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15 handpicked stocks

Beyond The Needle: The Oral GLP-1 Revolution

Eli Lilly's successful trial of its oral weight-loss drug, orforglipron, signals a major shift in the treatment landscape for obesity and diabetes. This theme focuses on the innovative pharmaceutical companies developing the next wave of convenient, non-injectable therapies poised to challenge the dominance of current market leaders.

Author avatar

Han Tan | Market Analyst

Published on August 28

Your Basket's Financial Footprint

Market capitalisation breakdown for the GLP-1 oral therapy-themed basket.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more stable performance, likely tracking broader market moves.
  • Treat as a core portfolio holding, not a speculative trade; useful for diversified, long-term allocation.
  • Expect steady long-term appreciation rather than explosive short-term gains; growth may be moderate and gradual.
Total Market Cap
  • LLY: $756.76B

  • NVO: $180.85B

  • GPCR: $1.55B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Eli Lilly's successful oral weight-loss drug trial represents a pivotal shift in the multi-billion pound obesity treatment market. We believe this breakthrough signals the beginning of a new era where convenient, non-injectable therapies will challenge the dominance of current injectable treatments, creating significant opportunities for innovative pharmaceutical companies.

2

What You Need to Know

This group focuses on pharmaceutical and biotech companies developing the next generation of oral peptides, small molecule drugs, and alternative delivery mechanisms for metabolic diseases. These companies are at various stages of development, from early research to advanced clinical trials, representing different risk and reward profiles within the healthcare sector.

3

Why These Stocks

These companies were handpicked by professional analysts for their potential to capture market share in the rapidly growing weight-loss and diabetes treatment space. Each represents a strategic opportunity to benefit from the shift towards more convenient, patient-friendly treatments that could dramatically expand access and adherence to GLP-1 therapies.

Why You'll Want to Watch These Stocks

💊

Game-Changing Convenience

Oral GLP-1 drugs could revolutionise patient experience by replacing daily injections with simple pills. This convenience factor could dramatically expand the market and boost patient adherence rates.

🚀

Multi-Billion Pound Market Shift

The obesity treatment market is worth billions, and successful oral alternatives could capture significant market share from established injectable treatments. Early movers stand to benefit most from this transition.

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Innovation Race Heating Up

Eli Lilly's breakthrough has intensified competition, with multiple companies racing to develop their own oral solutions. This creates exciting opportunities for investors to back the next generation of winners.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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