← 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 1,816
Funds Holding Change +106
Funds Holding Growth +6%
Value $72.3B
Holding in Top 10 65
Top 10 Change +2
Top 10 Growth +3%
Value Growth +6%
New 305
Increased 622
Reduced 706
Closed 178
Capital Inflow $4.82B
Capital Outflow $8.82B
Net Capital Flow -$4B
Capital Flow Change -$2.74B
Calls $1.24B
Puts $1.11B
Net Calls +$132M
Put/Call Ratio 0.89