EXCLUSIVE: GLP-1 Weight-Loss Drugs Could Become A Trillion-Dollar Market, Predicts Tema ETFs CEO
Portfolio Pulse from Piero Cingari
The GLP-1 drug market for obesity treatment is projected to reach $1 trillion, according to Tema ETFs CEO Maurits Pot. The market is expected to expand beyond Eli Lilly and Novo Nordisk, with applications in various diseases. Tema ETFs launched the Tema GLP-1, Obesity and Cardiometabolic ETF (HRTS), which has outperformed the S&P 500 since its inception.

July 07, 2024 | 1:39 pm
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NEUTRAL IMPACT
The SPDR S&P 500 ETF Trust (SPY) has been outperformed by the Tema GLP-1 ETF since its inception. The growing GLP-1 drug market could continue to impact SPY's relative performance.
The SPDR S&P 500 ETF Trust (SPY) has been outperformed by the Tema GLP-1 ETF, indicating the potential impact of the growing GLP-1 drug market on its relative performance.
CONFIDENCE 70
IMPORTANCE 40
RELEVANCE 30
POSITIVE IMPACT
Abbvie is another major healthcare company that may seek acquisitions in the obesity business, potentially benefiting from the expanding GLP-1 drug market.
Abbvie is likely to seek acquisitions in the obesity business, positioning it to benefit from the projected $1 trillion GLP-1 drug market.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Alnylam Pharmaceuticals is another significant holding in the Tema GLP-1 ETF. The company's stock could benefit from the expanding GLP-1 drug market.
Alnylam Pharmaceuticals' inclusion in the Tema GLP-1 ETF suggests its involvement in the GLP-1 drug market. The expected market growth could positively impact the company's stock.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
Amgen is a significant holding in the Tema GLP-1 ETF. The company's involvement in the GLP-1 drug market could benefit from the projected market growth.
Amgen's inclusion in the Tema GLP-1 ETF indicates its involvement in the GLP-1 drug market. The projected market growth could positively impact the company's stock.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 60
POSITIVE IMPACT
The Tema GLP-1, Obesity and Cardiometabolic ETF has outperformed the S&P 500 since its launch. The ETF's focus on the growing GLP-1 drug market could continue to drive its performance.
The ETF's focus on the expanding GLP-1 drug market, which is projected to reach $1 trillion, has driven its performance. Continued growth in this market could further boost the ETF.
CONFIDENCE 85
IMPORTANCE 85
RELEVANCE 100
POSITIVE IMPACT
Eli Lilly is a major player in the GLP-1 drug market, which is projected to reach $1 trillion. The company's involvement in this expanding market could drive its stock price up.
Eli Lilly is one of the leading companies in the GLP-1 drug market. The projected market growth to $1 trillion could significantly boost the company's revenues and stock price.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 80
POSITIVE IMPACT
Merck & Company may seek acquisitions in the obesity business, potentially benefiting from the expanding GLP-1 drug market.
Merck & Company is likely to seek acquisitions in the obesity business, which could position it to benefit from the projected $1 trillion GLP-1 drug market.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Novo Nordisk is another key player in the GLP-1 drug market. The company's stock could see positive movement due to the projected market expansion.
Novo Nordisk, along with Eli Lilly, is a major player in the GLP-1 drug market. The expected market growth to $1 trillion could positively impact the company's stock.
CONFIDENCE 90
IMPORTANCE 90
RELEVANCE 80
POSITIVE IMPACT
Pfizer may also look for acquisitions in the obesity business, potentially benefiting from the growing GLP-1 drug market.
Pfizer is likely to seek acquisitions in the obesity business, positioning it to benefit from the projected $1 trillion GLP-1 drug market.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50