I see the following problems with this company: 1. hype - everyone is talking about it. 2. simple product, nothing special. 3. thousands of competitors tackling a very common problem - diabetes and obesity are not new.
Point 1) Yes and no. There was a certain amount of hype, but the share is currently only falling in one direction. I think the hype is over. For the time being.
2) Is the product really that simple? I see a product that is still in its infancy (in terms of weight loss medication). Study targets are constantly being missed & many are only just entering the market. I think a lot will develop in the next few years.
$LLY & $NOVO B are the big players in this field & are unable to meet demand. I am therefore positive 😉
