A May 21 Research and Markets report projected the global GLP-1 receptor agonist weight loss drug market expanding from $15.5B in 2025 to $18.02B in 2026 — a 16.3% compound annual growth rate. The forecast tracks through 2030 and 2035 across major players Novo Nordisk, Eli Lilly, and Pfizer, plus the growing oral GLP-1 segment (Wegovy pill, Foundayo, Structure Therapeutics' aleniglipron entering Phase 3). By 2020 roughly 4 million people were on GLP-1s; by 2026 that estimate has reached 30 million. The market data is the formal backdrop for the broader 2026 obesity-pharmacology conversation: GLP-1 alone is now larger than the 2024 oncology drug class's largest single product. The IQVIA peptide-CDMO capacity-build wave (Bachem, PolyPeptide, CordenPharma SPPS expansions through 2028) and the Lilly $4.5B Lebanon Indiana investment lean directly into the demand projection.
A May 12 GlobeNewswire industry report frames the consumer peptide wellness market as approaching $300B globally on accelerating mainstream demand for science-backed peptide products spanning energy, recovery, metabolism, healthy aging, fitness, and overall well-being. The report tracks the post-Category-2 commercial cycle for BPC-157, TB-500, GHK-Cu, sermorelin, and the broader peptide supplement and cosmeceutical landscape — including OMI Wellbeauty's hair-growth peptides, Neurogan's 2% GHK-Cu body care, Auro Wellness's copper tripeptide serum, and the early-stage longevity peptide programs at Hims & Hers and LifeMD. The framing arrives six weeks ahead of the FDA's PCAC July 23-24 meeting that will decide compounding-pharmacy status for seven additional peptides including Emideltide (DSIP), Semax, and Epitalon.
ResearchAndMarkets released a Peptide and Oligonucleotide CDMO Market Research Report on April 30 forecasting the global market expanding from $2.42B in 2025 to $2.7B in 2026 (11.9% CAGR), reaching $4.03B by 2030. The report names Bachem, PolyPeptide, CordenPharma, and AmbioPharm as the dominant capacity holders capturing roughly 55–60% of global revenue. Demand for GLP-1 receptor agonists and siRNA drugs is outpacing GMP suite availability, giving CDMOs unusual pricing power in multi-year capacity contracts. The report frames manufacturing capacity as the binding constraint on the next wave of peptide therapeutics.
UBS analysts forecast 5-6 million Foundayo prescriptions in 2026, projecting roughly $2 billion in launch-year sales. RBC Capital Markets projects peak annual US sales of $36 billion. Eli Lilly pre-stocked $1.5 billion of inventory ahead of the April 6 retail launch.