GLP

Busy-Estimate-2160

ABT - strong beat - devices solid, GLP1 under control, good organic

Plastic-Caramel3714

Insurers are ending coverage of GLP-1 for anything other than diabetes treatment.

Fair_Examination5074

Check out @RagnarL on the AfterHour app. But I’ve been following GLP-1 makers for a fat while now. VKTX just seem to be the most undervalued company with the most potential to moon or crash.

Eastern-Joke-4590

They got a GLP1 deal done for a flat fee of $500 a month ( without prescription it's over $1,000 usually) also hinting they might team up with Trump for his online pharmacy in 2026

Wayne_Kurr_1

spendings of the top 10%: - labubus - brazillian butt lifts - botox - GLP1s - AIs to replace their deported workers

gamjatang111

Yes, smart guy, he was also one of the few first investors in GLP-1 stuff

StrictPersonality503

I’m probably going to get downvoted, but how are these people asking the question adults and able to vote? This is not a new drug like GLP-1s or the antipsoriasis drugs; it has been existing for at least a good 40-50 years and is used worldwide. While any drug is dangerous at high doses and if you have pre existing contraindications, this is crazy

buylow62

Can APLT sorbitol reducing drug be expanded beyond rare diseases to mainstream, overweight, conscious patients? Sorbitol after all is a sugar and APLT is trying to reduce that sugar. Seems like APLT’s anti sorbitol pipeline could be more broadly applied than just rare diseases to GLP ones. Is it a block player or is it just a niche player?

Sidney1973

Brother, the option action is real. They will revive. https://preview.redd.it/2j8aa31n1xtf1.jpeg?width=1290&format=pjpg&auto=webp&s=2eaccc8217bd89e6a8fa24876d2de8d93964c44a Pfizers shift a $7.3 billion bet on metabolic breakthrough. Summary of Pfizer’s (PFE) recent activities and market perception, focusing primarily on their maneuver into the weight-loss drug arena and government-related commitments. The Acquisition and clinical edge I. Corporate Development Strategic Move: Pfizer executed the acquisition of the biotech firm Metsera, Inc. Valuation: The purchase was structured with an initial value of approximately $4.9 billion. The total transaction value could reach up to $7.3 billion, contingent upon Metsera's pipeline hitting specific clinical and regulatory milestones. Market Rationale: This move represents Pfizer's re-entry into the obesity/cardiometabolic drug sector, aiming to secure a significant growth for the late 2025 and into the 2030s. II. The Next-Gen Clinical Pipeline Metsera's assets are designed to solve two problems of current weight-loss injections: frequent dosing and side effects. Lead Injectable: MET-097i (GLP-1 RA) Status: Rapidly advancing toward Phase 3 trials (initiation expected in late 2025). Differentiation: The drug is engineered for once a month injection, providing a major convenience advantage over existing weekly therapies (e.g., Wegovy/Zepbound). Efficacy Data: Mid-stage (Phase 2b) results showed mean placebo-subtracted weight loss of up to 14.1% at 28 weeks, with strong indications of better tolerability compared to competitors. Combination Therapy Backbone: MET-233i (Amylin Analog): This is a non-GLP-1 drug also positioned for monthly dosing. It recently delivered positive Phase 1 data. Combination Goal: The key asset is the prospective single, once-monthly injection combining MET-097i and MET-233i, intended to achieve greater efficacy than monotherapies. Clinical data for this combination is anticipated in late 2025/early 2026. Revenue Projection: Analysts project that the total Metsera portfolio could generate over $5 billion over the next five years, once fully launched (likely late 2020s/early 2030s). III. Patient retention focus. The Industry Problem: Real-world data shows poor patient retention on current weekly GLP-1 drugs, with only 8% to 14% of users remaining on therapy after three years. When patients stop, they regain the weight. Metsera's Solution: By moving to a once-monthly schedule and demonstrating tolerability (fewer G.I. side effects), the Metsera portfolio is positioned to increase long-term patient retention, thereby maximizing the clinical and financial value of the therapy. PAGE 2: Pricing, public policy, and valuation. IV. The Public Policy and Investment Commitment The $70 Billion Pledge: Pfizer publicly committed to channeling an additional $70 billion into U.S. research, development, and domestic capital projects over the next years. The Quid Pro Quo: This investment commitment was made as part of a voluntary agreement with the U.S. government on drug pricing. In exchange, Pfizer secured a crucial three-year exemption from potential new pharmaceutical tariffs and regulatory stability. Pricing Impact: The agreement included lowering costs for Medicaid patients ("Most-Favored-Nation" pricing) and offering select drugs at heavy discounts (up to 85% off list price) through a planned direct-to-consumer website. This move provides certainty by aligning U.S. pricing with other developed countries for newly launched drugs. V. GLP-1 Pricing Structure High Cost Drivers: The cost of GLP-1 drugs (list price of $500 to $1,400 per month) is primarily due to: The absence of government price negotiation in the U.S. Monopoly pricing enabled by patent protection (lack of generic competition). Pricing based on the lifetime value of treating obesity and preventing major cardiovascular events. Metsera Pricing Outlook: While Metsera's drugs have no official price yet, the single monthly dose is likely to be launched with: A high list price (likely $1000 to $1500/month) to maximize revenue from insurers. A deeply discounted self-pay price (likely $499 to $800/month) to compete directly with existing self-pay programs. VI. Market Valuation (PFE Stock) Recent Stock Movement: Pfizer's stock price recently surged (up 6.83% on Oct 1, 2025) following the dual news of the Metsera deal and the government pricing agreement. This reaction indicates the market views the long-term strategic moves as a significant positive. 12-Month Price Forecast: The analyst consensus for Pfizer's (PFE) 12-month target price currently ranges from $29.71 to $36.06. The overall average rating remains Hold but with a bullish skew, factoring in the Metsera pipeline success. Options Market Signal (Jan 2028): Trading in long-dated call options shows market interest centered around a $35 strike price, suggesting that investors view a price of $30 by early 2026 as an achievable success scenario given the potential of the new obesity and cancer portfolio.

