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GLP-1 and obesity

This theme covers companies that make or are developing GLP-1 and related obesity drugs, plus one telehealth company that sells treatments. It does not include medical device makers or food companies affected by weight-loss drugs. Members were chosen because obesity drugs are a named, reported part of the business or pipeline.

Health, finance and crypto7 companiesReviewed Oct 27, 2026

Companies

By tier, with the last 12 months of insider, congressional, contract and lobbying activity.

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Tiers

How much of each company the theme explains.

  • Approved drugs on the market2 companies
  • Developers4 companies
  • Distribution1 company

How this list is chosen

Last reviewed Oct 27, 2026.

A listed company is included when it markets or has publicly disclosed development programs for GLP-1 or related obesity drugs, or sells them to patients. Membership is reviewed twice a year, in March and September, and every change is logged below.

Change log

  • Oct 27, 2026Metsera not included: listing ended after its acquisition by Pfizer.
  • Oct 27, 2026First list published with 7 companies.

The case commonly made

What supporters of the theme usually argue. Not our view.

  • Supporters point to clinical trials showing weight loss with GLP-1 drugs.
  • The case usually made is that obesity affects a very large number of people, so the drugs have a wide potential market.
  • Supporters argue that new versions, including pills, could make treatment easier to take and to supply.

Risks commonly cited

What critics and cautious investors usually raise. Not our view.

  • Critics note that the drugs are costly and insurers and governments may limit coverage.
  • Risks often raised include side effects, supply limits and competition among many new drug candidates.
  • Critics note that patients may stop treatment, and that long-term effects are still being studied.

Funds with an overlapping focus

Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.

  • OZEMRoundhill GLP-1 & Weight Loss ETF

Ask your AI about this

Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:

  • Using 13F.ai, which companies on the "GLP-1 and obesity" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
  • Using 13F.ai, compare the companies on the "GLP-1 and obesity" list by federal contracts and lobbying spend over the last 12 months.
  • Using 13F.ai, which big funds added to or trimmed positions in the companies on the "GLP-1 and obesity" list in the latest 13F quarter?

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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.