← 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 1,740
Funds Holding Change -28
Funds Holding Growth -2%
Value $84.7B
Holding in Top 10 63
Top 10 Change -15
Top 10 Growth -19%
Value Growth +4%
New 139
Increased 693
Reduced 639
Closed 155
Capital Inflow $4.44B
Capital Outflow $4.88B
Net Capital Flow -$439M
Capital Flow Change -$1.81B
Calls $841M
Puts $465M
Net Calls +$375M
Put/Call Ratio 0.55