← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

Calls
Puts
Net calls
Funds Holding 1,165
Funds Holding Change -21
Funds Holding Growth -2%
Value $48.9B
Holding in Top 10 62
Top 10 Change -3
Top 10 Growth -5%
Value Growth +2%
New 105
Increased 466
Reduced 417
Closed 111
Capital Inflow $3.48B
Capital Outflow $2.86B
Net Capital Flow +$614M
Capital Flow Change -$3.36B
Calls $769M
Puts $1.77B
Net Calls -$998M
Put/Call Ratio 2.3