Quick Read – LLY’s Mounjaro surged 125% to $9 billion in Q1, while NVO’s oral Wegovy generated $2 billion, driving GLP-1s toward 90 million prescriptions. – BRBR dropped 69% on a tariff-driven margin miss, but Premier Protein volume grew 12% and eight directors bought shares on…
e same day. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and BellRing Brands wasn’t one of them. Get them here FREE
Wells Fargo’s chief agriculture economist Dr. Michael Swanson told Bloomberg Businessweek on May 29 that GLP-1 weight-loss drugs (Ozempic, Wegovy, Mounjaro, Zepbound) will eventually match statins at roughly 90 million prescriptions, calling the trend “here to stay” because it’s prescribed, not faddish. So this is the next 90-million-customer industry, sitting in plain sight while everyone else stares at AI.
It’s the protein-centric food economy being rewired around appetite-suppressed patients who need 90 to 120 grams of protein a day in small volumes. I’ve been reading every GLP-1 supply-chain report I can find for the better part of two years now, and the five tickers below are where the second-order money is moving while everyone else stares at chatbots. 1. BellRing Brands: The Surprise Pick Hiding in Plain Sight Start with the most unloved name on this list.