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Theme · 10 companies

Weight Loss Drugs

GLP-1s reshaping healthcare globally.

5
pure play
3
major beneficiary
2
indirect exposure

Who's connected.
And how.

02 / 44 themes
Pure Play
Core business is this trend
LLYLLY
LLY
Eli Lilly
Pure Play

Makes Mounjaro and Zepbound (tirzepatide), currently the most effective GLP-1 drugs available. Has a manufacturing head start and a pipeline of next-generation weight loss treatments that could be taken as pills.

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NVONVO
NVO
Novo Nordisk
Pure Play

Invented the GLP-1 drug class. Makes Ozempic and Wegovy (semaglutide), the drugs that started the conversation. The original and dominant player, though facing stiff competition from Lilly.

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ABTABT
ABT
Abbott
Pure Play

Linked to Diabetes Management. Relies on Thermo Fisher. Competes with Medtronic and Boston Scientific.

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DXCMDXCM
DXCM
Dexcom
Pure Play

Linked to Diabetes Management and Continuous Glucose Monitoring. Relies on Texas Instruments and Qualcomm. Competes with Abbott and Medtronic.

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PODDPODD
PODD
Insulet
Pure Play

Linked to Diabetes Management. Competes with Dexcom and Abbott.

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