Global Research Unlocked

GLP-1s may save healthcare billions but could cost companies growth and revenues


Listen Later

GLP-1 impact should be big but lots of puts and takes

Almost 40% of US adults are obese and the US healthcare system spends nearly $173 billion a year on obesity-related medical costs. In the past, exercise and diet regiments were the best solutions for combating obesity but now there's an injectable called a GLP-1. These drugs trigger receptors in the brain to suppress appetites, cravings and addictive behaviors. Pete Galbo explains GLP-1s could mean less snacking but even years from now when penetration of these drugs is even higher, the impact on overall calorie consumption is likely to be small. Patients who were too obese for knee replacements could now be eligible, according Travis Steed, while some patients who lose weight may delay surgery for a period of time but its hard to see these drugs having a meaningful impact on knee replacement growth rates.

 

You may also enjoy listening to the Merrill Perspectives podcast, featuring conversations on the big stories, news and trends affecting your everyday financial life.

 

"Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities.

©2023 Bank of America Corporation. All rights reserved.

...more
View all episodesView all episodes
Download on the App Store

Global Research UnlockedBy BofA Global Research

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

11 ratings


More shows like Global Research Unlocked

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,190 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

94 Listeners

Masters in Business by Bloomberg

Masters in Business

2,180 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

982 Listeners

Odd Lots by Bloomberg

Odd Lots

1,767 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

173 Listeners

Making Sense by J.P. Morgan

Making Sense

57 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,270 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

77 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

95 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

400 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

22 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

23 Listeners

Goldman Sachs The Markets by Goldman Sachs

Goldman Sachs The Markets

71 Listeners