Calls
3
Terence Flynn
Editor-in-Chief, Coindesk
Win Rate
66.7%
return
+5.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$1183.13
-0.5%
Tirzepatide targets both GLP-1 and GIP pathways, delivering better efficacy and tolerability than semaglutide. This differentiation allows branded tirzepatide to command a premium and continue growing even as lower-cost semaglutide generics enter. In ex-US markets, segmentation is already appearing with consumers paying up for tirzepatide, and in the US tirzepatide already holds about 60% market share.
GLP-1 / Obesity
Long
Jul 13
$49.28
+2.1%
Oral GLP-1 options are expanding the US market because the majority of oral users are new to GLP-1s. This market expansion is a strong growth driver, and non-peptide-based orals being easier to scale adds another dimension to monitor, while the existing oral drug is already bringing in fresh demand.
GLP-1 / Obesity
Long
Apr 17
$53.77
+14.9%
GLP-1 therapies are at a convergence moment with five drivers pushing the next phase of adoption: shift to oral medications, expanding access through Medicare, lower costs and broader insurance coverage, global expansion, and innovation beyond weight loss. This could lead to a $190 billion market by 2035 with a bull case of $240 billion, supported by low current penetration and significant growth runway.
Pharma & Biotech
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Terence Flynn has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: NVO, LLY, MRNA.
