Goldman analyst Faris Mourad is telling clients this week that "obesity drugs narrative sentiment is on the rise" and "it's an opportunity to buy the dip." Mourad explained:The relative performance of the Obesity Drugs basket (GSHLCBMI) to the S&P 500 (SPX) is lagging its narrative sentiment. The basket is down -2 standard deviations today and we think it's a good opportunity to buy the dip. We notice equity investors are also focused on the industries that could face challenges as obesity drugs become more popular. That being said: street consensus estimates show no changes to 2026 and 2027 revenues driven by Oral obesity drugs and the group traded below earnings expectations for the majority of the last year.