In this article, we will discuss: Jim Cramer’s Hottest GLP-1 and Weight Loss Stock Picks. For more stocks, you can head to Jim Cramer’s Hottest GLP-1 and Weight Loss Stock Picks: Top 5 Stocks.
In an appearance on CNBC’s Fast Money in January, Ray Stevens, CEO of Structure Therapeutics, discussed the unmet potential in the obesity market. The weight loss drug sector has stood side-by-side with AI when it comes to investor attention. Share price movement in the stock of the top player, Eli Lilly, led the firm to become the first trillion-dollar pharmaceutical company last year.
With data from banking giant JPMorgan suggesting that 25 million Americans will be on GLP-1 treatment by 2030, Stevens believes that not only is obesity a pandemic, but he’s relieved that it’s “finally getting recognized as a pandemic.” In his discussion, he quoted estimates that suggest that by 2030, more than three billion people will be obese globally. Within the US, he outlined that “we’re talking about more than a hundred million people in the United States alone.” Using this statistic to outline that since “right now, today, they’re only being served around being served around five million people based on script data.” there was “a real big unmet need to address this unmet pandemic, and as mentioned, all the adjacent diseases that come around with excess weight.”
Our Methodology
To make our list of Jim Cramer’s hottest GLP-1 and weight stock picks, we made a list of weight loss and GLP-1 stocks and those that serve the industry, he was optimistic about in 2025. Then, their performance since the comments were made was calculated, and the stocks were ranked accordingly. Additionally, the number of hedge fund investors back then was also mentioned. Finally, the number of investors as of the fourth quarter of 2025 was also mentioned for additional context.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. Viking Therapeutics Inc. (NASDAQ:VKTX)
Number of Hedge Fund Holdings in Q3 2024: 41
Number of Hedge Fund Holdings in Q4 2025: 38
Performance Since Cramer’s Remarks: -0.7%
Date/Month of Cramer’s Remarks: January 28th, 2025
Viking Therapeutics Inc. (NASDAQ:VKTX) is a biotechnology company developing treatments that focus on metabolic ailments. The firm is currently developing a weight loss drug under the title VK-2735 that is designed to work on GLP-1 and GIP receptors. Viking Therapeutics Inc. (NASDAQ:VKTX)’s shares are up by 34% over the past year and are slightly down since Cramer discussed the firm in January 28 on Mad Money. One major reason behind the lackluster performance is a massive drop in August 2025 when Viking Therapeutics Inc. (NASDAQ:VKTX)’s stock closed 42% lower on the 19th. On that day, the firm released results of its mid-stage trial of the drug. The trial saw participants lose 12% of their body weight, while, according to media reports, investors were aiming for higher percentages. Viking Therapeutics Inc. (NASDAQ:VKTX)’s VK-2735 is a weight loss pill, and in late 2025, Novo Nordisk became the first to launch such a product. The performance also vindicated Cramer, as he had remarked:
“Okay, people, people think that even if Lily’s stock can’t go up, why would we want Viking Therapeutics? And a lot of people were in it for a takeover. So far it doesn’t look like that’s materializing, so they’re giving up and they are selling it. I prefer Eli Lilly.”
9. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)
Number of Hedge Fund Holdings in Q4 2024: 68
Number of Hedge Fund Holdings in Q4 2025: 75
Performance Since Cramer’s Remarks: 10.6%
Date/Month of Cramer’s Remarks: March 11th, 2025
Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) is a biotechnology company that focuses on a variety of ailments involving the neurological, cardiovascular, and other ailments. The firm is focused on developing weight loss drugs that enable users to retain lean muscle mass while shedding weight. Over the year, Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)’s shares are up by 16.32%, and since Cramer discussed the firm in March 2025, they are up by 10.6%. The stock closed 11.8% higher on October 28th as the firm reported its third-quarter earnings report. The results saw the firm post $3.75 billion in revenue and $11.83 in quarterly profit per share to beat analyst estimates of $3.59 billion and $9.59. Year-to-date, Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)’s shares are down by 4.9%. A notable dip came in January when the shares dipped significantly between the 9th and 16th. Bank of America discussed the firm in January as it bumped Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)’s rating to Buy from Underperform and increased the share price target to $860 from $627. Here’s what Cramer had said about the firm in March 2025 on Mad Money:
“I will tell you this, Regeneron, I want you to own it. I think it’s doing better than people realize. That is a good stock.”
