The Massive Scale of GLP-1s: Evolving Health, Healthcare and Markets

GLP-1 receptor agonists. Never before has one therapeutic class promised such a seismic shift in the health of Americans—or the U.S. and global economies. Already established as cornerstone therapies in diabetes and obesity, Novo Nordisk’s semaglutide and Eli Lilly’s tirzepatide bring in billions of dollars each year. And the drugs are only expanding their reach: semaglutide has also been approved to lower cardiovascular risk and tirzepatide for sleep apnea, with ongoing research showing promise in treating conditions as far afield as addiction, Alzheimer’s disease and cancer.
So it’s no wonder the class is having a larger, structural effect on U.S. health systems and consumer markets, from a rise in direct-to-consumer purchasing options to debates over pricing and coverage. How can companies—both established providers of GLP-1s and those looking to break onto the exploding market—navigate this unprecedented territory? What will it mean for patients?
This panel will focus on understanding how the incredible health gains driven by GLP-1s can reach as many people as possible and how these drugs might evolve the broader healthcare system.
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