An Ethical Outlook for Obesity Drugs

We've seen companies like Eli Lilly put out an ad taking a more ethical/moral stance and maybe try to assuage the shortages at the same time by urging users against the use of these therapies for cosmetic weight loss. Do you expect to see more drugs from this space in the next five years?

I think we will. Yeah, two things there. And I think just to follow up your first I want to go back to what you said about Lilly. Lilly is an example of a great American Pharmaceutical company and I mentioned it before they come into a marketplace with ethical behavior. Here's an example. Mounjaro for type two diabetes and Zepbound are the exact same product not dissimilar from Ozempic, and we'll go be right that same exact products. Mounjaro and Zepbound are the exact same price in the United States. There's no weight bias, there's no profiteering it is what it is. You look at a foreign company that came into the US marketplace that has Ozempic and then they have will go away and they charge 40% more for the exact same product. It's just like there's proper ways to behave.

If we're going to make it, we're going to make an impact on the disease state and Lilly is an example. Under great leadership, by the way with great products. It's a great company that is doing the right things and that commercial that you mentioned is the right commercial it shows the integrity of leadership saying look, there's a number of ways to lose weight if you have to lose a couple pounds. My Product’s not your product. I'm trying to use my product to impact this this He's that's running out of control here in the US.

So that said, I think there's going to be an incredible amount of new products coming into the market. The FDA has the ultimate say, and they do a very good job of making sure that only safe and effective products make it the market. But there's over 75 different products and some various stages of development while going all the way back to phase one. So not only we have new products coming to market, but we also have new classes of products coming to market. So when that physician is sitting in front of a patient, in a closed door exam room, talking to the patient about their obesity and asking the right questions, they won't have just 10 or 15 products to choose from both 10 and 15 products across 678 different classes of medication to choose from, which really helps targeted therapy, you know, putting the patient on the product that's most likely to be successful for them at the lowest available cost.