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Today's Exclusive News Ozempic, Mounjaro, Wegovy, or Zepbound? This ETF Holds Them AllReported by Jordan Chussler. Originally Published: 1/19/2026. 
Key Points - With the FDA approval of GLP-1 agonists in pill form, the healthcare industry is looking to build on last year's momentum.
- Grand View Research forecasts the GLP-1 drug market to grow by a CAGR of nearly 19% through 2030.
- The Roundhill GLP-1 & Weight Loss ETF, which has gained 52% over the past year, provides a basket of leading companies involved in the manufacturing and sales of weight-loss drugs.
After a lackluster first half of 2025, healthcare stocks staged a comeback, posting the best performance among the 11 S&P 500 sectors over the past six months. In large part, that rebound was fueled by increasing demand for weight-loss drugs such as GLP-1 agonists and semaglutide treatments, including Ozempic, Wegovy, Zepbound, and Mounjaro. There are 90 paper gold claims for every real ounce in COMEX vaults. Ninety promises, one ounce of metal. It's like musical chairs with 90 players and one chair. COMEX gold inventory dropped 25 percent last year alone as gold flows East to Shanghai, Mumbai, and Moscow. On March 31st, contract holders can demand delivery. When similar situations arose in the past, markets closed and rules changed. Paper holders got crushed while mining stock holders made fortunes. One stock sits at the center of this crisis. Get the full story on this opportunity now. While the popularity of injectable treatments peaked in 2025, the recently FDA-approved pill form of weight-loss drugs could be an even bigger catalyst in 2026. For investors seeking exposure, a number of Big Pharma companies in this space could boost portfolios next year. But one exchange-traded fund (ETF)—the Roundhill GLP-1 & Weight Loss ETF (NASDAQ: OZEM)—offers a one-stop option, holding a basket of leading companies involved in the manufacturing and sale of weight-loss drugs. America’s Weight-Loss Fixation Is Driving Massive Growth Industry consultancy Grand View Research forecasts the GLP-1 drug market to grow at a compound annual growth rate of 18.54% between 2024 and 2030, increasing global market value from $13.84 billion to $48.84 billion. North America has dominated the GLP-1 agonists market, accounting for nearly 76% of overall revenue. That growth has already benefited shareholders of companies dominating the space, including Novo Nordisk (NYSE: NVO), maker of Ozempic and Wegovy, and Eli Lilly (NYSE: LLY), maker of Zepbound and Mounjaro. While not as prominent historically in weight loss, Pfizer (NYSE: PFE) has recently increased its push in the category, signing a $2.1 billion licensing agreement in December 2025 to develop an early-stage weight-loss pill with a Chinese partner. Pills, like injectables, are expected to be a major growth driver. On Eli Lilly's Q3 earnings call last fall, Dan Skovronsky, the company's chief scientific and medical officer and president of Lilly Immunology, stressed the role oral therapies will play going forward. Specifically, Skovronsky described a "goal to deliver efficacy similar to injectable GLP-1 monotherapy in an easy-to-use daily pill," and added that "we expect results from up to six phase III studies by the end of 2026." He also said he expects retatrutide to "deliver deeper and more rapid weight-loss than existing obesity medicines, even more than tirzepatide," the active ingredient in Mounjaro and Zepbound. That momentum has already produced significant customer gains for leading drugmakers. Novo Nordisk, for example, has reached 46 million customers, with CEO Mike Doustdar saying there are "around 3 million more people with our GLP-1 treatment compared to just 12 months ago." The All-in-One ETF for Weight-Loss Market Exposure The Roundhill GLP-1 & Weight Loss ETF provides exposure to major players in the GLP-1 and semaglutide markets. The thematic fund gained nearly 52% over the past year and about 75% since its one-year low on April 8, 2025. Much of that performance stems from the recent strength of three Big Pharma companies—Novo Nordisk, Eli Lilly, and Pfizer—which together account for almost 40% of the ETF's weighting, with NVO and LLY the two largest allocations. OZEM's fourth-largest holding, with a 4.41% weighting, is Viking Therapeutics (NASDAQ: VKTX), whose dual GLP-1/GIP agonist, VK2735, is in advanced clinical trials for obesity and metabolic disorders and is being developed in both injectable and oral formulations. Additionally, Amgen (NASDAQ: AMGN)—the ETF's ninth-largest holding with a 3.58% weighting—is developing MariTide, a weight-loss candidate designed for monthly or quarterly dosing rather than daily or weekly administration; it is currently in late-stage Phase 3 trials. Additionally, the Roundhill ETF holds AstraZeneca (NASDAQ: AZN) and Regeneron Pharmaceuticals (NASDAQ: REGN). AstraZeneca is awaiting FDA decisions on several oral, daily GLP-1 candidates, while Regeneron is exploring combination therapies that pair its muscle-preserving antibodies, trevogrumab and garetosmab, with GLP-1 drugs like Wegovy and Ozempic to enhance fat loss while preserving muscle mass. What Wall Street Thinks About OZEM The ETF carries a net expense ratio of 0.59% and receives an aggregate Moderate Buy rating. Average daily trading volume is modest, around 34,525 shares, but institutional buyers have been net buyers over the past year, with $7.18 million in inflows versus about $271,390 in outflows. Current short interest is 6.3%—roughly 89,526 of the fund's 1.5 million shares outstanding. Of the 13 consensus ratings covering companies in its portfolio, 11 assign the ETF a Buy or Moderate Buy, while two assign it a Hold and none rate it a Sell.
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