Simple&Humble
2K posts

Simple&Humble
@SimpleHumble4
Offer me money, offer me power..I don't care -Elon Musk

Hindu Ashram Flogging a Lower Caste Hindu woman because she slept on the bed. Hindu religion is original Taliban






$GUTS Valid points. I think the more useful question though isnt "why not just use orfo/glp1s indefinitely", but instead something like, how many patients would need to get dmr annually for guts to be a 1,2,3B dollar company. And then working back from there, how likely could this percentage be achieved given only good data up to, 6 vs 12 vs 18 months etc. And then one more step, how likely could this data be achieved, given previous data, moa, clinical trials etc. Asking "why not just use orfo" type questions kind of obscures the point of heterogenous consumerism based products and services in general. They will by design have their own advantages and disadvantages that drive consumer choice, and what might be an obvious trade off for one might not be for another. Which allows companies to be successful without addressing 100% of the markets wants. In cases where there are no strict advantages at all, such a dismissal becomes valid. However I dont think that's applicable in this case. After all, "why not just exercise and eat healthy instead of take orfo, or another glp-1". You get an even better side effect profile for an effectively infinitely cheaper price. And ultimately that's the choice for many. But the more useful question to Novo nordisk 10 years ago wasn't, why would anyone subcut inject themselves every week and throw up and get nauseous instead of exercise, but, only how many of them would we need to inject to be a 100, 200, 300b dollar company.








$GUTS would be nice to get pre-announcement after close for Monday AM Data and conference!











