GLP

Purple-Television712

Actually, this was true. I hate that you were downvoted! (Also I drink them a lot and they really helped me lose weight, so I hated reading about it!) From what I understand, they have taken steps to prevent it from ever happening again, but this was a thing back around 2022 ish when I started on a GLP-1, and there was a shortage because of it.

ethereal3xp

Fewer than 90% of companies might need it, but a solid chunk will still want the technology - especially for drug discovery, materials science, space tech, quantum computing etc. Just look at Eli Lilly - its stock surged as the company capitalized on big demand for its GLP-1 weight loss drugs while leveraging AI to accelerate research, development, and production.

Valkanaa

Diet drinks do exist. GLP-1s are killing PEP a lot harder than KO since Coke is a beverage pure play

Itchy_Pudding_9940

LLY.. i figured the GLP craze would lead to a lot of upside. also VLO and LNG.. although they're very volatile..

therealleotrotsky

Forget that; GLP-1s are killing junk food.

dvdmovie1

People hiding in parts of healthcare. LLY ramping again, GALDY also benefitting from GLP-1 with another good quarter the other day. The distribution cos (MCK/COR/CAH) up again, etc.

Pitiful-Mobile-3144

Iirc the only reason obesity rates are beginning to decline are the GLP-1 drugs like ozempic, most people still eat a ton of processed food and drink a ton of soda/sparking waters Definitely not healthy

cashflow_

Took too much GLP1. Never feel like eating. Had like 500 calories today :/

Lunar_Excursion

i went heavy with leaps in Aug 2025, when the ATTAIN-1 results came out and disappointed the market... the combination of growth, margin, and non-"AI bubble" exposure makes this my main investment... with a future pipeline of reta, elora, brenip, and eloratzp, $LLY is in the lead and it's not even close... and that's not even mentioning the non-disclosed preclinical assets like the oral small molecule GIP agonists, oral small molecule GCG agonists, oral small molecule amylin agonists, the long acting GLP injections, and the multitude of cardiometabolic siRNAs and ASOs... and that's only obesity... they are actively taking their GLP profits and investing in neuroscience, oncology, and immunology...

PlotTwist2001

Looks like there’s a new Will Ferrell movie dropping. I guess he’s on the GLP1s now.

0xdeadbeef6

He looks like if someone gave Andy Warhol and MBA and too much GLP-1

D3ATHSQUAD

The weight loss is great for some people but I feel like the other shoe is going to drop on these at some point so be mindful of that. There are going to be longer term side effects that pop up, maybe the result of bone density going down, etc... Possibly even addiction. I see some of these people on TV and you know they are on GLP-1s and they just look hollowed out and skeletal which can not be healthy for their system.

fartpooppee420

2000mg of metformin per day (maximum dosage) is a cheat code for losing weight. It's obviously not like a GLP-1 PER SE, and it takes several months for the appetite-suppressing effects to build up, but it's great. It induces early satiety, reduces hunger hormones in general, and slows gastric emptying keeping you full for longer. It's dirt freaking cheap compared to a GLP-1. I've lost 65 pounds since I've been put on it. Doctors tend to put people on 500 - 1000 mg a day, but that's not enough; you need the full 2000mg a day dose for peak effect. Not sure if it's less useful if you have diabetes, like GLP-1s are less effective for weight loss if you have diabetes, but I didn't have diabetes when my nutritionist doctor put me on it for weight loss so it might be more effective.

JHgrandgerard

Lilly's report today backs you up, revenue was up 39%. Growth isn't my issue with LLY, it looks expensive to me next to its FCF. Priced like that, holders end up white-knuckling every bad GLP headline.

Own-Recipe5908

Not nowadays, the rich have had lower levels of obesity even before GLP1s.

_hiddenscout

Medical devices is something I tend to try to stay away from since it’s just out my circle of competence. Wonder how much GLP1s are improve long term health and impacting a ton of companies.

rpmtexas

Did you get in? Up a bit this morning. Q3 data looks good. Hoping bottom is in now. If WVE007 posts big numbers in high BMI people or works well post GLP-1 treatment for maintenance, well over 10x.

