Wells Fargo Industry Insights' Robin Wenzel says the drugs are rewriting healthcare economics, but the math doesn't "pencil out" too often.

Ozempic, Wegovy and Zepbound have helped Americans lose weight, cut demand for weight-loss operations and improved heart health.

Wells Fargo Industry Insights' Robin Wenzel says the drugs are rewriting healthcare economics, but the math doesn't "pencil out" too often.