The GLP-1 market is projected to reach $200 billion globally by 2030, with 25 million Americans on treatment, driven by reduced prices, Medicare/Medicaid coverage, and oral formulations approved in late 2025. 1 Oral GLP-1 pills from Novo Nordisk (launched early 2026) and Eli Lilly (expected Q2 2026) eliminate cold-chain needs, boosting global access and utilization. 1 Eli Lilly surpassed $1 trillion market cap due to GLP-1 demand; Pfizer acquired Metsera for $10 billion in 2025 for incretin assets. 1 2 Insurance expansions, including Medicare for obesity and WHO guidelines recognizing obesity as chronic, accelerate market penetration. 1 2 5 GLP-1s expand beyond weight loss to cardiovascular benefits, MASH treatment (semaglutide approved), and pipelines like CagriSema and amycretin. 2 3 Growth impacts industries: $30–$55 billion annual revenue hit to food/beverage by 2030–2034 from reduced calorie intake. 1 Sources: 1. https://www.jpmorgan.com/insights/global-research/cu...
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