Two pharmaceutical companies generated $71 billion in 2025 from semaglutide and tirzepatide, drugs originally developed for diabetes that have expanded into obesity, cardiovascular disease, and other conditions, reaching fewer than 2% of eligible patients globally. These GLP-1 drugs have triggered a cascade of new indications and are projected to reach 15-20% penetration by the early 2030s, potentially treating addiction and other conditions. The revenue from these two molecules exceeded combined 2025 earnings of OpenAI and Anthropic.