*Today’s Featured Stock: The Future of Air Travel Is Unfolding—Unlock the name and symbol right here.
It’s time to buy down, but not out obesity stocks, we said just weeks ago.
With more drug trial data expected, related stocks could rocket even higher – especially with obesity rates still bursting at the seams. At the moment, according to the U.S. Centers for Disease Control and Prevention, “Obesity is a serious, common, and costly chronic disease. More than 2 in 5 U.S. adults have obesity.”
We also have to consider that demand for weight loss drugs is off the charts, too.
“Blockbuster growth in weight-loss drugs was the main driver of a 13.5% increase in spending on prescription medications in the U.S. in 2023, according to ASHP’s (American Society of Health-System Pharmacists) report,” as noted by the American Society of Health-System Pharmacists. “Spending on weight-loss drugs — originally marketed as diabetes treatments —will likely continue to climb as supplies catch up with the huge demand, the report predicted. The trend will escalate further as additional similar drugs come to market and as the FDA approves the medications for more conditions.”
Even now, some of the biggest obesity drug stocks to consider include:
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Company: Viking Therapeutics (SYM: VKTX) Viking Therapeutics said that pending FDA feedback from a meeting this year, VK2735, a dual GLP-1/GIP receptor agonist similar to Eli Lilly’s blockbuster weight loss drug Zepbound, is still on track to reach late-stage development. Helping, analysts at B. Riley says VKTX’s VK2735 has “long-term disruptive potential,” as quoted by Seeking Alpha. The firm added, that “VK2735 could set itself apart from existing weight loss drugs as it is a GLP1/GIP agonist being developed for an induction (injection [SQ] weekly) and maintenance (oral [PO] or SQ monthly) paradigm.” |
Edge on the Street
A $12 billion powerhouse doesn’t waste resources on just any project.
Yet Kinross Gold just committed over half a million dollars to explore a Nevada gold site owned by a $20 million junior company. If results are good, they agreed to pay more…for 80% of the finds.
What’s so special about this project? And why is an industry leader taking notice?
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Company: Altimmune (SYM: ALT) The company and the U.S. FDA reached an agreement on the efficacy and safety measures to be evaluated in the company’s Phase 3 obesity drug trials. “The phase 3 program will encompass four randomized, double-blind, placebo-controlled trials lasting 60 weeks and enroll a total of 5,000 participants. Three dosage strengths will be tested — 1.2 mg, 1.8 mg, and 2.4 mg — and the company said it is aiming for approval of all strengths,” noted Seeking Alpha. UBS analysts also initiated a buy rating on ALT, noting, “With what we estimate as a large potential opportunity for pemvidutide in obesity and MASH combined and ALT at a roughly $508M cap, we think ALT is undervalued.” |
The Oxford Club
This industry set to BOOM in Trump’s first year
You’ll probably never guess this.
But one industry is in position to be BY FAR the biggest winner of Trump’s second term.
The answer is right here.
It’s not AI.
If you’re an investor looking for the best Trump trade now, this is it.
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Company: Structure Therapeutics (SYM: GPCR) Morgan Stanley just initiated coverage of Structure Therapeutics with an overweight rating, believing there is room in the diabetes and obesity drug market for oral GLP-1 drugs. The firm added that early data suggests Structure’s oral drug candidate GSBR-1290, an GLP-1R agonist, has a competitive profile. It sees a potential U.S. launch in 2028, with the drug reaching worldwide sales of $6.3 billion in 2040. Morgan Stanley says it expects Phase 2b data for the drug in obesity, anticipated by the end of 2025, to be the next catalyst for the program. |
* We are issuing this disclosure in compliance with Section 17(b) of the Securities Act, which requires us to disclose any compensation received or expected to be received in cash or in kind in connection with the purchase or sale of any security. We would like to inform you that we have received or expect to receive compensation in connection with the purchase or sale of the securities of Surf Air Mobility (NYSE:SRFM). The compensation consists of $6,000 and was received/will be received from Market Jar Media. This compensation should not be considered as an endorsement of the securities of adviser Surf Air Mobility (NYSE:SRFM) and we are not responsible for any errors or omissions in any information provided about the securities of Surf Air Mobility (NYSE:SRFM). We encourage you to conduct your own due diligence and research before making any investment decisions. You should also consult with a financial advisor before making any investment decisions. This disclosure is made as of 03/10/2025.
