Ozempic was just the beginning.
Breakout. Americans spent $71B+ on GLP-1 drugs in 2023 — up 500% from 2018. Going mainstream, analysts expect meds like Ozempic, Wegovy, and Mounjaro to hit $470B in global sales by 2030.
Next-gen. Injectables dominate the market, but Lilly’s new oral pill orforglipron just matched injectable outcomes in a Phase 3 trial. At the highest dose, A1C dropped 1.6% and weight fell 7.9% (~16lbs).
All-access. Prescription weight loss pills will accelerate the GLP-1 boom. Eliminating barriers like cold-chain storage and self-injection opens the door for mass manufacturing, retail distribution, and wider consumer appeal.
Costly. Patients pay $500–1K/month for drugs like Ozempic. First to market, orforglipron is expected to gain approval for obesity and diabetes next year, well ahead of competitors.
Monopolizing oral delivery, analysts project Lilly’s pill will carry a similar price tag.
Ripple effects. Pharma’s latest innovation will upend industries. Heavily invested, expect telehealth platforms like Hims and Noom to double down on anti-obesity pills.
Bundling behavior change, gyms like Life Time and F45 Training already prescribe injections, a trend that will expand as operators pair pills with workout plans. Meanwhile, functional, high-protein foods will increasingly dominate grocery aisles.
Punchline: Now that weight loss can be prescribed, brands must offer what medication can’t — strength, resilience, and lasting health beyond a pill.