Beginning-Fig-9089

solve the inflation problem by making everyone eat less, by injecting GLP-1

clintstorres

Yeah, I am not an expert by any means on drug development but it is really crazy. The only non expert thesis I hold is that GLP-1s will solve the drug epidemic in America in under a decade. So, I am playing around with a long/short strategy of betting against rehab and detox centers.

klaudele

Don't the GLP meds kindda contradict that? Not a direct cure but definitely massive helpers for prevention

Gristle__McThornbody

Calls on the GLP that will remove you from social media addiction.

PassableForAWombat

Those are all collaborative efforts, none purely American-led innovation, no? LLM was a Google research lab which is multinational. Starlink is… just a satcom system solved with the power of raw capitalism, and GLP-1’s recent breakthrough; yeah I’ll give you that. That’s a good one.

BagholderForLyfe

Nothing since besides LLMs, landing rockets, starlink and GLP-1s.

RuleSafe6767

Most Americans are now plugging GLP1's, which make it hard to push through several rounds at a buffet. So I think this is a calculated move. Savy eater might stop injections a week ahead; maybe they can get a couple addition bowls down.

DressedInPolo

If the pool to pull from is this Sub, we gonna need alot of GLP1

Helpinmontana

Homie is simultaneously an inch and a mile from closing the cognitive gap that the existence of a cure doesn’t make the thing that caused the illness good for you. His entire premise is something tantamount to “I can have all the transfats I want because GLP-1s exist”.

BicycleGripDick

All they do is dilute like there’s no tomorrow. This drug pipeline was looking really good until the GLP’s came online and now those look like they’re primed to be the main MASH treatment drugs

RaduCampean

Great business, I just can't make the price work. Operating margin is about 45% and ROIC close to 30%, but trailing profit includes a one-off DKK 26.8B non-cash reversal, so earnings look better than they are. In the US GLP-1 market it has about 39% against roughly 61% for Lilly, and around three quarters of sales sit on a compound whose patent runs out in 2031-32. My models land near $32 against $38.60 today. I think a lower dose helps volume more than margin, but I'd like to hear the other side.

Altruistic_Click_579

All of that information is well known, and you guessed it, priced in. They had a blockbuster drug, but Lilly is taking over in the GLP-1 race with new drugs and indications.

StepYaGameUp

They can’t afford GLP, the plebes.

Squirrelbiscuits41

It temporarily got priced as the main company to make money off GLP1’s, but it became pretty clear that wasn’t gonna be the case soon after

GhettoMuppet

GLP-1 have already been out though including oral pill and KO is doing great

juuular

GLP-1s will doom them

ProteinFarts_

They accidentally discovered GLP-1 but generally suck at innovation and are no once again being outclassed

pga-181

Good company but LLY’s GLP-1 turned out to be better.

Briefcase-3695

It’s on a discount, overall solid company. Pretty good dividend and cash cow. Us gov disrespecting IP, competition from Eli Lilly and the fall of popularity of GLP-1 definitely hurt the company. However eu market is still going to be there. Besides they have lots of government support in the from healthcare providing insulin. I’m down 16% on them and couldn’t care less. I’ll buy some more and hold for a few years at least. Will observe trends and review financials periodically until they have the patent

Beginning-Fig-9089

Free GLP-1 for the kids

Severe_Stranger_5050

They were the only player Then Eli Lilly launched tirzepetide, and they’re scheduled to launch retatrutide next year or 2028 Both of which are more effective at cutting weight. Where as novo nordisk own 2.generation GLP-1 drug failed to live up to the investor expectations (although the results were within the pharmaceutical expectations) and the stock tanked, even though they still make money, hand over fist

GeX_64_

Not a single comment mentioning the lawsuits about their GLP making people go blind

atape_1

Competition. They were the only ones to offer GLP-1 medication until they weren't.

