Weight Loss Drugs Sentiment

#Antidiabetes drugs (#glp1 agonists) have been in the news not only for success in treating diabetes, but also for the shortages caused by off-label uses for #weightloss, #addictivedisorders, and #longetivity.

#MorganStanley sees the drugs decreasing food industry profits and dramatically impacting stock prices, with an 80% gap emerging since Jan 2023 between stocks of companies benefiting from these medicines (largely #pharma) vs those being impacted by these medicines (retail and fast food companies). Here is a #foodindustry perspective: https://lnkd.in/g5smxCGj. Big picture, these medicines may substantially reshape US society.

We get a lot of questions about which of these medicines is winning in the public sentiment space, and our analysis shows #Zepbound (daily green line below) with higher media sentiment than #Ozempic (blue line below). Zepbound was the last GLP1 medicine to be released, about 10 days ago. We'll post more as the situation evolves...