AJ

@tjparker Nicely done. Also heard your boy didn’t last there for more than 8 months…sheesh.

@tjparker I guess you can say we’re early on this huh tj? Quite the reach by Hims with this one. Although sometimes in investing (at least public mkts), early is wrong?

@tjparker Hilarious that X serves Ibogaine retreat ads as I open this tweet. There should be a hall of fame for this category of COs. My personal favs - 1. NPs slinging C2 stimulants via jotform 2. Self admin Ketamine 3. Compounded GLP1s.

Call me crazy, but this seems like an awful idea.

@businessbarista Claude + @LogosPhilo

I want to start a community dedicated to Claude Code. It’s become the gateway drug to coding and experiencing the power of AI for tons of people. This will be a space for people to share killer use cases, agentic workflows, proven prompts, and connect with other CC obsessives. Comment “Claude” if you want to join.

@db_fink The fart whisperer

This French guy de-gassing babies is my new favourite content.

@tjparker Certainly will be interesting to get rid of specialty middlemen layer that grease the wheels of the current system. Perhaps insurance co internalize & automate rather than rely these intermediary hubs

@iamajs I think the idea of clinically validating for insurance payment purposes will continue to exist. Different than pharma hub PA system though.

The future very few in pharma seem ready to believe: - consumers will become the primary buyer - List prices will need to be normal & rational GLP1's aren't an anomaly but rather a preview of what's to come. MD detailing, rebates for formulary placement, etc all going away.

@tjparker You’re a fantasy football guy? Say it ain’t so fren

Red Zone zone

@mcuban @DrugChannels Can you blame the health systems? 50% of all rx volume in exchange for complete control of rx flow to the accelerators. At scale, the argument will morph into ‘price savings & superior care management’… but no mention of limited patient choice & 340b program abuse. Sad.

@mcuban As @DrugChannels Adam has covered for many years now, this is just another way of milking the already seriously abused 340b program. By creating these in-house specialty rx traps & rolling them up nationwide, the PBMs will squeeze out any external pharmacies.

This isn’t good for independent pharmacies. More vertical integration for PBMs and Insurers open.substack.com/pub/payerpersp…

@StuartBlitz At least they didn’t get fuzed.. @tjparker x.com/iamajs/status/…

@StuartBlitz All stock deal to another new VC backed co.. While Ro & Hims quickly pivoted into GLPs due to their core biz being commoditized by the likes of amzn, they were slow and this was the only exit they could find. One which reeks of investor strong arming… come on Stu.

All equity deal, but I think this is largest tech-enabled services M&A in quite a while? Combined business has nearly $700M of annual revenue. Hims is what $2B? prnewswire.com/news-releases/…

🐐

Had that interview been in person, @RandPaul would have taken a swing at you Joe.. I saw steam coming out of his ears @JoeSquawk

Gethcu some sir @tjparker

@tjparker + Touch Grass

You reach a point in life where you’re more impressed with the grass than the architecture

Oh thats nice, must have missed it last week - I didn't know someone was creating an entity full of digital pharm carcasses. truepill, alto, lgc.. who's next. @tjparker businesswire.com/news/home/2025…

@tjparker lol you can thank @saylor for that

We’re finally gonna get an exited digital health unicorn

@MartinShkreli Marty, how does this help our broken domestic system of middlemen, rebates, formularies and exclusion lists. That needs to be addressed too.

Finally, the rest of the world will PAY out incredible biopharma companies. They’ve been cheated out of cash flows for decades!

@tjparker Access, price transparency and continued drug discovery. Whatever mechanism is chosen must prioritize eliminating the middlemen. Maybe some added legislation to prevent the formulary games manufac. play with pbms. We’ll see how it plays out.

My initial take on the Trump drug pricing announcement.. I could probably be convinced that a global MFN is a reasonable approach. The problem is, even the federal government doesn’t know the actual net price of these drugs today. That’s why I’ve always argued you have to kill rebates first—it's the necessary precursor. Optimistic take: Forget rebates. Forget margin buried in GPO's. Just mandate a global MFN on list price, and pharma will be forced to unwind the entire web of rebates, fees, and other unnecessary complexity. My guess is that’s the rough logic given the failed rebate repeal attempt in Trump 1.0. It’ll be nearly impossible to implement cleanly—but if it worked, it would be a brilliant end-run around the current system. Pessimistic take: I still believe the best long-term strategy is to let market forces do their job—put power in the hands of consumers and let competition drive down price, like every other retail category. That’s more consistent with our capitalist instincts. And more American. But so far, that hasn’t worked. It’s been a disaster. So maybe I’m wrong.