GLP

kwijibokwijibo

I'm curious - how are GLP-1s used as performance enhancers I thought it was just an appetite suppressant

Shadowrunner138

"Additionally, the overall market has been adversely affected by the rise of GLP-1s." The underground fitness community buys the shit out of GLP-1's.

ThinkingOfTheOldDays

Food stonks are dead. GLP-1'd.

Athien

Crazy how the “body positivity” movement vanished with creation of GLP-1 drugs, actually funny

Bombad443

GLP1s are the ai of the restaurant industry. Food will become obsolete

wibble17

I’m n GLP1, killed all my junk food cravings except for Coke Zero.

CyJackX

I wonder how GLP-1s are affecting their bottom line; kills cravings

Last-Education-8680

Good points but I think you can do fine without copying every rebalance. Some rebalancing are extremely tiny % of the portfolio and wont matter much. Personally I ignore those and follow the bigger ones. I also dont track all their baskets, only the Dynamic AI one, and for GLP exposure I only bought eli.

leutwin

LFVN appears to be a fundamentally mixed company rather than an obviously failing one. Recent earnings showed declining revenue, margin compression, and weakness in its MINDBODY GLP-1 product line, which helps explain why roughly 40% of the float is sold short. However, the company remains debt-free, continues to generate profits and cash flow, increased its dividend by 11%, authorized a large share buyback program, is investing in new technology and products, and is undergoing a leadership transition that could support a turnaround. The recent 75% rise in the stock price is difficult to explain through fundamentals alone. It may reflect investors betting that current problems are temporary, that the turnaround initiatives will succeed, or that the short position has become overcrowded. The high short interest, small float, rising borrow costs, and buyback authorization create conditions where a short squeeze is possible, but they do not prove one is inevitable. Many of the more dramatic claims about trapped shorts, phantom shares, or guaranteed margin calls are speculative and not supported by the evidence shown. Over the next few trading days, the most important signals to watch are price, volume, and borrow rates. A bullish sign would be the stock continuing to rise on unusually high volume while borrow rates remain elevated or increase, suggesting shorts are still under pressure and unable to exit easily. A bearish sign would be a failed breakout—such as the stock rallying intraday but closing weak—or falling borrow rates and declining short interest, which would suggest shorts are covering in an orderly manner rather than being forced into a squeeze.

No-Fig-8614

It seems to be for anyone who would take a GLP drug. I dont think you need to be morbidly obese at least their clinical trials don't say that.

