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GLP-1 Long '24: GLP1 Equip/Distrib
8 tickers · $84.53B total market cap
Group: GLP-1 Long
The GLP-1 '24: GLP1 Equip/Distrib subtheme is currently experiencing a mixed outlook as of Spring 2025. The rising demand for GLP-1 drugs has driven growth in the medical equipment and distribution sectors, benefitting companies like BDX and STVN. However, potential supply chain issues and competitive pressures from new entrants like HIMS pose challenges to sustaining this growth.
GLP-1 Long '24: GLP1 Equip/Distrib tracks 8 publicly listed stocks in this theme: ATR, ATS, ATS.TO, BDX, HALO, HIMS, STVN, WW. 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 |
|---|---|---|---|---|---|---|---|---|
Becton, Dickinson and CompanyBDX | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 3.98% | 3.23% | -15.68% | -1.66% | $53.24B | 12.5000 |
Halozyme Therapeutics, Inc.HALO | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -10.49% | 10.62% | -7.82% | -3.10% | $8.15B | 12.5000 |
AptarGroup, Inc.ATR | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 8.33% | -3.54% | -7.91% | -4.17% | $7.25B | 12.5000 |
Hims & Hers Health, Inc.HIMS | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 2.00% | -11.46% | 84.20% | -10.35% | $4.93B | 12.5000 |
Stevanato Group S.p.A.STVN | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.01% | -4.05% | 19.42% | -4.94% | $4.73B | 12.5000 |
ATS CorporationATS | 02/04/2026 (BMO) | 05/28/2026 (BMO) | 3.24% | — | 7.37% | — | $3.09B | 12.5000 |
ATS CorporationATS.TO | 02/04/2026 (BMO) | 05/28/2026 (BMO) | 3.08% | — | 7.41% | — | $3.05B | 12.5000 |
WW International, Inc.WW | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -5.50% | -13.56% | -71.77% | -8.24% | $93.6M | 12.5000 |
| Average | 1.58% | -3.13% | 1.90% | -5.41% | $10.57B | 12.5000 | ||
| Median | 3.16% | -3.80% | -0.22% | -4.55% | $4.83B | 12.5000 | ||
| Std Dev | 6.06% | 8.25% | 40.41% | 2.99% | $16.30B | 0.0% | ||
| Min | -10.49% | -13.56% | -71.77% | -10.35% | $93.6M | 12.5000 | ||
| Max | 8.33% | 10.62% | 84.20% | -1.66% | $53.24B | 12.5000 | ||
| % Positive Tickers | 75.00% | 33.33% | 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%.