Imagine if $NVO came out and said Wegovy only sold $100 million this quarter. The stock would be down -99% in a half a second. I love $LLY but Jesus fucking Christ do yall hear yourselves?
Amazing $LLY quarter, but struck by this, from Mizuho’s Jared Holz.
“Foundayo, the Company’s oral GLP-1 generated $98mn in revenue (20% of what NVO reported for Wegovy pill) but we believe analysts will take this as a neutral to positive given how low expectations have fallen for the once-thought-of blockbuster.”
$BRCC Really accelerating now, more SKUs per store with SG&A as % of revenue decreasing. Nielsen scans looking great both for bagged coffee and energy roll out. Retailers don’t give you more prime shelving space unless your product meets certain velocity thresholds. Buying.
@sethjoyner@Eagles Appreciate you of all people usually being the voice of reason. Could you imagine someone telling you that during your playing days? 😂😂
@TeladocHub Where is the fucking growth? Where is the monetization and operating leverage from their autistic M&A decisions? WHERES THE FUCKING MONEY BROTHER? Oh right in the C suites fucking pocket.
$TDOC managements entire big brains plan was to bank on the government subsidizing Betterhelp. Then AI came out and became everyone’s de facto therapist. These FUCKING RETARDS, could’ve been offloading compounded drugs by the BILLIONS. Instead they’ve been AI’d out of existence.
@TeladocHub We pay into no matter what jackass even if we receive no benefit nor use it. I’d like to at least be able to buy a company profiting off that subsidization through my tax dollars. Not invest it into a shitco with horrible management who’s good at incinerating shareholders.
How do you guys just eat this shit up? Supposedly this Leopold guy was WAY early to this entire trade. Owned stock. Recently highly publicly hedged $SMH with options, supposedly while doing so he also levered up long to the tits on margin within the last couple weeks?? $BE $QQQ
$GFUZ clearly the biggest steaming pile of shit in despac land with hot tech and a decent borrowing rate with a nice spread float. I’d imagine a nice liquidity grab is in order.
$BAER typical SPAC prove it story. They won’t believe until the numbers are so retarded they’re forced to rerate the stock. Deal after deal signed, that’s all that matters to me.