Group 1 - Goldman Sachs analysts predict that oral GLP-1 weight loss drugs will become a significant product cycle in the biopharmaceutical sector, capturing 24% and 32% of the weight loss drug market by 2030 and 2035, respectively, with market sizes reaching $22.3 billion and $38.1 billion [1] - Pfizer's danuglipron has been removed from the weight loss drug market model, with previous sales forecasts of $1.2 billion and $1.9 billion for 2030 and 2035, respectively [1] - The market share forecast for Eli Lilly's orforglipron has been increased, with adjusted risk-adjusted sales predictions of $1 billion in 2026, $17.2 billion in 2030, and $24.5 billion in 2035 [1] Group 2 - Goldman Sachs maintains its sales forecast for Novo Nordisk's oral semaglutide at $5.3 billion, noting that despite Eli Lilly's expected market advantage, there remains market space for oral semaglutide 25mg due to low likelihood of generic entry and extended price protection until orforglipron's patent expiration [2] - The obesity market is being segmented by BMI and treatment type (oral vs. injectable), with oral medications likely to attract more patients; approximately 50% of patients may prefer oral medications despite lower efficacy compared to injectables [2] - The expected average net price for the first oral drugs (Eli Lilly's orforglipron and Novo Nordisk's oral semaglutide 25mg) is around $650, projected to decrease to $457 and $308 by 2030 and 2035, respectively, approaching the pricing of injectable drugs [2]