📈 GLP-1 obesity drugs go mass-market

Friedberg equities w=0.87 · n=120 · E139 (2023-07-27) · sentiment · strength 2 ▶ 20:35 SUPPORT

“These drugs seem to be very effective. There's some data now that shows, as soon as you stop taking it, the average person on it gains the weight right back.”

Jason equities w=0.97 · n=105 · E139 (2023-07-27) · sentiment · strength 2 ▶ 16:10 SUPPORT

“I think Ozempic and Wagovi are incredible tools. And Manjaro.”

Chamath equities w=0.84 · n=160 · E150 (2023-10-20) · explicit_prediction · strength 2 ▶ 1:17:19 SUPPORT

“for many people from a health perspective, I think that it could be a really great solution. I think that these triple agonists that are coming out are going to be probably even more effective than these double agonists that we have right now.”

Friedberg equities w=0.87 · n=120 · E150 (2023-10-20) · explicit_prediction · strength 2 ▶ 1:14:11 SUPPORT

“we're basically creating a new multi-billion dollar pharmaceutical drug system that people are going to have to stay on in order to stay healthy.”

Jason equities w=0.97 · n=105 · E150 (2023-10-20) · sentiment · strength 3 ▶ 1:16:38 SUPPORT

“I cycled off of it two or three times and had very minor weight gain back, three, four, or five pounds, but I deliberately changed my relationship with food, portion size, and I work out now ... I think it's an amazing wonder drug.”

Chamath equities w=0.84 · n=160 · E159 (2023-12-29) · explicit_prediction · strength 2 ▶ 47:13 SUPPORT

“I think these semi-glutide GLP1s are here to stay. They're transformational on society.”

Chamath equities w=0.84 · n=160 · E172 (2024-03-29) · explicit_prediction · strength 2 ▶ 49:02 SUPPORT

“they are looking at reimbursing things like Wigovia and Ozempic and whatnot. ... you put a large swath of the American population on those drugs, the reimbursement value of those drugs versus the cost of actually the chronic care management would save you many hundreds of billions of dollars a year.”