GLP-1 förändrar hur vi äter
Columbuse@o_hornell
The idea
I believe GLP-1 drugs will reshape what people eat, buy, and get treated for over the next decade, so I built a basket across three layers: the drugmakers themselves, the companies that manufacture, fill, and test these treatments, and the food, retail, and health businesses that benefit as people eat less but better and move more. Lilly and Novo anchor the drug side, but a large share sits outside pharma where the effect is less obvious to the market yet.
What it owns
- These companies sell the weight-loss medicines themselves and capture the most direct revenue from the shift to GLP-1 treatment. · Eli Lilly and CompanyIt sells the most GLP-1 weight-loss medicines, including Zepbound and the pill Foundayo, and stands at the center of how these drugs reshape eating and treatment patterns., Novo Nordisk A/SIt created Wegovy and now offers a Wegovy pill, making it the second major seller of the medicines themselves in this expanding market., Amgen Inc.It developed MariTide, an injection taken just once monthly, which could make treatment easier for people to sustain over many years., Pfizer Inc.It acquired its way into weight loss rather than building medicines from scratch, offering a lower-cost and higher-dividend way to own another major player in the space., Viking Therapeutics, Inc.It is a smaller challenger now running final-stage trials for its weight-loss pill, representing higher risk but potential reward if results match those of larger competitors.35%
- Every dose requires manufacturing, filling, and packaging; these suppliers earn from volume regardless of which medicine wins the market. · West Pharmaceutical Services, Inc.It makes the stoppers, springs, and components inside every injection pen and medicine bottle, earning from injector volume regardless of which drug leads the market., Thermo Fisher Scientific Inc.It manufactures and fills medicines for other companies and supplies research equipment, capturing revenue as drugmakers scale up GLP-1 production., Becton, Dickinson and CompanyIt makes syringes, needles, and pen components in huge volumes, providing a stable foundation for the basket that gains momentum as more GLP-1 injections are used., Stevanato Group S.p.A.It manufactures glass cartridges and vials for injection pens, earning from rising pen orders even though it faces some risk if pills eventually dominate.18%
- People taking GLP-1 eat less overall but seek more protein and higher-quality foods, benefiting retailers and food makers that serve this shift. · Costco Wholesale CorporationIt operates both a pharmacy dispensing GLP-1 medicines and a large fresh grocery section, capturing gains as customers shift from snacks to chicken and vegetables., BellRing Brands, Inc.It makes Premier Protein drinks popular among people on GLP-1 treatment seeking to maintain muscle while eating less food overall., Vital Farms, Inc.It sells eggs from pasture-raised hens, a simple and clean protein source when people reduce overall food intake., The Simply Good Foods CompanyIt makes Quest protein bars and snacks in smaller portions with higher protein, exactly what GLP-1 users seek when eating less.16%
- Weight loss trends increase interest in health tracking and fitness, driving demand for wearable sensors and gym memberships. · Abbott LaboratoriesIt makes continuous glucose monitors like Libre that track blood sugar and nutritional drinks like Ensure, both seeing increased adoption as GLP-1 users engage in more active health management., Planet Fitness, Inc.It offers low-cost gym memberships appealing to people who lose weight and want to exercise to preserve muscle mass during treatment., DexCom, Inc.It makes continuous glucose sensors, and GLP-1 drugs drive more type-two diabetics and pre-diabetics to actively track their blood sugar in real time.15%
- New medicines require large clinical trials, and more patients reach treatment through digital health services that expand access. · Medpace Holdings, Inc.It conducts clinical trials for smaller and mid-sized drugmakers, and obesity represents one of the largest pipelines of new candidates in development., Hims & Hers Health, Inc.It dispenses weight-loss treatment online directly to customers, expanding access to medicines for people who prefer to avoid traditional clinics.8%
- Cash8%