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15 handpicked stocks

Oral Obesity Treatments: Beyond The Needle

Following successful Phase 3 trials for its oral weight-loss drug, orforglipron, Eli Lilly is positioned to enter the lucrative obesity treatment market. This development creates a new investment theme focused on pharmaceutical companies developing patient-friendly, oral alternatives to injectable GLP-1 therapies.

Author avatar

Han Tan | Market Analyst

Published on August 27

Your Basket's Financial Footprint

Market capitalisation breakdown for a basket focused on oral obesity treatments beyond injectables.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and risk, with performance tending to track broader market trends.
  • Suitable as a core holding for diversified portfolios rather than a speculative, high-growth allocation.
  • Expect steady, long-term value; rapid, short-term outsized gains are unlikely given top-heavy composition.
Total Market Cap
  • LLY: $756.76B

  • NVO: $180.85B

  • GPCR: $1.55B

  • Other

About This Group of Stocks

1

Our Expert Thinking

The obesity treatment market is experiencing a revolutionary shift from injectable therapies to convenient oral alternatives. Following Eli Lilly's successful Phase 3 trials for orforglipron, we've identified companies positioned to benefit from this transition to patient-friendly oral drugs that could dramatically expand market access and improve treatment adherence.

2

What You Need to Know

This group focuses on biopharmaceutical companies developing oral metabolic therapies, particularly GLP-1 agonists and other innovative mechanisms for weight management. These companies range from established pharmaceutical giants to specialised biotechnology firms, all working to create more accessible alternatives to current injectable treatments.

3

Why These Stocks

Each company was handpicked by professional analysts for their potential to compete in or benefit from the validation of oral obesity treatments. They represent key innovators positioned to capture significant commercial value as the market transitions from needles to pills, offering investors exposure to this biotechnological advancement.

Why You'll Want to Watch These Stocks

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Revolutionary Treatment Shift

The obesity treatment market is transitioning from injectable therapies to convenient oral alternatives. This shift could dramatically expand patient access and create massive commercial opportunities for early innovators.

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Validated Market Potential

Eli Lilly's successful Phase 3 trials have proven that oral obesity drugs can work effectively. This validation is attracting significant investor interest and could trigger a wave of competitive developments across the sector.

Expert-Selected Innovators

These companies were carefully chosen by professional analysts for their potential to benefit from the oral obesity treatment revolution. Each represents a strategic position in this emerging multi-billion dollar market opportunity.

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

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