More and more anecdotal evidence suggests that GLP-1 agonists (like semaglutide, the active ingredient in popular weight loss drugs Wegovy and Ozempic (off label)) could dampen cravings for alcohol.
A survey of individuals taking these drugs by Morgan Stanley has confirmed this phenomenon.
Up to six clinical trials are testing semaglutide in alcohol use disorder – which could provide conclusive proof.
Investors are generally trying to determine the implications of the weight-loss revolution. As this chart shows the number of expert calls done by investors on AlphaSense on the topic has risen rapidly.
Alpha Sense also has a handy guide to the Obesity space here (need to sign up).