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Special Report
3 Ways to Invest in the Growing GLP-1 Weight Loss MarketAuthored by Nathan Reiff. Published: 4/17/2026. 
Key Points
- The GLP-1 agonist market could triple in the coming years, and a number of new players are attempting to gain access to the space with novel drugs in development.
- Structure Therapeutics may warrant a closer look from investors, as its GLP-1 agonist candidate has shown promising trial results.
- It's also now possible to gain diversified exposure to the market via ETFs like OZEM and THNR, the former of which in particular has performed well in the last year.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
Weight loss drugs are big business, with the GLP-1 receptor agonist market expected to nearly triple in size to $185 billion by 2033, a compound annual growth rate of about 12.4%. Although increasingly a global medical phenomenon, the bulk of the market still exists in the United States, and domestic investors can gain exposure by targeting companies that manufacture these powerful drugs. It would be a mistake to assume that all GLP-1 sales will be limited to the major products Ozempic and Wegovy, both manufactured by pharma giant Novo Nordisk A/S (NYSE: NVO). Demand in this relatively new space is so large that a growing number of alternatives are emerging despite the apparent dominance of a few major players. Below, we examine a standalone, lesser-known biotech developer with a promising alternative in the pipeline, plus two exchange-traded funds (ETFs) that offer broader, diversified exposure to the industry. A Pivot Toward GLP-1 Drugs Could Be Transformational for Structure Therapeutics
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Structure Therapeutics (NASDAQ: GPCR) is a biotechnology company developing drugs that act on G protein-coupled receptors (GPCRs). The firm has traditionally focused on treatments for metabolic and inflammatory conditions such as fibrosis and nonalcoholic steatohepatitis. The company has recently pivoted toward GLP-1 therapies. Its candidate aleniglipron demonstrated 16.3% weight loss (adjusted for certain trial factors) and could outperform some competitors on safety and manufacturing cost metrics. Although Structure is not currently profitable, it holds a solid cash position of roughly $1.4 billion. That should provide ample runway over the coming quarters as it advances aleniglipron toward a critical Phase 3 trial. Analysts have highlighted Structure's potential based on aleniglipron's results. Of 18 published ratings for GPCR stock, 15 are Buy or equivalent. Shares have been pressured this year, declining about 20% amid challenging external factors, but optimism persists: with a consensus price target of $110, Structure's share price could more than double from current levels. The First GLP-1 Agonist ETF Is Building a Track Record of SuccessThere is significant opportunity in the GLP-1 space, and a recent wave of ETFs has emerged to capture that growth. The Roundhill GLP-1 & Weight Loss ETF (NASDAQ: OZEM) was an early entrant, launching in mid-2024. The fund takes a focused approach, targeting roughly two dozen pharmaceutical companies positioned to benefit from the expansion of the GLP-1 agonist industry. Novo Nordisk and major rival Eli Lilly & Co. (NYSE: LLY) feature prominently, together accounting for nearly 30% of the portfolio. The basket also includes a mix of domestic and international names to provide geographic diversification. Importantly, OZEM provides exposure not only to large companies producing or selling GLP-1 therapeutics, but also to firms developing complementary weight-loss technologies and companies that support the supply chain for production. As an actively managed fund, OZEM carries an expense ratio of 0.59%. That is higher than many passive ETFs but competitive relative to other active strategies. The fund is niche, with a modest asset base of about $52 million and relatively low trading volumes. Still, it has risen roughly 45% over the past year, rewarding investors who bought and held. A modest dividend is an added benefit. Another GLP-1 ETF With a Passive ApproachAnother option in the GLP-1 ETF space is the Amplify Weight Loss Drug & Treatment ETF (NYSEARCA: THNR). In many respects THNR resembles OZEM: it also charges a 0.59% annual fee and holds roughly two dozen pharmaceutical names connected to the GLP-1 market. It includes heavy positions in Novo Nordisk and Eli Lilly, though those two companies together make up only about a quarter of the portfolio, leaving additional room for other exposures. A key difference is that THNR is passively managed. It tracks an index of companies in the GLP-1 sector, with weightings determined by float-adjusted market capitalization and influenced by trading volume. The index is rebalanced quarterly, and some investors may prefer this passive, market-reflective approach over active management. THNR's asset base is small—about $4 million—and trading volume is light. The fund has returned roughly 30% over the last year, which is solid but notably below OZEM's performance. |
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