bananaslug39

Here is the same thing with Gemini 3.5: This post reads like a classic, retail-driven "short squeeze thesis." While it weaves together actual market metrics (like borrow rates, FTDs, and market maker exemptions), it misunderstands how these indicators function mechanically. It mixes a few real macro events with a lot of speculative assumptions, massive logic leaps, and common data misinterpretations. Let's break down where the post is relatively accurate, where it gets the data wrong, and where the narrative completely falls apart. ## 1. What’s Accurate (The Baseline Data) * **The Basics:** LifeVantage ($LFVN) is indeed a micro-cap consumer health/wellness company. Its market cap hovers right around the $100M mark (roughly $99M to $108M depending on the exact trading day). * **Alua Capital Wind-Down:** This is a real-world anchor in the post. Alua Capital Management (a $2B hedge fund founded by Viking Global and Lone Pine alumni) formally announced in April 2026 that it is shutting down and returning capital to investors by the end of the second quarter (June 30). ## 2. Technical Flaws & Data Misinterpretations ### The "Failures to Deliver" (FTD) Trap > **The Post Claims:** *“1,505,322 confirmed Failures to Deliver... that's 16.9% of the entire float that has never been delivered.”* > **The Flaw:** FTD data is **cumulative, not additive**. When the SEC releases FTD files, the number reported on a specific day is the *total running balance* of undelivered shares as of that date, not a brand-new batch of failed shares. If a company has 1.5 million FTDs on Tuesday and 1.51 million on Wednesday, it means only 10,000 new shares failed to deliver—not 3.01 million. Saying 16.9% of the float has "never been delivered" treats the data as an aggregate pile, which fundamentally misrepresents how clearing works. ### The 1,494:1 "Locate Ratio" Myth > **The Post Claims:** *“746,859 non-exempt shorts executed against 500 shares available to borrow. That's 1,494:1.”* > **The Flaw:** The author is conflating retail borrow availability with institutional locates. The "shares available to borrow" figure displayed on retail trackers (like Fintel or Interactive Brokers) only represents the inventory of *that specific broker* or a small pool available to retail traders. Institutional prime brokers, market makers, and large clearinghouses have access to massive, localized pools of shares, internal inventory, and institutional lending desks that are completely invisible to retail scanners. High daily short volume executed against a low "retail borrow" number is entirely standard for a volatile micro-cap and does not imply illegal naked shorting. ### The "Contractual Fixed Rate" Fantasy > **The Post Claims:** *“June 2nd borrow rate was perfectly flat all day... That's a contractual fixed rate. One entity. One prime broker.”* > **The Flaw:** A flat borrow rate on a tracking widget just means the data provider didn't receive an updated inventory feed or a new tier of pricing from their reporting brokers that day. Prime brokers do negotiate specific borrow rates with hedge funds, but an aggregate internet scraper showing a flat line for 8 hours is an artifact of slow data reporting, not proof of a "single entity's last stand." ## 3. Structural Logic Leaps ### Market Maker Exempt Volumes > **The Post Claims:** *“Exempt market maker volume collapsed 98.3%... Rising rate plus collapsed exempt volume means the market maker arm withdrew but the underlying trapped short is still there...”* > **The Flaw:** Market makers use "bona fide market making exemptions" to provide liquidity when a stock experiences rapid, sudden imbalances. When volume spikes and then dries up, exempt short volume drops naturally because the market maker no longer needs to step in to grease the wheels of an illiquid order book. Attributing a drop in exempt volume to a market maker "withdrawing and leaving a trapped short behind" assigns complex, dramatic intent to what is usually just standard algorithmic volume scaling. ### Dark Pool Paranoia > **The Post Claims:** *“97-99% of all short volume through dark pools versus a normal 40-60%.”* > **The Flaw:** This is statistically incredibly unlikely. While off-exchange volume (Alternative Trading Systems/Dark Pools) frequently accounts for a large percentage of micro-cap retail order routing (often 50-70%), sustaining 98% of all short volume in dark pools over consecutive sessions would represent an unprecedented break in public exchange arbitrage. It's highly probable the AI or the user misread localized exchange feeds for total market volume. ## The Verdict The author tells a highly compelling story about a trapped hedge fund (Alua Capital) being forced to buy back shares of an illiquid micro-cap ($LFVN) before a June 30 deadline. However, because the "grunt work" was outsourced entirely to an AI without a human double-checking the core data logic, the math relies on structural misunderstandings of SEC data (FTDs) and a fundamental misinterpretation of market-maker mechanics. It treats standard data delays and standard retail tracking limitations as a massive institutional conspiracy. **Recommendation:** Treat this narrative as highly speculative fiction. If you are looking at $LFVN, base your decisions on its actual financial health (such as its recent Q3 earnings miss and GLP-1 competitive headwinds) rather than a convoluted short-squeeze model built on flawed data metrics.

Me-Regarded

Don't. GLP1 is killing food and restaurants. I'm middle age and I know more people on them than not... And those "not" taking them are most likely lying

SadPhilosophy9202

CEOs and genuinely 25% of America is so fucking disconnected it’s insane. My parents fall into the top few percent and say the dumbest shit. “You’re telling me that the average American can’t afford $600 a month for a GLP-1? They’ll be saving much more than that in food costs when taking mounjaro” No Dad. Not every person eats out for every single meal.

