themes / glp1-obesity · horizon 3-10 years · 7 companies
GLP-1 & Metabolic Health
Incretin drugs addressing obesity, diabetes and adjacent conditions.
Trend vs pricing
Trend (reality)
58
company trend 56 · related-ETF flow 63 · growth 60
Market pricing
64
Expectations gap-6
Human needs
healthstatus
Related ETFs
XLV
Constraint chain
Trend → Constraint → Required solution
Trend
Demand exceeds manufacturing capacityConstraint
Fill-finish capacity, reimbursement, oral formulationsRequired solution
Manufacturers, CDMOs, supply chainAttention
25
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 25App Store —YouTube —
Rising queries
ozempic side effectsozempic faceozempic pillozempic dosingozempic costozempic lawsuitozempic couponozempic for weight lossozempic vs mounjaroglp-1 receptor agonistglp-1 side effectsglp-1 drugs
Wikipedia · 5 articles
7d avg pageviews3061
vs 28d-12.4%
vs 1y-29.8%
z vs own history-1.43
SemaglutideTirzepatideOzempicOrforglipronGLP-1 receptor agonist
Apps · GitHub · YouTube
Noomnot in top-100
WeightWatchersnot in top-100
Himsnot in top-100
Ronot in top-100
GitHub repos—
YouTube videos / day27.9
Measured over50 videos · 43.0 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · Ozempic Weight Loss to Facelift at 47: Why Irene Chose a Vertical Restore
- · Missed your Ozempic shot? The 5-day rule
- · 🔴 Roy de Vita ► Ozempic ti fa vivere più a lungo. Nessun trial sull’uomo ma il brevetto c’è già.
- · The new weight loss peptides beating Ozempic
- · DE A POCO #Entrenamiento #Fitness #Salud #Cuerpo #PerdidaDePeso #ozempic #SaludYBienestar
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| LLY | Eli Lilly | 80% | 1 | 80 | 74 | +6 | 88 | 69 | 31 |
| HIMS | Hims & Hers Health, Inc. | 50% | 1 | 27 | 39 | -12 | 34 | 23 | 51 |
| AMGN | Amgen | 20% | 1 | 53 | 70 | -17 | 47 | 58 | 42 |
| WST | West Pharmaceutical Services Inc | 30% | 2 | 58 | 82 | -24 | 61 | 54 | 20 |
| PFE | Pfizer | 10% | 1 | 21 | 67 | -46 | 13 | 42 | 43 |
| RMD | ResMed| | 20% | 3 | 50 | 47 | +3 | 41 | 71 | 67 |
| TMO | Thermo Fisher Scientific | 10% | 2 | 48 | 81 | -33 | 50 | 39 | 26 |