Tyler Crowe

But like even Novo Nordisk, which at the time, for a short period there, had basically the monopoly on the GLP-1 drug market with Ozempic and some of its other treatments.

But that's basically, it's now significantly trailed the market over the past 10 years as competition come in, like Eli Lilly, as you mentioned.

But, you know, what's that old adage?

Past performance doesn't necessarily guarantee future results.

I want you guys to kind of think about, if we're looking at the pharmaceutical industry right now, who do you see as doing great and doing some work that really is needle moving?

To your point, Lou, about some things doing well, some things actually, as an investor, moving the needle, and some you're not necessarily certain about.

I want to interject myself here as well, because it's the World Cup, and I feel like this actually kind of ties into a fun World Cup story that maybe not everyone knows about, but everyone's heard the name Lionel Messi, right?

Probably one of the greatest soccer players, footballers of all time.

As a kid, he actually had a rare disease.

It's basically where the glands that produce human growth hormones were not proficient.

And he had to go on human growth hormones for much of his young life.

And it's part of the reason he played for Barcelona is because they were willing to pay for this very expensive treatment.

it was a daily injection of synthetic growth hormone.

It's an extremely burdensome thing for people who have this rare disease and other diseases associated with endocrinology problems that they have to do these daily injections because things like synthetic growth hormone lives for a very short amount of time in your body.

And I want to bring up, the company here is Ascendus Pharma.

The ticker is A-S-N-D.

And this is a company that's been building drugs

what are called transcon, or there's some very technical terms here.

I'm trying to keep it as like layman as possible.

I apologize for you much, much more scientifically inclined people listening to this, but you know, trying to do this for the layman's terms.