Big. Ironically. Morgan Stanley with the report.
Our base case = $105bn global obesity market in 2030
Extrapolating the strong early dynamics in the US and the initial demand in Europe (focusing on the roll-outs in Denmark, Norway and Iceland, where supply was not constrained), we now project the global obesity market to reach $105bn in 2030 (versus our prior forecast of $77bn), with 20 million US patients receiving high-efficacy anti-obesity medicines in 2030.