Obesity Crisis Costs US $200B Annually, But Arrival Of Treatments Signal Declining Surgery Demands
Portfolio Pulse from Vandana Singh
The rise of weight-loss drugs from companies like Eli Lilly And Co and Novo Nordisk A/S could signal a decline in obesity rates and a shift in industries related to obesity management. The success of these drugs could impact sales of related medical equipment and applications, and may lead to a decline in demand for unhealthy food products. Medical device companies like Intuitive Surgical Inc have raised concerns over decreasing demands for surgeries due to the success of these drugs.

August 18, 2023 | 12:04 pm
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POSITIVE IMPACT
Eli Lilly's new weight-loss drug could potentially lead to a decrease in obesity rates, impacting the company's market position.
The success of Eli Lilly's new weight-loss drug could lead to a decrease in obesity rates, which could positively impact the company's market position and stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Novo Nordisk's new weight-loss drug could potentially lead to a decrease in obesity rates, impacting the company's market position.
The success of Novo Nordisk's new weight-loss drug could lead to a decrease in obesity rates, which could positively impact the company's market position and stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Intuitive Surgical Inc could see a decrease in demand for surgeries due to the success of new weight-loss drugs.
The success of new weight-loss drugs could lead to a decrease in demand for surgeries, which could negatively impact Intuitive Surgical's market position and stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 70
NEGATIVE IMPACT
Pfizer Inc's market position could be impacted by the success of new weight-loss drugs from competitors.
The success of new weight-loss drugs from competitors could impact Pfizer's market position and stock price.
CONFIDENCE 70
IMPORTANCE 60
RELEVANCE 60