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全球制药行业:展望至 2030 年的全球 GLP-1 市场-Global Pharmaceuticals_ Framing Global GLP-1 forecasts to 2030
2025-09-28 14:57

ab 23 September 2025 Global Research Global Pharmaceuticals Framing Global GLP-1 forecasts to 2030 UBS forecast 130bnGLP1salesin2030Overthelast12months,theoutlookfortheGLP1marketforbothobesityandtype2diabetes(T2D)hasweakeneddrivenbythedisruptionfromcompoundedproductintheUSmarketandfromweakerthanexpecteddatafromnextgenerationassets(CagriSemaandorforglipron).ThishasseenUBS2030globalforecastscutfrom>130bn GLP-1 sales in 2030 Over the last 12 months, the outlook for the GLP-1 market for both obesity and type-2 diabetes (T2D) has weakened driven by the disruption from compounded product in the US market and from weaker than expected data from next generation assets (CagriSema and orforglipron). This has seen UBS 2030 global forecasts cut from > 150bn to 130bn,whichassumesc.130bn, which assumes c.80bn sales for ...