← 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 1,164
Funds Holding Change +20
Funds Holding Growth +2%
Value $43.9B
Holding in Top 10 65
Top 10 Change +10
Top 10 Growth +18%
Value Growth -4%
New 113
Increased 425
Reduced 426
Closed 80
Capital Inflow $3.79B
Capital Outflow $3.79B
Net Capital Flow +$895K
Capital Flow Change -$205M
Calls $1.66B
Puts $1.08B
Net Calls +$580M
Put/Call Ratio 0.65