GLP-1's will change our culture (hint, it already is!)
Hey Peptide Insiders,
Big things are happening in the intersection of health and finance, and if you haven’t heard about the new GLP-1 & Weight Loss ETF (OZEM), you need to listen up. Launched by Roundhill Investments, this ETF pairs industry leaders Eli Lilly and Novo Nordisk with other players in the weight loss and diabetes sectors. These drugs, while originally developed to treat Type 2 diabetes, have taken the world by storm for their astonishing weight loss effects.
Changing Our Culture
The surge in popularity of GLP-1 agonists, including Ozempic and Wegovy, is doing more than just helping individuals lose weight. It's shifting societal behaviors and consumer habits. Food and beverage giants are already feeling the impact, with companies like Nestlé innovating new products to cater to users of these medications. Nestlé's new Vital Pursuit line aims to meet the nutritional needs of those taking GLP-1 agonists, offering smaller, high-protein meals tailored to the appetite-suppressing effects of these drugs.
Economic Impact
This isn't just a health revolution; it's an economic tremor affecting various industries. Airlines speculate that lighter passengers could lead to significant savings on fuel costs. One report estimated that if passengers averaged just 10 pounds lighter, airlines like United could save $80 million a year on fuel. This could also contribute to lower carbon emissions, making this a win for both economics and the environment.
The Investment Opportunity
Roundhill Investments sees the massive potential here. With Eli Lilly and Novo Nordisk holding significant positions in the new ETF, investors are betting on the longevity and growth of this trend. As of the latest trading day, both companies have seen substantial stock gains—90% for Eli Lilly and 68% for Novo Nordisk over the past year. This ETF is an exciting investment opportunity that’s still in its "early days," much like how AI-related stocks took off with pioneers like Nvidia leading the way.
Real-World Effects
But it’s not all rosy for everyone. The food and beverage sector is taking a hit; Truist recently downgraded shares of Krispy Kreme, attributing the drop to decreased indulgence from weight loss drug users. Analysts forecast a broad downturn in packaged foods as people eat less of high-calorie, low-nutrient snacks and opt for healthier alternatives.
Conclusion
The GLP-1 revolution is more than a trend; it's a transformative wave with far-reaching impacts. From reshaping consumer behavior to offering fresh investment opportunities, this is a space to watch. Whether you're looking to invest or just stay ahead of societal shifts, the changes brought by Ozempic and other GLP-1 drugs are monumental.
Keep kicking butt and preaching peptides!
Sean Davis
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