Jared Holz
๐ค SpeakerAppearances Over Time
Podcast Appearances
And then the pricing again is $150 a month, roughly.
So I think on one hand, you can say, okay, well, this is an incredible first step they've taken.
but the the financials behind it are not as impressive um and then for lily or for glipron i believe will come
Sometime in the second quarter, maybe the pricing is a little bit better.
I think the street's very enthusiastic and intrigued by what happens when Lilly enters the market, not only for them, but for the entire space.
And so I think there's probably a faction in the market that sees Novo as the first mover, but Lilly the winner eventually.
That's pretty much exactly what's happened on the injectable side.
I agree.
I think it's unbelievable what's happened to the company and to the stock to sit here four years, four or five years out and see the stock basically where it was trading five years ago and almost 10 years ago.
I mean, we're almost at a decade low.
Part of me feels like they would have been better off going in a different direction altogether.
and not even pursuing obesity if this is where we knew they would come out over the long term.
Right.
Right.
And so, yes, I share the same feeling.
I think it's wild to kind of consider.
And then on the other hand, you've got Eli Lilly that that's a trillion dollar market cap company gaining 90 or so, maybe even more than that, 90 billion just today.
It's fascinating, truly.
So, yes, I agree.
Anytime, thanks.