Lou Whiteman
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Appearances Over Time
Podcast Appearances
That's the big thing.
Maybe Middle East wants this, Singapore, South Korea, and yes, Mexico.
I don't know if that's going to be the path forward the way from, say, 2016 to 2025.
things improve, you're still paying 30 times forward earnings for a mature business, period.
I'd rather get a burrito bowl right now from them than get a share of the stock.
The growth phase is over.
What are you left with?
It's a terrible joke here.
Who knew the GLP-1s were slimming for a Novo Nordisk?
Does anyone not have a GLP-1 at this point?
Pricing headwinds in an increasingly competitive market.
How many times was that said?
You talk about the restaurant stocks, how often was GLP-1s said in their calls.
How often was just pricing headwinds said on the Norvo?
The oral was supposed to be the solution here.
But if you look at it, it's 2.4 milligrams versus 25 milligrams for the oral.
That's 10x the amount of active ingredient.
I'm curious, we're seeing margins fall.