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GLP-1 Long '24: Pharma
3 tickers · $377.81B total market cap
Group: GLP-1 Long
The current thesis for the GLP-1 '24: Pharma subtheme is mixed, focusing on the potential growth opportunities for SKYE and CRBP within the competitive landscape of GLP-1 drugs. While there is optimism about their ability to carve a niche in the expanding market for obesity and diabetes treatments, challenges remain regarding their capacity to compete with established players like LLY and NVO. The market dynamics are influenced by regulatory considerations, manufacturing capabilities, and the evolving competitive landscape.
GLP-1 Long '24: Pharma tracks 3 publicly listed stocks in this theme: ABBV, CRBP, SKYE. 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 |
|---|---|---|---|---|---|---|---|---|
AbbVie Inc.ABBV | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.94% | 6.89% | -9.74% | 1.15% | $377.67B | 33.3333 |
Corbus Pharmaceuticals Holdings, Inc.CRBP | 05/12/2026 (BMO) | 05/12/2026 (BMO) | 25.34% | 10.05% | 9.96% | -24.69% | $114.7M | 33.3333 |
Skye Bioscience, Inc.SKYE | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -11.51% | -6.82% | 15.13% | -11.56% | $25.5M | 33.3333 |
| Average | 3.63% | 3.38% | 5.12% | -11.70% | $125.94B | 33.3333 | ||
| Median | -2.94% | 6.89% | 9.96% | -11.56% | $114.7M | 33.3333 | ||
| Std Dev | 15.75% | 7.32% | 10.72% | 10.55% | $178.00B | 0.0% | ||
| Min | -11.51% | -6.82% | -9.74% | -24.69% | $25.5M | 33.3333 | ||
| Max | 25.34% | 10.05% | 15.13% | 1.15% | $377.67B | 33.3333 | ||
| % Positive Tickers | 33.33% | 66.67% | 66.67% | 33.33% |
* 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%.