Vic_Vinager

Don't really know if I should post this here but: REGN - released their data (phase 2 COURAGE trial) on a drug that will prevent muscle loss from GLP-1s They will be first in class/market for this drug and rich ppl *will* pay w/e they charge so not a pennystock, and not a short term thing do w that what you will

refugeebanker

GUYS WHY IS TOOTSIE ROLL TRADING AT 30× EARNINGS, HIGHER THAN GOOGLE?? I’m so confused. $TR — the *worst Halloween candy* — is near all-time highs, P/E > 30. In a GLP-1 world, who is buying the worst candy? Insiders own 70%, so a few buys send it flying. It got **added to the Russell 2000**, meaning index funds had to buy millions in a stock that barely trades. But that already boosted it. Now what? Dividend = 9 cents. Market cap = $3B for chewy sugar. Did ETFs accidentally pump a taffy company? Why isn’t this a $30 stock (VS presently around $40)??

FacingHardships

Your gut needs a GLP

perceptive_AI

There's a easy trick to lose weight other than GLP-1 , just pop ZYNs , nicotine increases metabolism and suppresses appetite

AntoniaFauci

When all attention is on certain sectors that have gone vertical, I’m always looking for the dogs stocks that nobody wants to touch. As long as a specific company actually has something going for it, buying it on the cheap when nobody else wants it can be rewarding, if you don’t mind waiting for the turn to happen. Stocks that the market has just been throwing away lately, some without any plausible reason. Renewables, like Enphase. In a world that’s desperate to double and triple energy supply, free electricity from the sun is a great idea. At some point, people will give their heads a shake and remember that. Dutch Bros. Expanding, main competitor is flailing, happy customers. Last ER was piping hot. Down 40% apparently because they don’t do quantum or data center. Rocket. Housing, mortgage markets both heating up, rate cutting cycle has begun, the crime family Admin is going to pump housing by hook or by crook. Stock down 30%. At current price, you’re getting their Mr Coop and Redfin acquisitions for free. SENS has created and received full approvals for long term 6-12 month glucose monitors. Crashed from $6 to 50 cents on GLP1 hype and RFK nomination but now people are finding ozempic or not, they still need glucose monitoring and they don’t want to do needles in their fingertips every hour. Will eventually return to former values. But even if it “only” recovers to half or even a quarter of that, you’d got a dynamite return. Butterfly makes ultrasound scanners that are 80% cheaper and smaller. Every doctor and even med students can put one in their pocket, plug into USB and do instant scans at will. No sending patients to a diagnostics lab and waiting. Also fell on the election result and health chief nominee but coming back now. If I’m looking at a watch list and wondering which exuberant ATH I’m supposed to buy, I drift instead of the hidden gems that are on sale.

USAMysteryMan

They also sold off most of their wine portfolio and took a big loss on Canopy which they have debt to pay off. Beer sales in slight decline, tariff issues, Hispanic population spending less at bars and restaurants as there is ICE risk. Frankly, a lot of head winds. GLP1 and recreational MJ and generational consumption issues as well.

pizzaman2012

I just started the VK2735 trial for the sub-q injection and let me tell you, this shit works great! Trial is as you said, 78 weeks, but at this point after a month of taking the shot I am down 7kg in the first 3.5 weeks on the lowest dose, I start my dose increases in two weeks. The VKTX GLP-1 is very promising, especially if they can deliver it at a lower cost then other GLP-1s to the market.

