GLP - Global Partners LP 0 WATCHERS

$DRIO - DarioHealth is Gaining Strong Momentum as GLP-1 Costs Reshape Employer Health Strategy (NASDAQ: DRIO)

$GUTS: How to make money on other people losing weight? Summary GUTS has an opportunity to address the obesity market in a way that GLP-1s cannot, and I have an unusual degree of confidence that the tech works. 10 million Americans are on a GLP-1 and that number is increasing. …

The quarterly numbers/guidance has taken some air out of the super vocal bull arguments. It's easy to extrapolate the past few years of growth into the future and conclude that the stock is ridiculously cheap, but the future earnings power of their GLP-1 portfolio is very uncertain RN. For the …

An update to Fractyl Health ($GUTS), a great biotech stock with several short-term catalysts. I posted recently about Fractyl Health ($GUTS) and why I think it is the most promising biotech right now. You can read more [here](https://www.reddit.com/r/pennystocks/comments/1p0803b/why_i_feel_that_fractyl_health_guts_is_the_most/). Since then, they were successful in their first of several short-term catalysts …

Healthcare sector. Lots of solid companies that make money. Hasn’t done much last 10 years while rest of market went nuts. Aging population in US and GLP-1s are only going to get better and more popular. Can capture the upside of AI without the capital expenditures.

GLP-1 stops the food noise and destroys their business model.

GLP

BASFY, but the whole sector is down due to overcapacity. Possibly RHHBY. They are trying to become GLP bros like LLY

Fractyl Health, Inc. (GUTS) MASSIVE NEW GLP-1 DATA: Patients who stopped their #GLP1 after losing 24% of their body weight held those results for 6 months after a SINGLE #Revita procedure. Only 1.5% weight change.

It takes guts to invest in $GUTS https://finance.yahoo.com/news/fractyl-health-reports-positive-6-120000448.html Participants who lost 24% total body weight (>50 lbs.) on GLP-1 drugs maintained stable weight 6 months after GLP-1 discontinuation and single Revita treatment 1.5% mean weight change observed with Revita (n=17); published third-party studies after GLP-1 withdrawal alone have shown ~10% …

I’ve been feeling the same thing lately Europe looks messy on the surface, but that’s usually where the pricing disconnects show up. A few names that stand out to me: ASML (Netherlands) – Not “undiscovered,” but the market still seems to underestimate how irreplaceable they are in the global chip …

$MDWD - MediWound Is Showing How a GLP-1-Style Shift Could Happen in Wound Care (NASDAQ: MDWD)

$ENTX - Entera Bio Is Building More Than a GLP-1 Story - It's Advancing the First Oral Anabolic for a 200M-Patient Disease (NASDAQ: ENTX)

Things are messy in biotech and I think macro tech growth causes investment to move away from biotech ex: ELDN makes an immunesupression medication tegoprubart that may eventually replace tacrolimus, the drug appears to work in kidney liver transplant patients as well as in islet cell transplants. this should be …

NVO & LLY: GLP-1 hype train just hit its first real speed bump. https://www.smh.com.au/healthcare/watchdog-issues-safety-alert-for-ozempic-and-other-glp-1-drugs-20251201-p5njus.html Australia’s TGA updated safety warnings for Ozempic/Wegovy/Mounjaro to include potential suicidal thoughts, even though they admit there’s no proof the drugs cause it. Bad headlines move markets. GLP-1 stocks (NVO, LLY) have been priced like they …

With the way inflation is trending, it will actually be cheaper to consume GLP-1 drugs to suppress your appetite instead of buying groceries to eat real food

My wife brought up a good point when we had been discussing NVO’s outlook. She asked, “Has any analyst voiced concern over the GLP-1 meds they manufacture and their insulin manufacturing business? Wouldn’t one contradict (cannibalize) the other in sales?” I opined that the majority of insulin users were type …

GLP-1s are dropping, and test, so that's good. Otherwise, I ain't seen any movement down...

