There still exist many barriers and tolerance issues with the GLP-1 meds. Certainly they will gain market share in coming quarters but the obesity population far outnumbers the amount of medication the drugmakers can produce.

It's a WIN-WIN for them and NASH drugs esp MDGL IMO. GLPs are not going to eradicate obesity in the next 2 years in the US. Same fallacy as peak-oil call a few years ago.