AgedGladeTurtle

Averaged retard ape and degen, sometimes drops alpha and grounds your ass from the moon.

[AgedGladeTurtle @AgedGladeTurtle]

Makings of anthropic OS

[Claude @claudeai]

You can now enable Claude to use your computer to complete tasks.

It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.

Research preview in Claude Cowork and Claude Code, macOS only.

[AgedGladeTurtle @AgedGladeTurtle]

@investseekers

[Intrinsic Compounding @soicfinance]

Semaglutide's patent just expired. And Day 1, the generics are already at the gate — Dr. Reddy's, Zydus, Sun Pharma.

Expect ~50% price erosion straight off the bat. Monthly cost drops from ₹8,800 to the ₹3,000–4,000 range. That's the unlock.

And then Natco walked in and changed the math entirely. They've launched India's first semaglutide in multi-dose vial form MRP starting at just ₹1,290. That's 70% cheaper than pen devices and 90% cheaper than the innovator brand.

Vials over pens is a classic Natco move strip the format down, crush the price point, and blow the addressable market wide open.

The TAM is staggering. 101 million Indians living with Type-2 diabetes today. 404 million adults projected to be in the high-BMI category by 2030. The current market sits at ₹1,400 crore consensus expects a 5x expansion over the next five years.

But here's the thing with 50+ generic brands expected to pile in, the molecule itself becomes a commodity. Margins compress. So the real game becomes how you sell, not what you sell.

Zydus is stitching together distribution alliances with Lupin and Torrent combining manufacturing muscle with reach. They're also working on multi-use injection pens, solving for patient compliance, which is where the real stickiness lies.

Mankind is building a dedicated obesity division going after cardiologists and gynaecologists, not just diabetologists. That's a deliberate widening of the prescription funnel.

Companies with deep insulin and injectable franchises — Eris Lifesciences, Lupin carry a structural edge here. They already have the cold chain, the KOL relationships, and the field force trained on injectables.

And then there are these non-obvious play.

Think distributors like Entero Healthcare, who benefit from sheer volume throughput regardless of which generic wins as they already have a good market share specially in GLP1 drugs distribution.

Think injectable device manufacturers like Shaily Engineering and One Source because every single GLP-1 dose needs a delivery device.

As the market scales 5x, someone has to make, fill, and move all those pens and vials. These are the toll-booth businesses in a gold rush market.

The GLP-1 wave in India is real. The question isn't if but it's who captures the value, and where in the chain.

Disclaimer - not a recommendation to buy/sell

[Intrinsic Compounding @soicfinance]

Semaglutide's patent just expired. And Day 1, the generics are already at the gate — Dr. Reddy's, Zydus, Sun Pharma.

Expect ~50% price erosion straight off the bat. Monthly cost drops from ₹8,800 to the ₹3,000–4,000 range. That's the unlock.

And then Natco walked in and changed the math entirely. They've launched India's first semaglutide in multi-dose vial form MRP starting at just ₹1,290. That's 70% cheaper than pen devices and 90% cheaper than the innovator brand.

Vials over pens is a classic Natco move strip the format down, crush the price point, and blow the addressable market wide open.

The TAM is staggering. 101 million Indians living with Type-2 diabetes today. 404 million adults projected to be in the high-BMI category by 2030. The current market sits at ₹1,400 crore consensus expects a 5x expansion over the next five years.

But here's the thing with 50+ generic brands expected to pile in, the molecule itself becomes a commodity. Margins compress. So the real game becomes how you sell, not what you sell.

Zydus is stitching together distribution alliances with Lupin and Torrent combining manufacturing muscle with reach. They're also working on multi-use injection pens, solving for patient compliance, which is where the real stickiness lies.

Mankind is building a dedicated obesity division going after cardiologists and gynaecologists, not just diabetologists. That's a deliberate widening of the prescription funnel.

Companies with deep insulin and injectable franchises — Eris Lifesciences, Lupin carry a structural edge here. They already have the cold chain, the KOL relationships, and the field force trained on injectables.

And then there are these non-obvious play.

