Just bought in at 5.58 and trying to sanity check this.
The company just released results showing:
• significant visceral fat loss
• preservation, even increase, in lean body mass
Which seems like a huge deal given drugs like Ozempic and other GLP-1s can reduce muscle mass and even impact bone density.
But the stock absolutely tanked because:
• total weight loss was lower than GLP-1s
• and that’s still the headline metric investors care about
This feels backwards to me.
Weight loss ≠ healthy weight loss.
If anything, preserving muscle while cutting fat seems like the actual long-term win, especially for metabolic health, aging, and sustainability.
Instead, it looks like the market is saying:
“less total weight loss = worse drug”
…even if the composition is objectively better.
Am I overthinking this, or is this one of those cases where:
• the science is ahead of the market
• and investors are just anchoring to the wrong metric?
Curious how others are thinking about:
• composition vs total weight loss
• whether this could pair with GLP-1s
• and if this is actually mispriced or correctly sold off
Would love thoughts.
WVE down ~50% after “better” results than GLP-1s… am I missing something?
byu/Crotch_Midget inStockMarket
Posted by Crotch_Midget
3 Comments
Almost like there is a systemic market shock from decisions which crippled the global supply chain🙃
They are going head to head with Lily. Consumers are looking for results and that is measured by weight loss. If I can lose more weight with a glp then I am going that route – I can always lift weights for lean muscle.
Clinical nuance is often lost when the headline is that it’s a less-effective than a GLP-1 at weight loss. “Why do we need WVE-007 when Ozempic exists and is better?” is the question many consumers and patients will ask.