RiPFrozone

I hold 9 stocks minimum 10% allocation in each. I try to keep no more than 10 since I only want to invest in businesses I have the highest conviction in. Also any more than 10 is tough to keep track of, and at that point you might as well just buy an etf. The less the better. I also focus specifically on a few industries I know well so my portfolio today is realistically only in a few industries and in some industries I only like a single company. (Example Hermes for Luxury Goods/Consumer Discretionary or Uber for Industrials). I can’t answer what other big movers to look out for, but I’m heavily invested in Semiconductors, GLP-1 Pharma, Private Sector Indian Banks, Uber, and Hermes. On my watchlist is Ferrovial and Infrastructure company that owns toll roads and has a large stake in the new Terminal One at JFK. If the valuation comes down I’ll be open to buy it at the price I deemed its assets to be valued at.

BorisAcornKing

Nobody knows if it has found its bottom, but Novo has an advantage over Lilly until Lilly produces pills rather than injections. Pharma can easily drop further on regulation or long term effects of GLP1 drugs. The Costco news should be amazing for Novo in comparison to injectable GLP1 drugs. The public fears injections in a way they don't fear pills. I think Novo is going to kill it, but I've only just started opening a position.

ThatOneRedditBro

Costco selling GLP1s

Sick0h

It’s NVO this month isn’t it? That’s the play. Even if all hell breaks loose by for some god forsaken actual pullback, some sectors will survive and healthcare is starting to get its turn. We’re a month out from NVOs next earnings and it’ll likely beat. Their guidance between the Costco deal and the anticipation of their oral GLP-1 drug will probably be expected to be bullish. I’ve found my white whale for the month boys. I might be a little late, but I’m in.

skate1243

I’m not big on IXHL because their market cap is already pretty high and GLP-1s are now also being used for sleep apnea

Apprehensive_Two1528

What's your point? If I can't tell you lly's pipeline, then i'am gambling?  I work with many phds and they tend to do not well with their portfolio.  In a roaring bull market, just do it is more important than research.  As I said, GLP 1 pill and injection is my reason to invest in lly. Also, entry point isn't my big concern.  I bet you lost more in wait times than earning money in wrong stocks

TakeMyL

not everyone who wants GLP-1s.... plenty of people want them but due to it being an injection don't seek it out. We still have LOTSSS of obese people,

asdf_lord

Here's my fundie: fuck em Everyone who wants GLP-1s got em, and the patent expires next year for billions of people.

RichardFlower7

Yikes those are big losses, I hope they make up a much smaller portion of your portfolio. Did you do any real research into these companies beyond hype cycle bullshit? NVO was an ozempic bubble once the “ohh shit patents expire eventually” hit people money started to run. LLY you should have gotten out from the second people started talking about limiting insulin prices. The underlying companies aren’t great beyond their GLP-1s and insulin. Random tech companies like JMIA and Canadian cannabis companies? Why not just buy European aerospace and defense stocks at a time when distrust in the U.S. is rising rather than take risks on small time shit that will most likely never have the market cap of a small country. Otherwise you just risk ending up on the wrong side of a pump & dump. NVIDIA > cumcoin LLC. Rolls Royce > backyard jet company BAE/L3 Harris/raytheon > phantom fireworks (but wait I promise phantom is working on a nuclear missile that will replace the entire minuteman III supply) Google > Some guys computer at Starbucks Corp.

apparentreality

Weren't they annonunced before? And that doesnt explain NVO going up 12% too. I assume it's something to do witj GLP-1 incoming announcement on the trump rx thingy? maybe?

newyolker

I would buy GLP-1 drugs for a fat girl I like if I see potential by her facial structure.

RandyChavage

The post GLP-1 epoch. Those ‘fat is beautiful’ folks are the first to call out the fat bitches once they’ve hopped on Ozempic

TSLA690C

Simple Peptides, or Penguin Peptides. There are a bunch of online pharmacies. [GLP-1 T - Penguin Peptides](https://penguinpeptides.com/product/glp-1-t/)

thr0waway12324

And GLP-1s

greatthebob38

Supplements do not magically solve your health problem because they do not effectively target the specific receptors that affect the disease. They may help overall since body needs certain vitamins to stay functioning but they do not effectively get to someone's stable metabolic state. A multivitamin isn't going to fix your pancreas's insulin deficiency or promote glucose absorption if you have diabetes like metformin and GLP1's specific target action does.

fomoandyoloandnogrow

Next ridiculous news to drop: Trump announcing his new venture -Trump Lilly, selling compound pharmacy GLP-1’s to compete with novo and Eli

Flossmatron

This is WSB I buy them because I'm sad about missing out on early GLP love

Electronic-Hotel-922

GLP market is flooded

Sabunit

Yeah, but valuation can move earlier - GLP-1 is kinda like AI in semis ;P That’s why I’ve got this weird feeling. Macro might give them a push too. If not, it’s still a solid cash dock with these dividends, especially if price action stays boring as usual.

