How big is Peak Fat?

Thursday, 18 April 2024

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.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.