No-Sell-3064

OP, just for the fun of it and out of irony I asked Claude (highest tier) to analyze this post and comments and give a fair assessment, here's the reply. In all honesty it's to advanced for me and I don't get it, but maybe it's valuable info for you: "LFVN squeeze thesis: separating the real from the fabricated Ran the numbers against primary sources (SEC, NASDAQ/FINRA, company filings). Some of the setup is real. A lot of the viral post is not. What checks out: Short interest is genuinely high: ~3.59M shares, roughly 30–40% of float depending on the denominator (8.9M float vs 12.6M shares out). Float is low (~8.9M) and the price run is real: ~$4.50 in early May to a high near $11.71 in early June. Borrow fee is elevated — triple digits is plausible for a hard-to-borrow micro-cap. What does NOT check out: "1.5M failures to deliver = 16.9% of float." False. SEC data shows recent FTDs peaked around 53,000 shares, not 1.5 million. Off by ~28x. "Alua Capital June 30 deadline to return capital." Alua is genuinely winding down its ~$2B fund, but its 13F is large-caps (Capital One, Amazon, SharkNinja). No evidence it ever held LFVN. The deadline-to-LFVN link is invented. "Capital Management owns 2.9M shares at $12.16." Filings show ~1.3–1.6M shares. No public source for the cost basis. The "$39M trapped losses / $218k a day / single entity at a fixed 271.40% rate" figures are back-of-envelope assumptions, not observable data. Short interest actually ticked DOWN from the prior settlement. Shorts are trimming, not piling in. The part nobody's pricing in: LifeVantage filed a $75M shelf registration in March, untapped so far. At squeeze-inflated prices, management has every incentive to issue stock — which caps upside and hands shorts a clean exit. That's the biggest structural reason a squeeze here is unlikely to hold. Fundamentals: Revenue down 25.2% YoY ($43.7M vs $58.4M). GLP-1 product sales down $9.6M. Consultant base shrinking. Lake Street rates it Hold with a $5 target — roughly 30–50% below current price. The shorts have a coherent thesis. Honest read: Real low-float momentum and short covering, layered on a declining MLM. Squeeze bull case is a spike to $13–$18 that probably doesn't stick. Base case is a fade to $5–$7. Not financial advice, just what the data says according to Claude."

xzstnce

Ozempic still works good for fraction ot the cost. It is the go-to GLP1-Antagonist in most countries around the world.

popsistops

I should have led with something more concrete. In the last year I have about 2 dozen patients asking for a GLP-1. In that same year I have been asked for or prescribed fewer than 10 prescriptions for oral semaglutide. Everyone has an aversion to needles, but if it means shooting testosterone into your deep glute or what is literally the easiest and almost painless injection method developed to date to lose weight, you can be certain people get past their needle phobia. There's another wrinkle you should consider if you really have this much emotional or financial capital invested...the zeitgeist of GLP-s is educating people faster that your sarcastic bullshit spills onto Reddit and the message is thus: semaglutide = Hyundai. tirzepatide = BMW. Cheers.

bigdipboy

GLP1s mean ex fatties want sexy underwear.

ThanklessWaterHeater

First time I’ve done it with a pharmaceutical. But as an investor do I want to know what I’m invested in? Absolutely. And my experience with Zepbound tells me these GLP-1 agonists are going to make far more money than even the most optimistic predictions.

chibongchang

What are people investing in for the side effect of muscle loss from taking GLP1s ? I was thinking protein companies

GWillHunting

I agree with you, but a lot of other patients don’t share your opinion. It’s so much easier to take a pill and if they can achieve their weight loss goals with it regardless, most will choose the pill. There’s also a whole market of patients that aren’t very health literate to where an injection really isn’t that feasible of an option. Again, there’s a HUGE market for oral GLP-1s, regardless of the fact that the injection is more effective at weight loss

GWillHunting

You seem to forget they have the dominant market share for oral GLP-1s and the better oral GLP-1 than LLY. I completely agree about Retatrutide, but there is a whole market of people who don’t want an injection but will take the pill, and NVO is in the better position for that.

No-Fig-8614

Its a triple agonist which shows additional fat burning, better management of glucose, and by initial clinical results show less rebound when coming off. It seemingly is able to reduce BMI more than others and also has better glycemic results for diabetes patients. It will be another option in the arsenal of GLP based drugs but Eli lilly has this and their oral. Novo also has a new one coming out as well that acts different but based on Reta, Tirz, it looks like Eli is winning this game.

DrManMilk

I wonder if this will really add a large bump - people will have already been using GLP-1s. Wouldn't users of Tirz just switch to this?

CPA-hole

Just take a GLP1 They make them in suppository form now

Skittler_On_The_Roof

Consumer sentiment has been hitting historic lows for literally years now.  You've all just failed to be able to deliver good value and are blaming it on the consumer.  There are others in the same markets doing well.  CAVA is seeing more spending at existing location and opening more locations for instance.  $15 "value meals" are going to have trouble competing with a consumer expecting "real" food at those prices. Of course Planet Fitness is looking bad as GLP-1s become more mainstream, accessible, and affordable.  Their demographic isn't there to bulk up on lean mass working on their Romanian Deadlifts.  They're there to lose fat and just found out there's a way that requires no work.  Americans love that shit. Ah yes, and Whirlpool.  Clearly it's not that you have an inefficient supply chain.  It's quite obvious that "winter storms" have been stopping consumers from buying washing machines....  At least tell us home buying has cooled due to high interest rates.  I'd believe that.

