UBS projects the global market for GLP-1 drugs, used in obesity and diabetes, to reach $130-135 billion by 2030 with about 40 million patients, up from 25 million in 2026. Obesity is the main growth driver, and current low penetration in eligible patients supports long-term volume expansion. Despite high discontinuation rates, falling prices and next-generation therapies, including oral versions, are expected to improve patient persistence. The market is dominated by Eli Lilly and Novo Nordisk, with Lilly leading due to superior drug efficacy. UBS highlights manufacturing capacity and pricing as key factors shaping the market's future, and remains positive on key suppliers like Bachem, Ypsomed, and PolyPeptide due to sustained demand and capacity growth.
The European Commission has approved Novo Nordisk's Wegovy pill, the first oral GLP-1 receptor agonist for weight management across the EU. This approval covers adults with obesity or overweight with related health issues and follows positive clinica...
The global blood glucose monitoring system market, valued at $16.8 billion in 2025, is projected to grow to $39.4 billion by 2035 at an 8.9% CAGR. Growth is fueled by rising diabetes prevalence, advancements in AI-enabled monitoring devices, and incr...
