The Obesity ETF (SLIM)
NASDAQ (NGS) NASDAQ (NGS) Primary 
Eli Lilly: 'Strong Buy' On Retatrutide Obesity Drug And EBGLYSS Maintenance Label Expansion
Eli Lilly and Company delivered a monumental Q2 2026, with revenues up 48% to $23 billion, driven by MOUNJARO and ZEPBOUND. I maintain a 'Strong Buy' rating on the company, citing robust double-digit growth in key drugs and successful pipeline expansion, including positive phase 3 retatrutide data. EBGLYSS achieved 131% YoY sales growth and secured a label expansion, offering the only 6-dose annual maintenance regimen for moderate-to-severe AD.
The Obesity Drug War Turns Ugly: Novo Nordisk Sues Eli Lilly and Wall Street Already Picked a Side
The polite duopoly running the modern weight-loss drug boom just filed for divorce, and the market voted before the ink dried.
Two Drugmakers Own 90% of the Obesity Boom. One Fund Owns Both for 0.59%
The Health Care Select Sector SPDR Fund (NYSEARCA:XLV) is the default healthcare allocation for millions of investors, and for good reason.
Kailera Therapeutics: A Second-Wave Obesity Platform With More Than One Way To Win
Kailera is building a multi-modal obesity franchise with exclusive global rights to Hengrui Pharma's obesity portfolio, leveraging late-stage assets and ongoing data. KLRA's robust cash position—over $1.3 billion post-IPO—funds operations through mid-2028, supporting multiple pivotal trial readouts before further capital is needed. Pipeline catalysts include global Phase 3 trials for ribupatide and promising Phase 2/3 data for oral GLP-1 candidates, targeting differentiated efficacy and convenience.
Eli Lilly vs Novo Nordisk: The Battle for Obesity Drug Supremacy
Eli Lilly (NYSE: LLY | LLY Price Prediction) and Novo Nordisk (NYSE: NVO) reported Q1 2026 results that pulled the
Structure Therapeutics: My Top Small-Cap Pick For The Obesity Market (Upgrade)
Structure Therapeutics advances aleniglipron, a potential best-in-class oral GLP-1, into Phase 3 for obesity, supported by strong Phase 2b data. GPCR's $1.5B cash position and a projected cash runway through 2028 underpin its ability to execute pivotal trials and commercial plans. My SOTP analysis yields a fair value of $42.49/share, with aleniglipron's risk-adjusted NPV at $1.34B and pipeline assets included at no additional cost.
Corbus Pharmaceuticals Teases Cancer, Obesity Data as Key Clinical Readouts Near
Corbus Pharmaceuticals NASDAQ: CRBP Chief Executive Yuval Cohen outlined the company's near-term clinical readout schedule and development plans for its two lead drug candidates during a Jefferies fireside chat hosted by biotech analyst Amin Makarem.
Zealand Pharma Shares Slide After Boehringer Study Shows Obesity Shot's Side Effects
Nearly a fifth of patients exited the survodutide trial due to adverse gastrointestinal events such as nausea, vomiting and diarrhea, Boehringer said.
Rhythm Pharmaceuticals: The Rare Obesity Platform Is Becoming A Commercial Engine
Rhythm Pharmaceuticals is transitioning from a development stage to a commercial rare disease leader, leveraging its IMCIVREE franchise for biologically defined obesity. IMCIVREE's recent FDA and EU approvals for acquired hypothalamic obesity unlock a significant, underserved market with rapid early uptake and global expansion potential. RYTM's premium valuation is justified by rapid revenue growth, multiple approved indications, global infrastructure, and a robust pipeline targeting rare neuroendocrine obesity.
CHMP Backs EU Approval of Novo Nordisk's Wegovy Pill for Obesity
NVO's Wegovy pill gets CHMP backing, moving it closer to becoming the first oral GLP-1 treatment approved in the EU for weight management.
Corbus Pharmaceuticals Teases Key ASCO Cancer Data, Late-Summer Obesity Readout
Corbus Pharmaceuticals NASDAQ: CRBP Chief Executive Officer Yuval Cohen said investors should expect more mature clinical updates for CRB-701 at the upcoming ASCO meeting, including the first durability and progression-free survival data for the company's highlighted cervical and head and neck cancer cohorts.
Lilly Bets on Next-Generation Obesity Drugs to Stay Ahead
LLY expands beyond tirzepatide with oral obesity pills and next-gen drugs like retatrutide to defend its lead in the booming weight-loss market.
