← 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

Put/Call Ratio
Increase
Decrease
Funds Holding 1,079
Funds Holding Change +73
Funds Holding Growth +7%
Value $38.4B
Holding in Top 10 41
Top 10 Change -2
Top 10 Growth -5%
Value Growth +5%
New 162
Increased 407
Reduced 386
Closed 79
Capital Inflow $3.67B
Capital Outflow $4.25B
Net Capital Flow -$582M
Capital Flow Change +$1.34B
Calls $1.79B
Puts $2.72B
Net Calls -$933M
Put/Call Ratio 1.52