8. Thermo Fisher Scientific Inc. (NYSE:TMO)
Number of Hedge Fund Holdings in Q1 2025: 101
Number of Hedge Fund Holdings in Q4 2025: 113
Performance Since Cramer’s Remarks: 15%
Date/Month of Cramer’s Remarks: June 27th, 2025
Thermo Fisher Scientific Inc. (NYSE:TMO) is one of the biggest diagnostic, laboratory products, and biopharmaceutical services providers in the world. Consequently, it also has a strong exposure to the weight loss drug market. Thermo Fisher Scientific Inc. (NYSE:TMO) is responsible for manufacturing Novo Nordisk’s Wegovy weight loss drug by filling the injection pens. Over the past year, the stock is down by 4.9%, but since Cramer’s remarks, it is up by 15%. On July 23rd, Thermo Fisher Scientific Inc. (NYSE:TMO)’s share closed 9% higher. On that day, the firm reported its second-quarter earnings. As part of the release, Thermo Fisher Scientific Inc. (NYSE:TMO) raised the lower end of its annual profit per share guidance to $22.22 per share from an earlier $21.76. The firm also posted $5.36 in quarterly profit per share to beat analyst estimates of $5.22. On October 1st, Thermo Fisher Scientific Inc. (NYSE:TMO)’s stock closed 9% higher. On September 30th, the firm announced a $2.5 billion bond offering to raise funds for general corporate purposes. Here is what Cramer had said about the firm on June 27th, 2025:
“This stock is unbelievable. It was a, it’s a great company. Marc Casper does a terrific job, but we own Danaher for the Charitable Trust, and it’s as bad as Thermo Fisher. I am urging you to not buy it till we see a pickup in Chinese orders. I know that seems strange, but this stock has crushed a lot of people. It does seem like it’s bottoming, but I am not going to push it because it’s related to China, and anything related to China is bearish.”
7. Eli Lilly and Company (NYSE:LLY)
Number of Hedge Fund Holdings in Q3 2024: 106
Number of Hedge Fund Holdings in Q4 2025: 137
Performance Since Cramer’s Remarks: 21%
Date/Month of Cramer’s Remarks: January 14th, 2025
Eli Lilly and Company (NYSE:LLY) is the premier player in the weight loss drug industry. Its shares are up by 6% over the past year and by 21% since Cramer discussed them in January 2025. They closed 8% higher on October 1st, on the day it surfaced that the Trump administration would give pharmaceutical giant Pfizer a three-year grace from tariffs. Eli Lilly and Company (NYSE:LLY)’s shares then proceeded to rise by 36% between the end of October and late November. The move let the firm become the first in its sector to cross a trillion-dollar valuation. Throughout 2025, Cramer remained one of Eli Lilly and Company (NYSE:LLY)’s biggest supporters. He continued to wonder whether the firm could touch a trillion-dollar valuation and asserted that apart from weight loss drugs, its portfolio of cardiovascular and other treatments could generate additional tailwinds. While Eli Lilly and Company (NYSE:LLY)’s shares are down by 18% year-to-date, they did close 10% higher on February 4th. The move occurred as the firm reported its fourth-quarter earnings. Here’s what Cramer had said about the weight loss company on Mad Money:
“Of course, it’s not just the botched launch that’s holding Lilly back. Bobby Kennedy, Jr. (Robert Kennedy Jr.), Trump’s nominee for Health and Human Services is universally known as an anti-vaccine proponent. Now that’s true, but you can also think of him as a believer in diet and exercise. He’s not a huge fan of the GLP-1 drugs, but the food industry has made that diet and exercise regimen almost impossible for most people. So why not let those who can’t diet or exercise enough, take the shot?.. Yes, the giant head and shoulders pattern in the stock’s chart… So short-term things may look ugly for Lilly. I’m sorry, I’m a long-term believer. I say that you want to (*buzzer sound* buy, buy, bye).”
6. Amgen Inc. (NASDAQ:AMGN)
Number of Hedge Fund Holdings in Q1 2025: 69
Number of Hedge Fund Holdings in Q4 2025: 70
Performance Since Cramer’s Remarks: 24%
Date/Month of Cramer’s Remarks: June 25th, 2025
Amgen Inc. (NASDAQ:AMGN) is one of the largest drug companies in the world. The firm is currently developing the weight loss drug MariTide. Its shares are up by 11.9% over the past year and are up by 24% since Cramer discussed the firm in June 2025 on Mad Money. They closed 7.5% higher on November 2025 after Amgen Inc. (NASDAQ:AMGN) released its earnings report for the fiscal third quarter. The results saw the firm post $9.6 billion in revenue and $5.64 in per share profit. Analysts, on the other hand, had expected Amgen Inc. (NASDAQ:AMGN) to post $8.98 billion in revenue and $5.04 in profit per share. 2026 has also been a good year for the shares as they are up by 6.5%. One notable movement occurred on February 4th when the stock closed 8% higher. On the 3rd, Amgen Inc. (NASDAQ:AMGN) had reported its fourth quarter earnings, which saw the firm post $9.9 billion in revenue and $5.29 in adjusted earnings per share to beat analyst estimates. Cramer was cautiously optimistic about the firm in his remarks:
“This is still a big biotech company with mid-single-digit earnings growth expected this year, not to mention potential upside for this GLP-1 drug down the road. But here’s the bottom line: We got plenty of data from this American Diabetes Association conference that ended earlier this week, and I think Amgen’s trial results were misunderstood. The stock did not deserve to get hit this hard. Lily’s still my favorite way to play the GLP-1 story. But if you’re looking for a bargain, you could do a lot worse than Amgen.”
While we acknowledge the potential of AMGN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMGN and that has 100x upside potential, check out our report about the cheapest AI stock.
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