Everyone is looking at Eli Lilly and Novo Nordisk for the GLP-1 boom, but CVS and Roche are solid alternative plays. CVS beat Q2 earnings with revenue up 7.3%. They are capitalizing on weight loss drugs by offering $29 online eligibility assessments to drive pharmacy sales. Roche is developing its own drug, CT-388. It just entered phase 3 after showing 22.5% weight loss at 48 weeks in earlier trials, which is better than Zepbound's numbers. Both companies have strong core businesses to fall back on.