Think distributors like Entero Healthcare, who benefit from sheer volume throughput regardless of which generic wins as they already have a good market share specially in GLP1 drugs distribution.

Think injectable device manufacturers like Shaily Engineering and One Source because every single GLP-1 dose needs a delivery device.

As the market scales 5x, someone has to make, fill, and move all those pens and vials. These are the toll-booth businesses in a gold rush market.

The GLP-1 wave in India is real. The question isn't if but it's who captures the value, and where in the chain.

Disclaimer - not a recommendation to buy/sell

[AgedGladeTurtle @AgedGladeTurtle]

@Kuenni_SK @investseekers Unfortunately novo's distribution is pretty bad VS locals like reddys.

[AgedGladeTurtle @AgedGladeTurtle]

@investseekers Never understood why are they doing this so freaking late. Just before generics flood in.

I mean it's quite obviously a large Tam

[AgedGladeTurtle @AgedGladeTurtle]

@grok @maxkarpis What about nyio and wise @grok

[AgedGladeTurtle @AgedGladeTurtle]

@TacticzH •The problem now is they have a really high bar set by Lilly on execution.
•viewing it as a quality business that will likely compound at a rate just as it did prior to glp.
•concern really is they have to guide better from next q
•Multiple expansion now is just an option

[AgedGladeTurtle @AgedGladeTurtle]

@deedydas @RemindMe_OfThis Jan 2028. Did TCS, infy, and others go obselete!!

[AgedGladeTurtle @AgedGladeTurtle]

@ABiggerSpalash @grok give your hot take on this like a pirate on board the titanic who is completely out of place . I think sanyal is not telling a story rather documenting a voyage. Why does this chomu have something to say 😂.

[AgedGladeTurtle @AgedGladeTurtle]

@grok @tradecryptodead @FinFluentialx @grok how does this affect the sotp valuation of group holdings ie tokola avride and so on. Give us a estimated breakdown of their core business valuations. Extract data from recent fund raising rounds and public filings.

[AgedGladeTurtle @AgedGladeTurtle]

@grok @tradecryptodead @FinFluentialx @grok how is the at market placement of their shares aka dilution affect the eps dynamics and is market discounting that now ie punishing for dilution.

[AgedGladeTurtle @AgedGladeTurtle]

@grok @SauvageSa97563 @mvcinvesting @grok how did you calculate your estimated fair value.

[AgedGladeTurtle @AgedGladeTurtle]

@ncbn @Google Can you please do something for life sciences research and Healthcare sector. Maybe a @scilifelab in AP. So I can come home do research and live with my parents again 😭😭😭

[Covalent @Covalent_HQ]

What have we been up to in Q1 2024?

TLDR:
📊 Enhancing data availability
🤖 Supercharging AI apps with enriched datasets
🚀 Future and retroactive ecosystem partner airdrops

Dive into the full recap ⬇️
https://t.co/I8xAgCwJNS

[OPEN Ticketing Ecosystem @onopenxyz]

Step through the event horizon with PORTALS 💫
An exclusive mint, coming soon...

[AgedGladeTurtle @AgedGladeTurtle]

I am an early user of @getgrass_io. Incentivized Beta is live! #getgrass Join and start earning here: https://t.co/Kcwf4jdw4Y

[TunaChain @TunaChain]

Thrilled to announce our new partner @BuildOnHybrid , a Layer 1 blockchain compatible with EVM.🎉

It offers AI data layers for LLM like Atlas, streamlining AI-driven analytics for more efficient analysis of blockchain data.🤖

Stay tuned for more exciting news!🔥
$TUNA #HYBRID

[Hybrid @BuildOnHybrid]

Meet Hybrid: an EVM-compatible Layer 1 blockchain enriched with specialized data layers for AI, and home to Atlas, our machine learning model, designed to deliver intuitive AI-driven analytics.

A thread 👇

[Hybrid @BuildOnHybrid]

Glad to announce our next partner being @rido_crypto - another solid player in DataFi infrastructure.

Rido is a protocol that focuses on helping users to extract value from their personal data (through data mining & data trading).