Bagholder Unlimited (@but_the_comps) 's Twitter Profile
Bagholder Unlimited

@but_the_comps

Stonks only go down

ID: 1287185395352969216

calendar_today26-07-2020 00:38:27

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Bagholder Unlimited (@but_the_comps) 's Twitter Profile Photo
Bagholder Unlimited
@but_the_comps

a month ago

$vktx I'm intrigued, but concerned about apparent saturation of the market (in aggregate, GLP-1 numbers have underwhelmed for 3 Qs) and upcoming discounting (sema supply ramp, IRA, orfo likely going the discount route). Does the maths still work out taking these into account?