Pfizer Poised for Growth as GLP-1 Market Tops $33.3B and Sexual Supplements Reach $5.3B

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Barclays initiated coverage of U.S. large-cap biopharma with a Neutral stance, picking Eli Lilly, Merck, Bristol-Myers Squibb and AbbVie while excluding Pfizer. Pfizer should gain from an 8.6% CAGR in the GLP-1 market to $33.26 billion by 2030 and a sexual health supplement market reaching $5.31 billion.

1. Barclays Launches Biopharma Coverage

Barclays began coverage of U.S. large-cap biopharma with a Neutral industry view and designated Eli Lilly, Merck, Bristol-Myers Squibb and AbbVie as its preferred picks, notably leaving Pfizer off its top-four list.

2. GLP-1 Market Expansion Benefits Pfizer

The global GLP-1 segment is forecast to grow at an 8.6% CAGR to $33.26 billion by 2030, driven by oral formulation innovations and long-acting peptides, positioning Pfizer to capture incremental diabetes and obesity treatment sales.

3. Sexual Health Supplement Market Upside

The sexual health supplement industry is projected to rise from $3.79 billion in 2026 to $5.31 billion by 2030 at an 8.8% CAGR, with Pfizer among leading firms set to benefit from personalized formulations and e-commerce distribution growth.

Sources

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