Humira
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 22, 2024 by Ben Gilbert · said 3 times in 1 episodes since 2024 · across every show →
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brought up most by Ben Gilbert (3)
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2024 3 mentions in 1 episode
Everything said about Humira, oldest first
Jan 22, 2024 neutral
Jan 22, 2024 bullish
GLP-1s could surpass Humira and remain defensible for a decade
“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…”