Key insights
- The author observes widespread use of peptides, particularly Reta, and considers investing heavily in Eli Lilly. The core question is whether a highly effective drug like Reta would cannibalize revenue from Lilly's existing drugs that treat related symptoms. This highlights the complex dynamics of pharmaceutical innovation and market competition, potentially driving investor interest in Lilly's pipeline.
So almost everyone at my gym is on peptides, it seems every moderately wealthy man over 50 I know is on TRT or Reta or some mixture of 4-6 compounds.
The results from Reta are unreal and people are swearing by them. Not that peptides are a secret or even new, but having seen the results and first hand accounts of people using grey market peptides, I am considering going all in on Eli Lilly, but I haven’t been around long enough to understand what actually happens when a pharma releases a “miracle” type drug.
Wouldn’t it theoretically cut into their revenue from it curing so many of the other symptoms that their other drugs are meant to treat?