Saw it’s down pretty big today – do they have any kind of moat on GLP-1s for weight loss? Obviously they were one of the first to make the drug but I’d imagine there will be all kinds of competition as time goes on.
As someone in healthcare, I am very bullish on GLP-1s overall. I think they will be handing them out like candy for anyone overweight as the long term health costs of obesity far exceed the cost of the GLP1s
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