← 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 1,141
Funds Holding Change -24
Funds Holding Growth -2%
Value $47.8B
Holding in Top 10 51
Top 10 Change -11
Top 10 Growth -18%
Value Growth -2%
New 81
Increased 411
Reduced 473
Closed 96
Capital Inflow $3.47B
Capital Outflow $3.28B
Net Capital Flow +$191M
Capital Flow Change -$422M
Calls $1.02B
Puts $1.86B
Net Calls -$840M
Put/Call Ratio 1.83