Nov 27, 2023Liked by Gad Allon

Excellent read. “Articulate and detailed”

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Dec 9, 2023Liked by Gad Allon

Curious to hear how you see Ozempic and others impacting supply and demand in the cpg industry. Large cpgs are already anticipating an impact but are they overreacting?

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Nov 28, 2023Liked by Gad Allon

Insurance companies could play an indirect pivotal role, perhaps? ​​Rising prices with this demand shock might lead to insurance companies to reassess coverage policies, potentially influencing patient access and affordability for Ozempic. Plus, “off-label” use, such as Ozempic for weight loss, probably has different reimbursement conditions not favoring users of Ozempic for weight loss. Insurance companies could almost act like automatic stabilizers, balancing seekers of Ozempic for weight loss versus for type 2 diabetes. Thank you for another great thought provoking read!

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