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A $2.8T Opportunity?
ARK Invest· 2025-12-22 21:28
So you know earlier I mentioned that there's 26 million individuals that have aththeroscllerotic disease meaning they already have plaque buildup they're already at higher risk of future adverse events like heart attacks and 2/3 of them you know they have access to care but they're still not hitting guideline goals for their lipid levels. So that's about 17 million patients and so if you take 17 million patients and you multiply it by the value brace price of 165,000 what that means in terms of a total addr ...
What is the future of obesity care? | Melanie Jay, MD, MS | TEDxNYU Langone Health
TEDx Talks· 2025-07-29 17:00
Obesity Treatment Landscape - The industry recognizes obesity as a disease influenced by genetics and environmental factors [9][10] - New medications like GLP-1 receptor agonists (semaglutide, tirzepatide) signal the brain to reduce hunger, helping individuals maintain a lower weight set point [12] - Despite the availability of new medications, over 60% of individuals discontinue use within one year, often due to costs exceeding $500 per month and lack of insurance coverage [15] - Disparities in access to obesity care medications exist, with affluent individuals having greater access compared to vulnerable populations [17] - The industry is concerned about counterfeit drugs and unregulated compounding pharmacies offering cheaper versions of obesity care medications [18] - Obesity stigma persists, with individuals often being told to lose weight "the natural way," unlike other chronic diseases [18][19] - The industry believes that the current moment is a "miracle moment" for obesity care, with medications preventing diabetes and heart attacks [20] - New medications are being developed that could provide even more options and benefits to patients [21] Call to Action - The industry needs to fund obesity research to better understand treatment and prevention [21][22] - The industry needs to improve access to obesity care, including lifestyle interventions, medications, and surgery, for all patients [22] - The industry needs to end obesity stigma and treat obesity as a chronic disease [23]