What’s the biggest risk to the insane growth trajectory of GLP-1 pharmaceutical weight loss solutions? Explosive demand in the U.S. market has outstripped supply…causing prolonged shortages of these medications. GLP-1 market leaders, Novo Nordisk and Eli Lilly, have warned supply constraints would likely extend into late-2024. That has unfortunately increased the circulation of counterfeit versions through unregulated outlets that can carry serious health risks. But good news could be on the horizon…at least for the maker of Ozempic and Wegovy. Last month, Novo Nordisk announced intentions to acquire its primary contract manufacturer responsible for filling and packaging its GLP-1 injection pens…Catalent for $16.5 billion. While the move won’t solve everything, it provides strategic flexibility to an existing supply network that includes another $8 billion spent on expanding manufacturing sites in France and Denmark.

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