Dear Reader,
I’m starting to feel the holiday spirit. It was a little cool outside this morning; I got to put on my hoodie…
So, let’s talk about the weight loss trade.
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💉 Market Rips open "Wealth Window" for "King Kong" of Drugs
This ONE pill will soon be worth more than every cancer drug on earth.
Trump didn't tariff it…
The Wall Street Journal is calling it: "Pharma's biggest blockbuster yet."
Fortune reports it will be: "One of the best-selling drugs of all time."
UBS Bank predicts it will become: "The biggest drug ever."
Biotech’s bear market opened a brief “wealth window”...
A rare second chance to invest at a steep discount.
But the two tiny, “moonshot” GLP-1 makers we’re recommending now are on the short-list of takeover candidates for big pharma companies late to the party.
There’s no time to waste - Get the name of the stock here.
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We put our first GLP-1 trades on in May of 2023.
We predicted that Wall Street was completely underestimating the weight loss market.
And guess what - I didn’t miss this trade because I was the fat kid growing up.
I struggled with weight my whole life - up, down, up, down.
So when I heard they invented a drug that actually shut off the food noise in your head - and, anyone reading this who struggles with weight - you know what I’m talking about…
That little “radio signal” that says, go snack… go snack… go snack…
It’s awful, oppressive, tyrannical.
So these drugs - Ozempic, Wegovy - turn off that signal.
They trick your body into thinking you’re full.
It’s just great.
So when I read a report in December, 2022, I started to really understand how big this market was.
We predicted this would be a $100 billion market by 2030.
We at Behind the Markets predicted this would be huge before anybody.
Now, it’s obvious. Everything is clear in hindsight.
And again - how did we predict it? Because we were the fat kids growing up.
Skinny people had a harder time predicting this.
But, as someone who has struggled with weight, it was easy for me to be really early on this one.
So we recommended Eli Lilly and Novo Nordisk in May of 2023, both of which subsequently doubled.
Novo has come back down but is marching back higher after placing an aggressive new CEO.
We also recommended a few small-cap plays.
One we sold for a 190% gain and the other for 240%.
Then the weight loss trade fizzled for a while - not in terms of the size of the market - but in terms of action on the trade.
But while the trade fizzled, what’s been happening in the background is these drugs have been getting bigger and bigger.
They are now being recommended in Medicare and Medicaid.
They’re going to be pushed out nationwide, because it’ll save our country so much money.
Because so many diseases are tied to obesity, overconsumption of sugar, etc.
We all know this.
Some people say, “medical government plans shouldn’t cover obesity. These GLP-1 drugs should not be covered. That’s cosmetic.”
Well, these drugs are expensive, and yes, we’ll spend a lot more money on GLP-1 drugs for obesity…
But we’ll save a TON of money on so many diseases.
I’m glad the government came around to our view, as we predicted they would, and started covering these.
It’s very smart for our budget.
But, why am I talking about this now?
Well, last week we saw late-comer Pfizer join the GLP-1 race. (They must have a skinny CEO.)
This is a $100 billion market basically owned by two companies - Eli Lilly and Novo Nordisk.
We now see other companies getting into this.
Pfizer must be finally saying, “holy mackerel, this is going to be a $100 billion market.”
Regeneron - all these big companies are realizing, “this is going to be huge - we want a piece of this.”
They’re waking up.
And you know what they’re doing?
They’re starting to make acquisitions.
Pfizer and Novo Nordisk are fighting to take over Metsera, a small company that makes an obesity drug.
So we have in our model portfolio two companies that make obesity drugs that are takeover candidates…
Two recommendations in this space.
They have very good drugs for a big pharma company late to the game.
I urge you to take a look at that report today.
When you log in as a Biotech Insider member you’ll see in the special reports section: “GLP-1 Moonshots: Two Tiny Biotech Firms for 1,000%+ Gains.”
It’s just such a perfect time right now to be a biotech investor.
I guess being made fun of and fighting my way through junior high and high school has some upsides.
We moved around a lot; I was always the fat kid in a new school.
I had to fight my way through each new school so people would stop making fun of me.
I fought and got suspended all the time.
Now, over 50, I can see the benefit - being the fat kid growing up put some money in my pocket.
And helped me give my readers the chance to put money in theirs.
For that, I am grateful.
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