Dave Knapp

Yeah. It's so, it's definitely a wild little sidebar rabbit hole to go down, but it, it all has, you know, at the end of the day, what it's done is it is ex, exponentially increased accessibility to these treatments, again, at an affordable rate, at an accessible rate, because these copies of the branded versions have been allowed to proliferate because the drugs are in shortage.

Yeah. It's so, it's definitely a wild little sidebar rabbit hole to go down, but it, it all has, you know, at the end of the day, what it's done is it is ex, exponentially increased accessibility to these treatments, again, at an affordable rate, at an accessible rate, because these copies of the branded versions have been allowed to proliferate because the drugs are in shortage.

Yeah. It's so, it's definitely a wild little sidebar rabbit hole to go down, but it, it all has, you know, at the end of the day, what it's done is it is ex, exponentially increased accessibility to these treatments, again, at an affordable rate, at an accessible rate, because these copies of the branded versions have been allowed to proliferate because the drugs are in shortage.

But now that the drug companies, these pharmaceutical companies, have sort of had enough of their intellectual property being sort of usurped by this new sort of sector of the economy that has arisen, right? No drug has ever been compounded and mass produced the way that GLP-1s have. There's definitely pushback from Big Pharma.

But now that the drug companies, these pharmaceutical companies, have sort of had enough of their intellectual property being sort of usurped by this new sort of sector of the economy that has arisen, right? No drug has ever been compounded and mass produced the way that GLP-1s have. There's definitely pushback from Big Pharma.

But now that the drug companies, these pharmaceutical companies, have sort of had enough of their intellectual property being sort of usurped by this new sort of sector of the economy that has arisen, right? No drug has ever been compounded and mass produced the way that GLP-1s have. There's definitely pushback from Big Pharma.

In that pushback, Lilly removed their medication from the shortage list, which set off a legal battle between the Outsourcing Facilities Association, basically a trade organization that represents 503Bs, these big outsourcing factories that have been able to mass produce these during the shortage.

In that pushback, Lilly removed their medication from the shortage list, which set off a legal battle between the Outsourcing Facilities Association, basically a trade organization that represents 503Bs, these big outsourcing factories that have been able to mass produce these during the shortage.

In that pushback, Lilly removed their medication from the shortage list, which set off a legal battle between the Outsourcing Facilities Association, basically a trade organization that represents 503Bs, these big outsourcing factories that have been able to mass produce these during the shortage.

And they basically argued in court, what's going on to end the shortage in the data that is being shared is nothing more than what Lilly wanted to present to the courts and, or excuse me, the FDA and the FDA has just gone along with it. Meanwhile, we have an estimated, you know, between the 80 million and 30 million, 110 million prescriptions per year. You divide that by 12. I don't know.

And they basically argued in court, what's going on to end the shortage in the data that is being shared is nothing more than what Lilly wanted to present to the courts and, or excuse me, the FDA and the FDA has just gone along with it. Meanwhile, we have an estimated, you know, between the 80 million and 30 million, 110 million prescriptions per year. You divide that by 12. I don't know.

And they basically argued in court, what's going on to end the shortage in the data that is being shared is nothing more than what Lilly wanted to present to the courts and, or excuse me, the FDA and the FDA has just gone along with it. Meanwhile, we have an estimated, you know, between the 80 million and 30 million, 110 million prescriptions per year. You divide that by 12. I don't know.

You get somewhere in the ballpark of what a hundred thousand people, um, or sorry, a million people, uh, on these probably more people, uh, And so it's very interesting to see this sort of unfold shortly after Terzapatide was removed from the shortage list. You saw Novo Nordisk follow suit, remove theirs. Interesting timing, right?

You get somewhere in the ballpark of what a hundred thousand people, um, or sorry, a million people, uh, on these probably more people, uh, And so it's very interesting to see this sort of unfold shortly after Terzapatide was removed from the shortage list. You saw Novo Nordisk follow suit, remove theirs. Interesting timing, right?

You get somewhere in the ballpark of what a hundred thousand people, um, or sorry, a million people, uh, on these probably more people, uh, And so it's very interesting to see this sort of unfold shortly after Terzapatide was removed from the shortage list. You saw Novo Nordisk follow suit, remove theirs. Interesting timing, right?

And these are also two companies that have been sort of embroiled in lawsuits over price fixing over insulin. And so you kind of look at the template there and it's very interesting to see how this is all unfolding because you definitely have sectors, I'm not saying this is my point of view, but you definitely have people out there saying this is the insulin fix 2.0 being done for GLP-1.

And these are also two companies that have been sort of embroiled in lawsuits over price fixing over insulin. And so you kind of look at the template there and it's very interesting to see how this is all unfolding because you definitely have sectors, I'm not saying this is my point of view, but you definitely have people out there saying this is the insulin fix 2.0 being done for GLP-1.

And these are also two companies that have been sort of embroiled in lawsuits over price fixing over insulin. And so you kind of look at the template there and it's very interesting to see how this is all unfolding because you definitely have sectors, I'm not saying this is my point of view, but you definitely have people out there saying this is the insulin fix 2.0 being done for GLP-1.

Now, in fairness to both Lilly and Novo, They have both gobbled up about every ounce of manufacturing capacity that is to be gobbled up to increase production of the branded supply. Eli Lilly just announced a $27 billion investment in infrastructure in the United States to continue to increase their manufacturing capacity.

Now, in fairness to both Lilly and Novo, They have both gobbled up about every ounce of manufacturing capacity that is to be gobbled up to increase production of the branded supply. Eli Lilly just announced a $27 billion investment in infrastructure in the United States to continue to increase their manufacturing capacity.