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GLP-1 Long '24: Peptide Producers/Designers
11 tickers · $92.82B total market cap
Group: GLP-1 Long
As of Spring 2025, the thesis for GLP-1 peptide producers/designers is bullish. The rapid advancements in peptide technology and the increased demand for GLP-1 drugs to combat obesity and related health conditions are driving growth. Companies within this sector have capitalized on expanding their production capabilities and forming strategic partnerships to enhance their market presence. However, the competitive landscape and regulatory challenges present potential risks.
GLP-1 Long '24: Peptide Producers/Designers tracks 11 publicly listed stocks in this theme: 087010.KQ, 4587.T, 688166.SHG, BANB.SW, CAMX.ST, CTLT, HALO, HIMS, LONN.SW, PPGN.SW, STVN. 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 |
|---|---|---|---|---|---|---|---|---|
Lonza Group AGLONN.SW | 01/28/2026 (AMC) | — | -4.59% | — | -10.97% | — | $43.19B | 11.1111 |
Catalent, Inc.CTLT | 11/05/2024 (BMO) | — | 2.15% | — | 5.89% | — | $11.52B | 11.1111 |
Halozyme Therapeutics, Inc.HALO | 05/11/2026 (AMC) | 05/11/2026 (AMC) | -10.49% | 10.62% | -7.82% | -3.10% | $8.15B | 0.0% |
Bachem Holding AGBANB.SW | 03/12/2026 (AMC) | — | 1.25% | — | 28.89% | — | $7.32B | 11.1111 |
Hims & Hers Health, Inc.HIMS | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 2.00% | -11.46% | 84.20% | -10.35% | $4.93B | 0.0% |
Stevanato Group S.p.A.STVN | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 8.01% | -4.05% | 19.42% | -4.94% | $4.73B | 11.1111 |
BrightGene Bio Medical Technology C688166.SHG | — | — | — | — | — | — | $3.78B | 11.1111 |
Peptron Inc087010.KQ | 11/12/2025 | — | 5.27% | — | -22.03% | — | $3.41B | 11.1111 |
Camurus AB (publ)CAMX.ST | 05/12/2026 (BMO) | 05/12/2026 (BMO) | -17.61% | -6.73% | -4.70% | -0.27% | $3.27B | 11.1111 |
PolyPeptide Group AGPPGN.SW | 03/12/2026 (AMC) | — | -9.43% | — | 56.31% | — | $1.57B | 11.1111 |
PeptiDream Inc.4587.T | 05/13/2026 | 05/13/2026 | -11.51% | -1.87% | -21.90% | 7.73% | $941.9M | 11.1111 |
| Average | -3.49% | -2.70% | 12.73% | -2.18% | $8.44B | 9.0909 | ||
| Median | -1.67% | -4.05% | 0.60% | -3.10% | $4.73B | 11.1111 | ||
| Std Dev | 8.02% | 7.39% | 33.25% | 5.95% | $11.37B | 4.2855 | ||
| Min | -17.61% | -11.46% | -22.03% | -10.35% | $941.9M | 0.0% | ||
| Max | 8.01% | 10.62% | 84.20% | 7.73% | $43.19B | 11.1111 | ||
| % Positive Tickers | 50.00% | 20.00% | 50.00% | 20.00% |
* 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%.