Weight-loss drugs
Develops, makes or sells obesity medicines such as GLP-1 drugs, or the devices and manufacturing behind them.
A new generation of medicines, led by GLP-1 drugs, has changed how obesity is treated. This theme covers the companies that make and develop obesity medicines, and those that supply their manufacturing, devices or access.
Companies
16
Core
11
With a moat
25%
Average quality
28
2 wide moat · 2 narrow moat · 12 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| LLY ELI LILLY & Co | Core | Pharmaceuticals | Wide | 75 | $1.17T |
| NVO NOVO NORDISK A S | Core | Pharmaceuticals | Wide | 78 | $175.1B |
| RYTM RHYTHM PHARMACEUTICALS, INC. | Core | Biotechnology | Narrow | 32 | $6.1B |
| VKTX Viking Therapeutics, Inc. | Core | Biotechnology | None | 20 | $2.9B |
| GPCR Structure Therapeutics Inc. | Core | Biotechnology | None | 25 | $1.6B |
| ALT Altimmune, Inc. | Core | Biotechnology | None | 10 | $434M |
| BIOA BioAge Labs, Inc. | Core | Pharmaceuticals | None | 14 | $229M |
| GUTS FRACTYL HEALTH, INC. | Core | Medical Devices & Supplies | None | 16 | $223M |
| AARD Aardvark Therapeutics, Inc. | Core | Pharmaceuticals | None | 14 | $82M |
| SKYE Skye Bioscience, Inc. | Core | Biotechnology | None | 21 | $54M |
| MTVA MetaVia Inc. | Core | Biotechnology | None | 9 | $8M |
| HIMS Hims & Hers Health, Inc. | Partial | Health Care Technology | Narrow | 47 | $6.6B |
| SRRK Scholar Rock Holding Corp | Partial | Biotechnology | None | 10 | $4.9B |
| LFMD LifeMD, Inc. | Partial | Health Care Technology | None | 33 | $109M |
| CRBP Corbus Pharmaceuticals Holdings, Inc. | Partial | Biotechnology | None | 16 | $87M |
| VERU VERU INC. | Partial | Pharmaceuticals | None | 27 | $39M |
16 companies.
Price versus fair value for every company is in the screener.