RemialX

With the high price of shiitty fast food combined with the very large I crease in GLP-1s, this shouldn't have been a surprise at all lol

MeFr0mTheFuture

Can confirm, started a GLP-1 and simultaneously joined a gym last year. I’ve dropped 70 pounds while also gaining muscle, and actually enjoy the exercise now. 

BunttyBrowneye

😂 there’s a GLP-1 advertisement on the front page of the planet fitness app

Sofia_9356

Unironically you’ll wanna work out and increase protein while on GLP-1 to avoid muscle loss.

Whoohon-Flu

Well I’m pretty sure planet fitness is feeling the hit of the GLP1 fallout.

acreekofsoap

I mean, nether GLP-1 nor Planet Fitness will let you deadlift..

AstraMilanoobum

GLP 1s killing fast food industry more like!

DrAbeSacrabin

Who needs a fitness place? Probably all the people who use GLP-1 drug.

kanzaki1234

McD’s is dying because GLP-1’s. I don’t know who’s buying washing machines, refrigerators, and ovens with housing being a problem

insurancepapa

This is GLP-1 drugs making ppl skinny so they don't want to eat or need to excercise

perceptive_AI

Who needs planet fitness when you have GLP-1 drugs

UnknownM007

Is 🥭on a GLP-1?

Rxyro

$GLP-1

Samjabr

obviously LULU would be down. You don't need yoga pants that squeeze your fat ass when you're hopped up on GLP1

LOTTO1004

i tried telling them earlier today to just get puts... Body positivity movement is dead.. GLP and Ozempic shut them up... being skinny is pretty and normal again being fat is unhealthy and ugly. No more fat bitches lounging around in leggins/sweats with their stanley cups

Somewhere_Effective

I can attest to part of this. My gf did the ozempic thing. Lost lots more weight that she needed to imo. She was fine before...afterwards her butt was gone. It was like the space between her top layers of skin and her bones disappeared. I guess it ate her glute muscles and left the skin. Moral of the story, if you like a firm round booty hope that she doesn't do a GLP-1 diet.

unevenvenue

Veru (which got its assets and reputation from the invention of the female condom) focuses on oncology and cardiometabolic diseases. It's been studying the effects of enobosarm (an investigational Selective Androgen Receptor Modulator (SARM) designed to act like testosterone) when combined with GLP-1 medications. Enobosarm is being advanced by the biopharmaceutical company Veru Inc. It is in late-stage clinical trials, including the Phase 2b PLATEAU study (in partnership with Novo Nordisk) evaluating its use alongside Wegovy. Enobosarm has previously been utilized in chronic illness patients to assist in muscle-loss prevention. Novo Nordisk signed an admittedly somewhat shallow contract with Veru to supply Wegovy and funding for final-phase trials to Veru, although Veru retains proprietary rights of enobosarm, with Novo Nordisk retaining rights-of-first-refusal for marketing and production alongside Wegovy.

LOTTO1004

someone asked this earlier and i said It might go down abit, the body positivity movement was all boolshiit.. just to make unhealthy people thinks its ok to be like that.... GLP and Ozempic is here so being fat is ugly and not cool again.. all the loud fat bitches talking about plus size needs love are either shutting tf up or getting those shots... (Lizzo is one of them) Victoria came out on top after standing their ground " Our brand isnt for fat people" crushed their earnings... No more fat bitched lounging around with stanley cups in leggins/sweats

LOTTO1004

im taking a wild guess here but, I think LULU might drop abit after earnings... body positivity is gone, being fat is ugly again because of ozempic and GLP... so fat bitches lounging around in leggings/sweats all day

Ambitious-Bad-6779

Fundamentally the company is deteriorating — revenue dropped 25% year-over-year to $43.7M, EPS missed by 25%, and they've only beaten estimates once in the last four quarters. Management guided to the low end of full-year targets, GLP-1 drugs are eating directly into their weight management business, and they're in the middle of a CEO transition. They also filed a $75M shelf registration — meaning they can issue new shares at any time, which would crush the squeeze

