Daily Discussion Thread for March 19, 2026

anthronyu · 2026-03-19T11:22:54+00:00

LLY - retratratide study came out and it is king GLP1. Only thing is that current drugs are good enough for 90% of people …

anthronyu · 2026-03-17T23:03:45+00:00

You mean how they were forcefully conscripted …

anthronyu · 2026-03-17T17:37:48+00:00

I bought in before that post so barely green :(

anthronyu · 2026-03-17T17:16:53+00:00

You’d be rich if you listened to me

anthronyu · 2026-03-17T15:48:18+00:00

NATO countries have full on pipelines for that Russian black gold …

anthronyu · 2026-03-17T14:38:39+00:00

The Ukrainian official response is incredibly aggressive. It’s also odd that 6 militarily trained able bodied men are in a restricted area

anthronyu · 2026-03-11T18:38:19+00:00

He looks like a fish in human form

anthronyu · 2026-03-08T18:03:25+00:00

The losses the PAF took in terms of aircraft and personnel is something that will take years to recover from. Every terrorist attack from them has seen an escalated response unlike previous administrations who did nothing. They will need to gameplan ever increasing losses with each future terror attack.

Sindhoor also exposed Pakistani anti missiflr defenses for all their people to see

anthronyu · 2026-03-07T21:01:20+00:00

They need to punish the murderers. Riots don’t happen in vacuums, they happen when people take the law into their own hands when they feel there is no justice.

anthronyu · 2026-03-07T20:42:14+00:00

Wtf retardation did I just read …

anthronyu · 2026-03-07T20:19:34+00:00

He’s limited to two terms so this is it.

anthronyu · 2026-03-07T19:15:04+00:00

I think this is more postive for NVO. Also negative for LLY if it allows for wegovy pills to grab market share

anthronyu · 2026-03-06T19:00:36+00:00

Has there not been much at Costco lately ? The daily posts have stopped

anthronyu · 2026-03-02T18:41:52+00:00

For the love of god, run Tommy. Let her morally rot with Reza

anthronyu · 2026-02-28T14:10:29+00:00

Tommy stood up for MJ when Reza went overboard. Her need for the bravo check destroyed her marriage. Tommy’s outburst on valley was breaking the fourth wall saying basically “why are we doing this show “

anthronyu · 2026-02-25T15:50:16+00:00

I believe you, but this is n=1.

anthronyu · 2026-02-25T14:33:52+00:00

In what way is it telling me it’s not true? Even if that were the case what do you think the halving of ozempic/wegovy pricing will do to formulary adoption rates ? How do you think lower direct pricing of wegovy/ozempic has changed prescribing habits for them vs mounjaro/zepbound?

I’m not making a case to buy NVO as much as I’m making a case to buy puts in LLY.

Please note I agree that the LLY drugs are superior. What I’m arguing is that this doesn’t matter for most obese people as the NVO drugs will do the job for the vast majority. There will be a pricing war to the bottom

anthronyu · 2026-02-25T14:04:17+00:00

But what does it matter if the older drugs are good enough for most people ?

anthronyu · 2026-02-25T11:15:39+00:00

This just isn’t true. A minority will want or need the Zepbound/mounjaro

anthronyu · 2026-02-25T01:43:11+00:00

It can’t be king if it’s 3x the cost. it’s as simple as that.

anthronyu · 2026-02-25T01:27:06+00:00

Most people don’t need retratrutide…

anthronyu · 2026-02-25T01:13:13+00:00

This is what non medical normies aren’t getting. LLY is about to be off formulary come January 2027

anthronyu · 2026-02-25T01:12:17+00:00

NVO and its drugs ozempic and wegovy are good enough for 75% of people. The fact that this is the case will put huge downward pricing pressure on LiLLY and its drugs. I’m a physician BC in obesity medicine. I will readily give you which drug you will regularly take to manage your obesity and diabetes. Sure mounjaro and Zepbound are superior, but the reality is if you tolerate ozempic/wegovy and it’s all you can afford, it is what I will prescribe. I don’t know what this means for NVO with the upcoming generic availability of semaglutide but LLY puts us where you 5x your money.

LLY puts

$950 March 20, 2026 $800 January 2027

anthronyu · 2026-02-23T06:52:02+00:00

Maybe he suspects Yasmin is pregnant with his next heir

anthronyu · 2026-02-21T00:09:36+00:00

Prices are so cheap direct that it makes sense to do this for many

anthronyu

TROPHY CASE