EXCLUSIVE: Roundhill Investments Launches Weight Loss ETF For Exposure To Blockbuster Drugs Like Ozempic
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 21 2024
0mins
Should l Buy NVO?
Source: Business Insider
- Roundhill Investments Launches New ETF: Roundhill launched the world's first GLP-1 & Weight Loss ETF (OZEM) focusing on weight loss drugs like GLP-1 agonists.
- Market Potential for Weight Loss Drugs: Market for weight loss drugs could grow significantly by 2030, with OZEM investing heavily in companies like Eli Lilly and Novo Nordisk.
- Revolutionary Weight Loss Drugs: New drugs promise significant weight loss compared to traditional methods, driving demand for precision-focused exposure through ETFs like OZEM.
- ETF Details: OZEM is actively managed, priced at 0.59%, and offers specific exposure to key companies in the weight loss drug sector.
- Industry Dynamics: Despite new entrants like Hims & Hers Health offering generic versions of weight loss drugs, industry prices are expected to decline as more drugs enter the market.
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Analyst Views on NVO
Wall Street analysts forecast NVO stock price to rise
8 Analyst Rating
4 Buy
3 Hold
1 Sell
Moderate Buy
Current: 42.220
Low
42.00
Averages
54.67
High
70.00
Current: 42.220
Low
42.00
Averages
54.67
High
70.00
About NVO
Novo Nordisk A/S is a global healthcare company engaged in diabetes care. The Company is also engaged in the discovery, development, manufacturing and marketing of pharmaceutical products. The Company operates through two business segments: diabetes and obesity care, and biopharmaceuticals. The Company's diabetes and obesity care segment covers insulin, GLP-1, other protein-related products, such as glucagon, protein-related delivery systems and needles, and oral anti-diabetic drugs. The Company's biopharmaceuticals segment covers the therapy areas of hemophilia care, growth hormone therapy and hormone replacement therapy. The Company also offers Saxenda product to treat obesity. It offers a range of products, including NovoLog/NovoRapid; NovoLog Mix/NovoMix; Prandin/NovoNorm; NovoSeven; Norditropin, and Vagifem. As of December 31, 2016, it marketed its products in over 180 countries. Its regional structure consists of two commercial units: North America and International Operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Consumer Spending: Research firm Circana reports that GLP-1 households spend approximately 30% more on beauty products than non-GLP-1 households, indicating that hair loss solutions have become a significant growth segment in the beauty industry amid ongoing consumer stress post-pandemic.
- Brand Innovation Response: Redken has launched an entire Acidic Grow Full System specifically designed for GLP-1 users, addressing their unique hair care needs and showcasing the brand's responsiveness to emerging market opportunities.
- Long-term Customer Loyalty: As hair treatment products often take months to show results, GLP-1 users are expected to exhibit high brand loyalty, providing ongoing commercial opportunities for companies in the hair care sector as the market continues to grow.
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- New Drug Launch: Novo Nordisk announced the launch of its oral GLP-1 receptor agonist semaglutide, branded as Ozempic, starting next week for adults with type 2 diabetes, marking a significant expansion in the diabetes treatment sector.
- Multiple Dosage Options: Ozempic will be available in 1.5 mg, 4 mg, and 9 mg doses, set to hit over 70,000 U.S. pharmacies on Monday, with insured patients able to access a 3-month prescription for as low as $25, significantly easing patient costs.
- Self-Pay Purchase Channels: Self-pay patients can acquire Ozempic through NovoCare Pharmacy or select telehealth providers, with the starting dose of 1.5 mg priced at $149 per month, reflecting Novo Nordisk's flexible pricing strategy in a competitive market.
- Increased Market Competition: Concurrently, WW International and GoodRx have launched offerings that provide customers access to this once-daily therapy, indicating a growing demand for oral semaglutide and potential impacts on Novo Nordisk's market share.
See More
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- Apple's Earnings Beat: Apple exceeded analysts' expectations for both earnings and revenue in Q2, resulting in a stock price increase of over 3%, despite iPhone sales falling short, as phone revenue rose 22% from the same period in 2025, indicating strong market demand.
- Supply Chain Challenges: While overall revenue surpassed estimates, CEO Tim Cook warned that the global memory shortage will increasingly impact the business, highlighting the need for the company to remain agile in response to cost pressures.
- Positive Market Reaction: Following the strong earnings report, Apple's stock performed well at market open, reflecting investor confidence in the company's future growth potential, particularly against the backdrop of upcoming product launches.
- Industry Trend Impact: Apple's success also mirrors the recovery of the broader tech sector, with both the Nasdaq Composite and S&P 500 indices reaching all-time highs, showcasing strong demand for tech stocks and investor optimism.
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- Market Rally: The S&P 500 and Nasdaq Composite both reached record highs yesterday, marking their largest monthly gains since 2020, reflecting increased investor confidence in the economic outlook despite geopolitical tensions.
- Apple's Earnings Beat: Apple exceeded analysts' expectations for second-quarter earnings and revenue, with overall revenue rising 22% from the same period in 2025, despite iPhone sales falling short, indicating strong market demand.
- Surging Energy Prices: California's average gas price topped $6 per gallon for the first time since 2023, marking a 30% increase since the onset of the Iran war, which could significantly pressure consumers and impact spending.