DerekTrucks

Why use a real GLP-1 when you can use the vibes based Lifevantage MindBody GLP-1 System™ All for the low price of $180/month Crazy how successful MLM schemes like HLF can be. The short thesis for Lifevantage is obvious, but one big buyer comes along and short sellers might panic. Accumulating with patience while shorts pay 1% of their position per trading day

DerekTrucks

I appreciate the Vantage point I have in Life with my MindBody GLP-1 System. Dare I say... Lifevantage?! Price holding steady, accumulating

Inside-Middle-1409

I'm in. Within the last month, the older ladies at my job suddenly care about macros. All they talk about is protein maxing and they've stocked their office fridges with Premier Protein. Now that the GLP1 inhibitors are flowing and protein intake becomes more important to stave off themuscle loss...this is the whey. I also like Premier Protein and Dymatize's metals results compared to other brands. 💸

_hiddenscout

Yeah, was just watching some business insider youtube around cattle prices. They have an interesting youtube channel. I'm still blown away around alcohol sales too, like since people on GLP1's tend not to want to drink, plus genz isn't drinkers. Started lifting more?

_hiddenscout

I think Victoria Secret was up like 40% in a day as well recently lol. It sounds dumb, but we really should just give away GLP1s for free in this country. We have an obesity problem and I do think it would bring down the cost of healthcare in general in the country. Heart disease is still the biggest leading cause of death, just right in front of cancer. It's also incredible how much progress we are making in terms of fighting cancer too.

creemeeseason

Macy's (M) apparently seeing a decline in sales of plus sized clothing due to GLP-1s. Wondering when this makes health insurance a winner too?

zxc123zxc123

Chuck wrong though: 1. You can win the chip with a jump shooting team. 2. San Antonio in the finals again. 3. BIG OL' SA WOMEN are a dying breed with Ozempic. Even Chuck's own fat ass looking skinny now with GLP-1.

palindromic

wonder if this not unrelated to the GLP-1 boom..

yourmomscheese

This, and the guy buying protein because how many people are on GLP-1s. Who will win???

godtogblandet

It also means they can cut costs by ditching everything "healthy" on the menu. GLP-1s means the people not looking to get fat will stop going and all you have left is the hardcore addicts that won't buy anything else than nuggets, fries and sandwiches. This is going to moon!

maelstrom51

That's not how it works. GLP-1s make you lose weight because they make you less hungry, not because they let you eat more.

Samashezra

MCD's will keep dropping as GLP-1 usage increases.

sparky_calico

I've struggled with it most of my life too. Hope you can be safe about it. Somehow I've never really done anything crazy and my drunk brain doesn't do things like text people or try to drive. A fifth sounds like a lot, I've been able to cut back to almost no hard liquor but it seems like it cuts through the GLP-1s because it's not like your stomach is full. I know it's not just some thing an internet person can tell you to stop doing or something (because I'm in the same place), but good luck on your journey, you aren't alone. I tried dry January this year and it really was like one of the hardest things I've ever done, I would recommend trying a dry month or even two weeks!

baybridge501

With GLP-1s who knows

SkaldCrypto

It’s GLP200 or something. Very technical indicator

ZacTheBlob

Any particular reason why you picked a company with zero pricing power and next to no assets? BRBR literally just slap their brand on someone else's protein. If you want exposure to the GLP-1 protein upside, BRBR is definitely not it lol. Their margins will keep getting squeezed by the big boys who have actual vertical integration and pricing power. Hence the low PE.

king_jaxy

People on GLP1s seem to rarely change their habits. Thats why something like 80% of users regain the weight after quitting. 

SHIBashoobadoza

Am a GLP-1 user. I was concerned about my muscle loss (still am) and tried to do the protein shake. Just not enough calories and took up too much space in my belly. So the problem is I am (was) on GLP-1 for diabetes so I needed the low sugar protein shakes. At the end of the day they just didn’t work for me. Now I’m down to maintenance dose of GLP-1 (0.5 instead of 2) and I’ve stabilized my weight. Gaining weight seems impossible to me at this point. Even though I’m in maintenance dose I still can’t eat a lot at any one time. So basically I eat a lot of small amounts of stuff through the day. I guess I could try drinking a little bit of shake at a time but it’s really not that appealing to drink. I’d rather have a piece of cheese.

