
Dr Danish
22.5K posts

Dr Danish
@operationdanish
Saving American businesses from rising healthcare costs at @RezilientHealth. Surgeon. Father. Caregiver. @penn @wustl @techstars alum.
Katılım Mayıs 2014
1.3K Takip Edilen47.1K Takipçiler
Sabitlenmiş Tweet

We have an announcement
@WakeMed becomes one of the first US health systems to integrate @rezilienthealth CloudClinics
For decades, businesses have borne the brunt of complex and costly healthcare. With this partnership, we believe that the future of healthcare will involve more direct relationships between businesses and healthcare providers, which (if done correctly) will both improve access to care while also reducing total cost of care.
Together, we're launching Rezilient with WakeMed, an integrated offering for employers in the Raleigh Durham Area. Together, we are providing same day virtual and in person primary, specialty care, and an integrated health system experience that meets people where they are. We are especially grateful for the conviction that the WakeMed team has in this offering as they've entrusted Rezilient with the care of their thousands of employees and their loved ones.
English

This drug is going to change the world. I have invested a large amount of money behind this belief.
The Wall Street Journal@WSJ
Eli Lilly’s experimental weight-loss drug retatrutide met the primary and key secondary endpoints in a trial, showing significant reductions in weight loss and blood sugar levels. on.wsj.com/4uSOB7Y
English

@operationdanish Block slowly grow some tough skin
“No one deserves your time or preference” sounds narcissistic af
English
Dr Danish retweetledi

@jamieMiner9 @ckgdesigns @eunit123456 @jprice614 @operationdanish Frankly, he's too quick on the block button to be taken seriously
English

@ckgdesigns @jamieMiner9 @eunit123456 @jprice614 It’s ok. Good to know where people really stand. You’ll notice that they are super nice when I’m in the room.
Ultimately, it says more about their character than about mine.
Sad, really.
English

@jamieMiner9 @eunit123456 @jprice614 @operationdanish I can't believe you let people talk so much crap about him while he wasn't in the room
🧐
English

@jamieMiner9 @eunit123456 @jprice614 Jacob Price is a loser.
I’m an ENT.
Jamie, I’m disappointed in you.
English

Why I believe Eli Lilly is the most attractive buy in the market.
HSBC downgraded Eli Lilly yesterday from Hold to Reduce, sending the stock down 5%. It might go down as one of the dumbest calls in Analyst history. Let me break it down:
He claimed that Wall Street was overly optimistic about the obesity market, citing that he thinks it’s only $80-120 billion. Just to be clear, this is not taking into account global adoption of these drugs in emerging markets like India and China. Eli Lilly just made massive local investments in infrastructure in these two countries where obesity rates are skyrocketing. He is also missing the pipeline of drugs coming from Lilly, Novo, and others that attack the core achilles heel of this drug class (muscle loss). It’s like looking at penicillin and saying antibiotics will be a small class of drugs.
He also claimed that orforglipron, the GLP-1 pill Lilly has in phase 3 trials, was going to suffer from the same tolerance and persistability challenges we’ve seen with Novo’s Wegovy pill. Anyone that knows anything about 1st gen GLP-1s knows that semaglutide’s tolerance is lower than tirzepatide. Did he use ChatGPT to write his analysis?
Here’s what I’ll say: As of today, March 18th 2026, Eli Lilly is the most asymmetric trade in the market and 12 months from now people will laugh at this nonsensical prediction.
English

@ManOnThePen Strongly recommend dexa. Without a dexa, you’re measuring the wrong numbers.
English

4 weeks ago, I went off GLP-1 therapy after being on the highest doses for 3 years. (Type 2 diabetic)
In the last 28 days I have tracked meticulously.
Starting weight: 281.4 pounds
I’m averaging 2,597 calories a day.
Protein: 206g
Carbs: 189g
Fats: 123g
I’m working out 4x a week (HIIT) for around 1.5 hours with an average burn of around 750 calories.
I also started TRT at this time. 140mg/wk.
Today, the scale says 295.2
+11lbs


English

@ramahluwalia Also, most of Lilly’s revenue is “recurring” in principle because of the disease states they have focused on.
English

@ramahluwalia Absolutely - in pharma, pipeline matters. Forward PE needs to account for pipeline (which is doesn’t because of uncertainty).
The global opportunity with Lilly is being grossly mispriced.
English

@thebig1five @teostealth all drugs have risks and benefits. I don’t know their health issues so it is hard for me to comment.
In general, if they are largely obese with multiple health issues, usually the benefits outweigh the risks.
English

@operationdanish @teostealth @operationdanish my parents take a GLP-1. I’m just curious about the long term safety of these drugs. Do you think they are safe? No long term issues?
English

@teostealth sounds like you’ll be replaced by AI. I’ve been working in finance and adjacent industries for decades.
English

@operationdanish This is why I stick to what I know - way easier to predict if someone needs help with their inbox than if a stock will go up
English

I hear this a lot so just responding to all at once.
Not anymore. Most of those websites already shut down. Feel free to use the randos open to get endotoxin induced liver injury.
Also, Lilly doesn’t get any money from reta today. Once reta is FDA approved, I fully expect heavy regulation of this non-issue.
Finally, you are not the target market. Suzie from HR doesn’t buy Chinese peptides.
Jason Luongo@JasonL_Capital
@operationdanish The issue is I can buy a vial of retatrutide from china for literally a few dollars. Their factories are already making Eli lillys new drug.
English

Not anymore. Most of those websites already shut down. Feel free to use the randos open to get endotoxin induced liver injury.
Also, Lilly doesn’t get any money from reta today. Once reta is FDA approved, I fully expect heavy regulation of this non-issue.
Finally, you are not the target market. Suzie from HR doesn’t buy Chinese peptides.
English

@operationdanish The issue is I can buy a vial of retatrutide from china for literally a few dollars. Their factories are already making Eli lillys new drug.
English