* AMZN - Your best stock. Although there are concerns about AWS growth rates and Amazon ads getting a bit greedy. * GOOG - I'm contrarian bearish. For all the fancy AI talk...at the end of the day they are mostly an online adverting company. Online ad spending growth has …

LEXX – BIG Pharma-Backed Tech - Billion-Dollar Potential Lexaria’s DehydraTECH is a drug-delivery upgrade. It takes an existing drug molecule and binds it with specific lipids, then processes it so the drug: -absorbs faster -absorbs more efficiently -avoids some first-pass liver destruction Think of it as: Make the same drug …

Higher input costs from tariffs/trade wars Higher labor costs after the pandemic recovery Lower consumer demand from the double whammy of weakening economy and GLP-1 boom. Remember, their customer base is more price sensitive. Plus high valuations to begin with for most of these restaurants

MindWalk Holdings ($HYFT) looking kinda slept-on right now Ok so been digging into MindWalk Holdings (HYFT) a bit, this is the company that used to be ImmunoPrecise Antibodies before they rebranded. The whole switch pretty much confirms they’re going all in on this Bio-native AI thing…mixing AI models with lab …

We may be underestimating the effect of GLP-1s on the fast food industry. I think declining revenues for some of these fast food companies signal to me that yes, times are tougher, and some people are cutting back on discretionary spending, but also a percentage of the population on these …

ALT - 2nd gen GLP1. Liver disease and high quality weight loss. Promising bio being indiscriminately shorted. LAST CHANCE below 5. Diligently prepared and followed altimmune and pemvutide for 3 years. Call options with high strike prices are selling fast now insinuating good results for 48wk mash trial, just like …

Novo Nordisk Shares Dropped 12% as Semaglutide Fails Alzheimer's Trial Novo Nordisk shares dropped 12% after the company announced that semaglutide, the GLP-1 drug behind Ozempic and Wegovy, failed to show any benefit in slowing cognitive decline in early Alzheimer’s disease. The phase 3 EVOKE and EVOKE-Plus trials found no …

This just in, r/valueinvesting doesn’t know what value investing is, and only expects easy stock picks. GLP’s are a miracle drug. Hopefully we realize this before the AI bubble.

It’s becoming increasingly clear that Novo Nordisk ($NVO) is losing the GLP-1 race. Eli Lilly’s drug is simply ahead - both in efficacy and tolerability. Zepbound (tirzepatide) delivered **47% greater weight loss** compared to Wegovy (semaglutide), while also showing fewer side effects. Novo will need to play catch-up - fast.

So pick up DNUT and ALT - either GLP-1 or diabetes will take off - either way your betting on Americans being unhealthy, pretty safe play! Plus Krispy just announced a line of Peanuts (picture Snoopy) products, who doesn’t love Snoopy!

All the market moving news in premarket summarised in one short 5 minute report. MAG7: * GOOGL - AI infrastructure chief told employees the company now has to 2x compute capacity every 6months to keep up with demand, saying the next 1000x needs to happen in four to five years. …

Last chance for $ALT under $5 A year ago there was a person on Reddit that posted about a little interlisted pennystock in Vancouver with a $5M market cap called BrightMinds Bio that was set to explode - that was me... twice... but part of the rules here are not …

Honestly, Eli Lilly hitting $1 trillion just on a couple of GLP-1 drugs is wild. Mounjaro and Zepbound are obviously selling like crazy for diabetes and weight loss… but come on, let’s not forget the **real game-changers** in pharma: **=> Roche**: *Ocrevus* has slowed MS progression for thousands of people; …

The GLP-1 injection is great, it wasn’t the reason why I invested though. Orforglipron is amazing, and will truly be a world changer with how cheap and effective the pills are!

It’s becoming increasingly clear that Novo Nordisk ($NVO) is losing the GLP-1 race. Eli Lilly’s drug is simply ahead - both in efficacy and tolerability. Zepbound (tirzepatide) delivered **47% greater weight loss** compared to Wegovy (semaglutide), while also showing fewer side effects. Novo will need to play catch-up - fast.

Aren’t GLP-1 prices crashing down?

