ProCap Insights · April 24, 2026
3 stocks besides Novo and Lilly that win from the GLP-1 supercycle
The GLP-1 market is booming but Wall Street is still crowded into the same two names. The second-order trade sits in the infrastructure, packaging, and next-generation molecules that benefit regardless of which drug wins each new indication. Three companies at critical chokepoints across the GLP-1 value chain remain mispriced.