Developments surrounding the drugs, also popularly used for weight loss, have been disrupting anything from owners of dialysis centers to bariatric surgery providers and the food industry.
But one investment advisor, Brian Krawez, president of Scharf Investments, says there are opportunities.
"Many investors are concerned about the impacts of the GLP-1 drugs on a host of companies ranging from restaurants to consumer staples.
Those mechanisms are the ones that help patients taking the drugs to lose weight and regulate their diabetes.
They got roughly 35% market share, but a lot of people don't know the company," he said, adding that specialty pharmaceuticals — including the GLP-1 drugs —account for roughly 35% of the company's earnings.
Persons:
Brian Krawez, Scharf, Mounjaro, Krawez, CNBC's, McKesson, It's, —, Christina Cheddar Berk, Julie Coleman
Organizations:
Scharf Investments, CNBC, Novo Nordisk, Walmart, Unilever, Unilever isn't
Locations:
GLP, U.S