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'Bubble effect': Weight loss drug fueled growth is putting the pharma sector at risk, report finds
CNBC· 2026-05-04 18:45
Drugs that target obesity and diabetes now account for an estimated 38% of all projected commercial inflows from the 2025 late-stage pipeline. Surging demand for weight loss and diabetes drugs leaves the pharmaceutical sector at risk from a "bubble effect" as profitability soars, new research suggests. Demand for the likes of Wegovy and Zepbound has driven research and development returns to their highest level in years, but a report published by Deloitte on Monday suggests this is masking pressure facing t ...