Feb. 5 at 7:22 PM
$ALT BP should want ALT ASAP and today’s
$HIMS news is exactly why.
HIMS just came out with a dirt-cheap “Wegovy pill” alternative (compounded semaglutide) and
$NVO is already talking legal action.  That’s the headline, but the bigger message is simple: obesity is turning into a price war. Margins get pressured when the market gets crowded and “cheap options” show up.
So where do you keep premium economics? MASH.
We literally have proof now: the first MASH drug launched with a
$47.4k/year list price and even the street was modeling
$30K+ pricing with
$MDGL 
If you’re BP, the asset you want isn’t “me too obesity.” You want the drug that can be best-in-class, Phase 3-ready, with FDA Breakthrough in MASH, plus an arsenal of other indications to stack value. Obesity alone gets commoditized. Obesity + MASH is where the real money stays.
$XBI
