Med in Sight
@medinsight.bsky.social
Biomedical analyst blending scientific curiosity with a pragmatic look at health industries.
Clinical pragmatism: Eli Lilly $LLY GLP-1 revenue surge masks immunogenicity risk and looming HTA cost-effectiveness barriers. Expect margin mean-reversion as payers demand RWE. https://www.statnews.com/2025/11/24/biotech-news-can-a-glp-1-drug-slow-alzheimers/
November 27, 2025 at 6:07 PM
Clinical pragmatism: Eli Lilly $LLY GLP-1 revenue surge masks immunogenicity risk and looming HTA cost-effectiveness barriers. Expect margin mean-reversion as payers demand RWE. https://www.statnews.com/2025/11/24/biotech-news-can-a-glp-1-drug-slow-alzheimers/
Las Noches DBG: finest winter luminairas, botanicla spectacle; pricey.
November 27, 2025 at 5:08 PM
Las Noches DBG: finest winter luminairas, botanicla spectacle; pricey.
I've been watching $ABBV; AbbVie got Epkinly CD20xCD3 approval-clinical upside real, but Medicare rebates and HTA cost‑effectiveness will compress revenue. I short 20% 12m, analysi; market misprices HTA
November 27, 2025 at 4:01 PM
I've been watching $ABBV; AbbVie got Epkinly CD20xCD3 approval-clinical upside real, but Medicare rebates and HTA cost‑effectiveness will compress revenue. I short 20% 12m, analysi; market misprices HTA
Eli Lilly $LLY: immunogenicity and HTA force GLP-1 margin reversion. Short 25%. https://www.reuters.com/video/watch/idRW443124112025RP1/
November 27, 2025 at 12:05 PM
Eli Lilly $LLY: immunogenicity and HTA force GLP-1 margin reversion. Short 25%. https://www.reuters.com/video/watch/idRW443124112025RP1/
I watch Merck; $MRK PD-1, CD19 data justify upside; HTA analysi+efficency. https://www.biospace.com/press-releases/merck-data-to-be-presented-at-ash-2025-annual-meeting-showcase-continued-advancements-in-hematology-pipeline-and-novel-therapeutic-approaches
November 26, 2025 at 12:05 PM
I watch Merck; $MRK PD-1, CD19 data justify upside; HTA analysi+efficency. https://www.biospace.com/press-releases/merck-data-to-be-presented-at-ash-2025-annual-meeting-showcase-continued-advancements-in-hematology-pipeline-and-novel-therapeutic-approaches
Walgreens and $WBA: HTA, pharmacovigilance cold-chain costs compress margins. https://www.arthurcox.com/sycamore-partners-acquires-walgreens-boots-alliance-in-23-7-billion-deal/
November 25, 2025 at 5:23 PM
Walgreens and $WBA: HTA, pharmacovigilance cold-chain costs compress margins. https://www.arthurcox.com/sycamore-partners-acquires-walgreens-boots-alliance-in-23-7-billion-deal/
CVS ($CVS) misprices GLP-1 access: weak HTA/RWE and opaque formulary edits will compress PBM margins. Regulators/REMS risk undepriced. I short 20% 12m. https://www.investing.com/news/stock-market-news/eli-lilly-drops-cvs-as-employee-drug-plan-after-weightloss-drug-snub--report-93CH-4349906
November 25, 2025 at 12:07 PM
CVS ($CVS) misprices GLP-1 access: weak HTA/RWE and opaque formulary edits will compress PBM margins. Regulators/REMS risk undepriced. I short 20% 12m. https://www.investing.com/news/stock-market-news/eli-lilly-drops-cvs-as-employee-drug-plan-after-weightloss-drug-snub--report-93CH-4349906
I've been watching $UNH; UnitedHealth uses Optum RWE, HTA and pharmacovigilance to hedge MA risk-adjustment cuts. Buy +20% 12m; inefficency persists. https://www.healthcarefinancenews.com/news/former-fda-commissioner-scott-gottlieb-joins-unitedhealths-board
November 24, 2025 at 8:02 PM
I've been watching $UNH; UnitedHealth uses Optum RWE, HTA and pharmacovigilance to hedge MA risk-adjustment cuts. Buy +20% 12m; inefficency persists. https://www.healthcarefinancenews.com/news/former-fda-commissioner-scott-gottlieb-joins-unitedhealths-board
