The biopharma sector has attracted investor attention due to the rising popularity of GLP-1 drugs for weight loss. However, UBS predicts challenges ahead toward 2025 due to economic uncertainty, lower interest rates, and potential impacts from Robert F. Kennedy Jr.’s leadership at the Department of Health & Human Services. Despite these concerns, UBS expects continued growth in the GLP-1 market, with sales potentially reaching $90-110 billion. Eli Lilly and Novo Nordisk lead the sector, although competition may arise. Analysts remain optimistic about both companies, predicting substantial upside for their stocks.
