Due to the recent achievements of GLP-1s, Goldman Sachs sees significant potential for Eli Lilly And Co (NYSE: LLY), Novo Nordisk A/S (NYSE: NVO), and other companies to venture into categories that exceed the scope of consideration for most investors at present.
Given the overlap and interlinked nature of metabolic diseases to each other, several trials are currently investigating GLP-1-based medications in indications and endpoints related to cardiovascular disease, chronic kidney disease, heart failure, NASH, Peripheral Arterial Disease (PAD), Obstructive sleep apnea (OSA), knee Knee osteoarthritis, and even Alzheimer's disease.
If all 23 upcoming studies prove successful, manufacturing can keep up with increasing demand, and pricing aligns with our previously forecasted models, the total annual revenue could reach $400 billion, and U.S. individuals treated with GLP-1 could potentially grow to 68 ...