Probably best to be long peptides and short AI on a relative basis at this point, the problem is that your ability to express market preference in the former is difficult, theres HIMS & LLY but not much else

@grugcapital nvo?

@comfyleverage Yeah, that’s really the only other option, but probably the worst compared to HIMS/LLY. One has great DTC offerings and regulatory head winds and the other is rapidly outpacing Novo Nordisk on new drug development while their Ozempic patent is set to expire in the next 5 years.

@grugcapital yea agree. do think $lly continues to be best expression as they are continuously acquiring smaller cos + progress on reta but yea not a small co