Planet Fitness, Inc.

Novo Nordisk A/S

Eli Lilly and Company

The hype around GLP-1-class weight loss drugs is opening up new growth opportunities for fitness club chain Planet Fitness, investment bank Stifel predicts. "We believe GLP-1 users could significantly increase fitness club subscriptions in the coming years," analyst Chris O'Call wrote in a note to clients <a href="https://www.cnbc.com/2026/01/16/this-gym-stock-could-see-a-boost-from-increase-weight-loss-pill-use-says-stifel.html">quoted</a> by CNBC. He reiterated a buy recommendation on Planet Fitness shares and a $130 target, up 31% from the Jan. 15 close.

Stifel expects fitness chain's stock to rise 30%. How will a diet pill help them? 

Delta Air Lines, Inc.

United Airlines Holdings, Inc.

Thanks to best-selling obesity drugs like Ozempic and Wegovy from Novo Nordisk or Zepbound from Eli Lilly, U.S. airlines could save millions of dollars on jet fuel, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/weight-loss-drugs-hold-promise-of-big-savings-for-us-airlines">reports</a>. Previously, for the sake of reducing the weight of airplanes, carriers excluded olives from salads, refused magazines and replaced the seats with ultra-thin. Now it is possible to achieve this without compromising on the quality of service, the agency notes.

Jefferies names unexpected beneficiaries of the popularity of weight-loss drugs

ABIVAX Societe Anonyme

Eli Lilly could reportedly pay twice the market price for Abivax; six months ago, Abivax shares jumped sixfold in a day on news of successful trials of its lead drug

French biotech Abivax jumps 20% on news of possible takeover by Eli Lilly

Ventyx Biosciences, Inc.

Shares of Ventyx Biosciences, a small-cap developer of anti-inflammatory drugs, jumped nearly 70% in early trading on Wednesday, January 7, after the <i>Wall Street Journal</i> <a href="https://www.wsj.com/health/pharma/eli-lilly-nears-deal-for-biotech-ventyx-3bc666d2">reported</a>&nbsp;that Eli Lilly is in talks to acquire the biotech.

Small biotech Ventyx soars 70% amid 'advanced talks' with Eli Lilly to be acquired

Viking Therapeutics, Inc.

The best-selling drug from Danish pharmaceutical giant Wegovy is now available in oral form for the first time.

Novo impressed investors by launching a weight loss pill in the US. What are its competitors doing?

The Danish company's shares have halved in price in 2025 amid doubts about its ability to conquer the market

First obesity pill: US approves Novo drug, how will the market react?

Novartis AG

Roche Holding AG

Amgen Inc.

Companies will get a three-year reprieve from pharmaceutical duties, provided they invest in manufacturing within the U.S.

Nine major pharma companies have made deals with Trump to lower drug prices

They are different from the already-hit Wegovy and Zepbound

Lilly and Novo simultaneously filed applications for approval of new obesity drugs

Late-stage trial data also show a potent effect in knee osteoarthritis

Eli Lilly's new drug has helped you lose almost 30% of your weight. It's her weapon of choice against Ozempic

Structure Therapeutics Inc.

Shares of Structure Therapeutics more than doubled on Monday, December 8, closing near $70 apiece, with <a href="https://finance.yahoo.com/quote/GPCR/">the company’s market capitalization</a> rocketing above $4.2 billion. This followed mid-stage trial results for its experimental oral obesity drug, aleniglipron, which <a href="https://ir.structuretx.com/news-releases/news-release-details/structure-therapeutics-reports-positive-topline-data-access">delivered</a>&nbsp;greater weight loss than a <a href="https://lilly.mediaroom.com/2025-08-07-Lillys-oral-GLP-1,-orforglipron,-delivers-weight-loss-of-up-to-an-average-of-27-3-lbs-in-first-of-two-pivotal-Phase-3-trials-in-adults-with-obesity">competing pill</a> under development by Eli Lilly. Analysts say the stock may have further upside, particularly if a major player moves to acquire the company.

Structure shares double after 'near-homerun' obesity pill data

Bank of America reaffirmed its "buy" recommendation for shares of pharmaceutical company Eli Lilly and raised the target forecast for its securities from $950 to $1286, CNBC <a href="https://www.cnbc.com/2025/12/02/bank-of-america-hikes-eli-lilly-price-target-on-promising-drug-pipeline.html">reports</a>. This estimate assumes growth of about 22% from the current figures.

"Confident Leadership. Bank of America expects Eli Lilly shares to grow by more than 20%

Merck & Co., Inc.

Regeneron Pharmaceuticals, Inc.

Increased volatility and doubts about AI's prospects have pushed the market toward defensive stocks