Which companies discussed GLP-1 Drugs in earnings calls?
634 companies mentioned glp-1 drugs across 1,482 earnings calls over the past year, spanning 9 sectors. The most active were West Pharmaceutical Services, Inc. (16 calls), McKesson Corporation (13 calls), Pfizer Inc. (12 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning GLP-1 Drugs |
|---|---|
| 2024Q3 | 10 |
| 2024Q4 | 281 |
| 2025Q1 | 352 |
| 2025Q2 | 207 |
| 2025Q3 | 291 |
| 2025Q4 | 320 |
| 2026Q1 | 441 |
| 2026Q2 | 371 |
| 2026Q3 | 333 |
Companies ranked by mentions
Representative quotes
…running Animal Health, but for 10 years inside of Lilly, and so we had an opportunity to have a front row seat the GLP-1s were being developed and everything, but to contrast human and animal health. But there is one common barrier, one common threat…
…line results from Viking's novel maintenance dosing study of VK2735. As a reminder, VK2735 is a dual agonist of the GLP-1 and GIP receptors in development for the potential treatment of obesity. Co-activation of these receptors has been shown to decrease glucose, reduce appetite, lower…
…products. Now the second 1 is, of course, category is a high potential is, of course, chronic weight management and berobenotide in our GLP-1 and the following assets. As you know, Chris, we commercialized recently our first GLP-1 at Pfizer in China, ecnoblotide…
…reasons why there's so much excitement around the GLP-1 class, and that is Ozempic. Ozempic specifically within the type 2 diabetes market. There have been many followers, and there are a lot of other GLP-1s, but there is only one Ozempic. There's one Ozempic…
Frequently asked questions
What is GLP-1 Drugs and why are companies discussing it?
Weight-loss and diabetes drugs (Wegovy, Mounjaro, Zepbound) reshaping consumer demand, retail pharmacy economics and bioprocess equipment orders.
Which company mentioned glp-1 drugs most in the past year?
West Pharmaceutical Services, Inc. (WST) led with 16 calls referencing glp-1 drugs, most recently on September 14, 2026.
How can I track glp-1 drugs mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
GLP-1 Drugs by sector
- Health Care (345)
- Materials (17)
- Consumer Staples (14)
- Industrials (11)
- Financials (6)
- Consumer Discretionary (5)
Related healthcare themes
Last updated: September 23, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (GLP, glp-1, glp1, glp 1). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.