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New Weight Loss ETF Is Essentially A Play On Eli Lilly, Novo Nordisk

New Weight Loss ETF Is Essentially A Play On Eli Lilly, Novo Nordisk

新的減肥ETF本質上是禮來、諾和諾德的重頭戲
Benzinga ·  05/31 03:36

The recently launched Roundhill GLP-1 & Weight Loss ETF (NASDAQ:OZEM) is gaining traction among investors, primarily due to its significant holdings in pharmaceutical giants Eli Lilly and Co (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO). These two companies are at the forefront of the burgeoning weight-loss drug market, making up over 40% of OZEM's portfolio.

最近推出的Roundhill GLP-1 和減肥ETF(納斯達克股票代碼:OZEM)在投資者中越來越受歡迎,這主要是由於其持有製藥巨頭禮來公司(紐約證券交易所代碼:LLY)和諾和諾德A/S(紐約證券交易所代碼:NVO)的大量股份。這兩家公司處於蓬勃發展的減肥藥物市場的最前沿,佔OZEM投資組合的40%以上。

This ETF presents a unique opportunity for investors to gain exposure to the weight-loss sector through these dominant players.

該ETF爲投資者提供了一個通過這些占主導地位的參與者獲得減肥行業敞口的難得機會。

We covered the ETF's launch here: EXCLUSIVE: Roundhill Investments Launches Weight Loss ETF For Exposure To Blockbuster Drugs Like Ozempic

我們在這裏報道了ETF的推出:獨家:Roundhill Investments推出減肥ETF,用於投資Ozempic等重磅藥物

Weight-Loss Drug ETFs: A Targeted Investment

減肥藥ETF:一項有針對性的投資

Weight-loss drug ETFs like OZEM are designed to capitalize on the growing demand for effective weight-management solutions, driven by the increasing prevalence of obesity.

像OZEM這樣的減肥藥物ETF旨在利用肥胖患病率上升推動的對有效體重管理解決方案不斷增長的需求。

The focal point of these ETFs is GLP-1 drugs, a class of medications known for their dual benefits in treating type 2 diabetes and promoting weight loss.

這些ETF的重點是 GLP-1 藥物,這是一類以治療 2 型糖尿病和促進減肥的雙重功效而聞名的藥物。

Eli Lilly And Novo Nordisk: The Heavyweights

Eli Lilly 和 Novo Nordisk:重量級人物

Eli Lilly and Novo Nordisk are not just industry leaders; they are pivotal to the performance of OZEM.

禮來和諾和諾德不僅是行業領導者;它們對OZEM的業績至關重要。

Eli Lilly's weight-loss drug, Zepbound, has shown promise in treating obesity-related conditions such as obstructive sleep apnea. The stock commands a 21.04% of the OZEM portfolio.

禮來公司的減肥藥物Zepbound在治療阻塞性睡眠呼吸暫停等肥胖相關疾病方面顯示出希望。該股票佔OZEM投資組合的21.04%。

Meanwhile, Novo Nordisk continues to innovate with new treatments like amycretin, which combines the benefits of GLP-1 and amylin to enhance weight loss and regulate blood sugar levels. The stock commands a 20.31% of the OZEM portfolio.

同時,諾和諾德繼續創新阿米克麗汀等新療法,該療法結合了 GLP-1 和澱粉樣蛋白的益處,可增強減肥和調節血糖水平。該股票佔OZEM投資組合的20.31%。

These companies' commitment to developing cutting-edge treatments ensures they remain at the forefront of the weight-loss market. For instance, Novo Nordisk's amycretin, taken orally instead of via injections like its predecessor Wegovy, represents a significant advancement in the field.

這些公司致力於開發尖端療法,這確保了他們保持在減肥市場的最前沿。例如,Novo Nordisk的amycretin代表着該領域的重大進步,它是口服的,而不是像其前身Wegovy那樣通過注射方式服用。

OZEM's Growth And Market Dynamics

OZEM 的增長和市場動態

Since its inception, OZEM has quickly amassed $3.5 million in assets under management, driven by investor interest in the potential of weight-loss drugs. The ETF's growth mirrors the increasing acceptance and mainstream appeal of these medications.

自成立以來,在投資者對減肥藥物潛力的興趣的推動下,OZEM迅速積累了350萬美元的管理資產。ETF的增長反映了這些藥物越來越多的接受度和主流吸引力。

Notably, Eli Lilly's and Novo Nordisk's innovations are key to this trajectory.

值得注意的是,禮來公司和諾和諾德的創新是這一發展軌跡的關鍵。

While OZEM offers targeted exposure to a promising market, it also comes with risks typical of niche investments. The ETF's performance heavily depends on the success and regulatory approval of the drugs developed by its top holdings.

儘管OZEM爲前景光明的市場提供有針對性的敞口,但它也存在利基投資的典型風險。該ETF的表現很大程度上取決於其最大持股公司開發的藥物的成功和監管部門的批准。

Additionally, the weight-loss drug market is still emerging, with inherent volatility and limited historical data to predict long-term outcomes.

此外,減肥藥物市場仍在興起,其固有的波動性和預測長期結果的歷史數據有限。

Investing In The Weight-Loss Drug Market

投資減肥藥物市場

OZEM offers a focused investment opportunity in the weight-loss drug market, heavily relying on the innovations and market dominance of Eli Lilly and Novo Nordisk.

OZEM在減肥藥物市場提供了有針對性的投資機會,這在很大程度上依賴於禮來和諾和諾德的創新和市場主導地位。

As these companies continue to push the boundaries of medical science in obesity treatment, OZEM stands to benefit significantly, making it a compelling option for investors looking to tap into this growing sector.

隨着這些公司繼續突破肥胖症治療的醫學界限,OZEM將從中受益匪淺,對於希望進入這個不斷增長的行業的投資者來說,OZEM是一個有吸引力的選擇。

However, potential investors should weigh the promising growth against the inherent risks of this nascent market.

但是,潛在投資者應權衡前景的增長與這個新興市場的固有風險。

Image created using artificial intelligence via Midjourney.

通過 Midjourney 使用人工智能創建的圖像。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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