KrumpyKitty

Very different! The ALT drug is 1:1 GLP1/glucagon. It shows excellent weight loss with lean muscle mass preservation, MASH/NASH resolution and fibrosis reduction for liver disease, cardiometabolic benefits (excellent lipid reduction), and the drug is in clinical trials for AUD/ALD where it was recently fast tracked by the FDA 8 Alcohol use disorder. The drug doesn’t need dose titration and has excellent tolerability. ALT is also developing an oral formulation. Overall, this drug is best in class! Lilly just halted the clinical trial for their drug that would compete with ALTs drug Pemvidutide. This company is gold and will either be bought out or partnered with a big pharma soon!

LongSupermarket2646

💥 GUTS vs GLP-1: The Biotech Underdog with a Shot at the Throne 💥 Everyone’s chasing GLP-1s — Ozempic, Wegovy, Mounjaro — trillion-dollar dreams, obesity wars, insulin disruption. But while the giants fight over injectables, Fractyl Health (GUTS) is quietly building a procedural revolution. 😂😂 #13 highest gainer today.

LongSupermarket2646

Clearly, you didn’t read and do actual research on what they are doing 💥 GUTS vs GLP-1: The Biotech Underdog with a Shot at the Throne 💥 Everyone’s chasing GLP-1s — Ozempic, Wegovy, Mounjaro — trillion-dollar dreams, obesity wars, insulin disruption. But while the giants fight over injectables, Fractyl Health (GUTS) is quietly building a procedural revolution. HODLYourGUTS

LongSupermarket2646

💥 GUTS vs GLP-1: The Biotech Underdog with a Shot at the Throne 💥 Everyone’s chasing GLP-1s — Ozempic, Wegovy, Mounjaro — trillion-dollar dreams, obesity wars, insulin disruption. But while the giants fight over injectables, Fractyl Health (GUTS) is quietly building a procedural revolution. #HODLYourGUTS

LongSupermarket2646

💥 GUTS vs GLP-1: The Biotech Underdog with a Shot at the Throne 💥 Everyone’s chasing GLP-1s — Ozempic, Wegovy, Mounjaro — trillion-dollar dreams, obesity wars, insulin disruption. But while the giants fight over injectables, Fractyl Health (GUTS) is quietly building a procedural revolution. #HODLYourGUTS

Bitter_Coconut2154

check out GUTS. obesity treatment where patients kept losing weight AFTER they finished GLP-1 (like ozempic)!!!!!! hedgies trying to keep the price down cause of warrants!!! NO $GUTS NO GLORY!!!

Lost-Line-1886

Eli Lilly has to be a big winner today, right? Trump announced HUGE tariffs on imported pharmaceuticals, they got good news on an Alzheimer's trial in Europe, and another study showed their GLP1 oral medication beating the competition. That SHOULD mean Lilly takes off today (especially after a down week), but I have no fucking clue with this market.

oquido

Just for fun, a market valuation estimate based on success in both CHB and MASH. You should consider the fact that the success rate from Phase 2 to final FDA approval typically falls within the 10-30% range at best. Chat GPT: **Thesis (Both Success):** If ALG-000184 establishes itself as part of a functional cure backbone in CHB *and* ALG-055009 carves out a meaningful role in MASH alongside Rezdiffra and GLP-1s, **Aligos could theoretically justify a $7–10B valuation**. Claude AI: **Thesis (Bull Success Scenario):** If ALG-000184 establishes itself as part of a functional cure backbone in CHB *and* ALG-055009 carves out a meaningful role in MASH alongside Rezdiffra and GLP-1s, **Aligos could theoretically justify a $2-4B market cap** (30-60x current valuation). Perplexity : Thesis (Both success): If ALG-000184 establishes itself as part of a functional cure/backbone or first-line suppression in CHB and ALG-055009 carves out a meaningful role in MASH alongside Rezdiffra and GLP-1s, Aligos could plausibly support a \~**$2.0–3.5B EV,** Grok: Thesis (Both Success): If ALG-000184 establishes itself as part of a functional cure backbone in CHB and ALG-055009 carves out a meaningful role in MASH alongside Rezdiffra and GLP-1s, Aligos could theoretically justify a $**2.5B valuation** (up \~44x from current; $350/share), reflecting combined peak sales >$1.8B and acquisition premium in hot liver/viral markets. Gemini: **Thesis (Both Success):** If ALG-000184 establishes itself as part of a functional cure backbone in Chronic Hepatitis B (CHB) and ALG-055009 carves out a meaningful role in Metabolic Dysfunction-Associated Steatohepatitis (MASH) alongside Rezdiffra and GLP-1s, Aligos could theoretically justify a **$7.5 billion market valuation.**

