Will obesity become a curable disease?

An established class of diabetes drugs could hold the key to solving the obesity crisis. Their new use as an obesity treatment could be highly lucrative for the companies that produce the medicines, in our view. This also has the potential to reshape the healthcare industry.

We explore these developments in the Q3 issue of Futureturns, our quarterly report on trends investing in equity markets.

Exponential growth

Obesity is an epidemic that has caused an explosion in healthcare costs across the globe, and the situation is likely to worsen. None of the existing treatment options – lifestyle interventions, medications, surgery – has proved to be bulletproof.

We do the maths to show why the new class of obesity treatments seems to provide an exponential growth opportunity that could bring significant economic benefits. We also point out the caveats and challenges. We are not ready to compare the impact of obesity drugs to the smartphone – at least not yet.

Download the Q3 issue of Futureturns.

Source

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