Theme · live manifest · live theme JSON
Biotech '24: GLP1
4 tickers · $27.61B total market cap
Group: Biotech
The current thesis for the Biotech '24: GLP1 subtheme is bullish, focusing on the potential of GLP-1 receptor agonists as transformative treatments in the obesity and metabolic disorder markets. Companies like Gubra and Zealand Pharma are poised to benefit from innovative developments and expanding indications for GLP-1 therapies. The strong market demand for effective weight loss solutions continues to drive interest in these companies' pipelines, suggesting robust growth potential.
Biotech '24: GLP1 tracks 4 publicly listed stocks in this theme: GUBRA.CO, ROIV, VKTX, ZEAL.CO. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Roivant Sciences Ltd.ROIV | 02/06/2026 (BMO) | 05/20/2026 (BMO) | 22.14% | — | 9.26% | — | $20.19B | 25.0000 |
Viking Therapeutics, Inc.VKTX | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 1.58% | -3.74% | 8.03% | -8.92% | $3.30B | 25.0000 |
Zealand Pharma A/SZEAL.CO | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 2.70% | 8.59% | -12.64% | -13.17% | $3.28B | 25.0000 |
Gubra A/SGUBRA.CO | 02/27/2026 (AMC) | — | -0.44% | — | -16.57% | — | $838.6M | 25.0000 |
| Average | 6.49% | 2.43% | -2.98% | -11.04% | $6.90B | 25.0000 | ||
| Median | 2.14% | 2.43% | -2.30% | -11.04% | $3.29B | 25.0000 | ||
| Std Dev | 9.10% | 6.16% | 11.72% | 2.13% | $7.74B | 0.0% | ||
| Min | -0.44% | -3.74% | -16.57% | -13.17% | $838.6M | 25.0000 | ||
| Max | 22.14% | 8.59% | 9.26% | -8.92% | $20.19B | 25.0000 | ||
| % Positive Tickers | 75.00% | 50.00% | 50.00% | 0.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.