Morgan Stanley

Morgan Stanley appears in Wake-up haul: an Ozempic moment for the brain through a cited report estimating that orexin medicines could generate almost $16 billion a year by 2035. The source contrasts that possible market with roughly $3 billion in annual sales for current narcolepsy drugs.

The page’s role is market-signal only. The episode pairs Morgan Stanley’s estimate with Shailesh Chitnis’ caution that promising drug categories often fail before broad adoption, making the estimate a commercial scenario rather than a settled forecast.

Connections

• Orexin Agonists, Narcolepsy Wake-Sleep Boundary, and GLP-1 Agonists - medical category and comparison frame.
• Biotech Capital Cycle - broader context for translating scientific promise into market expectations.
• Shailesh Chitnis - segment explainer.