← 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 1,480
Funds Holding Change +106
Funds Holding Growth +8%
Value $79.9B
Holding in Top 10 68
Top 10 Change +8
Top 10 Growth +13%
Value Growth +20%
New 226
Increased 510
Reduced 536
Closed 98
Capital Inflow $4.4B
Capital Outflow $3.62B
Net Capital Flow +$782M
Capital Flow Change +$2.56B
Calls $723M
Puts $518M
Net Calls +$204M
Put/Call Ratio 0.72