Stocks · Theme
GLP-1 & obesity drugs stocks · 6 research notes
6 GLP-1 & obesity drugs stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeTracked as of 11 November 2026.
All 6 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksLLYEli LillyMedium Eli Lilly's shares are more likely than not to beat the S&P 500 over three months, as tirzepatide volume still outruns price cuts and Foundayo won China approval on 12 November 2026. The fourth-quarter report and 2027 outlook, expected…AMGNAmgenMedium Amgen is modestly more likely than not to beat the S&P 500 over three months because Repatha, Evenity and newer drugs are outgrowing biosimilar losses. The fourth-quarter report and 2027 outlook, expected in early February 2027, settle it.HIMSHims & Hers HealthLow Hims & Hers Health shares are more likely to lag the S&P 500 after a 9 November 2026 report showing 57% gross margin and a flat fourth-quarter revenue guide. November weight-loss billing data and early Lilly drug sales show whether growth…VKTXViking TherapeuticsLow Viking Therapeutics is more likely to lag the S&P 500 over three months: $960 million in cash funds its obesity Phase 3 trials, but no pivotal efficacy result is scheduled before 2027. The ObesityWeek posters from 15 November 2026 add…BMEABiomea FusionLow Biomea Fusion is more likely to lag the S&P 500 over three months: cash fell to $26.8 million at 30 September 2026 and BMF-650 has no partner; the 16 November 2026 ObesityWeek poster and any financing news settle it.VERULow Veru's case rests on whether its oral drug enobosarm preserves lean mass alongside semaglutide; the PLATEAU 32-week interim, guided to calendar Q1 2027, settles it, while going-concern doubt and an open stock-sale program cap the shares.