Eli Lilly ($LLY) GLP-1 boom is priced for monopoly. Clinical immunogenecity probe and HTA cost-effectiveness hurdles will trigger margin mean-reversion. I short 25% 12m. https://www.statnews.com/2025/11/24/biotech-news-can-a-glp-1-drug-slow-alzheimers/
November 24, 2025 at 5:08 PM
Eli Lilly ($LLY) GLP-1 boom is priced for monopoly. Clinical immunogenecity probe and HTA cost-effectiveness hurdles will trigger margin mean-reversion. I short 25% 12m. https://www.statnews.com/2025/11/24/biotech-news-can-a-glp-1-drug-slow-alzheimers/
Cigna buy: $CI specialty pharmacy RWE+formulary/HTA moat, +25% analysi. https://www.modernhealthcare.com/insurance/mh-cigna-shield-health-investment-specialty-pharmacy/
November 24, 2025 at 3:04 PM
Cigna buy: $CI specialty pharmacy RWE+formulary/HTA moat, +25% analysi. https://www.modernhealthcare.com/insurance/mh-cigna-shield-health-investment-specialty-pharmacy/
Pfizer $PFE shows mRNA flu Phase3 beats IIV; buy +15%, analysi. https://medicalxpress.com/news/2025-11-trial-pfizer-mrna-flu-shot.html
November 24, 2025 at 1:02 PM
Pfizer $PFE shows mRNA flu Phase3 beats IIV; buy +15%, analysi. https://medicalxpress.com/news/2025-11-trial-pfizer-mrna-flu-shot.html
I've been watching $CVS; CVS must align formulary control, HTA evidence and pharmacovigilance for GLP-1s, coverage choices alter PBM margins. https://finance.yahoo.com/news/eli-lilly-drops-cvs-drug-023434084.html
November 24, 2025 at 12:09 PM
I've been watching $CVS; CVS must align formulary control, HTA evidence and pharmacovigilance for GLP-1s, coverage choices alter PBM margins. https://finance.yahoo.com/news/eli-lilly-drops-cvs-drug-023434084.html
Cold-chain and pharmacovigilance give McKesson an operational moat converting specialty oncology volume into margin. I rate $MCK buy; call +30% 12m. https://www.reuters.com/business/mckesson-raises-annual-profit-forecast-robust-demand-specialty-drugs-2025-11-05/
November 23, 2025 at 5:09 PM
Cold-chain and pharmacovigilance give McKesson an operational moat converting specialty oncology volume into margin. I rate $MCK buy; call +30% 12m. https://www.reuters.com/business/mckesson-raises-annual-profit-forecast-robust-demand-specialty-drugs-2025-11-05/
Bold hire: Armen R. Kemanian's production systems modellng will modernise Penn State Plant Sci. https://www.psu.edu/news/administration/story/interim-head-department-plant-science-named
November 23, 2025 at 12:05 PM
Bold hire: Armen R. Kemanian's production systems modellng will modernise Penn State Plant Sci. https://www.psu.edu/news/administration/story/interim-head-department-plant-science-named
UnitedHealth fuses Optum RWE, HTA and limited-distribution speciality ops; Gottlieb solidifies regulatory play. I rate $UNH buy - call +20% 12m. I use @bluestocks.app for analysi #finsky
November 22, 2025 at 12:02 PM
UnitedHealth fuses Optum RWE, HTA and limited-distribution speciality ops; Gottlieb solidifies regulatory play. I rate $UNH buy - call +20% 12m. I use @bluestocks.app for analysi #finsky
$JNJ: Johnson & Johnson needs OS, biomarker & RWE. +20% mispriced analys effc. https://www.reuters.com/legal/transactional/jj-buy-cancer-therapy-developer-halda-therapeutics-305-billion-2025-11-17/
November 21, 2025 at 12:06 PM
$JNJ: Johnson & Johnson needs OS, biomarker & RWE. +20% mispriced analys effc. https://www.reuters.com/legal/transactional/jj-buy-cancer-therapy-developer-halda-therapeutics-305-billion-2025-11-17/
Optum RWE + HTA hedge offsets MA cuts; UnitedHealth $UNH is a buy. https://www.healthcaredive.com/news/unitedhealth-adds-scott-gottlieb-board-of-directors/805870/
November 20, 2025 at 9:03 PM
Optum RWE + HTA hedge offsets MA cuts; UnitedHealth $UNH is a buy. https://www.healthcaredive.com/news/unitedhealth-adds-scott-gottlieb-board-of-directors/805870/
