp-1-potential/