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Tune in to this episode of The Everyday Trader for a compelling session with Dr. Arie Blitz, a distinguished obesity medicine expert and seasoned retail trader. This episode not only delves into the forefront of obesity treatments but also navigates the investment landscape within the pharmaceutical industry. Obesity and Market Dynamics: Gain insights into the obesity epidemic and its implications on health and society. We explore comprehensive strategies for tackling obesity, integrating medical, lifestyle, and behavioral approaches. Pharmaceutical Innovations: Dr. Blitz discussed the groundbreaking GLP-1 agonist treatments, like Semaglutide and Tirzepatide, spotlighting their revolutionary roles in weight management and broader applications in diabetes care. The common brand names for these are Wegovy, Ozempic, Mounjaro, and Zepbound. FDA Shortage List and Compounding Pharmacy: Semaglutide and Tirzepatide are currently on the “FDA shortage list.” This opens the door for compounding pharmacies to legally provide the active ingredients to patients, potentially at a much lower price than available through prescription. It is not entirely understood how long this status remains and what impact this will have on LLY and NVO when they can meet supply. Investment Horizons: We pivot to the investment opportunities in the pharmaceutical sector, with a special focus on the key players, Eli Lilly (LLY) and Novo Nordisk (NVO), and their dominant positions in the market. Expanding the scope, Dr. Blitz shares insights into emerging companies like Catalent (CTLT) and Viking Therapeutics (VKTX), among others, revealing a broader spectrum of investment prospects beyond the giants. Treatment Complexities and Market Implications: Discuss the challenges and considerations of weight loss medications, including efficacy, side effects, and the economic aspects of treatment, such as cost and insurance hurdles. This segment ties the medical discussion back to investment implications, considering how these factors influence market potential and company valuations. Beyond LLY and NVO: Delve deeper into the pharmaceutical ecosystem, uncovering the roles and potentials of lesser-known entities that are shaping the future of obesity treatment and offering intriguing investment opportunities. Join us for a deep dive into the intersection of healthcare and investment, where Dr. Arie Blitz illuminates the evolving pharmaceutical landscape, from established behemoths to promising newcomers, and their roles in advancing obesity treatment. 00:00:00 Introduction and Welcome 00:01:23 Exploring Investment Opportunities in Pharma 00:04:50 Understanding Obesity: Epidemic Insights 00:14:32 GLP-1 Agonist Treatments: Revolutionizing Weight Management 00:17:39 Navigating Treatment Complexities: Efficacy and Challenges 00:30:25 FDA Shortage List and the Role of Compounding Pharmacies 00:40:20 Market Leaders NVO LYY and Others 01:02:06 Controversies Around GLP-1 01:05:50 Personal Experience Here's list of companies and medications Dr. Blitz is watching: Manufacturer Medication Underlying Name Altimmune Pemvitude Amgen AMG133 Amgen AMG786 Amgen Maridebart Cafraglutide AstraZeneca ECC5004 Biohaven Taldefgrobep BioRestorative Therapies Inc. Thermostem BOC Sciences Dapagliflozin BOC Sciences NNC0480-0389 Boehringer / Zealand Pharma Survodutide Callway Biopharmaceuticals, Ltd CBW-520 Eli Lilly Orforglipron Eli Lilly Retatrutide Eli Lilly Tirzepatide Fosun Pharma RZL-012 Fractyl Health GLP-1PGTX Fractyl Health Rejuva Hanmi Financial Corporation HM15136 Innovent Biologics Mazdutide Jiangsu Hengrui HRS9531 Merck Efinopegdutide Nano Precision Medical, Inc NPM 139 Neurobo DA-1726 Novo Nordisk Cagrisema Novo Nordisk Semaglutide Novo Nordisk Semaglutide Opko Oxyntomodulin (OPK88003) Palatin Technologies Bremelanotide Rhythm Pharmaceuticals Setmelanotide (RM493) Roche (Carmot) CT-388 Roche (Carmot) CT-868 Roche (Carmot) CT-996 Scholar Rock Apitegromab Scohia Pharma, Inc. SCO-267 Shionogi S-309309 Structure Therapeutics GSBR-1290 Sun Pharma GL0034 Terns Pharmaceuticals TERN-601 Tonix Pharmaceuticals TNX-1900 Versanis Bio / Eli Lilly Bimagrumab Veru Enobosarm Viking Therapeutics VK2735 Zealand Pharma Dapiglutide #stocks #stockmarket #options #optionstrading #optionsstrategy

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