GLP-1 Goes Mass Market
GLP-1 drugs go from shortage to mass market. The companies that make, supply and prescribe them win.
1Y +11.3%
Since published −0.8%
Published
1Y ago Today
Holdings
Eli Lilly LLY · Direct beneficiary 28%The category leader, with the broadest GLP-1 lineup and heavy investment in new manufacturing capacity.
Novo Nordisk NVO · Direct beneficiary 22%The other scaled GLP-1 maker; volume growth depends on it keeping share as supply loosens.
Thermo Fisher TMO · Picks & shovels 14%Contract manufacturing and fill-finish capacity that drug makers rent when demand outruns their own plants.
Danaher DHR · Picks & shovels 12%Sells the equipment and consumables used to produce biologic and peptide drugs at scale.
Hims & Hers HIMS · Distribution 10%A direct-to-consumer telehealth platform that prescribes GLP-1s to cash-pay patients.
DexCom DXCM · Adjacent 7%Continuous glucose monitors are used by many of the same metabolic patients.
Abbott ABT · Adjacent 7%Its FreeStyle Libre is the other leading continuous glucose monitor.