A_Shadow

I think they mean more of stress eating? But yeah I feel like the GLP-1s should affect that eating habit too.

McGrupp42

GLP1 angle is good but they aren't actually a manufacturer. They will be directly exposed to high input prices. All they do is buy from supplier and sell to huge customers. Both of which have pricing leverage over them.

LEDKleenex

Bit of a nitpick: Yes, protein is in everything now, but the push has been steadily increasing since 2000 where Atkins, South Beach and Mediterranean diets were popular. Then you had Primal, Carnivore, Keto take off short after. GLP-1s cause lean muscle wasting, but that's because *weight/fat loss* causes lean muscle wasting - no way around that, but you can *minimize* it with adequate protein intake and resistance training/weight lifting. GLP-1s are taking the forefront in this post, heavily implying that it's the sole cause of this push, which, sure, it's another variable, but the protein marketing has been in the making, this is just another piece of the puzzle. As far as *adequate* protein, people *really* don't need much - certainly not as much as the marketing wants you to believe. You don't need 30 grams of added protein in a single yogurt. If people hit their target weights and go into maintenance, are they going to continue consuming protein supplements? Possibly. Just wanted to add context, but your point still stands; the marketing has tipped over the boiling point possibly due to GLP-1s, but also several protein-focused biotech companies in Israel (and yes, they have deals with American conglomerates), which aren't included in this post at all. They have *big* skin in this game and they intend to cut American foods with their product (which also happens to be banned in numerous countries). Just some food for thought.

Designer_Can_6551

finding out GLP-1 is eating the fat that protects your heart and will be outlawed soon:...

Mr-Poggers

Assuming these fat fucks on GLP-1s will even bother to invest in something like protein powder is retarded

Lambchops_Legion

>All the GLP-1's do is suppress your appetite and make you feel like you don't want to eat. It does something in the brain to supress compulsions/addiction-like behavior. I'm willing to bet it'll be used in treating psychiatric illnesses once we get a few more years of research + the insurance labelling catches up. I know someone who isn't fat, but he has OCD, and his doctor put him on a low dose oral Wegovy and he says it helps his OCD more than any SSRI has

xxxTech007

It has to be taken with a work out routine and a good diet plan. The 3 together equal a good amount of weight loss. When you've hit your goal, you stop taking the med. But you still need to make sure you keep working out and on a diet. All the GLP-1's do is suppress your appetite and make you feel like you don't want to eat. It takes away those cravings. But of course if you stop taking the med, those cravings will come back, but to what degree????

WSBPleb

Skip for me but pertinent info on GLP-1 and other weight loss peptides for those who might be interested : The [SELECT trial](https://www.acc.org/latest-in-cardiology/clinical-trials/2023/11/09/15/04/select) published in 2024 proved that GLP-1 induced weight loss can have big impact on cardiovascular health. GLP-1 will change the health landscape and isn't just a fad. Recent [BMJ meta-analysis](https://www.bmj.com/content/392/bmj-2025-085304) indicate that patients are quick to regain their weight if the drug is stopped. To see continuous health benefit, the drug probably needs to be continued long term even after the weight loss. As new and improved (tirzepatide, retatrutide and others) enter the market, more weight loss will be achieved. Generic GLP-1 drugs are also entering the market at the end of 2026 lowering price and easing accessibility. As of protein intake : it is virtually impossible to lose a lot of weight and not lose muscle. The exact amount of muscle loss can be hard to predict and adequately calculate \[[source](https://dom-pubs.pericles-prod.literatumonline.com/doi/full/10.1111/dom.15728)\]. Patients must eat well and keep exercising to keep the most muscle mass possible. Protein shakes and protein powder can be part of the recommended diet but shouldn't be front and center. There is a protein craze in the last decade and GLP-1 are only a part of the cause.

