Ren (Equity Mates host)
speaker
448 appearances
10 recordings
1 series
first heard Apr 2026
last heard 10 Aug
Ren (Equity Mates host)’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 10 in all, peaking in Jun 2026 with 4.
Appearances
What else have you looked at?
And I guess take us on the journey to where it is today.
It's up about 20% since we put it in the community portfolio.
Okay.
Nice.
All right.
Well, I'll sub out and Bryce can answer these.
Anna would probably say you need to go a step further and say like what drugs they develop, what's in their pipeline.
If you were tied to what you just said.
Have I missed the boat is one of the most common questions investors ask.
And I think there's a couple of things we've learned over the journey because we certainly feel that as well.
The first one is that trends last a lot longer than you think.
just because we're aware of something doesn't mean the trend is exhausted or the stock has run its course.
I think if you're looking at this trend, you would say, well, how much longer does this trend have to go?
And you would probably look at some markers like what percentage of Americans are overweight and obese and what's the penetration of these drugs.
You know, there was one Kaiser Family Foundation survey and we really focus on the US because that's where the money is in pharmaceuticals.
There was a survey from the Kaiser Family Foundation that one in eight Americans have taken these drugs.
And that feels like a lot.
But when you look at the fact that two-thirds of American adults are either overweight or obese, it feels like there's still a long runway to go.
So when you think about how long do these trends last, how big could this opportunity be, those would be the things I'm thinking more than historically how far has it already come.
Showing 241–260 of 448 · page 13 of 23
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