AffectionateSpot5829

Right now I’m looking into SHOP NVO AMD UNH and GOOGLE. Here’s why: •GOOGL - 25% Alphabet is still trading at a fair multiple compared to its peers given its dominance in search, YouTube, and cloud. AI integration across its ecosystem is only starting to be monetized, and advertising growth looks set to rebound as the economy stays strong. •AMD – 25% Positioned well against NVDA with strong growth in data center and AI chips. If AMD can continue landing contracts and expand its software/AI ecosystem, there’s still serious upside, especially given how much of the AI narrative has been priced into NVDA, not AMD. •SHOP.TO – 20% Shopify is still the backbone of small/mid-sized e-commerce. With GMV growth, improving margins, and international expansion, it has a clear runway. Last quarter’s earnings beat confirmed strength, and I think the stock correction left it undervalued relative to growth potential. •UNH – 15% UnitedHealth has been hammered by investigation headlines, but the fundamentals haven’t changed much. With a growing population dependent on healthcare, UNH’s insurance and Optum segments remain strong cash flow generators. If sentiment improves, it could rerate higher. •NVO – 15% Novo Nordisk is riding the GLP-1 wave (Ozempic/Wegovy). Demand for weight-loss and diabetes treatments is exploding, and NVO is positioned as a leader. Revenue and margin growth look durable for years, and long-term tailwinds around healthcare and obesity trends support it. Just got ChatGPT to summerize our conversations where I gave reasoning so that’s why it sounds AIish

vincentsigmafreeman

Mb the PFE GLP-1 acquisition

Skittler_On_The_Roof

Alcoholics drink to get drunk How drunk you get is dependent on your mass GLP-1 reduce mass and therefore the amount of alcohol needed to get drunk.  GLPs don't actually need to do anything to curb the addiction to reduce the amount of alcohol purchased. That all being said, your really heavy drinkers are mostly drinking cheap vodka, aside from some winos.  I'd argue your macro beer companies and higher margin liquor companies would be less impacted if the addicts curved their habits.

AMadWalrus

I heard meth makes you not hungry, meaning you have no need for GLP-1s. Short NVO.

thebatman973

GLP-1s doing massive damage to the BBW stock just as I finally come clean about having a slobbery barking craving for fat women

throwaway-plzbnice

Naltrexone is used in weight loss drugs (Contrave) and prescribed for everything from binge eating to shopping addiction, and is widely available from compounding pharmacies. It's obviously not population-wide yet but it's a popular choice for people who can't afford GLP-1s.

will555556

I don't think so. If your addicted to stuff like weed you smoke it to get high not to eat the all the food in the fridge after that its a side effect which i think is the same thing like getting full from alcohol because its alot of calories. So if your addicted and taking a GLP its not going to stop you from withdraw. Only thing that stops is giving yourself more alcohol. Going to the gym and filling up your time with something else then sitting by the tv or computer every night will help stop or even not going to the bar if its what you prefer.

Kursiel

GLP1s are a component, but the real cause is the 2018 farm bill allowing THC derivatives from hemp, at very cheap prices and in states where weed is illegal. Alcohol lobbies are making it rain to get states to ban the products. I personally have been on a GLP1 in pill form for several years. It did not make me want less alcohol, but does tend to upset my stomach if I drink more than one or two drinks. This made me look for other relaxation options and I found D8. I can buy a bottle of Crown Royale for $50 (think has gone up now) that lasts a month, or I can buy a bottle of D8 gummies for $40 that lasts 3 months. The D8 is also less effort (pop one gummy), no bloating, no hangover. I am much healthier than when I drank alcohol. I never tried weed because I did not want the legal issues, but the "light" version D8 is a game changer for me. However, alcohol interests in Texas are pushing to ban hemp products and the politicians are filling their pockets. I think the products should be regulated, but not banned. Regulation will drive prices up, but at the same time make them safer. I would be fine with regulation.

