Objective

• A global sell-side client required insights into the impact of GLP-1 (glucagon-like peptide-1) on their coverage companies
• The client also wanted to estimate the impact on sales at the company, brand and category level
• However, as GLP-1 penetration is still in its infancy, accessing meaningful data was a challenge
  

Crisil Integral IQ solution

• The team undertook secondary as well as primary research on GLP-1 and its impact on the food industry, with particular focus on European food companies (Nestle, Unilever, and Danone)
  
  • We closely tracked drug-related news, user comments on social media forums, and management commentary of companies under coverage
  • We also hosted a focus group meeting with eight current GLP-1 drug users to get their perspective and incorporated those into our analysis
• Based on secondary and primary research, we prepared an impact assessment that analyzed the exposure of coverage companies to various food categories (e.g., pizzas, chocolates, yoghurts, waters, etc.)
• The team’s detailed qualitative comments were included in the client’s sector note
  

Client Impact

• Our analysis helped the client remain ahead of the curve by providing accurate and timely analysis on an emerging class of medication
• The sector note generated considerable interest among investors and led to multiple requests for custom analysis, positioning the client as a thought leader in the space
  

Questions

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