Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
Insights
About
- About CFRA
Login

Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
  - Public Policy & Legal ResearchIdentify opportunity and risk driven by public policy and the courts.
  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
  - Financial AdvisorsFinancial Advisors, Relationship Managers, Wealth Managers
  - Individual InvestorsSelf-directed individual investors
Insights
About
- About CFRA
Login

Fundamental, Research

MedTech: Near-term Threat of GLP-1 Agonists is Overblown

Paige Meyer, VP of Equity Research

27 September 2023

Summary

The market is concerned that weight loss drugs (GLP-1 agonists) will cannibalize sales of MedTech diabetes therapies as it decreases the population with type 2 diabetes. GLP-1 agonists gained FDA approval to treat the diabetic population in 2017; meanwhile, MedTech sales have grown. We anticipate the mass market will not have access to GLP-1 agonists to treat obesity until 2028-2029 at the earliest.

Want to learn more? Download the Report.

Solutions

Fundamental Equity Research

Gain a comprehensive view of global themes, industries, and companies.

Related Insights

Health Care: MedTech Companies Poised for Widening Operating Margins

Recent earnings calls point to supply chain improvements...