Longevity Weekly Pulse: The Next Phase of the Obesity Opportunity

UBS maintains a positive outlook on the obesity drug market, projecting USD 90 billion in annual GLP-1 sales for 2026 driven by innovation and expanding global access. Eli Lilly and Novo Nordisk are positioned as core holdings within the longevity theme as they navigate oral drug launches and increased insurance coverage.

Key Takeaways

• 1.The GLP-1 obesity drug market shows significant long-term growth potential, projected to reach USD 90 billion in sales for 2026.
• 2.Market expansion is driven by the adoption of oral GLP-1s, expansion into markets outside the US, and broadened Medicare coverage.
• 3.Eli Lilly and Novo Nordisk remain the top picks in the longevity theme due to strong pipeline execution and market leadership.

Table of Contents

• Thoughts of the week
• The current state of the obesity opportunity
• Conclusion
• Longevity selection list
• Charts of the week
• Risk Table
• 12 month rating history
• Appendix

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