Mar. 8 at 8:27 AM
$VKTX another FYI -
$LLY is "partnering" with goodRX
$GDRX to offer
$450 / mo. GLP1 through "employers" , they are all looking for mass outlets for distribution. I could see
$20-30 a month GLP1 scrips someday , ozempic was
$2K a month not that long ago. px dropping quickly. thats why the very desperate
$NVO is making up with the oddball
$HIMS to sell more to the Great Unwashed off label. "discount endocrine drugs" Imagine putting that into your system. Price wars. lower margins. we'll see who wins. Like Omar said in The Wire " you come for the KING (in this case
$LLY ) you best not miss! "
$LLY recent stock price activity reflects these fears. this is not good, as desperate companies like
$NVO do desperate things . speeds up the ultimate and inevitable market commoditization similar to many drugs we've seen in the past. companies with a supposed edge like
$VKTX hopefully can fill some of the gap in the meantime.
