Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Research Notes: Ozempic Losers (Part I)
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Research Notes

Research Notes: Ozempic Losers (Part I)

Potential shorts, and possible longs, as GLP-1s continue to impact the market

Wall Street and Main
Oct 26, 2023
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Overlooked Alpha
Overlooked Alpha
Research Notes: Ozempic Losers (Part I)
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Highlights:

  • We provide quick updates on a few past deep dives.

  • One stock in the gaming space looks like the absolute best play on GLP-1s treating gambling addiction.

  • Energy-based aesthetics stocks have their own issues, but at the lows there is an intriguing, if risky, contrarian case.

  • Thanks in part to Ozempic’s potential in treating kidney failure, Outset Medical has been one of the worst stocks in the market. Aggressive traders can see OM as a potential short to zero.

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