Allurion SPAC Presentation Deck
A
The Time is Now: GLP-1 Drugs Created Unprecedented Interest in Weight Loss and
Unlocked a $50 Billion Revenue Opportunity
Obesity: $50B+ Revenue Market by 2030
$bn
60
50
40
30
20
10
2024
2025
US revenues
Saxenda
liraglutide injection 3 mg
2015
2026
2027
Ex-US revenues
ONCE-WEEKLY
2028
2017
2029
semaglutide injection ng mg
1mg
*Sources: Morgan Stanley. "Unlocking the Obesity Challenge: a >$50BN Market"
2030
High-efficacy patient share
10%
9%
8%
7%
6%
5%
4%
3%
2%
1%
0%
100
90
80
70
60
50
40
30
20
10
0
2019
GLP-1 Drug Approvals
RYBELSUSⓇ
semaglutide tablets
GLP-1s Made Obesity Mainstream
Jan-13
Oct-13
Jul-14
Apr-15
Oct-16
Jan-16
Launch of Ozempic
(semaglutide in diabetes)
Jul-17
2021
wegovy®
semaglutide injection 2.4 mg
Apr-18
Launch of Wegovy
(semaglutide in obesity)
Jan-19
Oct-19
-Diabetes drug for weight loss: (Worldwide) -Semaglutide: (Worldwide)
Jul-20
Apr-21
Jan-22
HALO
EFFECT
mounjaro
(tirzepatide) injection
2022View entire presentation