GLP1's, the term for the class of drugs that Wegovi and Zepbound belong to, are being hailed by some as miracle

drugs for the treatment of obesity, a chronic disease that affects over 1 billion people globally.

But will these drugs really have the impact

that some investors and economists, not to mention patients,

hope?

I'm Allison Nathan, and this is Goldman Sachs exchanges.

Every month I speak with investors, policymakers, and academics about the most pressing market-moving issues

for our top-of- mine report from Goldman Sachs research.

On this episode I share parts of my conversations with two experts featured in our latest report

that explores just how large the addressable market for G.

P1s actually is.

Dr. Fatima, Cody Stamford, an obesity medicine physician and scientist

at Massachusetts General Hospital and Harvard Medical School, Jonathan Gruber, Professor of Economics and Chairman of the Economics Department at MIT.

Dr. Stanford and I first discuss how GLP1's work, what makes them so much more effective than other weight

loss medications, and despite this higher efficacy, why she doesn't view them as a

silver bullet for weight loss and for the treatment of obesity. Here's our

conversation.

We're speaking to you because you have so much extensive experience with obesity

medicine. Let's start with just understanding obesity a little bit better. Just a basic

basic definition of obesity and how prevalent it is is a good place to start.

So when we talk about obesity as a disease process we have to understand that

it's a complex chronic

...