-
04-07-2024, 09:37 AM
#3261
For those investors that are worrying about weight loss drugs impacting sales.
With all the news about them it has lead to an increase in health consultations.These lead to health programmes that also include treatment for obstructive sleep apnea.
The overall affect for FPH sleep apnea products:Positive
https://www.pewresearch.org/science/...ty-in-the-u-s/
-
12-07-2024, 04:47 PM
#3262
"So what we're hearing back from the sleep practitioners, and the weight loss practitioners, is that CPAP - which is the treatment that ResMed put forward to sleep apnea - is still the primary solution for sleep apnea. The other thing we're observing is that GLP-1s, if anything, are just increasing the treatment awareness for sleep apnea. "
https://www.livewiremarkets.com/wire...AD%20%20LISTEN
-
13-07-2024, 09:32 AM
#3263
Wieight loss drugs found to reduce dementia risk by half alongside treating addiction.
https://www.investors.com/news/techn...dementia-risk/
They do seem to be cure-alls even without those bonuses (weight is a major contributing factor to many diseases, aside from age). I think they are charging far less than they "could" for these drugs. Happy investor in eli lilly rather than restricting myself to NZ companies.
Last edited by Panda-NZ-; 13-07-2024 at 09:35 AM.
-
15-07-2024, 06:55 PM
#3264
![Quote](images/misc/quote_icon.png) Originally Posted by winner69
Getting extremely overvalued in my opinion but heck its a big blue chip so no worries
But need to keep an eye on that squiggly line on the chart
I agree. Even though it’s a quality company It has become one of the most overvalued stocks in the market. ROE is also not that impressive. It seems growth investors are ready to accept high pe ratio over 130. For me it’s scary. Other reason to stay their stock prices high is because of strong institutional backing.
-
15-07-2024, 08:11 PM
#3265
Weight loss drugs ?
"Despite their best efforts, 80% of people who lose weight regain itand many end up heavier within 5 years. Why? Our bodies fight back, revving up hunger while slowing metabolism after weight loss. In ongoing obesity discussions, ghrelin is in the spotlight as the "hunger hormone" playing a crucial role in driving appetite and facilitating weight gain. "
https://www.medscape.com/viewarticle...&impID=6666563
-
16-07-2024, 08:50 PM
#3266
I've gone back to calculate compounding returns from FPH since when it listed in 2001
From what records I have it appears to be 12% compounding for 23 years if all dividends where reinvested
Any other offers?
So capital is 12.4 x initial investment
I was expecting 15% compounding but probably better than a good many NZX listed shares?
-
17-07-2024, 06:19 AM
#3267
![Quote](images/misc/quote_icon.png) Originally Posted by kiora
Weight loss drugs ?
"Despite their best efforts, 80% of people who lose weight regain itand many end up heavier within 5 years. Why? Our bodies fight back, revving up hunger while slowing metabolism after weight loss. In ongoing obesity discussions, ghrelin is in the spotlight as the "hunger hormone" playing a crucial role in driving appetite and facilitating weight gain. "
https://www.medscape.com/viewarticle...&impID=6666563
Hence why these drugs need to be taken like a netflix subscription (good profits).
Pharma isn't in the business of cures unless it's a $1m per treatment gene therapy.
-
17-07-2024, 08:02 AM
#3268
![Quote](images/misc/quote_icon.png) Originally Posted by Panda-NZ-
Hence why these drugs need to be taken like a netflix subscription (good profits).
Pharma isn't in the business of cures unless it's a $1m per treatment gene therapy.
U forget how much negative the world mindset has become towards Pharma and its chemical products ...all are very vary of their motives and products ...all their products have very bad side effects ....people were ready to risk death but use covid vaccines ....Weight loss drugs and their benefits will make news now ...paid promotions etc and what not ...but soon media will be full of what happens next ...just wait for it !!!
-
17-07-2024, 09:48 AM
#3269
Member
![Quote](images/misc/quote_icon.png) Originally Posted by alokdhir
U forget how much negative the world mindset has become towards Pharma and its chemical products ...all are very vary of their motives and products ...all their products have very bad side effects ....people were ready to risk death but use covid vaccines ....Weight loss drugs and their benefits will make news now ...paid promotions etc and what not ...but soon media will be full of what happens next ...just wait for it !!!
The GLP1 agonists don't come cheap. It will be the educated and wealthy who have access, not generally the covid vaccine resistant/hesitant.
Last edited by lissica; 17-07-2024 at 09:49 AM.
-
17-07-2024, 09:52 AM
#3270
Even the poor though cost the US alot in terms of diabetes and heart issues in the emergency room.
Fully funded for everyone who has a prescription would result in significant taxpayer savings. But you know, america is america.
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks