Stocks · Theme
GLP-1 & obesity drugs stocks · 5 research notes
5 GLP-1 & obesity drugs stocks moving on the same story, each with a dated research note: thesis, kill line and next catalyst.
Active themeTracked as of 11 November 2026.
All 5 have a dated research note with a published kill line: the note's own test, stated in advance, of what would prove it wrong: a price level, a business fact, or both.
All stocksLLYEli Lilly and CompanyfreshMediumEli Lilly's tirzepatide volume is still outrunning price cuts, and its Foundayo pill now has a 9 November 2026 sleep-apnea trial win to file on. Lilly's fourth-quarter report and 2027 outlook, expected around 4 February 2027, will show…BMEABiomea Fusion, Inc.freshLowBiomea Fusion's oral GLP-1 BMF-650 showed weight loss in first human data, but the shares closed at $0.59 on 9 November 2026 with going-concern doubt and no financing or partner; the Q3 2026 report decides whether cash reaches 2027.HIMSHims & Hers Health, Inc.freshLowHims & Hers Health shares are more likely to lag the S&P 500 after a 9 November 2026 report showing 57% gross margin and a flat fourth-quarter revenue guide. November weight-loss billing data and early Lilly drug sales show whether growth…VERUVeru Inc.freshLowVeru's case rests on whether its oral drug enobosarm preserves lean mass alongside semaglutide; the PLATEAU 32-week interim, guided to calendar Q1 2027, settles it, while going-concern doubt and an open stock-sale program cap the shares.VKTXViking Therapeutics, Inc.LowViking Therapeutics' $960 million cash balance at 30 September 2026 funds its obesity Phase 3 trials, but pivotal results arrive only in 2027; the shares, at $26.84 against a $35 offering price, hinge on financing sentiment until then.