This is one of the reasons I'm long Eli Lilly (LLY). GS is reasoning that when millions of obese people get their weight down after taking drugs like Wegovy, they become more productive at work, thereby boosting US GDP.

Obesity drugs to expand U.S. GDP by 1% in the coming years: Goldman Sachs

"The popular GLP-1 class of weight loss drugs could help boost the U.S. gross domestic product by 1% in the coming years as lower obesity rates fuel efficiency gains, Goldman Sachs said in a research note on Thursday.

The anti-obesity treatments Wegovy and Zepbound, marketed by Novo Nordisk (NVO) and Eli Lilly (NYSE:LLY), respectively, are among the most sought-after assets in a market that, according to Goldman Sachs, could reach $100B by 2030.

The analyst Jan Hatzius and the team cited academic studies to argue that obese individuals are less likely to work and are less productive at work. As a result, their impact on the country's total output exceeds 1%, assuming an obesity rate of more than 40% in the U.S."

seekingalpha.com - Obesity drugs expand US GDP goldman sachs