← 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 1,320
Funds Holding Change +37
Funds Holding Growth +3%
Value $56.2B
Holding in Top 10 64
Top 10 Change +13
Top 10 Growth +25%
Value Growth +6%
New 145
Increased 455
Reduced 505
Closed 97
Capital Inflow $3.72B
Capital Outflow $5.03B
Net Capital Flow -$1.31B
Capital Flow Change -$2.24B
Calls $691M
Puts $860M
Net Calls -$169M
Put/Call Ratio 1.24