GLP-1 drugs

“The GLP one hype cycle is as overextended as the AI hype cycle.”

“I do think that these GLP ones, if when we look back on it will probably be like statins.”

“Probably net pricing for us, you know, is going to be something like three, 4000 dollars a year in the steady state per person, but I think we'll create more value than that. We'll save the system more money than that per year per user.”

“We only have 10 or eleven million Americans on these drugs.”

“So we'll get that drug in three or four years if it works, and I think it could really change some of these terrible mental health conditions.”

“We're not used to it in the United States. Because we, one, have a, for most people, a pretty good system to subsidize some of the benefit via the insurance markets, so there's not a lot of incentive to go outside the system. That's different for these drugs, …”