GM_Twigman

They were bought up because everyone thought Ozempic would be a money printer. Then the market realised that they aren't the only player in the GLP1 game and their future drug pipeline has had some setbacks in clinical trials. That

No-Sympathy-686

Menopause? Blast some TRT and get on a GLP1

ClinicalInvestorDrXu

The expectation gap makes sense to me, but there's a statistical catch in that comparison. March's 88% versus 60% came from a post hoc subgroup selected for greater prior GLP-1 weight loss and longer ablation. October's 80% versus 67% is from the larger pivotal mITT analysis. Those aren't like-for-like populations, so I wouldn't read the narrower gap as proof the treatment effect literally halved. The six-month result did meet its prespecified endpoint (p=0.0023). I'd also look at the actual body-weight regain: 5.1% versus 8.2%, rather than just the retention headline. The separate 12-month co-primary endpoint is still pending, with results expected in Q1 2027. That leaves a real clinical signal alongside uncertainty about durability, authorization and commercial uptake. Financing risk can weigh on valuation, but it doesn't by itself establish what caused that day's selling. Company sources: March: [https://ir.fractyl.com/news-releases/news-release-details/fractyl-health-reports-fourth-quarter-and-full-year-2025](https://ir.fractyl.com/news-releases/news-release-details/fractyl-health-reports-fourth-quarter-and-full-year-2025) October: [https://ir.fractyl.com/news-releases/news-release-details/fractyl-healths-revita-meets-six-month-co-primary-endpoint](https://ir.fractyl.com/news-releases/news-release-details/fractyl-healths-revita-meets-six-month-co-primary-endpoint)

GhettoMuppet

get on a GLP1

GregGirthman

No sell data center to buy GLP-1

kairepaire

Guys, please look into GLP1s. Apparently they help with gambling addiction as well.

kairepaire

Don't decide the to be either a bull or a bear. Be nimble. Adjust your views. And take GLP1s. They apparently reduce gambling behaviors. YOU need to get off 0dtes.

AnotherThroneAway

Patents. If they are first to discover novel medicines, treatments, materials, chemicals, etc and get the patent, each one creates a 20-year moat. Just look at the patent-collapse of the major pharma companies—they were looking pretty cooked after the mass experies, until GLP-1s came along

YourOpinionMan2021

Its overrated! Give the people what they want, GLP1s!!!

Outrageous-You-4259

Victoria secret is up over 300% since GLP-1s came out 

Keeltoodeep

Pure value plays like MCD are traps right now because 11% of U.S. adults currently take GLP-1 medications for weight loss. Even Pepsi is going to start to feel the pain when obesity is cured. Reminds me of alcohol sales. America’s Heaviest Drinkers Consume Almost 60% of All Alcohol Sold [https://www.newsweek.com/americas-heaviest-drinkers-consume-almost-60-all-alcohol-sold-1520284](https://www.newsweek.com/americas-heaviest-drinkers-consume-almost-60-all-alcohol-sold-1520284) I imagine the numbers are similar for junk food and fast food services. I am up over 50% on my LLY to capture this but don't want to add any more. Maybe I should.

jcpopm

You're forcing correlations. How many GLP-1s did they have back in 2000? Did McDonald's have a CEO who didn't know how to eat a hamburger then?

PM_ME_UR_DRAG_CURVE

> GLP-1 > bearish Might want to up that dose to reach otter status.

Primitive_Mushroom

What about the current large amount of supply in the market, along with the GLP-1 macrotrend. These two factors make me bearish, in spite of El Niño.

LogAdventurous499

There are actually a lot of reasons. For example, millions of people are now taking GLP-1 drugs that didn't exist a few years ago. That money has to come from somewhere.

Cav829

Everything looks so utterly weak, yet this market has Pavlovian trained me that I'm just expecting a bounce any second now for no particular reason. But I couldn't even tell you why any more. Tech is an absolute disaster. Are we riding GLP-1 and soda to AtHs? They don't even go together!

JennaTulwartz

Anecdotally, paying for a GLP-1 is the best financial decision I’ve made all year. Made food inflation almost completely irrelevant for me.

Federal-Guess7420

All the pay outs for GLP 1s and their derivatives.

Salt-Acanthaceae1624

>A friend of mine is having their insurance double just so their plan will cover GLP1s This is likely not true. Insurance companies seem to be using this as a scapegoat but insurance premiums are increasing just as much on plans that do not cover GLP-1s. My experience on the employer side is that it is being marketed as "Insurance rates are increasing BUT we're going to start covering GLP-1s". Granted that is just my observation as the person who negotiates with insurance companies for our employer provided insurance plan.

iamthe0ther0ne

*short-term* profits, no less. GLP-1 drugs reduce the risks of chronic diseases

portablezombie

Your insurance isn't going up because of GLP-1s, it's going up because the insurance industry values profit more than human life.

