저자: JimCramer · 외국인
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결론: 비만·당뇨 치료제(GLP-1)가 식품·건강 관련 주식 전반을 흔드는 '개념주' 성격의 재료이며, 기관은 실적 확인 전에 먼저 매도한다. [GLP-1 약물 개념과 시장 반응] Novo Nordisk·Eli Lilly의 GLP-1 약물이 제약 역사상 가장 파괴적인 개념 중 하나로 언급됨. 릴리 주가는 당일 신고가 부근까지 올랐다고 설명. Walmart가 식품 판매 감소 원인으로 이 약물을 언급하면서 정크푸드 기업(Hershey's, Mondelez, Campbell, PepsiCo, Conagra, J.M. Smucker, Hostess 등)이 급락. [식품기업 및 의료기기 주식 전망] 식품기업들은 실적 둔화가 없다고 말하지만 크레이머는 미래를 선반영하는 시장 특성상 기관이 먼저 팔 것이라고 주장. 특정 종목의 방향을 '하락(매도)'으로 제시. Abbott·Dexcom(혈당측정기)은 GLP-1과 병행 사용이 긍정적이라는 회사 측 주장을 소개하나, 시장은 미래 성장 훼손을 우려해 매도. ResMed는 수면무호흡 치료에 GLP-1이 효과가 있을 가능성 때문에 하락 압력. Intuitive Surgical(ISRG)은 비만 수술 감소로 성장 둔화 인정. Boston Scientific·Medtronic·J&J 등 심장 관련 의료기기 역시 심장마비 감소 가능성으로 매도 대상으로 거론됨. [주류 및 기타] 과음 억제 효과 가능성으로 Brown-Forman(잭다니엘) 주가가 크게 하락했다고 설명. [기타 시청자 질의] Pioneer 매도 후 EOG 매수 문의에 대해 크레이머는 EOG가 잘 운영되는 회사라고 답함. 존슨앤존슨(J&J)은 3% 배당과 AAA 재무상태를 가진 훌륭한 회사이나 비만약 관련 위협과 규제 압력이 있어 신중하라고 언급. [리스크 및 조건] 약물 효과가 실제로 입증되기 전 선반영 매도가 과도할 수 있다는 점을 인정하나, 기관은 기다리지 않는다는 전제. [출연자 전망] 식품·혈당측정·수면치료·비만수술·심장기기·주류 관련 주식은 단기~중기적으로 하락 압력, J&J는 조심스럽게 긍정적이나 리스크 존재.
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little money my job mbc or tweet me at Jim Kramer we need to talk about how professionals buy and sell stocks because they don't do it like regular people if I am the teacher I claim to be I have to make you understand this stuff let me use the impact of these glp-1 weight loss drugs as an example now these medications made by Nova norisk and Eli Lily have multiple uses and they become one of the most powerfully disruptive Concepts I've ever seen in all my years in this business I call it them Concepts because and often times they're not yet a reality oh that doesn't seem to matter to Wall Street hey look we don't Eli ly for the travel trust talk about it endlessly at the club and we do so with a reason it drug might become the greatest selling pharmaceutical of all time well you know I'm trying to get excited it just hit an all-time high today of $65 of $25 in this one session so after a day where the Dow gained 66 points that's going be climb 43% NASDAQ jump 71% the impact of these drugs that's what I want to focus on the way Concepts seem to get ahead of themselves in the stock market let me set the stage both Nova noris have develop weekly injection drugs that help people with Type 2 Diabetes by lowering their blood glucose level these drugs have been uh both been approved for that one use Nova nordis drug which is called wovi has also been approved to help with weight loss because it suppresses a en curbs hunger it is a runaway success Louis's drug has yet to be approved for weight loss but it's already being used off label because it has the same mechanism as noo nordis it's in very short supply because of demand we've known that these glp-1 drugs could impact many different Industries but nobody thought that would happen anytime soon until Walmart one of the nation's largest Grocers last week mentioned them as a reason for decline in some food sales which I've now learned are junk food sales that was all she wrote for the food and beverage companies to considered a junk maker why which is pretty much all them because there's been so much money made in snacking remember stacking blew up during coid so they invested heavily because they thought it would be a lifestyle change now it looks like it's been a big mistake even with the word from home cohort now let's understand that this Panic is all from one common from Walmart no food company has actually seen a decline kagra makes a lot of snacks they told us they haven't seen any slowing remember that last week PepsiCo which ownes fre told me the same thing and no no they didn't they told me that things were accelerating quizzical so the nonprofessionals might say Okay Walmart's seen some weakness but the food companies say no no no so let's go with the companies they're reliable they know more Who would know better that's not how the professionals think they know the stock market is a prediction machine which means the present is less important than the Future Okay uh you that's what you're supposed to know see they're not going to wait around for the future they can't wait it's too late when the future comes so what do they do they take action they are crushing the stocks of Hershey's M oros kova big snack food company that was part of the old Cog not to mention hor Campbell PepsiCo conag and J smucker which has the unfortunate uh let's say distinction of having just put Hostess the timate junk food of course if you're a brave soul you may say this all overdone Now's the Time to start buying they won't all be that hurt I get that however I need you to think about this if you know that cand is bad for you and you don't particularly crave it because of these new drugs why would you eat candy even if you decide to eat it anyway you're going to eat less candy the volume is going to be lower and that's what matters volume so then why not wait to see well the answer is you can't because by the time there's definitive proof the stocks will have already been obliterated money manager self first to ask questions later and if the what they always just buy the stock back and right now they know that Walmart's seeing weakness and snacks so that's enough for them to get out of every one of the cies I just mentioned why is this still so Salient after we learned about it last week I'd say it's because we keep finding new uses for these drugs last time we learned that nov noris had to stop a study because it was so clear this class of drugs helped stop kidney failure that it was unfair to people in the control group who were getting were getting the bbo plenty of companies in the kidney space just dive a backer very good company D stock C collapsed in fact the clients were so pronounced that the sellers Circle back to stocks that