The Weight-Loss Drug Boom Hits Its Middle Age: What the GLP-1 Economy Means for Your Portfolio

Podcast: InvestTalk · Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Opublikowano: 2026-09-22

The obesity drug market is shifting from scarcity to fierce competition, as new pills, direct-to-consumer pricing and looming patent expirations upend what was once a two-player race. With one in five U.S. households now including a GLP-1 user, we will break down what the next phase means for healthcare investors and for the food, apparel and employer health costs these drugs are already reshaping. Also in this podcast: EME - Emcor group Inc., MDT - Medtronic PLC, GLW - Corning Inc., CROX - Crocs Inc., LULU - Lululemon Athletica Inc., BAH - Booz Allen Hamilton Holding...