DiamondDash2k

Protein has a shortage because people are eating less food on GLP1. As a result of that, less milk and cheese are made meaning less whey protein produced. Creatine is derived from chemical synthesis and does not require animals so it’s less of an issue

SVIII

People’s doctors are going to tell them to increase their protein and the majority of those same people on GLP-1’s are going to interpret that as more chicken nuggets. Calls on TYSON

Xryanlegobob

Food is expensive too. Save $200/month on food, spend $200/month on GLP. Look better, die (maybe sooner, who knows)

Agitated-Ad-504

Lmao this was a fun read but my play is still Novo and Eli bc the long term side effects of GLP-1 are permanent and guess who produces the medicine to counter that. If anything this makes me more confident based on the 1 in 8 stats. Going to be a lot of ppl on the next 10-15 years with gastroparesis. 😂

Agitated-Ad-504

If you think this is bad you haven’t smelled the shit coming out of GLP-1 users. Bunch of rotten eggs smells bc the drug slow releases into their intestines and digested food is just sitting in their gut stewing.

wibble17

You have to do both. GLP-1 silence the food noise, it won’t do the work for you. If you go into the forums lots of people can’t figure out why they aren’t losing weight.

TwoStrokeJunkie

Imagine thinking…(Believing) that one is going to stay on GLP-1’s their Entire life and not changing a thing. THEN Being Shocked when they eventually stopped as “they have this under control” and gain it and more Back. THEN Go back to Cocaine or Meth cause it worked better. THEN Sling a Rod and die anyway WAIT I bought AMC….. SHIT NVM 😕

n0-THiIS-IS-pAtRIck

Imagine having enough money for GLP-1 and not stuck on the classic beta protein diet of beans and rice

Neowarcloud

I'm here for it, but also 20% of weight loss from lean mass on a GLP-1 Agonist would be better than your average non-GLP-1 agonist dieter.

ToastSpangler

GLP used to stand for Good Luck Peasant, and instead of being an injection it was poor bers that couldn't afford a car walking to the Wendy's mines

duddnddkslsep

Imagine using GLP-1 instead of going on an incline walk for 20 minutes every day

Rph55yi

Imagine the hype if they came out with inhaled GLP-1

jcpopm

Good time for medical devices, IHI is absolutely beaten to shit on the idea that GLP-1's will cure all disease.

Finnegan_Faux

Very few Type 2's are getting a pump thanks to GLP-1s, which help people get the most out of their reduced insulin secretion. Not to mention reduction in heart and kidney disease, which you won't get with a pump. 

AlertTip

Current longshots are **ACHR**: Electric vertical takeoff air taxis. **ARBE**: 4D imaging radar chips for vehicles. **CC**: Industrial performance chemicals and fluoropolymers. **ENHA**: Sports competitions and health products. **HLIT**: Broadband networking and video streaming solutions. **JOBY**: Electric aircraft for urban commercial travel. Only one that ever really paid off for me better than SPY would’ve was \~300 shares of LLY bought for around $16k in 2013. Totally forgot about it since I mostly buy and hold companies. Then GLP-1s came out and now it’s worth almost $350k.

LePetitLion529

Anddddd there is 60 million in approved by backs from the company. Its profitable (lifestyle BS but also GLP1 stuff), 20 million cash in hand. New CEO in August and the next dividend is 9/3.

kaatmbmjj

I'm a Type-1. I know this space well. I personally don't use a pump. Mostly women, children, and "indoorsy" guys use pumps. If you're active they're a pain in the ass and when they screw up they can overdose you. Almost all the Type-1's I met with a pump have ended up in the hospital multiple times. I stick to a Dexcom and insulin pens (shots). I do think Ozempic and all those other drugs are killing a lot of the potential market they thought they had for Type-2's. Not just because it works, but also wearing med devices sucks a lot more than just taking a pill or a shot or two a week or whatever it is.  The reality is that Type-2's can manage their blood sugar with diet and exercise --  and now with GLP-whatevers I hear it's like magic for many. I also think -- and hopefully this is true -- that insurance companies are gonna resist giving all these Type-1 med devices to Type-2's because in many ways they're just a helpful convenience for some Type-2's. Type-1: Rare. The Immune system killed insulin-producing cells in pancreas. We make ZERO insulin. Of all the "diabetics" in the US I think Type-1's are like 1-2%. Type-2: Everywhere. It's "genetic" in the sense that they have more rigid and/or smaller fat cells. When their fat cells are tapped out they "resist" the insulin-signal to keep storing. The glucose spills/stays in the blood streams The issue for them in my opinion is their fat cells are just not compatible with the Western sh/t diet of bread, chips, cookies, and overeating in general.  Fun fact: Super obese people almost never have Type-2 diabetes. Their fat cells are super flexible and can just keep expanding. 

