Posting here instead because RMD threads getting way too much attention and a bit "noisy" right now.
So apologies if some RMD thread watchers may miss this.
Jarden put out a list of stocks that may score well with Ozempic
-ALS Ltd ((ALQ))
-Qantas Airways ((QAN))
-Autosports Group ((ASG))
-Accent Group ((AX1))
-Super Retail ((SUL))
-Costa Group ((CGC))
-nib Holdings ((NHF))
-Medibank Private ((MPL))
-Air New Zealand ((AIZ))
-Briscoe Group ((BGP))
-KMD Brands ((KMD))
Didn't think ALS group would have any benefit and I can't think of any reason why it should. Not sure about QAN and AIZ.
Interesting I posted a straw mentioning KMD as a beneficiary, but I think it will take time to find out if this will play out.
I can also think of a few other health stocks where Ozempic could cause some disruption.
Full article from fnarena below:
Jarden believes any impact on company earnings is likely to remain benign, although uncertainty will dominate at first, and this might translate into share price weakness ahead of any concrete impact, simply on the expectation of future earnings erosion, just like what has happened overseas. And, of course, as has happened already for share prices in ResMed ((RMD)), Fisher & Paykel Healthcare ((FPH)) and CSL ((CSL)).
Jarden suggests it'll be 5-10 years before we know what impact, if any, on company earnings might result from these drugs. Again, this won't necessarily stop share prices from taking a hit in the meantime.
Analysts at Jarden have identified 47 ASX-listed companies that can -potentially- be affected by the growing popularity of GLP-1 drugs. 49% of these companies should be negatively affected through reduced demand for food and drinks, and as better health outcomes reduce the need for healthcare treatments.
GLP-1s act like a heavy-handed suppressant, with early indications this might include all kinds of addictions, such as gambling. But first-line changes would be through people starting to eat less, change to a more healthy lifestyle, order less fast food and fizzy drinks, and start buying different shoes and clothing as wastelines shrink.
First up, the small list of identified potential "winners" from the widespread adoption of GLP-1 drugs:
-ALS Ltd ((ALQ))
-Qantas Airways ((QAN))
-Autosports Group ((ASG))
-Accent Group ((AX1))
-Super Retail ((SUL))
-Costa Group ((CGC))
-nib Holdings ((NHF))
-Medibank Private ((MPL))
-Air New Zealand ((AIZ))
-Briscoe Group ((BGP))
-KMD Brands ((KMD))
The following companies have been identified for "marginal negative" impacts:
-Amcor ((AMC))
-Orora ((ORA))
-Pact Group Holdings ((PGH))
-City Chic Collective ((CCX))
-EVT Ltd ((EVT))
-Coles Group ((COL))
-Endeavour Group ((EDV))
-Metcash ((MTS))
-The Reject Shop ((TRS))
-Treasury Wine Estates ((TWE))
-Woolworths Group
-CSL ((CSL))
Candidates for potentially "negative" outcomes include Collins Food ((CKF)), Domino's Pizza Enterprises ((DMP)), Aroa Biosurgery ((ARX)), Ramsay Health Care ((RHC)), ResMed, Fisher & Paykel Healthcare, and Restaurant Brands New Zealand ((RBD)).
[held]
