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Research, Fundamental

MedTech: Near-term Threat of GLP-1 Agonists is Overblown

Paige Meyer, VP of Equity Research

27 September 2023

Summary

The market is concerned that weight loss drugs (GLP-1 agonists) will cannibalize sales of MedTech diabetes therapies as it decreases the population with type 2 diabetes. GLP-1 agonists gained FDA approval to treat the diabetic population in 2017; meanwhile, MedTech sales have grown. We anticipate the mass market will not have access to GLP-1 agonists to treat obesity until 2028-2029 at the earliest.

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