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“later on this year, we're going to see the next step for what are called anti-amyloid medicines... What Lilly is going to probably show later on this year...…”
@Invest Like the Best
Eli Lilly's anti-amyloid plus tirzepatide franchise: early-intervention data this year could be a major catalyst.
LLYLONG@ $923.17
$1,134.73+22.92%
since call Apr 21
peak +32.0%
“And now you get to 2026, and this is, this is the absolute game changer. In 2026, we now have an oral version of Wegovy, and this medicine has launched over…”
@Invest Like the Best
Oral Wegovy at $150/mo launches 4x faster than injectables; GLP-1 class blows past $100B/yr revenue.
NVOLONG@ $39.78
$47.80+20.16%
since call Apr 21
peak +28.4%
“There's some amazing ones that Pfizer just acquired that look like it might be a once a month. Amgen's also working on a once a month, might be once a…”
@Invest Like the Best
Pfizer's once-monthly GLP-1 acquisition positions it in the dosing-frequency race that drives compliance.
PFELONG@ $28.13
$25.01-11.09%
since call Apr 21
“PCSK9 medicines are amazing because what they do is they today can lower our, our bad cholesterol, that LDL cholesterol, by 50%... in patients that have…”
@Invest Like the Best
PCSK9 inhibitors are a near free-lunch cholesterol cut; long term they should outgrow GLP-1s.
AMGNLONG@ $344.29
$390.70+13.48%
since call Apr 21
peak +13.5%
“today we've got some amazing medicines that are both Biogen and Eli Lilly that if you are late in the disease progression of Alzheimer's, you can start to…”
@Invest Like the Best
Biogen's anti-amyloid Alzheimer's drug slows decline ~30%, with bigger upside if used earlier.
BIIBLONG@ $180.27
$205.82+14.17%
since call Apr 21
peak +17.7%
“Guardant learned from Exact Sciences' advancement and then came up with the next-gen version as a simple blood test that you can get done just about anywhere.…”
@Invest Like the Best
Guardant's blood-based colorectal screen is inflecting as patients ditch friction-heavy stool tests and scopes.
GHLONG@ $92.39
$158.44+71.49%
since call Apr 21
peak +80.8%
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