Ed Elson
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Appearances Over Time
Podcast Appearances
So, look, I'm just so excited about this technology.
But, yeah, I don't—we asked—me, one of the moments I loved at—
at Prop G was Mia went downstream and looked at the supply chain of GLP-1 about three years ago and said, there's a publicly traded company that manufactures the syringes.
And we talked about it and the stock doubled in the next three or six months.
But now I think it's Nova Nordisk has just come out with pill form.
And what I think you're going to see here is a giant decline in the cost of these drugs, which I think is amazing.
But meanwhile, I think the profits and the total revenues are going to up.
I think we're about to get the mother of all lessons in elasticity that as prices go down, total revenues will go up because it'll start penetrating into the community just that need it.
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