Pfizer CEO Sees Large Cash Market for Obesity Drugs -- Market Talk

Dow Jones01-13

1618 ET - Pfizer sees room in the obesity market to become a major player following the pharmaceutical company's acquisition of Metsera, CEO Albert Bourla says at the JPMorgan Healthcare Conference. Though Eli Lilly and Novo Nordisk remain the leading companies in the GLP-1 market, the cash market for the drugs is big enough to support another entrant, he says. When doing the business case for the Metsera acquisition, "we saw how big the cash market is for this indication, which in our projections, we didn't have that." He likened obesity drugs to the launch of Viagra, when Pfizer was surprised by the amount of consumers willing to pay out of pocket for the treatment. "Market will be big," he says. "You need differentiated products, you need significant marketing capabilities because that's a consumer-driven market." (elias.schisgall@wsj.com)

 

(END) Dow Jones Newswires

January 12, 2026 16:18 ET (21:18 GMT)

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