In recent years, the weight loss drug market has been booming, and the good news of international “miracle weight loss drugs” has injected a stimulant into this field.
Reportedly, the heavyweight product Zepbound from the American pharmaceutical giant Lilly in a study has shown a significant improvement in the long-term health status of obese heart failure patients. This discovery undoubtedly brings new hope to the weight loss drug market.
Lilly’s study shows that patients taking Zepbound had a 38% lower risk of death, hospitalization, and other adverse outcomes compared to patients taking a placebo. At the same time, the drug also significantly alleviated the symptoms of heart failure in patients. This breakthrough not only boosted Lilly’s stock price but also opened a new window for the global weight loss drug market.
In China, with multinational pharmaceutical companies such as Novo Nordisk and Lilly obtaining approvals for their GLP-1 products for weight loss indications, domestic pharmaceutical companies are also accelerating their efforts in this field.
Companies like Tonghua Dongbao and Wanbang Medicine have disclosed the latest progress in their research on GLP-1 products, demonstrating the proactive attitudes and confidence of domestic pharmaceutical companies in this market.
Guosheng Securities’ research report points out that the overall GLP-1 industry chain has experienced a round of rise, correction, and re-launch. Due to the large scale of weight loss drugs in overseas and domestic markets, there is still a possibility of multiple market rallies in the future. This forecast undoubtedly provides important reference for investors.
From an institutional perspective, many institutions are optimistic about the future prospects of weight loss drug concept stocks.
Among them, Zhongjin Company believes that weight loss drugs with high sales volumes have the potential for explosive growth, becoming a super-elastic catalyst. Stocks like Aimeike have attracted attention and favor from multiple institutions. The in-research or already launched products of these companies have shown good weight loss effects and market potential, providing strong support for future performance growth.
According to Securities Times Data Treasury’s statistics, there are 16 concept stocks with net profit growth rates exceeding 20% in 2024 and 2025, with rolling price-to-earnings ratios below 30 times. These stocks have undoubtedly become the focus of attention and potential investment opportunities for investors.
In this feast of the weight loss drug market, the active layout of domestic pharmaceutical companies and the optimistic outlook of institutions undoubtedly inject new vitality into the market. With the increasing severity of the global obesity problem and the continuous expansion of the weight loss drug market, investment opportunities in this field will continue to emerge. For investors, deeply exploring the potential stocks in this field and understanding the market dynamics will be the key to achieving excess returns.
Looking ahead, the weight loss drug market is expected to maintain a high growth trend.
With the advancement of technology and deepening research, more safe and effective weight loss products will continue to emerge, bringing good news to the vast number of obese patients.
Domestic pharmaceutical companies will continue to increase their investment and layout in this field, aiming to capture a larger share in the global weight loss drug market. During this process, investors will also have the opportunity to share the lucrative returns from this market.
As the old saying goes, “Opportunity is always left to the prepared.” In the feast of the weight loss drug market, let us look forward to the enterprises and investors who can seize opportunities and achieve leapfrog development.
Many companies in the A-share market are involved in the weight loss drug concept, participating in the weight loss drug market through different methods including research and development, production, and sales. The following is a partial list of A-share weight loss drug concept stocks based on available information, presented in tabular form.
Please note that the above information is for reference only and does not constitute any investment advice. The stock market is risky, and investment needs to be cautious. Additionally, due to the constantly changing market conditions and company dynamics, it is advisable for investors to conduct thorough research and risk assessment before making investment decisions.