Weary-Chipmunk7518

It's not just that power drinkers are overweight and more likely to use GLP-1 drugs. There are already clinical trials that test GLP-1 drugs specifically to treat alcohol addiction, regardless of weight. Like, in the near future GLP-1s are likely going to be prescribed to treat addiction in people with no weight problems. I mean, solving obesity already makes this a hell of a drug, but if at the same time you have discovered, if accidentally,  a more or less reliable cure for addiction... Woof, give these guys a Nobel prize or something.

darkoath

that would also reduce the need for GLP-1

JuggernautCareful919

As someone on GLP1s, I can confirm I buy *much* less ultra processed garbage than before, it's sickening now, lol

scgt86

My homies that started GLP-1 drugs started getting drunk on VERY small amount of alcohol. Not immediately but like an hour later. Completely shifted how they drink and how much.

KeepTheFire01

I'm a regular fairly heavy drinker and took GLP-1 shots for several months, but I never felt a reduction in cravings for anything but dinner. 😁🍸🍹🤤

88xeeetard

I was promised Soma and all I got was GLP-1 🥲 This timeline sucks.

nateccs

you know if you look at young adults these days they aren’t drinking anywhere near kids did 20 years ago. That’s my primary thesis for alcohol stocks going down. Miller like is my favorite beer so I liked TAP. But the thing is a total slog and didn’t make me any money. I thought the better play for the GLP one was junk food , do you feel like there’s a better correlation between obesity and alcohol consumption?

DougyTwoScoops

My wife doesn’t really drink on GLP-1s. It just makes her sick. I think this could be a factor, not sure how big it is.

Educational_Pop6138

It's global. Some of the JP and China alcohol companies are calling out the exact same trend in younger cohorts. This rules out GLP1 or marijuana, it's something far more fundamental to this gen.

Mike541Merlot

Personal experience after starting GLP-1: the desire for alcohol dropped. GLP-1 agonists don’t just regulate blood sugar—they influence: * **Dopamine signaling** in the mesolimbic reward pathway * **Stress response** via the hypothalamic-pituitary-adrenal axis * **Satiety and craving** through gut-brain communication This means that behaviors driven by reward, escape, or compulsion—whether it’s a cocktail, a cookie, or a trip to the casino—may lose their grip.

thebinse

Serious drinker here… i can’t wait for this upcoming bourbon market crash.. retailers gouging buyers at 4X MSRP is ruthless… keep handing out GLP-1s, I’ll reap the benefits…

throwaway-plzbnice

1) GLP-1s do in fact make people drink less (nerfs the dopamine response from alcohol) 2) rise in prescription naloxone (does the same thing) 3) Gen-Z overwhelmingly prefers pot to booze 4) some of the most elite and legendary vineyards in Europe are getting torched by climate change = alcohol consumption is gonna be down for a while. Might tick up again for a bit when the recession hits for real, but in the long term I would expect it to be somewhat lower. Decriminalized weed led to a whole generation that never got fucked up on jungle juice.

Thencewasit

What items are glp-1 related? Like Walmart is the largest grocer in US growing sales at 5%. GLP-1 usage is almost like 15% of adult population, but grocery sales still growing?

Copperhead881

Yeah GLP has definitely affected beer but spirits are up.

GLFR_59

I think GLP-1 rise is definitely a cause, also younger people not being able to afford alcohol. Going to the club/bars is expensive now. Couples with younger people not working as many hours as in the past, they have less month. Weed is cheap.

youfeelit_ifeelit

I specifically sought out GLP-1s because I heard it helped curb alcohol cravings so it tracks. I still get trashed with my buddies on the weekends but I no longer feel the need to drink everyday which is awesome.

Born_Nature

Can confirm. I am on a GLP1 and was only able to have one beer. I got one sip into the second beer and felt I've had enough lol.

Traditional_Panic966

GLP1s definitely decrease alcohol consumption. They actually decrease addictive type behavior of all kinds it seems from some preliminary data. I was at an addiction medicine conference that presented quite a bit of this recently. The alcohol thing has been known for some years. I think glp1s will be approved for the treatment of alcohol use disorder in the hopefully not so distant future. There are other people who believe that glp 1s literally make life so boring that most patients will be off of them within the first 2 years of treatment and not go back on. Time will tell. But I think they def cloud be decreasing some alcohol consumption, you'd have to correlate it with how many people are on GLP 1s.

Ok_Try_2086

Curious if there is also a correlation between a disproportionate globally aging population and consumption? Im 54m and definitely drank heavily for most of my life until mid/late 40’s where i simply couldn’t handle much more than a couple drinks without a two day hangover. Like many others reported, i suspect THC , at least in the US, has played a role in consumption decline. Younger friends call it California Sober 🙂 The GLP angle is intriguing.

