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GLP-1 Short '24: Medical Devices & Monitoring
10 tickers · $78.64B total market cap
Group: GLP-1 Short
As of Spring 2025, the thesis for the GLP-1 '24: Medical Devices & Monitoring subtheme is bearish. The advent of GLP-1 drugs has significantly reduced the need for medical devices and monitoring tools that are traditionally used for managing obesity-related conditions. This shift is expected to negatively impact companies that manufacture or sell devices for diabetes management, sleep apnea, and bariatric surgery.
GLP-1 Short '24: Medical Devices & Monitoring tracks 10 publicly listed stocks in this theme: AHCO, DVA, FMS, IHI, INSP, MDXG, PODD, RMD, TFX, TNDM. 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 |
|---|---|---|---|---|---|---|---|---|
ResMed Inc.RMD | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 0.27% | -3.26% | -17.23% | 1.35% | $30.27B | 10.0000 |
DaVita Inc.DVA | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 27.76% | 25.83% | 10.54% | 0.38% | $12.49B | 10.0000 |
Fresenius Medical Care AG & Co. KGaAFMS | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -7.89% | -7.24% | 0.00% | 5.19% | $11.94B | 10.0000 |
Insulet CorporationPODD | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -6.27% | -4.26% | -37.46% | -3.61% | $10.71B | 10.0000 |
Teleflex IncorporatedTFX | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 9.09% | 7.98% | 0.96% | -0.24% | $5.88B | 10.0000 |
iShares U.S. Medical Devices ETFIHI | — | — | — | — | — | — | $3.23B | 10.0000 |
AdaptHealth Corp.AHCO | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -9.33% | -12.42% | 39.76% | -9.37% | $1.41B | 10.0000 |
Inspire Medical Systems, Inc.INSP | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -12.39% | -14.90% | -8.23% | -11.85% | $1.23B | 10.0000 |
Tandem Diabetes Care, Inc.TNDM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 32.67% | -14.14% | -24.83% | -10.47% | $949.8M | 10.0000 |
MiMedx Group, Inc.MDXG | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -7.39% | -1.18% | -36.81% | 8.33% | $542.2M | 10.0000 |
| Average | 2.95% | -2.62% | -8.14% | -2.26% | $7.86B | 10.0000 | ||
| Median | -6.27% | -4.26% | -8.23% | -0.24% | $4.55B | 10.0000 | ||
| Std Dev | 15.77% | 12.15% | 23.18% | 6.70% | $8.72B | 0.0% | ||
| Min | -12.39% | -14.90% | -37.46% | -11.85% | $542.2M | 10.0000 | ||
| Max | 32.67% | 25.83% | 39.76% | 8.33% | $30.27B | 10.0000 | ||
| % Positive Tickers | 44.44% | 22.22% | 33.33% | 44.44% |
* 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%.