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Global Partners LP

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On December 3rd Novo Nordisk will release drug trial results on whether their GLP-1 drug can slow Alzheimer’s progression. If there’s anything that could make a stock this depressed shoot up 8-10% in a day it would be this.
obesity was repulsive enough before GLP-1s. the fact that there are still people right now choosing to be fat is a slap in the face of god.
ive talked a lot of shit about glp-1s but the fact that they might be helping folks with addiction issues is probably one of the coolest things ive seen in a hot minute. willing to bet most of us have people who've had their lives fucked by addiction. I sure as shit have lost too many homies.
Wow, this is the first time I've seen US TV commercials because I'm watching the NFL game that's being played here in Spain, and I just saw Serena Williams injecting GLP-1 in a fucking commercial! That's insane!
That's what I've heard. I was chatting high level with a few investors who had high conviction for it here. I don't know why (haven't figured it out yet) - but that means vibes were alright. With super low IV the risk vs reward matrix made sense. A 10% movement literally doubles my investment. The payoff matrix is very similar to GAP - I don't have a thesis yet tho. Just vibes. GLP-1 market is growing rapidly, it's good they have a stake.
Their recent acquisition, beating out novo, will help their GLP-1 pipeline which has been an issue the last year.
Doesnt LLY have a next gen GLP-1 in the pipeline?
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