depend on the diabetes epidemic again and these had already been sold aggressively for months so Dexcom and Abbot labs they got blasted too once again when you check with the effective companies only their stocks have been impacted Abid for example is adamant that the gop1 drugs are positive for the blood sugar monitors as they put it to me and I'm quoting weight loss drugs such as glp-1s uh will not eliminate the need for other tools people use to manage diabetes such as glucose moning systems in fact they go on to say it's the opposite the tools work better together ABA went on to tell me quote new data demonstrate that more people are relying on both weight loss drugs and continue glucose monitors to make short and long Behavior changes end quote not enough get this a recent analyst of analysis of the retail pharmacy data in the US shows people have better adherence where their sensors more days when using freestyle Liber systems in combination with glp1 Das G1 therapies as compared to using freestyle Libra alone now freestyle Libra is the red hot glucose monism or maybe it's not so hot anymore my head's spinning I don't even know yet the market saying yeah all that those things that haveen they they could all be true absolutely but if someone's obese and pre-diabetic these drugs let them lose weight and avoid diabetes entirely see that's the catch in that sense sellers think that while Abit and Dexcom haven't seen anything bad so far their future growth will be impacted and again they can't wait around for the future res is a really good company that makes machines for sleep apnea right now people are using OIC and that is Nova nordis drug for sleep apnea it hasn't been approved yet but it's thought to work against sleep apnea because like many Healthcare problems is partially caused by obesity louy has a study for it is expected to be completed in March now given the surprise kidney data for the glp Das once money managers don't want to wait around for the official news that the drug also combats sleep apnea so ResMed gets clubbed we know that some of these growth that some of the growth from really great company intuitive surgical isrg comes down to this bariatric surgery for weight loss doctors consider this invasive surgery they ask you to get your heart checked out before they do it that in turn has driven doctor she prescribed W goie instead in a recent conference called intuitive Surgical admitted that it's already hurting their growth it's just T slower but anything that Shades numbers down on a high price earnings multiple stock is the kiss of death no one seems to wait around to see if the medical device stocks would be impacted what if there are fewer heart attacks time to sell Boston Scientific bed tronic and even J&J again money managers don't want to wait around for their next press release but how these drugs are great for your heart doctors will tell you that if you're a heavy drinker you should be taking this class of drugs because they sto the craving for liquor the same way they stop the craving for candy is there any other any other reason any wonder that brown Foreman the maker of Jack Daniels has seen it seen it stock just get obliterated institutions don't want to wait for definitive proof it's too late they got to get out now which brings me to the point of the story an institution's goal is to anticipate not the action itself but that there'll be others reaction reacting soon and they have to get out ahead of those late reactors bottom line I know it seems superficial knee-jerk even but money managers are kneejerk and superficial people and in the wild cases of we GOI and Lil munaro the more superficial and the more ner they were the more money they saved Mike in Louisiana Mike hey JM this is Mike from streetport Louisiana I love streetport I've been there a bunch of times it is just so much fun great place absolutely thanks for taking my call sure so Jim uh I'm holding CA and with the proceeds from the cell of my uh Pioneer I'm thinking about buying into EOG what's your take all right this is a great question because I talked to in the conference call about how we're going to be selling the Pioneer it's a huge position for the chapel trust and the one I was thinking about was the OG we're actually thinking about that because it is so well run great call by you sh Port rocks crystal in Maryland Crystal hi Jim what a pleasure to be able to talk to you oh you're very kind Crystal I'm just wondering about Johnson and Johnson I'm 80 years old and have had it for a long time had tremendous profit and I'm wondering uh where the company is going and whether or not it's time for me to jump shift well it's a fabulous company with a 3% yield AAA balance sheet but it's in the crosshairs of the plff bar and the plff bar wants to take it for everything it is is worth and now they bought a heart device company and the people who make these uh weight loss drugs are are threatening that whole Monopoly of what they've got uh look J&J is a good company I don't want you to blow it out but understand that the forces of uh anti- J&J are very powerful and a a professional's institutional goal is to anticipate not the action itself but that there'll be other sellers that are about to start selling you have to get out of those reactive sellers you have to get out ahead on M money tonight Piper out with its annual teen survey so which retailers are hit with the use and and which are the stocks worth buying I'm thinking important to find out then Inuit has been making the case for why it's a leader in AI but should investors believe the hype I'm talking to the CEO and the latest fed minutes came out today showing the data that's really important to the FED heads but what does it imply about the higher for longer Theory I'm taking a closer look
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