GLP-1s: The Next Phase Begins
In our previous blog, “GLP-1: From Diabetes Niche to Obesity Blockbuster – The Next Pharma Supercycle”, we discussed how GLP-1 therapies were reshaping diabetes and obesity treatment. Since then, annualized GLP-1 sales have scaled to ~US$89 billion by Q1CY26, reinforcing the magnitude of the opportunity. However, a new phase is now emerging. Semaglutide — the molecule behind Ozempic and Wegovy — has begun losing exclusivity across several emerging markets during 2026. This shift from an...
