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In the last thematic update , all the way back in August 2023, I said the following: In 5 years time, long LLY short RMD will be viewed in the same way we view long Apple short Blackberry. -CitriniResearch.com Article: Market Memo: Enter the Titan Stapler (August 8 2023) It hasnt been 5 years, but the charts of some of these pairs are starting to take on a familiar look: GLP-1 Supply and Demand At the JPM Healthcare conference, GLP-1s were the subject of a lot of speculation, but probably the most interesting thing that happened related to this basket was the fact that I spoke with someone at Nestle who told me they were already taking steps to diversify away from their junk food portfolio in the US due to the anticipated impact of GLP-1s
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