OZEM Roundhill GLP-1 & Weight Loss ETF Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
13:22
Sep 15
Sep 15
Morgan Stanley
Obesity/GLP-1 is clearest DTC proof point
Obesity/GLP-1 drugs are the clearest proof point that the DTC cash-pay model is viable. Only about half of the US employer coverage base covers obesity medications, so the other half faces a coverage gap and seeks alternative channels. This category drives roughly half of the $26B peak US DTC opportunity.
OZEM
Roundhill GLP-1 & Weight Loss ETF
Long
1ST
—
—
17:19
Aug 18
Aug 18
CNBC
Branded GLP-1 prices compress toward $40
GLP-1 therapies can be manufactured and delivered profitably for $40-$50 per month; prices will fall from $150-$200 to $99, then $79, and likely $40-$50 by 2030 because competition from new entrants and semaglutide patent expiration will compress branded pricing.
OZEM
Roundhill GLP-1 & Weight Loss ETF
Avoid
—
—
15:58
Jul 21
Jul 21
About OZEM Investor Commentary
Across the available history and selected sources, Buzzberg tracks OZEM (Roundhill GLP-1 & Weight Loss ETF) across 6 sources: 10 bullish vs 1 bearish calls from 14 authors. Historical directional balance: 64% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 14 total trade ideas tracked. Latest voices: Terence Flynn, Andrew Dudum, kaizen_investor.