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...