GLP-1 drugs

“There's some research that points out that as many as 68% of people roll off it after a year, and part of this is related to price, or changing insurance that doesn't cover it, or that it's hard to find since they're still supply constrained, or maybe there ar…”

“When you're losing weight normally, you lose, like, 25% lean muscle, and these early studies are showing it's something like 40%.”

“So I think, assuming that Novo stays sort of neck and neck with Eli Lilly as they both keep coming out with better and better versions, that this could be the next Humira, or potentially much bigger than Humira. And I think the defensibility is an open questio…”