Alex

[Alex @Alex_william25]

@perry_lin1 @PaulBPrager although I agree with your take that it may strengthen supply demand imbalance in short term, do you not see this as the tip of the iceberg for politicians impacting DC development and economics? Bipartisan everyone hates AI and DCs aside from investors. And elections in fall…

[Alex @Alex_william25]

@jonaskkaberg1 @Aktiediplomaten Interesting thanks! What do you think about deferred revenue impact in longer term plans? Also curious if they reported shortages in CA and elsewhere have any impact. Long term 📈

[Alex @Alex_william25]

@Aktiediplomaten Thanks, would love to hear more about the buzz even if anecdotal! Novo obv is going to say shortage is over but until new acquisitions come on line I don’t see things changing. Meanwhile demand continues to grow and they prioritize int’l markets. India and china iirc

[Alex @Alex_william25]

@Aktiediplomaten What’s your reasoning for coming off soon? Have you look at inventory levels in the supply chain? Completely sold out and listed as shortage on Amazon pharmacy

[Alex @Alex_william25]

@Aktiediplomaten Enjoy following your analysis! Quick question tho, a lot of people are saying sema comes off shortage soon and their reasoning is applying a similar time frame to sema as what tirz had w/r/t fda shortage declaration. However imo the supply demand dynamics are vastly different

[Alex @Alex_william25]

@paulcerro What’s the typical time frame from updating status on fda site to officially changing classification? Perhaps that’s our main difference. Agree to some extent but I (no actual data on this) believe price of drug especially for compound users is more important. Thanks

[Alex @Alex_william25]

@paulcerro I see, that’s a different view then. I don’t know what standard timelines are but the FDA website showed no shortage for two months. IMO comp sema doesn’t compete directly with tirz, much more with comp tirz. Ie price more important than drug. Less comp tirz less competition

[Alex @Alex_william25]

@paulcerro What’s “literally been proven”? Do you think the FDA removing tirz from shortage was a surprise? I don’t. Do you think the FDA changing stance to continue allowing compound tirz was? I do. That’s why it didn’t matter but does now. Removing from shortage arguably bullish for sema

[Alex @Alex_william25]

@cosmo_jiang @Stacks @dYdX @cosmo_jiang Are you bullish on stacks? Haven't heard much (from your Twitter at least) about this project recently & genuinely value your knowledge and insight. Only days away from Nakamoto. Cheers!

[Alex @Alex_william25]

@DueDoctor Keep trying! Again compounding has decades of legal precedence. Not to mention FDA and US Gov is looking for ways to expand affordable access to GLP1. Your bio says pro America, so you think euro co (novo) should charge Americans 10x more than European for same drug??

[Alex @Alex_william25]

@DueDoctor Also HIMS literally sells ozempic lmao check their website. Why would a company sue their partners lolol

[Alex @Alex_william25]

@DueDoctor Tell me you don’t know what your talking about without telling me you don’t know what your talking about 😂

HIMS compounds novos drug not LLY. Also compounding (both mass and personalized) is legal during shortage which it is (and personalized is legal post shortage).

[Alex @Alex_william25]

I longed the top, you shorted the bottom. We are not the same.

[Alex @Alex_william25]

@activenodes_io @activenodes_io no injective?