DoontGiveHimTheStick

I actually can confirm that GLP1 makes me trashed after like 2 or 3 beers vs 5 or 6. Legit drinking 1/3 what I did for over a year. And I was late to the glp1 game

GiardinieraHot

My buddy on GLP-1s is definitely a lot more lame to go out with. Can barely finish a drink or a meal. It’s working so I’m happy for him but cmon!

College_finals

GLP-1 no. I think more likely due to vaping.

Jealous-Leek-5428

GLP-1s doing more damage to alcohol stocks than prohibition ever did

CategoryAbject8977

I’m looking at GDRX. Pharmacy coupon provider as an economic downturn play. Their data is very valuable even if their company has struggled. New ad campaign. Increased attention from GLP-1 discount. Loss of Rite-Aid is baked into price, and the company re-purchased their own stock at $4.32 a share last quarter. I’ll buy it in the mid 3’s after the market moves lower over the next two weeks.

jusjones314

LLY and NVO are down cause 🥭 shit talked the price of GLP1's yesterday.

marketplunger

Where’s my GLP etf as a hedge?

Pea-Pod-4165

The CB1 angle plus combo potential with GLP-1s could really stand out if Phase 2a data delivers later this year.

Syab_of_Caltrops

Bruh, most doctors in the American medical system do not have basic knowledge about nutrition. Unless they take their own initiative to find alternatives, doctors are more or less drug dealers here. How does acknowledging this fact mean I have a brain worm? People that buy the GLP 1 sales slogan "being fat is not your fault," or, "Everyone needs to take the covid shot or you'll die, regardless of general health" are the ones that need their head checked. RFK, like most of this admin, is an over correction into the other direction. But it's crazy how people like you can't see how you're being fed a propogandistic view because RFK is threatening billions in annual sales. It's that fucking simple, but you can't resist picking up a pitchfork and joining the "fuck this guy's" flavor of the week.

Aghanims

Bruh, I'm waiting for a health-tech company that's actually poised to take care of all the GLP-1 crash dieters that rebound after they wean off the shot. But now that the pill is getting traction, I suspect a lot of the crowd will be content remaining on it for the rest of their lives. Not really confident in any sectors right now; I suspect we're due for a fairly aggressive Q4 correction.

avilacjf

LLY has dropped a lot and will release the GLP1 oral pill around year-end.

borat_he_like_you

Ya'll should have been nice to them fat chicks because when they take those GLP-1 drugs they starting to look good with curves in all the right places, they still keep their big boobs, and bubble butt 🍑 🥰😍🙂

SageCactus

NVO and LLY. GLP-1 will end up being a game changer. Not fully priced in

MaxDragonMan

Related to LLY and NOVO (in case anyone still cares about the GLP-1 play): >... In fact, oral weight-loss drugs could one day account for roughly a third of the overall GLP-1 market—a market that Guggenheim analysts predict could be worth [up to $150 billion annually](https://links.morningbrew.com/c/EV9?mblid=9f4b01c0e4c1&mbcid=41628857.31436&mid=d5087b2dd6f78bdcaf9d8995b66873e8&mbuuid=vumHt4fNmk5Gh9PoNLBb7YK3) within the next decade. >... Eli Lilly announced yesterday that its new oral drug beat Novo Nordisk’s in [a head-to-head study](https://links.morningbrew.com/c/EVa?mblid=3933568d3bfa&mbcid=41628857.31436&mid=d5087b2dd6f78bdcaf9d8995b66873e8&mbuuid=vumHt4fNmk5Gh9PoNLBb7YK3), saying that it helped patients with Type 2 diabetes lower their blood sugar more than Novo's over 52 weeks. In addition, Eli Lilly’s pill caused those patients to lose 9% of their body weight, compared to 5% from Novo’s drug. >But Novo didn’t take the news lying down: The Danish pharma giant revealed its own numbers today, arguing that its “Wegovy pill” helped patients lose nearly 17% of body weight [over 64 weeks](https://links.morningbrew.com/c/EVb?mblid=e5b772ea4f46&mbcid=41628857.31436&mid=d5087b2dd6f78bdcaf9d8995b66873e8&mbuuid=vumHt4fNmk5Gh9PoNLBb7YK3). Losing 17% of your body weight in around a year is pretty nuts. Likely not attainable for anyone who's just overweight, but for those with diabetes or who are considered obese that's a really significant improvement to your health. Hoping the pills come out as a smashing success, but not sure I'd touch either stock personally.

