Oral Obesity Pill Race: Makers, Suppliers & Payers

The EU's CHMP backed Lilly's oral GLP-1 Foundayo, which tightens the oral-obesity race with Novo's Wegovy pill. Investors are rotating out of crowded AI hardware and into healthcare. The basket holds the two leaders, the other obesity developers, a tools supplier to incretin manufacturing, and the largest insurer that pays for these drugs. Catalysts: - 2026-10-17 EMA panel backs Lilly oral GLP-1 Foundayo for obesity and diabetes (https://www.credenceresearch.com/news/ema-chmp-lilly-foundayo-orforglipron-obesity-diabetes) Launch basket (equal weight): LLY, NVO, AMGN, VKTX, MRK, TMO, UNH Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.