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See More
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- Surge in Market Demand: According to Gallup, the use of GLP-1 drugs has more than doubled since early 2024, with nearly 13% of U.S. adults currently using them, leading to increased demand for hair treatment products as the user base expands.
- Increased Consumer Spending: Research firm Circana reports that GLP-1 households spend approximately 30% more on beauty products than non-GLP-1 households, indicating that hair loss solutions have become a significant growth segment in the beauty industry amid ongoing consumer stress post-pandemic.
- Brand Innovation Response: Redken has launched an entire Acidic Grow Full System specifically designed for GLP-1 users, addressing their unique hair care needs and showcasing the brand's responsiveness to emerging market opportunities.
- Long-term Customer Loyalty: As hair treatment products often take months to show results, GLP-1 users are expected to exhibit high brand loyalty, providing ongoing commercial opportunities for companies in the hair care sector as the market continues to grow.
See More
Agios Pharmaceuticals Shares Rise 11.2% Following Strong Earnings Report
- Stock Surge: Agios Pharmaceuticals saw an 11.2% increase in shares this week, marking a positive turnaround for the year, reflecting market confidence in the company's future, particularly following the successful launch of Aqvesme.
- Significant Sales Growth: Aqvesme's sales reached $20.7 million in Q1 2026, a substantial increase from $8.7 million in the same quarter of 2025, which not only boosts overall revenue but also establishes a solid foundation for future market demand.
- New Drug Progress: Management confirmed alignment with the FDA, expecting to file for accelerated approval of mitapivat for sickle cell disease in Q2 2026, despite facing competition from Novo Nordisk, indicating strong market potential.
- Optimistic Future Outlook: Management is optimistic about the Phase 2 trial results for tebapivat, expected in the first half of 2026 for MDS and the second half for SCD, which will provide new momentum for the company's growth trajectory.
See More
S&P 500 Hits Record Highs, AI Stocks Shine
- S&P 500 Performance: The S&P 500 is on track to close at another record high after its best month since November 2020, indicating strong market confidence in economic recovery as of Friday.
- AI Stock Surge: AI-related stocks like Arm, Broadcom, and Alphabet saw significant gains in April, with Arm surging nearly 40% and others rising over 30%, reflecting sustained investor enthusiasm and strong demand for AI technologies.
- Impact of Rising Memory Prices: Companies like Meta and Microsoft have raised their capital expenditure guidance due to surging memory prices, with Microsoft projecting $190 billion in capex for 2026, of which $25 billion is attributed to rising component costs, highlighting the tightness in the memory market.
- Multi-Year Supply Agreements: SanDisk has signed five multi-year supply agreements valued at over $11 billion, ensuring stable demand for its customers and indicating strong bargaining power for memory manufacturers, which could impact future sales and margins.
See More
Novo Nordisk Launches Oral GLP-1 Drug Ozempic
- New Drug Launch: Novo Nordisk announced the launch of its oral GLP-1 receptor agonist semaglutide, branded as Ozempic, starting next week for adults with type 2 diabetes, marking a significant expansion in the diabetes treatment sector.
- Multiple Dosage Options: Ozempic will be available in 1.5 mg, 4 mg, and 9 mg doses, set to hit over 70,000 U.S. pharmacies on Monday, with insured patients able to access a 3-month prescription for as low as $25, significantly easing patient costs.
- Self-Pay Purchase Channels: Self-pay patients can acquire Ozempic through NovoCare Pharmacy or select telehealth providers, with the starting dose of 1.5 mg priced at $149 per month, reflecting Novo Nordisk's flexible pricing strategy in a competitive market.
- Increased Market Competition: Concurrently, WW International and GoodRx have launched offerings that provide customers access to this once-daily therapy, indicating a growing demand for oral semaglutide and potential impacts on Novo Nordisk's market share.
See More
Apple Surpasses Earnings Expectations, Boosts Stock Price
- Apple's Earnings Beat: Apple exceeded analysts' expectations for both earnings and revenue in Q2, resulting in a stock price increase of over 3%, despite iPhone sales falling short, as phone revenue rose 22% from the same period in 2025, indicating strong market demand.
- Supply Chain Challenges: While overall revenue surpassed estimates, CEO Tim Cook warned that the global memory shortage will increasingly impact the business, highlighting the need for the company to remain agile in response to cost pressures.
- Positive Market Reaction: Following the strong earnings report, Apple's stock performed well at market open, reflecting investor confidence in the company's future growth potential, particularly against the backdrop of upcoming product launches.
- Industry Trend Impact: Apple's success also mirrors the recovery of the broader tech sector, with both the Nasdaq Composite and S&P 500 indices reaching all-time highs, showcasing strong demand for tech stocks and investor optimism.
See More
Apple's Earnings Beat Boosts Stock Market Rally
- Market Rally: The S&P 500 and Nasdaq Composite both reached record highs yesterday, marking their largest monthly gains since 2020, reflecting increased investor confidence in the economic outlook despite geopolitical tensions.
- Apple's Earnings Beat: Apple exceeded analysts' expectations for second-quarter earnings and revenue, with overall revenue rising 22% from the same period in 2025, despite iPhone sales falling short, indicating strong market demand.
- Surging Energy Prices: California's average gas price topped $6 per gallon for the first time since 2023, marking a 30% increase since the onset of the Iran war, which could significantly pressure consumers and impact spending.
- Booming Functional Snacks: Demand for Hershey's gum and mint products is surging as GLP-1 drug users seek
See More
