A company called Roundhill Investments made a special thing called an ETF that lets people invest money in companies that make medicine to help people lose weight. The ETF is named OZEM and it has two main parts: Eli Lilly and Novo Nordisk. These are the companies that make very popular medicines like Ozempic, which help a lot of people lose weight. Roundhill thinks these medicines will become even more important in the future, so they created this ETF to let people put their money into it and make some profit if the medicine business grows bigger. Read from source...

- The title of the article is misleading and sensationalized, as it implies that Roundhill Investments launched a single ETF for weight loss, while in reality, they launched an ETF focused on GLP-1 agonists, which are a class of drugs, not a single drug.
- The use of the word "blockbuster" to describe Ozempic and other weight loss drugs is exaggerated and hyperbolic, as it suggests that these drugs have already achieved massive success and market penetration, while in reality, they are still relatively new and untested in terms of long-term safety and efficacy.
- The quote from Roundhill Investments CEO Dave Mazza is not properly sourced or attributed, which undermines the credibility of the article and raises questions about the veracity of his claims. Additionally, Mazza's comparison of Novo Nordisk and Eli Lilly to Nvidia Corp. in terms of market dominance is illogical and unfounded, as they operate in vastly different markets with different competitive dynamics and growth prospects.
- The article relies heavily on Goldman Sachs research without providing any details or context about the methodology, assumptions, or limitations of the study. This makes it difficult for readers to assess the validity and relevance of the data presented in the article. Furthermore, the article does not mention any other sources or perspectives that could challenge or contradict the views expressed by Goldman Sachs or Roundhill Investments.
- The overall tone of the article is overly positive and enthusiastic about the potential of weight loss drugs and the ETF launched by Roundhill Investments, without adequately addressing the risks, uncertainties, or controversies associated with this investment theme. This could create a false impression of confidence and certainty among readers, which may not be warranted given the uncertain nature of the pharmaceuticals industry and the regulatory environment.

1. Buy OZEM, the world's first GLP-1 ETF, which offers exposure to Eli Lilly (LLY) and Novo Nordisk (NVO), leaders in weight loss drugs. The ETF is designed to track the performance of companies that develop and produce GLP-1 agonists, a class of drugs that mimic the effects of a natural hormone called glucagon-like peptide-1 (GLP-1) that helps regulate blood sugar levels and suppress appetite. OZEM is an attractive option for investors who want to capitalize on the growing demand for weight loss drugs, especially in light of the recent success of Ozempic, a blockbuster drug by Novo Nordisk that has been prescribed to millions of patients worldwide. The main risks associated with this recommendation are the potential for regulatory hurdles, side effects, and competition from other weight loss drugs or treatments.

2. Sell short LLY, Eli Lilly's stock, which is one of the major producers of Ozempic and Zepbound, two popular GLP-1 agonists. This recommendation aims to profit from a possible decline in the share price of LLY due to several factors, such as:

a. The high competition among weight loss drug makers, which could erode LLY's market share and margins. Some of its competitors include Victoza by Novo Nordisk, Saxenda by Lundbeck, and Wegovy by Amgen (AMGN).

b. The potential for regulatory changes or lawsuits that could affect the safety or efficacy of Ozempic or Zepbound, resulting in lower sales or higher costs. For example, in March 2021, Eli Lilly faced a class-action lawsuit alleging that its marketing of Trulicity, another GLP-1 agonist, was deceptive and misleading.

c. The possibility of adverse effects or side effects associated with Ozempic or Zepbound, which could lead to lower patient satisfaction or withdrawal from the treatment. Some of these side effects include nausea, vomiting, diarrhea, constipation, stomach pain, and fatigue.

d. The risk of generic competition or biosimilars that could offer cheaper alternatives to Ozempic or Zepbound, reducing LLY's pricing power and profitability. For instance, in April 2021, the FDA approved the first interchangeable biosimilar to Victoza by Mylan NV (MYL).

3. Buy AMGN, Amgen's stock, which is another