HDAC1

Omnipod from my experience is so much popular than any other pump. TNDM would have to blow omnipod out of the water to have a chance at stealing their market cap.  You do list GLP1R agonist and GIP as a cautionary bear scenario, but that field is exploding rn. Those drugs are being used as a cure all, and tbh they are very effective and have minimal side effects when monitored by a physician. Why bet on a technology that’s is going to shrink? GLP1R agonists among other semaglutides are the new and shiny thing, which is working very well for glycemic control 

Icarus_Dalio

Tandem also being sold off based on the fears of the future total addressable market shrinking rather than growing. GLP-1s affect insulin Sensitivity and can help manage Type 2. Don't think the push to Type 2 would be rewarded by the market. The risk for T1D. Currently no cure for T1D, so the thought is this is reoccurring for life for those already diagnosed and insulin dependent. But there are new screening processes to find the antibodies of Type 1 (if you have T1D, have your family get screened) and to help identify patients that will developed T1D sometime in their lifetime. Why this matters. There is now a drug called Tzield that delays the onset of Type 1 up to around 8 years. (Last Longer in adults than kids). Stages of Type 1...most are diagnosed in DKA and require Insulin to survive. Once you receive insulin, that currently disqualifies you for Tzield. Those patients then are candidates for closed looped systems and customers for life. For those screened and diagnosed out of DKA, they could then qualify for Tzield and the market for pumps shrink as the growth rate of newly diagnosed patients fall off. How I know this? I date a diabetes educator with T1D who's setting up screening procedures at clinics around the country

GlizzBangPaco

Misunderstanding from investors that GLP-1s =Less profit for med tech companies targeting diabetics. That may be true for insulin or CGM useage, which has a large base of customers who are Type 2; but for a company like tandem who mostly sells to T1s it is largely irrelevant. This company shouldn’t be hindered by GLP-1s period, but it’s dropped similarly to NVO and DXCM.

Secret-Bag9562

What GLP-1 fears?  Aren’t GLP-1s going crazy? 

14PESO

They pumping so much money AI just has all the attention right now. They also have a GLP-3 that’s in works! Going to be more targeted weight loss I got in at 900. Going to keep DCA into it

GlizzBangPaco

Diabetic here. Love the analysis. I don’t see T2 as being a major market worth capturing, however the T1 market will remain unchanged despite the advent of GLP-1s. Tandem is constantly getting reccomended to me over omnipod for its accuracy and loop system, however I personally opted for the Omnipod for its tubeless model. I’ve had plenty of issues with my model, including a call from Omnipod themselves this week alerting me of a manufacturing issue. They present themselves as a more modern company, but their product seems to be lagging a bit. When the tubeless system arrives, I will be making the switch. I wonder how much of this company’s beat-down is from GLP-1 fears, which have zero bearing on T1s. Im in.

GlizzBangPaco

GLP-1s have no bearing on Type 1, which represents the vast majority of their customer base. GLP-1s are much more bearish for companies like dexcom, who are trying to market CGMs to more than just T1 diabetics.

Naviole

Read the risks section of my DD. I don't discount GLP1s reducing the likeliness of Type 2 diabetes, if anything it'll just shrink the # of potential customers Tandem can acquire regarding Type 2. At it's core, Tandem is geared more towards Type 1 diabetes, something GLP1s can't fix. Think of Tandem tapping into the Type 2 market as a "nice bonus".

Feeling-Dot9992

The ‘betes is gonna go way down thx to GLP-1’s. Go get borderline diabetic and juice your A1C then take Mounjaro and tell me this is still a solid play.

The_Ellimist_

While I think diabetes will continue to be an issue worldwide, the advent of GLP-1s will greatly decrease the need for their products long term in the US.

Original-Release-885

I bought OZEM instead of investing individually in Lilly, VKNG and Novonordisk. The price per share, 31.41, is low enough and not at a 52 week high. What prompted me to invest in this ETF is all the talk on Reddit about GLP one Zepbound Ozempic Wegovy the demand is not going away, in fact it will increase once Medicare launches the bridge program.

_hiddenscout

Yeah, i mean we see what's going on with alcohol sales and it's a no brainer for insurance to do them as preventative care. A lot of device names started getting hit like a year or two ago because of the fear of the GLP1s.