SnukeInRSniz

Last year our University was in the process of renegotiating the contract with Blue Cross Blue Shield, it was UUGGGLLLYYY, both the University and the company calling each other out in public, lots of mud slinging both ways. Turns out the number one driver of health insurer rate increases right now is GLP1 coverage. Prescription services are cutting coverage on dozens, if not hundreds of medications, jacking up prices everywhere they can, all because of GLP1's. There's going to be a reckoning soon, at some point you literally cannot take anymore from a population while charging them more for the limited stuff they get. When healthcare and insurance coverage is tied to employment and you basically force employers to pay extortionate prices for coverage that just ends up not covering the basics people need to survive, well, the French have had a few things to say about those situations over the last several centuries.

JStanten

Which is a stupid (and should be illegal) reason from the insurance companies. Someone on GLP1s is cheaper to insure in the long run because the health issues associated with obesity. They are using this as an excuse to raise prices in the short term while they cash in on long term savings. At least the ACA has the 80/20 (or 85) rule...for now.

GuyMcTest

My company just announced we’re getting an increase that will be announced later…aka it’s gonna be a bunch. Rumor has it it’s due to the GLP1 coverages. A friend of mine is having their insurance double just so their plan will cover GLP1s

ThanksDependent1001

Their coffee sucks though. Starbucks is a fierce competitor with Brian Niccol now. They are both losing competition to local coffee shops with specialty coffee and for folks that are cutting back because recessions due matter, it’s instant Walmart coffee. Lastly, because of the high sugar it’s going to continue to be crushed with the boom in GLP-1. Good luck though bro that’s balls of steal

PrinceMachiavelli

No, you used 2000 not 2020. Cumulative CPI since 2020 is like 35% and the money supply claim is false. The M1 definition changed to include savings accounts. The actual money supply increased also around 32%. What the OP post actually shows is how AI has inflated valuations of AI/computer companies while it has not helped the valuations of energy, medical (with the exception of GLP1) and finance sectors.

Sufficient_Habit5091

I hate GLP1s. Every commercial is a GLP1 ad telling me for the 1000th time Sulfonylureas don't mix with it.

rocier

I love GLP1. I have complete control over my diet. Cant wait for them to cook up some steroids that dont make your heart explode.

SanDisk_Made_Me_Itch

Ohh I forgot. Natural GLP1 without the ring worms

Slightlybadpicks

I fucked up. This torta I showed no interest in a year ago got on GLP 1 and is now a smoke show holy shit what do I do :kekh: :kekh: :kekh:

Powderkeg314

With the rise of GLP1s and the general unaffordability of fast food to the lower classes who primarily make up the customer base of fast food restaurants, I can’t think of a worst investment to make right now.

LowDrag_777

That’s not aging son. That’s overuse of GLP one drugs.

Mother-Win-3557

Overdosed on GLP?

Pitiful_Bedroom_6619

they will come back to the old ways once the GLP1 treatment ends lmao

No_Current3675

Fat chicks in my office all on dat GLP1

lonewolf420

they don't go off the GLP1s, they start wondering why its so hard to maintain a good weight when you start killing your bodies ability to regulate its appetite to come off of it has its own host of issues that pop up. i am sure many runners use it, and it is a miracle drug for people suffering from diabetes. I just think people taking it for vain weight loss without the other side of discipline in both eating inputs and exercising outputs doesn't improve their drive to also want to run or exercise.

zeebee098

Just spent 75% of my paycheck on Prime Day and the other 25% on my GLP1 medication. Covfefe

RocketMoped

But muh white girls on GLP-1

The_Macro_Investor

“If they can’t get you with fear, they’ll get you with greed” … so you’re saying that there are anti-vaxxers out there that are now taking GLP-1s?  What about the people who are vaxxed and taking GLP-1s, is that a double-dose or do they cancel themselves out?

