Which companies discussed GLP-1 Drugs in earnings calls?
681 companies mentioned glp-1 drugs across 1,440 earnings calls over the past year, spanning 10 sectors. The most active were West Pharmaceutical Services, Inc. (14 calls), Rhythm Pharmaceuticals, Inc. (12 calls), McKesson Corporation (11 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 | 143 |
| 2024Q4 | 281 |
| 2025Q1 | 352 |
| 2025Q2 | 207 |
| 2025Q3 | 291 |
| 2025Q4 | 320 |
| 2026Q1 | 441 |
| 2026Q2 | 371 |
| 2026Q3 | 148 |
Companies ranked by mentions
Representative quotes
…million. With its sales potential, that's very relevant. And so this drug structure has a full assortment, which includes prescription drugs, GLP-1s, controlled drugs, vitamins and supplements. And this is all going to be integrated, right? So when we opened this first unit…
…seeing it both in the advertising business as well as the subscription business, which is Lose It!, where the rapid growth of GLP-1s is only helping those businesses. I also mentioned on this call, and I think calls in the past, just about the hospital media network…
…injector market to be approximately $2.4 billion, growing at a double-digit CAGR, driven by the adoption of biologics, the emergence of generic GLP-1 therapies, and the broader shift towards self-injection as the preferred modality across multiple chronic care categories. Aidaptus is already supporting customer clinical…
…against highly valuable but technically challenging GPCR targets. Our lead metabolic programs cover several of the most strategically important mechanisms in the sector: GLP-1 agonism, amylin agonism, and the GIP receptor, alongside different sets of endocrine opportunities. The commercial and scientific validation for this mechanism continues…
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 14 calls referencing glp-1 drugs, most recently on July 23, 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 (326)
- Materials (16)
- Consumer Staples (14)
- Industrials (12)
- Consumer Discretionary (5)
- Information Technology (5)
Related healthcare themes
Last updated: August 8, 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.