1、Fight for survival:how GLP-1s have created an existential threat to US providersPhoto by Krzysztof ZmijewskiKearney,WarsawThe dawn of glucagon-like peptide-1 agonists(GLP-1s)is a defining moment for healthcare.Many analysts have declared them a medical miracle due to their unprecedented impact on th

2、e risk of a range of diseases.This disruption is creating anxiety among some stakeholders.For many US healthcare providers,the anticipated erosion of demand for several clinical services severely threatens their financial viability.This Kearney report,based on the latest medical research,illustrates

3、 the potential US provider profit at risk from GLP-1s by patient segment.We estimate that across eight key therapeutic areas,about 60 percent of profit will be at risk by 2029,equating to about$7.5 billion in revenue loss.The 19 percent growth in profit we anticipate from an uptick in demand for fiv

4、e select procedures will not sufficiently compensate for these financial losses.We conclude by highlighting several strategic options that can help providers survive and thrive in the GLP-1 era of healthcare.Introduction 1Methodology 2Results:profit losses for shrink procedures 4Cardiovascular proce

5、dures 4Vascular procedures 6Orthopedic procedures 8Bariatric surgery 8Results:growth procedures profit increases 10Caveats to this analysis 13Insights 14Protect volume of current procedures 15Sense and shift fixed-cost bases 16Pivot toward growth procedures 16Embrace alternative payment models 17Con

6、clusions 18Authors 19Appendix 20In-depth:methodology 20In-depth:caveats to the analysis 21Not since the development of statins has the healthcare and life sciences industry experienced such fevered speculation about the potential impact of a drug class on public health,the pharma industry,and health