Eli Lilly Becomes First Healthcare Company to Reach $1 Trillion Valuation Eli Lilly made history today by becoming the first pharmaceutical and healthcare company to reach a $1 trillion market capitalization, propelled by extraordinary global demand for its weight-loss drugs, including Mounjaro and Zepbound. The milestone positions Lilly alongside an …

Eli Lilly Becomes First Healthcare Company to Reach $1 Trillion Valuation Eli Lilly made history today by becoming the first pharmaceutical and healthcare company to reach a $1 trillion market capitalization, propelled by extraordinary global demand for its weight-loss drugs, including Mounjaro and Zepbound. The milestone positions Lilly alongside an …

Eli Lilly hits $1 trillion market value, a first for a health-care company Eli Lilly reached a $1 trillion market capitalization on Friday, the first health-care company in the world to join the exclusive club dominated by tech firms. Eli Lilly briefly hit the $1 trillion mark in morning trading …

Why Lexaria Bioscience Looks Poised to Solve the GLP-1 Industry’s Biggest Headaches 🚨

Why Lexaria Bioscience Looks Poised to Solve the GLP-1 Industry’s Biggest Headaches 🚨 The rapid growth of GLP-1 medications such as semaglutide and tirzepatide has highlighted several well-known issues: many patients struggle with tolerability, gastrointestinal side effects, and limited oral absorption. These challenges often lead to early discontinuation or difficulty …

GUTS a Peter Thiel play Peter Thiel is betting on GUTS. GUTS is one of the few small biotechs going after the GLP-1 market without trying to copy Novo/Lilly. Instead of weekly injections, they’re developing durable gene therapies that could provide long-lasting GLP-1 activity from inside the body after a …

I try not to use too much logic when it comes to the market but I can’t help assume that eventually governments will figure out covering GLP-1’s for wide use throughout healthcare systems dramatically decreases long term utilization and total spending.

Eli Lilly obesity pipeline update As LLY hits ATH today, let's take a look at LLY's obesity pipeline after Q3 earnings. 1.) orforglipron: the development story is almost done, and the sales cycle is just about to start. we now know that LLY has applied for the priority voucher and …

INM Positive Alzheimer’s Study - NEWS 📰 InMed Announces Positive Large‑Animal Data for Its Alzheimer’s Candidate INM‑901 On November 18, 2025, InMed revealed that its oral Alzheimer’s disease candidate, INM‑901, successfully completed pharmacokinetic (PK) studies in a large‑animal model. The study, conducted over seven days, demonstrated robust bioavailability and therapeutic …

Why I feel that Fractyl Health (GUTS) is the most promising penny-biotech right now For those of us that have been investing/trading biotechs, we know how rare is to find a company with all the right ingredients for massive growth, such as huge total addressable market, many short-term catalysts in …

Mangoceuticals Provides Clarification on Launch of Branded GLP-1 Weight-Management Programs Dallas, Texas, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Mangoceuticals, Inc. (NASDAQ: MGRX) (“Mangoceuticals” or the “Company”) is issuing the following clarification regarding its press release issued earlier this morning titled “Mangoceuticals Partners with Eli Lilly and Novo Nordisk…”. The newly …

Mangoceuticals Provides Clarification on Launch of Branded GLP-1 Weight-Management Programs Dallas, Texas, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Mangoceuticals, Inc. (NASDAQ: MGRX) (“Mangoceuticals” or the “Company”) is issuing the following clarification regarding its press release issued earlier this morning titled “Mangoceuticals Partners with Eli Lilly and Novo Nordisk…”. The newly …

Purely based on “vibes”, it feels like we’re on the cusp (next decade or so) of some pretty major break medical break throughs. GLP-1s are not without their drawbacks but can effectively “cure” obesity which would have been unthinkable a decade or so ago. Similarly I think we could see …

Wow, this is the first time I've seen US TV commercials because I'm watching the NFL game that's being played here in Spain, and I just saw Serena Williams injecting GLP-1 in a fucking commercial! That's insane!

GLP-1s

Not WGRX 💪🤑🤑 Company to offer the first clinically validated dietary management of sarcopenia, now available for GLP-1 muscle loss, positioning Wellgistics to help 6,500+ independent pharmacy network (‘Pharmacy Network') and telehealth partners mitigate patient muscle loss in the GLP-1 drug market, estimated to grow to $150 billion by 2030 …