May. 15 at 6:52 PM
$GUTS I respect all the technical analysis you guys do, but at the end of the day, it comes down to the payor deciding whether it’s worth covering this vs continuing to cover the GLP1, but remember it’s the patient deciding they want to be off the GLP1 because of price AND side effects. There isn’t a single GLP one that really fixes all the side effects: meaning the nausea, the spontaneous diarrhea, the gastroparesis, the permanent sarcopenia, the bone density loss. so I think GLP1s end up being a temporary fix. assume the patient is going to go off GLP1s by year 2. They’re not going to be long-term, forever recurring revenue streams for BP companies. people are going to use GLP1s as a life hack & realize, “I don’t feel well when I take this”, so then you’ve got GUTS procedure that resets cell lining back to when you were young/ the cells are all refreshed, but if you want this thing to work as a one and done, you can’t go back to eating 💩food
