The Skinny on Weight Loss Drugs
AI may have stolen the spotlight this year, but there’s a revolution taking place in healthcare. ChatGPT, meet Ozempic, Wegovy, and Mounjaro. Please don’t ask us how the healthcare industry picks these names, but they are being touted as game-changers in treating obesity.
These drugs have been around for a while, typically used to treat adults with Type 2 diabetes. However, scientists have learned over the past several years that they can also lead to weight loss. We won’t bore you with the science, but in essence these drugs mimic naturally occurring horomones that help people feel full after eating, helping individuals curb their appetite.
The World Health Organization estimates more than 650 million people are clinically obese and around 2 billion are considered overweight. So the opportunity is large, but there’s also still a lot of questions. What are the long-term side effects? How much will insurance cover? Will people still drink Coca-Cola and Pepsi? The Future of Health has never been brighter, especially as healthcare’s trajectory continues to be shaped by the convergence of the millennial generation and the aging population. Yes, another shameless plug of our Long-Term Investment Themes!