Research Notes: Ozempic Losers (Part I)
Potential shorts, and possible longs, as GLP-1s continue to impact the market
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.