FUBOSOFI

11% day for VKTX looks like someone with a brain pointed out they have the best GLP-1 in the pipeline to the hedgies

Ok_Bass_1180

I have over 600 shares at an average around $65. My plan is to hold it for 10+ years. I don’t see a reason why NVO can’t be valued at 1 trillion+ in the coming decades. The money printer will never stay off, the global GLP-1 market is still relatively untapped. If they can manage to not get outcompeted by knock offs, sky’s the limit. Technically, there’s no reason the stock won’t at least retest ATHs in the long term. I’ll start setting a trailing stop loss around $150 USD hoping to ride it one day into the low 200’s as it hits a trillion MC. Obviously, pure speculation. The company is insanely profitable, has historically had comparable drawdowns 4 times in its history and has always eventually rallied 400% plus once the down trends ended.

Icy-Mycologist1524

Honestly I think NVO has fallen behind Lilly in the GLP-1 race and has no chance to catch up unless Mounjaro/Zepbound comes out with some crazy long term issue. Lilly’s drug is already superior in every way other than cost and Lilly has a second drug with already better results deep into clinical trials. Oral regimen will never have the same efficacy as injectable meds and at the end of the day patients want the best results and that will always be the injectable medications.

Long_Lexaria

LEXX has a patented delivery system that works with virtually all lipophilic drugs (most drugs are lipophilic). LEXX's DehydraTech will work well into the future with present drugs and one's that haven't been invented yet. GLP drugs are gaining many new uses every day and LEXX holds the key to the successful delivery of these drugs.

Consistent-Dinner-70

Oral GLP-1 is a distribution cheat code. Bigger TAM + adherence tailwind. Trade idea: staggered calls into data/FDA dates; hedge with LLY if you fear class competition.

Thescorerocket

This isn’t just about creating an oral pill… The biggest issue plaguing GLP1 drugs right now is adverse effects - about half of all patients stop within 2 years because of them. LEXX has been able to demonstrate a 40-60% reduction in AEs for the three largest GLP1s available. (Liraglutide, semaglutide, and tirzepatide). And their technology can be applied to existing drugs as well. It’s a game changer.

Spiffy87

Dick pills, GLP-1s, rogaine, and TRT. Middle-aged man stuff.

mel2000

> Oral semaglutide 25 mg is the first oral GLP-1 therapy submitted to the US Food and Drug Administration (FDA) for chronic weight management,2 and Novo Nordisk has already begun production at its US sites Ok, but several other online retailers have been selling oral semaglutide for far longer than Novo Nordisk. In fact, Novo Nordisk is suing them for trademark infringement even though they were first.

eiretaco

Most people are too stupid to reconstitute a vial and do basic math. Give them a 2mg vial and 1ml of bac water and tell them to take 0.5mg a week and watch how many people completely fuck it up and get sick. I buy GLP1s for myself cheap as chips direct from a factory abroad and mix myself (im a bodybuilder) costs pennies. Hilarious what novo and lilly charge for a simple peptide. They are laughing all the way to the bank

Mobile_Tism_420

I have professional experience working with attorneys directly working on lawsuits for similar medications. New Study Raises Questions About How Ozempic Affects Muscle Size and Strength | University of Utah Health https://share.google/voijxpljXRgOayVhZ There have been multiple studies that have shown that GLP meds reduce lean muscle mass in addition to fat. I think there's a good chance this is an indication that the drugs have serious long term risks, and considering we have no long term studies yet I think it's a decent possibility that we learn they affect more than we realize.

Suspicious_Pilot_613

Manual needles are a lot riskier and more difficult to use than auto injectors. If you're designing a product that's intended to have broad market appeal, it's in your interest for the product to be as safe and easy to use as possible. The number of Type 1 diabetics who require injected insulin is far smaller than the obese population that is the target market for GLP-1 agonists. Diabetics get supervised training and practice on how to correctly prepare and administer a dose, which would be unreasonable if applied to the much larger obese population.

wighty

> They actually do cover it, they're one of the only major providers that do. Medicare *absolutely* does not. By law drugs specifically for weight loss or obesity alone are excluded. I do not think I've seen any Medicare Advantage plans cover it, either. Medicaid would be state by state. If you are thinking Ozempic and Mounjaro, that's entirely different because its indication is for diabetes, and those can be covered by Medicare. The GLP1s are likely to get additional indications (fatty liver disease, cardiovascular disease) that will open up better coverage for Medicare, but as of right now those are not FDA approved. Source: I am a physician that prescribes these medications

Substantial_Oil_7421

C’mon now don’t be crazy - it’s a cow on GLP-1 

BuyByTheNumbers

I bought in april and sold in june for a nice profit. You’re telling me its time for round 2?? Whats the reason this time? Last time it was something about their GLP-1 drug doing well or something

Rassa09

there is a factory in **North Carolina** for GLP meds

E39_CBX

Short NVO here. Company is dying at the hands of HIMS and cheap Chinese generic GLP1. Seriously shorting