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March 2024 Issue: Arm Holdings (SYM:ARM) & Updates

The company is an actual monopoly and has monopoly pricing power: 70% of the world’s population touches Arm in some way.
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TRADE ALERT: Meta Jumps on Strong Earnings

Lots of folks wrote in asking about Facebook parent Meta (SYM: META) last night.
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October 2023 Issue: Seadrill (SYM: SDRL)

Since I’ve been bullish on oil for decades, and I’ve always loved the offshore rig business, I’ve kept a close eye on them for years.
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August 2023 Issue: Mirion Technologies (SYM: MIR)

This month, I have another “old and boring” recommendation for you.
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February 2022 Issue: The Day Facebook Got Unfriended – Meta Platforms

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More RX of GLP-1 Drugs than Lipitor, Viagra, and Metformin COMBINED

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US Gov Pushing to Pay for Drugs like Ozempic

Good morning, everyone! Dylan Jovine here from Behind the Markets. Happy Tuesday! Today, I want to dive into the exciting world of weight loss drugs and their huge potential. Last week, there was a big development in the news: Medicare and Medicaid are starting to seriously consider covering GLP-1 drugs like Ozempic, which is a game-changer. These drugs, made by Eli Lilly and Novo Nordisk, have already exploded in popularity, and we were early to spot this trend. We recommended stocks like Altimmune, Viking Therapeutics, Eli Lilly, and Novo Nordisk a couple of years ago, and our early predictions have paid off with massive returns—up 200-300% on some of those picks! What’s even more exciting is that we believe we’re just getting started. The first wave of GLP-1 drug stocks did well, but we’ve been sitting back for the past year to see how the market would develop. Now, we’re reintroducing a second wave of compelling stocks in the weight loss drug space. The potential here is enormous. Morgan Stanley estimates that the number of GLP-1 treatments could surpass 250 million doses per year, which would make it larger than Lipitor, Viagra, and Metformin combined. This is a massive blockbuster in the making. Obesity-related healthcare costs are a huge burden on the U.S. medical system, and these drugs could help reduce those costs significantly. The government recognizes this, which is why Medicare is now looking to back these treatments. By investing in these weight loss drugs, the government could save billions of dollars on obesity-related healthcare expenses. For example, if a person’s yearly medical costs due to obesity are $5,000, but a GLP-1 drug costs $3,000, that’s a $2,000 saving per person. With numbers like that, it’s no wonder why this is such a huge opportunity. I hope you have a great day and a happy Tuesday! ✅ SUBSCRIBE TO THE CHANNEL 👇🏼👇🏼 https://www.youtube.com/channel/UCczJ4YRRQLl6KrH06iapaRw?sub_confirmation=1 ✅ SIGN UP FOR DYLAN'S DIARY HERE 👇🏼👇🏼 https://go.behindthemarkets.com/dylans-diary-sign-up/ ✅ VISIT OUR WEBSITE 👇🏼👇🏼 https://behindthemarkets.com/
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Dylan Jovine | Second Wave for Drugs like Ozempic: GLP-1 Stocks are Ready for Even Bigger Gains

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March 2024 Issue: Arm Holdings (SYM:ARM) & Updates

The company is an actual monopoly and has monopoly pricing power: 70% of the world’s population touches Arm in some way.
Learn More

TRADE ALERT: Meta Jumps on Strong Earnings

Lots of folks wrote in asking about Facebook parent Meta (SYM: META) last night.
Learn More

October 2023 Issue: Seadrill (SYM: SDRL)

Since I’ve been bullish on oil for decades, and I’ve always loved the offshore rig business, I’ve kept a close eye on them for years.
Learn More

August 2023 Issue: Mirion Technologies (SYM: MIR)

This month, I have another “old and boring” recommendation for you.
Learn More

February 2022 Issue: The Day Facebook Got Unfriended – Meta Platforms

Learn More

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