Jason Hall

in some ways than going to a traditional doctor.

Now, they've been known as an ED company in the past.

They're now known as a GLP-1 company.

That's gotten them in hot water.

They recently got into a lawsuit with Novo Nordisk.

That is really what's been the attention of the market over the past couple of months.

But the long-term story is, if we look at where this company is going over the next 10 or 20 years, is that they're doing things in a much more consumer-friendly way than anyone else in healthcare, and their incentives are lined up with increasing access and lowering costs.

No one else in the healthcare industry can say that.

They should probably be bought out.

This is not a business that the market particularly likes.

You look at the stock, price earnings multiple, free cash flow between 7% and 8%.

Cheap stock, somebody, PE, another company would want to buy them, but who actually buys them?

It's a profitable business.

It's not an exciting business, but strategically, they should be on their own because they want to serve as many companies as possible.

Maybe it makes sense in big tech, but can big tech actually pull that off?

I don't think so.

I bet they're still a solo company, and this is still just a ho-hum stock.

Jason?

Yeah, I think there's a lot of noise here, but Netflix ends up pulling this off.

And it really comes down to, it's not just about the price, it's about, are you actually going to be able to close the deal?