Scott Galloway
👤 PersonAppearances Over Time
Podcast Appearances
He's the protagonist. Although I did like Jamie. I did like Jamie. He loved his sister, but he also loved Brianna Tarth. He evolved from a horrible man to a good man.
He's the protagonist. Although I did like Jamie. I did like Jamie. He loved his sister, but he also loved Brianna Tarth. He evolved from a horrible man to a good man.
He's the protagonist. Although I did like Jamie. I did like Jamie. He loved his sister, but he also loved Brianna Tarth. He evolved from a horrible man to a good man.
Yes, Jamie was good. Very complex.
Yes, Jamie was good. Very complex.
Yes, Jamie was good. Very complex.
Thank you.
Thank you.
Thank you.
This was Asphalt to Motor and basically said that Nova Nordisk is a good company, but it's not an exceptionally innovative company, and they slipped and fell on a diabetes drug that also had use across GLP-1 obesity.
This was Asphalt to Motor and basically said that Nova Nordisk is a good company, but it's not an exceptionally innovative company, and they slipped and fell on a diabetes drug that also had use across GLP-1 obesity.
This was Asphalt to Motor and basically said that Nova Nordisk is a good company, but it's not an exceptionally innovative company, and they slipped and fell on a diabetes drug that also had use across GLP-1 obesity.
But it wasn't this great innovation, and they wrote it up, and your job when you're blessed with that extraordinary luck and additional capital is to create moats, and that either through distribution or branding or preference at the doctor level, And then in the US, I forget what it's called, a bunch of drugs were given clearance sort of off-label because of the shortages.
But it wasn't this great innovation, and they wrote it up, and your job when you're blessed with that extraordinary luck and additional capital is to create moats, and that either through distribution or branding or preference at the doctor level, And then in the US, I forget what it's called, a bunch of drugs were given clearance sort of off-label because of the shortages.
But it wasn't this great innovation, and they wrote it up, and your job when you're blessed with that extraordinary luck and additional capital is to create moats, and that either through distribution or branding or preference at the doctor level, And then in the US, I forget what it's called, a bunch of drugs were given clearance sort of off-label because of the shortages.
And I imagine the board has just said, look, you had a moment to really take advantage of what is probably a once in a career lifetime moment and create some barriers or brand equity or lock up distribution to maintain. And my guess is their margins are just getting hammered by all of these. Competitors.
And I imagine the board has just said, look, you had a moment to really take advantage of what is probably a once in a career lifetime moment and create some barriers or brand equity or lock up distribution to maintain. And my guess is their margins are just getting hammered by all of these. Competitors.
And I imagine the board has just said, look, you had a moment to really take advantage of what is probably a once in a career lifetime moment and create some barriers or brand equity or lock up distribution to maintain. And my guess is their margins are just getting hammered by all of these. Competitors.
Honestly, quite frankly, I think his loss is probably the world's gain, meaning that there's competition and they're not able to sustain their kind of eustress margins. I think one of the biggest unlocks for healthcare would be if GLP-1 drugs went down to $10 a month instead of $1,000 a month. Because this is, if you look at...
Honestly, quite frankly, I think his loss is probably the world's gain, meaning that there's competition and they're not able to sustain their kind of eustress margins. I think one of the biggest unlocks for healthcare would be if GLP-1 drugs went down to $10 a month instead of $1,000 a month. Because this is, if you look at...