← 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 1,165
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