Meg Tirrell

And so that just got approved.

And we haven't seen yet how many people are taking it.

But with the Wagovi pill, it was the fastest drug launch of all time.

I mean, hundreds of thousands of people, if you believe these Wall Street estimates, which have been coming out, are taking the Wagovi pill already.

So I'm really interested to see how quickly the Foundeo pill gets taken out as well.

It's actually pretty similar in terms of, I think, both of those things.

We'll have to see how it actually shakes out in the real world, but it doesn't appear to be significantly different.

When you look at the Lilly pill, Foundeo, it is not as effective, at least in clinical trials, certainly not as Terzepatide, which is a Zep-bound pill.

But it also seems not to be as effective if you just compare.

And it's not apples to apples because they weren't head on compared in a clinical trial together.

But it doesn't look like it's as effective as the Wagovi pill in terms of its clinical trial results.

And we're going to have to see what the side effect profile ends up being for it.

That actually did something.

Often these things come out of different administrations and you're sort of like, what's this really gonna do?

And in general, the TrumpRx idea, they have this new website where you can buy drugs directly from drug companies and TrumpRx sort of lists them on its website.

They're not selling drugs, but they say they have a role in negotiating the discounts.

There are questions about how broadly helpful that is going to be for drugs generally, but for the GLP-1 drug class, it actually has played a part in bringing costs down really significantly.

And there may have been a price war anyway, because when you've got two companies that are competing so directly, sometimes you do see costs come down in this way.

And that's when competition is great and it works for the consumer.

Sometimes that doesn't happen in the drug industry because you've got the middlemen with insurers and PBMs, and sometimes you actually see costs go up, which is horrible.