What’s the best way to invest in GLP-1 drugs long term?

General
21

@Hadi
Interesting! A big drop in ER visits is a win for sure.

22

@Hadi
One drug to fix the side effects of another… classic American healthcare.

23

I think GLP-1s will be copied and sold cheaper soon, so it might not be a long-term investment. The real opportunity could be finding new uses for these drugs, like how Metformin is now studied for addiction.

24

LLY is huge and well-diversified, more than Novo. They’re adjusting their goals down for next year, but there’s still a lot of potential. GLP-1 drugs are just starting, and LLY has the resources to make the most of it long term.

25

@Shea
They lowered their forecast for all of next year, but it still has room to grow?

26

Emerson said:
@Shea
They lowered their forecast for all of next year, but it still has room to grow?

I’m in it for the long haul, not just next year.

27

Shea said:

Emerson said:
@Shea
They lowered their forecast for all of next year, but it still has room to grow?

I’m in it for the long haul, not just next year.

Got it, I missed that part.

28

I wouldn’t try to pick single winners in this. Look at ETFs with drug companies in them. I’ve got PPH since LLY and NVO are top in there, but I might switch to others like OZEM or HRTS.

29

Tell friends to eat as much as they want and support body positivity so they’re fine getting obese. Then, there will always be demand for GLP-1!

30

Dallas said:
Tell friends to eat as much as they want and support body positivity so they’re fine getting obese. Then, there will always be demand for GLP-1!

This could fit right in with r/shittylifeprotips.

31

Dallas said:
Tell friends to eat as much as they want and support body positivity so they’re fine getting obese. Then, there will always be demand for GLP-1!

You don’t need to encourage anyone—1/3 of the country’s already obese.

32

Companies like TMO and DHR supply all the big pharma. They’ll keep making money if the industry is booming.

33

Rayne said:
Companies like TMO and DHR supply all the big pharma. They’ll keep making money if the industry is booming.

What exactly do they sell that helps with GLP-1 production?

34

I hope it’s not too late to see a return on this.

35

I got in early on Altimmune’s Pemvidutide. It’s not like other GLP-1s; it’s glucagon-based and helps lose more fat while keeping muscle. It’s mainly for NASH treatment but has similar weight-loss effects.

36

@Merrick
Yeah, Pemvidutide looks good, especially with less muscle loss. If they clear all the tests, it could grow big.

37

Check out this ETF for ideas: GLP-1 & Weight Loss ETF | Invest in Weight Loss Stocks with OZEM | Roundhill Investments

38

New to investing and looking at the $HRTS ETF to get into this industry. Any advice?

39

That’s not the best approach for most people.

40

If AI speeds up research, it could help drug development a lot. This could be good for companies like IQVIA and Charles River Labs that handle research.