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The global push to combat obesity is rapidly reshaping the pharmaceutical and healthcare sectors. Blockbuster GLP-1 drugs like Ozempic, Wegovy, and Zepbound have become household names, driving demand for more effective weight-loss treatment and igniting a wave of investment opportunities.
From drug developers to telehealth platforms and supply chain beneficiaries, a growing group of companies is poised to ride this multi-billion-dollar megatrend.
Analysts at Goldman Sachs estimate that the global anti‑obesity drug market, which stood at roughly $6 billion in 2023, is expected to accelerate to around $100 billion by 2030, which would be more than a 16‑fold increase.
But investors should also be aware of the risks. Many of the top players in this space, including Novo Nordisk and Eli Lilly, rely heavily on high-margin U.S. drug pricing to fuel profits.
If U.S. policy shifts to bring domestic drug prices closer to European levels, as some political leaders, including Donald Trump, have proposed, future earnings expectations for these stocks could take a massive hit, and it could cripple analysts’ price targets for the companies.
In this article, we highlight the stocks that stand to gain the most from the accelerating demand for obesity solutions.
| Company Name (Ticker) | Analyst Upside | P/E Ratio |
| Novo Nordisk (NVO) | 40% | 12 |
| Eli Lilly (LLY) | 24% | 31 |
| Amgen (AMGN) | 4% | 15 |
| Pfizer (PFE) | 22% | 8 |
| Roche Holdings (RHHBY) | 18% | 12 |
| Viking Therapeutics (VKTX) | 164% | -11 |
| Zealand Pharma (ZEAL) | 154% | 4 |
| Altimmune (ALT) | 388% | -3 |
| LifeMD (LFMD) | 41% | 17 |
| Walmart (WMT) | 11% | 37 |
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Among the companies riding the weight-loss wave, these three stand out as analyst favorites with significant upside potential today.
Eli Lilly (LLY)
Eli Lilly continues to expand its lead in the obesity drug market. The company is ramping up production of Zepbound and Mounjaro to meet surging demand, while also advancing its oral GLP-1 candidate through late-stage trials.
With strong insurer coverage and growing international interest, Lilly is investing heavily in manufacturing and global distribution to stay ahead of competitors.
However, with over 65% of its revenue coming from the U.S., Lilly remains highly exposed to domestic pricing reforms.
If future legislation pushes U.S. drug prices closer to European levels, Lilly’s obesity drug margins, currently among the highest in pharma, could see meaningful compression, which would weigh on its long-term growth expectations.
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Novo Nordisk (NVO)
Novo Nordisk is under pressure to keep pace with explosive demand for its GLP-1 drugs. After facing supply constraints and pricing scrutiny, the company has announced plans to scale production and streamline its U.S. operations.
Novo is also doubling down on innovation, including the development of an oral version of semaglutide and next-gen obesity compounds.
While based in Denmark, Novo generates a significant majority of its obesity-related revenue from the U.S., where Wegovy commands significantly higher prices than in Europe.
If the U.S. moves toward international reference pricing, Novo could face a steep revenue reset, making its aggressive investment plans harder to sustain.
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Walmart (WMT)
Walmart is quietly benefiting from the weight loss boom. The retail giant has seen increased pharmacy traffic and front-end sales linked to GLP-1 prescriptions. It’s expanding healthcare services and working to integrate telehealth offerings with in-store support.
As demand for obesity drugs grows, Walmart is positioning itself as a key access point for consumers seeking affordable, convenient treatment options.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
