Obesity, Alzheimer’s and the fight against cancer: the new frontiers of the pharmaceutical market
Pfizer, Moderna, Astrazeneca but also Novo Nordisk is Eli Lilly: while on the one hand it is undeniable that the Covid has inflated the revenues not stock market prices from the pharmaceutical companies– especially the first two who emerged victorious from the race vaccines– with the return to normality something – even in this sector – has changed. As he points out Milan Finance in one of his analyzes after the demand for serums decreased, the numbers of big pharma they felt the pinch and the sector “started to look beyond”.
The words of also prove it Zurab Zedelashvili, associate director corporate ratings at Scope Ratings. “Over the last four years, most of the leading European and US pharmaceutical companies have registered a revenue growth. An increase that has proven steady and robust since the pandemic, thanks to favorable trends driving demand, such as the aging of the population, the introduction of new treatments – spectacularly in the case of anti-obesity drugs – and improving access to healthcare in emerging markets”.
Looking at the marketssecond Steve Smith, equity investment director of Capital Group, there are three i investment sectorsalso considering the recent development of artificial intelligence, which have broad development potential: obesity, oncology and cognitive disorders. In short, the growth of big pharma will continue, but following a new direction. On the other hand, as he points out MF in his analysis, “anti-obesity treatments have already shown their potential: Danish Novo Nordisk has become the most capitalized company in Europe thanks to the drugs Ozempic and Wegovy, while the American Eli Lilly surpassed Tesla’s market cap at the end of January.”
According to the Food and Drug Administration (FDA), always explain MF“70% of Americans are overweight, making that of anti-obesity drugs a huge market: according to Citi it will be worth 71 billion dollars by 2032”. But not only. The oncology marketaccording to research by the broker Vantage, could instead reach 556 billion dollars in 2030 from around 300 billion in 2022″. Finally, concludes the analysis by MFmany possibilities also come from the front Alzheimer: “according to the WHO, more than 55 million people in the world are affected by dementia and Alzheimer’s is the most common type: in 2023 the FDA approved a Biogen drug capable of slowing down the disease, while Eli Lilly has recorded positive results in a phase III study”.