Themes/GLP-1 / Weight Loss
Themes
GLP-1 / Weight Loss
Obesity therapeutics — GLP-1 agonists driving weight-loss / metabolic disease prescriptions.
HealthcareMomentum -0.66σ · rank 25
1M return
0.00%
3M return
0.00%
News mentions 4w
165
vs 27 prior 4w
Sentiment
-0.29
#GLP-1#obesity#weight loss#Ozempic#Wegovy#Mounjaro#semaglutide#tirzepatide
Constituents
5 stocks · enriched with quant z, fair-value upside, trend regime
| Ticker | Sector | Mcap | Weight | 1M return | Quant z | Decile | FV upside | Trend |
|---|---|---|---|---|---|---|---|---|
| AMGN Amgen Inc. | Healthcare | 177.16B | Primary · 1.00 | — | -0.02σ | D6 | — | — |
| LLY Eli Lilly and Company | Healthcare | 1T | Primary · 1.00 | — | -0.25σ | D10 | — | — |
| NVO Novo Nordisk A/S | Healthcare | 190.73B | Primary · 1.00 | — | — | — | — | — |
| VKTX Viking Therapeutics, Inc. | Healthcare | 3.4B | Primary · 1.00 | — | — | — | — | — |
| PFE Pfizer Inc. | Healthcare | 145.65B | Secondary · 0.50 | — | -0.01σ | D6 | — | — |
Narrative · 90-day flow
News mentions, sentiment, top headlines
BullishBearishNeutral
Top headlines (most recent)
- Novo Nordisk rolls out Wegovy pill in the UAE — testing appetite outside the U.S. with first global launchrss_cnbc-top·Jun 03, 2026·neutral
- Lilly’s GLP-1 medications will soon be covered by CVS, potentially opening access for millions of Americansrss_marketwatch-top·May 28, 2026·neutral
- CVS to restore coverage of Zepbound, add Eli Lilly's obesity pill to drug plansrss_cnbc-top·May 28, 2026·bullish+1.00
- Eli Lilly (LLY) Unveils Obesity Data That Could Raise The Bar For The Entire Industryrss_yahoo-markets·May 28, 2026·bullish+1.00
- Eli Lilly (LLY) Announces Positive Phase 3 Results for Obesity Treatment Retatrutiderss_yahoo-markets·May 23, 2026·bullish+1.00
- Canada and India now have generic Wegovy. Here’s why the U.S. doesn’t.rss_marketwatch-top·May 22, 2026·neutral
- Eli Lilly says next-generation weight loss drug clears crucial obesity trialrss_cnbc-top·May 21, 2026·bearish-0.50
- There’s a ‘powerful’ new weight-loss drug. A new study shows it produced 28% weight loss.rss_marketwatch-top·May 21, 2026·bearish-1.00
- New data boosts our confidence in Lilly's obesity pill. Plus, Google's new AI featuresrss_cnbc-top·May 19, 2026·bullish+1.00
- Novo Nordisk’s next obesity battlefront: Winning beyond Americarss_cnbc-top·May 18, 2026·neutral+0.00
- Vivani Medical Reports First Quarter 2026 Financial Results and Provides Business Updatefmp_press·May 13, 2026·neutralVANI
- Vivani Medical Reports First Quarter 2026 Financial Results and Provides Business Updatefmp_stock·May 13, 2026·neutralVANI
- GLP-1 Users Are Taking a Bite Out of the Restaurant Businessfmp_general·May 13, 2026·neutral
- Amgen Inc. (AMGN) Presents at Bank of America Global Healthcare Conference 2026 Transcriptfmp_stock·May 13, 2026·neutralAMGN