The race to reshape obesity and diabetes treatment is moving beyond weekly injections, and Vivani Medical’s long-acting GLP-1 implant has pushed that story into the spotlight. For investors, the question is how this kind of delivery shift might affect companies tied to GLP-1 drugs, devices, and support therapies. This article looks at 3 stocks from our Obesity and Diabetes Treatment Innovation screener that appear positively exposed to the same forces driving interest in Vivani’s semaglutide implant, to help you decide whether these types of opportunities fit or clash with your current portfolio approach.
Rezolute (RZLT)
Overview: Rezolute is a late stage biopharma company in Redwood City developing ersodetug, an antibody therapy aimed at treating severe hypoglycemia in ultra rare congenital and tumor related hyperinsulinism, conditions that sit at the edge of the broader diabetes and metabolic disease story
Rezolute provides targeted exposure to rare metabolic diseases that intersect with the growing GLP 1 ecosystem. The company remains small enough that meaningful clinical progress could materially influence the share price. The stock is trading at a steep discount to Simply Wall St’s DCF estimate and below its assessed future cash flow value. However, the business currently reports minimal revenue and ongoing losses, with return on equity firmly in negative territory and shareholders recently diluted. Early Phase 3 data for ersodetug in both congenital and tumor hyperinsulinism indicate potential clinical and health economics value, even though a key primary endpoint was not met. The key consideration is how these mixed but encouraging signals align with the funding risks and the lengthy pathway to any commercial launch.
Rezolute’s rare disease focus and discounted valuation are pulling in attention, but the real question is whether the current price fully reflects its mixed trial signals and funding needs. For more detail, review the DCF valuation analysis for Rezolute
InnovAge Holding (INNV)
Overview: InnovAge Holding runs Program of All-Inclusive Care for the Elderly (PACE) centers across several US states, coordinating medical care, in-home support, transport, and social services so seniors with complex conditions such as diabetes can stay in their homes rather than move into nursing facilities
Operations: InnovAge generates virtually all of its US$949.2m in revenue from its PACE operations, with a very small contribution from other services, all in the United States
Market Cap: US$1.61b
InnovAge Holding offers focused exposure to value based senior care at a time when chronic conditions like diabetes are driving demand for coordinated, at-home support. Potential future GLP 1 delivery shifts could make medication adherence even more important within that model. The stock is currently loss making, with a recent quarterly net loss of US$29.46m and returns on equity in negative territory, and it has faced regulatory sanctions and index removals, so it is not a low-risk story. Management is pursuing technology upgrades, new leadership, and an integrated PACE ecosystem, and analysts have published expectations of stronger earnings over time. The key question is whether current pricing fairly reflects both the operational turnaround efforts and the ongoing funding and compliance risks.
InnovAge Holding’s push to fix operations and update its PACE model could be masking what the analyst forecasts for InnovAge Holding reveal about where this senior care story might break positively or expose a pressure point investors are missing
NewAmsterdam Pharma (NAMS)
Overview: NewAmsterdam Pharma is a late stage biopharma company focused on cardiometabolic disease, developing obicetrapib, an oral low dose CETP inhibitor being tested for lowering LDL cholesterol in cardiovascular disease and as a potential therapy for Alzheimer’s disease
Operations: NewAmsterdam Pharma currently generates about US$22.6m in revenue from its biotechnology startup activities
Market Cap: US$4.2b
NewAmsterdam Pharma sits at the intersection of cardiometabolic disease and obesity related risk. Obicetrapib targets LDL cholesterol in patients who may still face high cardiovascular risk even when GLP 1 therapies help with weight and glucose control. Analysts expect strong revenue and earnings growth over the next few years and see meaningful upside to current pricing. The company is still loss making and funded through higher risk external borrowing, so execution on late stage trials and eventual commercialization remains critical. Recent recognition for a greener, lower cost manufacturing process and expansion of obicetrapib into Alzheimer’s prevention research add extra optionality, but also increase the stakes for investors deciding how much risk to take on in this theme.
NewAmsterdam Pharma’s late stage pivot in cardiometabolic disease is getting attention, but the growth story in obicetrapib is not fully priced into the debate yet. Check what the analyst forecasts for NewAmsterdam Pharma might be hinting at before the narrative shifts
The three stocks highlighted here are only a starting point, and the full Obesity and Diabetes Treatment Innovation screener uncovers 12 more companies with potentially equally compelling obesity and diabetes treatment stories that could shift how you think about this theme. Use Simply Wall St to identify and analyze the specific catalysts and narratives around GLP 1 exposure, delivery methods, and cardiometabolic links so you can focus on the ideas that best match your highest conviction
Take Control of Your Investment Journey
If Rezolute or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.
Once you’ve made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.
Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.
By uncovering hidden catalysts and risks early, you’ll accelerate your decision-making and stay one step ahead of the market.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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About NasdaqCM:RZLT
Rezolute
A late-stage rare disease company, focused on improving outcomes for individuals with hypoglycemia caused by hyperinsulinism in the United States
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Flawless balance sheet with high growth potential
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