← 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 1,750
Funds Holding Change -84
Funds Holding Growth -5%
Value $62.5B
Holding in Top 10 37
Top 10 Change -3
Top 10 Growth -8%
Value Growth -10%
New 171
Increased 608
Reduced 751
Closed 230
Capital Inflow $4.76B
Capital Outflow $7.98B
Net Capital Flow -$3.21B
Capital Flow Change -$3.18B
Calls $782M
Puts $1.24B
Net Calls -$459M
Put/Call Ratio 1.59