No-Inevitable1270

yeah that too so that guys point was way off has nothing to do with asians our white people are wayyy fitter than yours by a large margin 42% obese white americans to only 26% obese white canadians and i see this even the girls like i mentioned earlier that were obese she actually loses the weight and transforms you guys before GLP ones she did this before that btw but you guys before BODY POSITIVITY BULLSHIT LOL NO ONE BELIEVES THAT AS WE CAN SEE WITH GLP 1'S

OpeDefinitely

So my mom is on oral wegovy now. I manage her meds. Somehow I think I lost about 10 tablets? That's like $50 that I have somehow lost. calls for Novo i guess, but Lilly's GLP-1s are better. she just can't afford them w/o insurance. so also calls for lilly?

CustomerDesigner6516

The new Nike Air GLP-1

Lauzz91

Many runners use GLP1's to hit and maintain race weight. And GLP1's do not improve your aerobic ability or improve cardiovascular health in the same way running does. As more people take GLP1's and drop weight to the point where they can run without such stress on joints, I think they will be far more likely to take up running than without the GLP1's

tropicalia84

Nothing a little GLP-1 can’t cure

PatrickSebast

Now that GLP-1s are very accessible can we make it socially acceptable to be critical of fat people again?

lonewolf420

that is all models, the GLP1 stare.

lonewolf420

GLP1's just doing a number to your thesis that running shoes are popular and will sell well into the future.

DressedInPolo

I mean once the enconomy improves and more of us can afford GLP1, I think fashion will boom again. Right now everyone is too broke and only able to eat the cheap fatty foods more often. That is my theory, no real backing either

Terrible_Umpire_1884

even though revenue’s ticking up, the big picture is volume wobble + margin squeeze. GLP‑1 drugs, private labels and the asset‑heavy distribution model are eating at top‑line stability, while the dividend has been a bit too generous for the free‑cash‑flow brain. it feels more like a channels problem than a marketing one.

Sufficient_Habit5091

There are GLP-1 commercials touting average loss of 25 lbs. But the people in the commercials look 250 lbs.

Hellmale

I can give you prescriptions for GLP-1

fomoandyoloandnogrow

October is National GLP-1 month. Get fit you fat fuks

kairepaire

Anyone here on GLP-1s?

SanDisk_Made_Me_Rich

This country is fat & it's sad despite GLP-1 drugs, smart devices/AI to guide you on your health, and more access to nutrition and fitness information than any generation in history. At some point, technology can give you every tool imaginable, but it still can't make you put down the fork and go for a walk.

sunkenlord

I was too addicted to day trading, it was actually when I started taking GLP-1s ( supposedly they help people quit addictions as well) that I was able to shake that addiction. Now I just slow roast my investments accounts and am still on track to retire early. If you start stacking your money now you’ll have enough to retire. Ignore now the fats money hype and increase your income if you want to feel “wealthy”

kairepaire

Google trends shows almost every from of exercise is trending up in the US in the recent years. GLP-1s + Smart watches + Strava are creating an exercise renaissance. Even if Nike is losing its edge in the sports industry, it's not going to go bankrupt in this environment.

No-Competition-6694

First propagate the body positivity movement (it's okay to be fat!), and then release GLP-1 medications on the market while making initial fatfluencers promote it. You could not make it up peeps!

Amatak

GLP-1 user here. Can confirm.

kairepaire

GLP-1s reported to decrease gambling addiction. Long term puts on WSB

ausgoals

It’s literally been studied before GLP1s started to become available for obesity that skinnier people are less hungry than obese people - in other words their hunger hormones behave differently. The obsession with pretending everyone is identical and self-control is the only thing that matters is as bad as the obsession with pretending that being 200lb overweight is healthy. Not to mention insulin sensitivity, thyroid issues and other metabolic issues that people face either because of their own choices, accidents or just the genetic lottery. And societal factors too. My dad is on a GLP1 for diabetes and is obese and he basically hasn’t lost weight because he has no self control and loves calorie dense food. Again, if obesity existed because of self control, GLP1s wouldn’t be helping bring down the obesity rate. For most people, it brings their hunger hormones and the signals firing throughout their body that would normally tell them they need to eat all the time to a similar level to what most people who are skinny without much effort feel as their baseline. Which is also why often when people come off, they gain the weight back. It’s well studied that the reason people gain weight back is because it’s almost impossible for people to have that much self control for that long. It might be fun for some skinny people to delude themselves into thinking they’re *just that strong of a person* but it’s truly just delusion.