GLP-1 and OSA

Farrell on GLP-1:
"And we've been watching that for 2 years with Wegovy on obesity. By the way, we haven't seen any slowdown of patients coming into the funnel for last 2 years with those obesity drugs out there. We've actually got a registry that we're following. Over 17,000 patients, who are using GLP-1s and positive airway pressure. We haven't seen changes in adherence. We haven't seen dramatic changes in lack of replenishment revenue.
But we're watching very closely that cohort, and making sure that there's a partnership there. But I look at it and say, "Well, if it's good, you want patients engaged and caring about their chronic diseases, you want them thinking about weight, you want them into the system." So if a patient shows up at a primary care physician's office and says, "Hey, I saw this new drug out there, I want to get treated for this weight-loss drug or this weight-loss drug."
They're activated into the health care system. The 80% patients in the U.S., the 90% in Europe and 95% in Asia that we are not getting yet, the undiagnosed patients, they're not activated into the health care system. So a new class of drugs to get patients in, I think, is actually a net benefit for us."
I think he is right. GLP-1 will become an add on. And the medication has not taken serious market share so far
Maybe it is too rosy a viewpoint