The next generation of anti-obesity medications is reshaping key sectors within and beyond health care.

So just how significant are these treatments.

The breakthrough is that combination of efficacy and safety.

We're certainly living in an era right now where

social media has been able to really significantly amplify the experience and

the level of awareness across the very broad swap of the population about these drugs.

And again, if you're addressing something as foundational as treatments to address

overweight and obesity, you're certainly going to be able to draw a lot of attention.

I'm Allison Nathan and this is Golan the Saks exchanges.

To help explain the business and investor implications behind these drugs and ripple effects on other industries beyond health care,

I'm sitting down with my colleagues in Goldman Sachs research, Chris Chibetani and

Jason English.

Chris, Jason, welcome to the program.

Thank you for having us.

Thank you.

It's really nice to be here.

Let's start with some context.

The class of drugs known as glp ones and that includes

Wagovi, Monjaro, Ozumpec we're hearing about all of these names right now

they've seemed to burst onto the scene as a way to treat obesity, which we all know is a big

problem in the US. But more recently, these drugs seem to have captured the public's attention

and are gaining wider adoption, not just as obesity drugs, but as a way to just generally lose weight and improve health for those who aren't obese.

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