DoctorDueDiligence
@DueDoctor • 11,807 subscribers
Come for the memes, stay to learn and Investment Takes. 100+ Free articles, never charged one cent. NFA. Commentary. 🇺🇸🇺🇸🇺🇸
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Ladies and Gentlemen One Nephew is now redpilled GenZ is going to be Based
DoctorDueDiligence141,735 görüntüleme • 7 ay önce
$MRK CEO again says DEALS on the way, Keytruda LOE too big! Hints at Oncology... Who are they buying?
DoctorDueDiligence76,409 görüntüleme • 1 yıl önce
$ABVX CEO practically giggling when talking about selling the company 🤣
DoctorDueDiligence64,331 görüntüleme • 11 ay önce
Reuters asking… “Why hasn’t $NVO sued $HIMS?” They give some reasons but... Their REAL preferences in order 1. Want FDA to shut down “compounders” ☑ one clean strike ☑ fast ☑ no litigation cost -CMPI paper and 81 lawmaker letter 2. Want FDA to shut down uninspected by FDA API shipments from China ☑ effectively ends most compounding ☑ popular politically ☑ on call even said FDA may let compounders burn through Chinese API stock -CMPI paper and their marketing campaign "choose the real thing" -lowering price of semaglutide via NovoCare Pharmacy -Brookings Institute Paper 3. Starting lawsuits small then building up ☑ 44 injunctions ☑ multiple states ☑ multiple methods -California seems to have the best success -hired many more IP lawyers in 2024 to prepare for shortage ending 4. If all else fails I believe they will directly sue $HIMS but why wait? ❌ Brief business relationship may complicate suing ❌ taking longer via litigation ❌ no guarantee of success but high likelihood of success ❌ higher cost (legal) ❌ if no injunction $HIMS can keep selling during trial (hence need to practice first against smaller companies) TL;DR I don’t see the fact that $NVO not directly going after $HIMS quickly as odd at all. It's a calculated move trying to maximize success and decrease risk. If the methods above do not work I see them suing directly but the risk:reward ratio is why they prefer the steps in order laid out above. I do not believe $HIMS is in the clear at all, in fact the exact opposite. I see every step so far as a path towards ending this "compounding” loophole that essentially is launching a new drug at unstudied doses. All of Pharma has a vested interest in seeing this end because it removes any incentive to research and do trials of new drugs. It’s the ultimate free rider / 3rd worldism / low trust society sham. This is America and one way or another these thieves hurting innovation will find out the full power of Pharma Lobby.
DoctorDueDiligence50,635 görüntüleme • 10 ay önce
$PFE CEO said it's TIME TO BUY! Biotech prices are LOW! Who is Pfizer buying?
DoctorDueDiligence43,612 görüntüleme • 1 yıl önce
Analysts are confused with Novo Nordisk! JPM Analyst: You spent the entire call talking about how compounders like $HIMS are taking your market share but you're teaming up with them? HIMS stated they will keep compounding for personalized dosing and sig revenue! $NVO: We expect FDA to enforce IP protection May 22nd! Also - HIMS has the customers
DoctorDueDiligence23,912 görüntüleme • 1 yıl önce
$LLY CEO on $NVO trying to block Americans choice by PBM deal with $CVS -we won't do those types of deals, we compete with better drugs -anti-choice is bad for prescribers and patients -we are pretty much all the new prescriptions in Q1 (aka $NVO desperate!) One last pot shot - we have an oral, Novo doesn't! 🤣
DoctorDueDiligence22,274 görüntüleme • 1 yıl önce
$BMY plans on doing buyouts in 2025! What Biotechs are they buying?
DoctorDueDiligence17,772 görüntüleme • 1 yıl önce
$MRK CEO saying about to be REALLY ACTIVE for buyouts!
DoctorDueDiligence14,304 görüntüleme • 1 yıl önce
$HIMS CEO andrewdudum Q3 2024: ❌Shortage could take years to resolve! ❌We can still customize doses (imply continue after and task Providers to prescribe) ❌503A = Ignore IP Q1 2025 (less than 6 months later): 💀 Shortage over, no longer making semaglutide 💀 $NVO legal team spoken to you but you're aligned "philosophically" now, must have "blue chip" reasons for dosing 💀 $NVO let's you sell their drug, but for $599. $100 higher than your competitors! 💀 Some Headwinds, questionable guidance 💀 would never tell providers to prescribe customized doses No position but just highlighting for educational purposes
DoctorDueDiligence12,482 görüntüleme • 1 yıl önce
I listen to just about every interview US Sec. of Treasury Scott Bessent does. He had one of the all time great plays by betting against the Yen with Soros HF money. The firm made $1BN over 3 months and he personally made more than $200MM. He thinks that China is super susceptible right now. I do have one issue with how Trump Administration is proceeding. Trump is acting with lightning speed but if the US had gotten EU to tariff China and align with US to trade and held off on the reciprocal tariffs you would see China completely destroyed. It would have made Japanese bubble era look like a blip. China is already past peak population and they've invested trillions in goods. Imagine if no buyer. It'd be over. US would be unipolar. Even though our allies shouldn't be tariffing us, to tariff back pushes them away. The aim to reverse is strong. I get it. But the issue is that as long as America remains divided (blue team vs red team) it prevents any sort of long term planning. Anyways the whole interview is worth listening to. Bessent has been transparent since day 1. Lots of moving parts but the bottom 50% of Americans deserve better. That's the goal of this Administration. What was most illuminating was that the tariffs from Trump's first tariffs on China only resulted in 0.7% being passed on to the consumer in a study in the near term. Time will tell, 🫡🫡🫡 Dr. DD
DoctorDueDiligence12,308 görüntüleme • 1 yıl önce
Daha fazla içerik yok.