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花旗银行:2024 GLP-1受体激动剂对肥胖症及其他病症的影响研究报告(英文版)(76页).pdf

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1、Citi is one of the worlds largest financial institutions,operating in all major established and emerging markets.Across these world markets,our employees conduct an ongoing multi-disciplinary conversation accessing information,analyzing data,developing insights,and formulating advice.As our premier

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3、adership of a wide range of senior professionals across our firm.This is not a research report and does not constitute advice on investments or a solicitations to buy or sell any financial instruments.For more information on Citi GPS,please visit our website at GPS:Global Perspectives&SolutionsOctob

4、er 2024Obesity and BeyondThe Surprising Reach of GLP-1s Citi GPS:Citi GPS:Global Perspectives&Solutions October 2024 Adam Spielman Head of Health and Consumer Citi Global Insights Filippo Falorni,CFA U.S.Beverages and HPC Citi Equity Research Thomas Palmer,CFA U.S.Food Manufacturers Citi Equity Rese

5、arch Heejin Lim Korea Consumer,Retail and MedTech Citi Equity Research Anjolaoluwa Odunsi Health and Wellness Citi Global Insights Diane Wehner,CFA Senior Portfolio Manager,Healthcare Citi Global Wealth Nathan Weinstein,CFA Global Healthcare Analyst Citi Global Wealth Jim Hollingshead CEO Insulet Pr

6、ashant Agrawal Founder and CEO Impact Analytics Mick Farrell CEO ResMed Carlos M Nunez,MD Chief Medical Officer ResMed October 2024 Citi GPS:Citi GPS:Global Perspectives&Solutions 2024 Citigroup 3 OBESITY AND BEYOND The Surprising Reach of GLP-1s GLP-1 wonder-drugs have crashed into the collective c

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本文主要讨论了GLP-1类药物对全球肥胖问题的影响。GLP-1类药物是一种用于治疗肥胖的药物,通过模拟人体肠道内产生的激素,告诉大脑已经吃饱,从而减少食物摄入,达到减重的效果。 关键点包括: 1. 全球肥胖问题日益严重,目前全球约有30亿成年人超重,其中10亿人为肥胖。美国成年人中,约75%超重,40%以上为肥胖。 2. GLP-1类药物能显著减轻体重,平均减重可达15-22%。此外,这类药物还能减缓多种慢性疾病如心血管疾病、肾脏疾病和脂肪肝的进展,并可能降低某些癌症和神经退行性疾病的风险。 3. GLP-1类药物的副作用大多可以忍受,最常见的是胃肠道不适。目前全球产能仅能满足约2500万人的需求,导致价格昂贵且难以获得报销。预计未来几年全球产能将增至数亿,价格将更加亲民。 4. GLP-1类药物对医疗、食品饮料、时尚等多个行业都将产生影响。长期来看,这类药物将可能增加健康生命年数,提高劳动生产率,对经济产生积极影响。
GLP-1药物如何影响全球肥胖问题? GLP-1药物对医疗行业有哪些潜在影响? GLP-1药物对食品和饮料行业有何影响?
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