| LLY |
×1 |
LONG |
HIGH |
$921.34 |
|
Healthcare |
GLP-1 medicines are showing unprecedented adoption and have the potential to be a hundred billion dollar annual revenue class, representing the first commercial proof of a shift to proactive health. They address multiple layers of the health stack, including cardiometabolic health, weight loss, and cardiovascular risk reduction, with oral formulations and lower prices driving further adoption. |
Apr 21 |
YOUTUBE |
| NVO |
×1 |
LONG |
HIGH |
$40.24 |
|
Healthcare |
GLP-1 medicines are showing unprecedented adoption and have the potential to be a hundred billion dollar annual revenue class, representing the first commercial proof of a shift to proactive health. They address multiple layers of the health stack, including cardiometabolic health, weight loss, and cardiovascular risk reduction, with oral formulations and lower prices driving further adoption. |
Apr 21 |
YOUTUBE |
| XBI |
×1 |
LONG |
HIGH |
$138.00 |
|
Healthcare |
PCSK9 inhibitors are a nearly free lunch for cardiovascular protection, lowering LDL cholesterol by 50% and reducing heart attack and stroke risk by over 20%. They have the potential to be bigger than GLP-1s in terms of patients and revenue because of their favorable risk-reward profile and the silent nature of high cholesterol. |
Apr 21 |
YOUTUBE |
| BIIB |
×1 |
LONG |
MED |
$187.50 |
|
Healthcare |
Anti-amyloid medicines from Biogen and Eli Lilly can break up plaques in the brain and, if given early, could dramatically slow cognitive decline. Data expected later in 2025 may show that early intervention could reduce decline by 40-50% or more. |
Apr 21 |
YOUTUBE |
| EXAS |
×1 |
LONG |
HIGH |
$2.21 |
|
Healthcare |
Companies like Exact Sciences and Guardant Health are advancing colorectal cancer screening with stool-based and blood tests, respectively, making screening more convenient and increasing adoption. Blood tests are inflecting and multi-cancer early detection tests are emerging, which could lead to earlier cancer detection and better outcomes. |
Apr 21 |
YOUTUBE |
| GH |
×1 |
LONG |
HIGH |
$91.99 |
|
Other |
Companies like Exact Sciences and Guardant Health are advancing colorectal cancer screening with stool-based and blood tests, respectively, making screening more convenient and increasing adoption. Blood tests are inflecting and multi-cancer early detection tests are emerging, which could lead to earlier cancer detection and better outcomes. |
Apr 21 |
YOUTUBE |