20252034 horizon (10y)
Project workspace

Obesity launch — access scenario model

Five-module workspace for modeling how payer access, pricing, competitive events, and evidence activities affect patient access, volume, and revenue across 2025–2034.

Peak net revenue · Base
$19.64B
Year 2034
Downside delta
$-12.09B
-61.6%
vs Base at peak
Upside delta
$12.54B
63.9%
vs Base at peak
Access cut · Base Y5
57.8%
HCP demand → filled gap
Today's headline
Base lands at $19.64B peak net revenue in 2034. Generate for a grounded one-paragraph read on what the three scenarios are saying today.
Click Generate for a grounded AI narrative. The model receives only the structured numbers and selections shown on this page.
Most likely
2034 peak
Base Case

Most-likely state across all drivers. PBM tightening, oral GLP-1 launches 2026, selective employer coverage.

Peak net rev
$19.64B
Filled pts (Y5)
1.33M
Downside
2034 peak
Access Compression

PBM tightening accelerates, employer carve-outs spread, oral GLP-1 takes share faster than expected.

Peak net rev
$7.55B
Filled pts (Y5)
513K
Upside
2034 peak
CV Label Expansion

SELECT drives cardiology adoption, Medicare opens limited coverage, employers maintain coverage.

Peak net rev
$32.19B
Filled pts (Y5)
2.21M