Pharmaceutical Industry
The compounded GLP-1 hustle is over. As Hims & Hers pivots to branded Wegovy, patients face severe price hikes while competitors like Amazon and Eli Lilly undercut the market. Welcome to the biological ransom.
Eli Lilly
An analytical breakdown of Eli Lilly's GLP-1 portfolio, examining how chemical appetite suppression is driving a macroeconomic migration of capital from the global food industry to the pharmaceutical sector amid shifting Medicare coverage.
Biotech Investing
BioAge Labs is running a biological grift. They are refinancing the Hayflick limit with a glorified anti-inflammatory while ignoring the compounding debt of cellular aging. A forensic look at their massive burn rate and missing Phase 3 capital.