Here's what could derail the thesis: Regulatory & Pricing Pressure Government price controls on GLP-1 drugs (Trump administration deal includes price cuts) Medicare/Medicaid coverage expansion requires discounting International pricing pressures as volumes increase Competition Intensifying Novo Nordisk fighting back with oral GLP-1 programs Amgen, Pfizer, and others entering the space Compounding pharmacies eating market share during supply shortages Operational Challenges Manufacturing constraints still limiting supply in some markets CVS formulary changes disrupted Zepbound access temporarily Volume growth partially offset by 10% lower realized prices in Q3 Valuation Risk At ~$930B market cap, expectations are sky-high Any guidance miss or pipeline disappointment will be punished severely Forward P/E of ~42 leaves little room for error Pipeline Execution Orforglipron approval timing uncertain Alzheimer's market adoption slower than hoped Clinical trial failures in crowded pipeline Smart investors acknowledge risks while staying focused on the long-term thesis
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It is widely used in some countries for the treatment of various neurological disorders, including stroke, dementia, and traumatic brain injury
On the one hand, CHAC1 demonstrates tumor-suppressive properties by promoting apoptosis and ferroptosis in response to cellular stress, such as oxidative stress and ER stress
In clinical practice, TB-500 is highly valued for its anti-inflammatory properties and its ability to promote rapid wound healing and tissue regeneration, particularly in muscle and connective tissue injuries
