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Why it matters
The obesity-drug franchise and its challengers. This group spans defensive demand, consumer behaviour, rates exposure and innovation, so business-model quality matters more than the label.
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GLP-1 & Metabolic Medicine
The obesity-drug franchise and its challengers.
GLP-1 medicines have become the defining healthcare market of the decade, reshaping treatment for obesity and diabetes and rippling out into food, medtech and telehealth. This collection spans the incumbents, the clinical-stage challengers chasing an oral or better-tolerated shot, the telehealth channel that dispenses them and the injectable-delivery suppliers. Clinical readouts move these names violently — lean on the Risk rating.
What to check next
Compare pricing power, repeat demand, margins, regulatory risk and the sensitivity of each company to interest rates or consumer weakness.
Main risk
A theme can hide very different risk profiles: biotech, insurers, online retail and property all respond to different drivers.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| Eli Lilly and CompanyLLY | $1.0T | 0.6% | ||||
| Novartis AG ADRNVS | $268.0B | 3.4% | ||||
| AstraZeneca PLCAZN | £184.1B | 2.7% | ||||
| Amgen IncAMGN | $217.9B | 2.4% | ||||
| Novo Nordisk A/SNVO | $164.8B | 4.8% | ||||
| Pfizer IncPFE | $158.5B | 6.1% | ||||
| Sanofi ADRSNY | $95.7B | 10.1% | ||||
| Regeneron Pharmaceuticals IncREGN | $75.7B | 0.5% | ||||
| Becton Dickinson and CompanyBDX | $48.2B | 2.4% | ||||
| Teva Pharma Industries Ltd ADRTEVA | $46.1B | — | ||||
| West Pharmaceutical Services IncWST | $25.7B | 0.2% | ||||
| Madrigal Pharmaceuticals IncMDGL | $11.5B | — | ||||
| Hims Hers Health IncHIMS | $6.8B | — | ||||
| Rhythm Pharmaceuticals IncRYTM | $6.4B | — | ||||
| Terns Pharmaceuticals IncTERN | $4.6B | — | ||||
| Viking Therapeutics IncVKTX | $3.8B | — | ||||
| Structure Therapeutics Inc. American Depositary SharesGPCR | $2.0B | — | ||||
| Altimmune IncALT | $532.0M | — |
- RewardRiskYield0.6%
- RewardRiskYield3.4%
- RewardRiskYield2.7%
- RewardRiskYield2.4%
- RewardRiskYield4.8%
- RewardRiskYield6.1%
- RewardRiskYield10.1%
- RewardRiskYield0.5%
- RewardRiskYield2.4%
- RewardRisk
- RewardRiskYield0.2%
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
- RewardRisk
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Related collections
Frequently asked questions
What is the GLP-1 & Metabolic Medicine collection?
The obesity-drug franchise and its challengers. It currently holds 18 stocks, each rated by Openbook's Reward and Risk scores. GLP-1 medicines have become the defining healthcare market of the decade, reshaping treatment for obesity and diabetes and rippling out into food, medtech and telehealth.
How are GLP-1 & Metabolic Medicine stocks selected?
GLP-1 & Metabolic Medicine is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the GLP-1 & Metabolic Medicine list updated?
Prices, ratings and rankings rebuild from live market data every time the page loads. The membership of the basket itself is reviewed and revised by hand on a regular cadence, so newly-listed or no-longer-relevant companies are added and removed as the theme moves.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.