GLP-1 Will Revolutionize Health Which Stocks Are in the Spotlight

GLP-1 Concern Dissolves: New Era in Insulet, Medtronic, Tandem and Hims Stocks

The impact of obesity drugs on medical technology and digital health stocks is now seen as limited. Companies such as Insulet (PODD), Medtronic (MDT), Tandem Diabetes Care (TNDM) and Hims & Hers Health (HIMS) are performing strongly with renewed confidence in the market.

📈 Insulet (PODD): Leadership in Insulin Systems

• Bernstein cites Insulet as the strongest investment choice in the diabetes segment.
• Despite GLP-1 drugs, Omnipod systems remain popular with patients.
• The opportunities for use in conjunction with GLP-1 can be seen as positive for the company.
• Its long-term product strategy and ability to innovate attract investors.
• Insulet stock has outperformed the S&P 500 since the end of 2023.

🔧 Medtronic (MDT): Strong Stability and Stability

• Medtronic was less affected by the GLP-1 effect thanks to its portfolio diversity.
• Apart from the diabetes segment, there are also growth areas.
• Investors are confident in the company's sustainable profit margins.
• Despite the GLP-1 controversy, MDT stock is on a steady course.
• The company's R&D work on next-generation diabetes devices is ongoing.

🚀 Tandem Diabetes Care (TNDM): Potential High, Evidence Missing

• Bernstein describes Tandem's product portfolio as “rich.”
• The lessening of GLP-1 concerns presents an opportunity for a rebound in the stock.
• But the lack of evidence of practice creates uncertainty for investors.
• With innovative pump technologies, it can be in a strong position in the competition.
• Combination treatment scenarios with GLP-1 can have positive repercussions.

💊 Hims & Hers Health (HIMS): GLP-1 Breakthrough in Digital Health

• HIMS stock is up more than 140% in 2025, attracting investors' attention.
• After the agreement with Novo Nordisk, it began to offer the Wegovy drug on the platform.
• The GLP-1 portfolio was expanded after the FDA's shortage announcement.
• The rapidly growing number of subscribers supports the company's growth prospects.
• It diverges with its aggressive growth strategy in the digital health segment.

🔬 Eli Lilly (LLY) and Novo Nordisk (NVO): Data That Doesn't Move Stocks

• Eli Lilly's experimental pill data didn't make a big impact on medtech stocks.
• Despite strong results announced in April 2025, MDT, PODD and TNDM shares were stagnant.
• This may indicate that investors are putting GLP-1 concerns behind them.
• Novo Nordisk's 2023 data had created the first shock effect, but the impact is now limited.
• The success of GLP-1 companies may offer indirect positive effects to the medtech and digital health sectors.

🧠 Expert Review

Insulet (PODD), Medtronic (MDT), Tandem (TNDM), and Hims & Hers (HIMS) shares began to gain renewed interest despite the effects of GLP-1 drugs. While short-term gains can be seen at this intersection of Medtech and digital health, in the medium and long term, technology alignment, patient loyalty, and regulations will be decisive.

✅ Take Action

In this period when the GLP-1 impact is easing, investing in strong players such as Insulet, Medtronic, Tandem and Hims offers an opportunity to take a share of the transformation in the healthcare sector.
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🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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