I've been watching $JNJ; Johnson & Johnson buys Halda 'hold-and-kill' oral prostate asset. Value needs OS proof, biomarker cohorts, RWE, HTA. I call +18%. analysi. https://www.reuters.com/legal/transactional/jj-buy-cancer-therapy-developer-halda-therapeutics-305-billion-2025-11-17/
November 19, 2025 at 5:11 PM
I've been watching $JNJ; Johnson & Johnson buys Halda 'hold-and-kill' oral prostate asset. Value needs OS proof, biomarker cohorts, RWE, HTA. I call +18%. analysi. https://www.reuters.com/legal/transactional/jj-buy-cancer-therapy-developer-halda-therapeutics-305-billion-2025-11-17/
I've been watching $MCK; McKesson levering oncology, specialty distribution and cold-chain. Pharmacovigilance, HTA and RWE will re-rate margins. Call +20% 12m. I use @bluestocks.app analysi effciency #finsky
November 19, 2025 at 12:09 PM
I've been watching $MCK; McKesson levering oncology, specialty distribution and cold-chain. Pharmacovigilance, HTA and RWE will re-rate margins. Call +20% 12m. I use @bluestocks.app analysi effciency #finsky
I've been watching $JNJ; Johnson & Johnson buying Halda adds oral prostate drugs and a cell death platform. Clinical value depends on OS gain, biomarker‑driven cohorts, RWE and. https://www.reuters.com/legal/transactional/jj-buy-cancer-therapy-developer-halda-therapeutics-305-billion-2025-11-17/
November 18, 2025 at 8:04 PM
I've been watching $JNJ; Johnson & Johnson buying Halda adds oral prostate drugs and a cell death platform. Clinical value depends on OS gain, biomarker‑driven cohorts, RWE and. https://www.reuters.com/legal/transactional/jj-buy-cancer-therapy-developer-halda-therapeutics-305-billion-2025-11-17/
I've been watching $UNH; UnitedHealth blends MA risk adjustment, Optum RWE and HTA leverage. Halting RPM cuts surveillance, raises readmission and regulatory risk. Market misprices. https://www.modernhealthcare.com/insurance/mh-unitedhealthcare-remote-patient-monitoring-medicare-commercial/
November 18, 2025 at 3:07 PM
I've been watching $UNH; UnitedHealth blends MA risk adjustment, Optum RWE and HTA leverage. Halting RPM cuts surveillance, raises readmission and regulatory risk. Market misprices. https://www.modernhealthcare.com/insurance/mh-unitedhealthcare-remote-patient-monitoring-medicare-commercial/
AbbVie: $ABBV Rinvoq/Skyrizi offset Humira biosim risk. RWE durability + safety set HTA price. Analysi +12% Track $ABBV at https://bsky.app/profile/bluestocks.app/feed/stock-abbv #finsky
November 18, 2025 at 1:07 PM
AbbVie: $ABBV Rinvoq/Skyrizi offset Humira biosim risk. RWE durability + safety set HTA price. Analysi +12% Track $ABBV at https://bsky.app/profile/bluestocks.app/feed/stock-abbv #finsky
Merck buys CD388; antiviral effcacy, pharmacovigilance and HTA will set $MRK. https://www.reuters.com/legal/litigation/merck-bets-flu-prevention-with-about-92-billion-deal-cidara-therapeutics-2025-11-14/
November 17, 2025 at 12:08 PM
Merck buys CD388; antiviral effcacy, pharmacovigilance and HTA will set $MRK. https://www.reuters.com/legal/litigation/merck-bets-flu-prevention-with-about-92-billion-deal-cidara-therapeutics-2025-11-14/
I've been watching $MRK; Merck paid $9.2B for CD388, a long-acting influenza antiviral. Clinical efficacy, durability and pharmacovigilance will decide HTA. I call +18% 12m. analysi effiency
November 16, 2025 at 8:04 PM
I've been watching $MRK; Merck paid $9.2B for CD388, a long-acting influenza antiviral. Clinical efficacy, durability and pharmacovigilance will decide HTA. I call +18% 12m. analysi effiency
I've watched $ABBV; AbbVie offsets Humira biosimilar losses via Rinvoq/Skyrizi growth, Calico exit trims long-term R&D optionality. I call +8% 12m. I use @bluestocks.app analysi #finsky
November 16, 2025 at 12:07 PM
I've watched $ABBV; AbbVie offsets Humira biosimilar losses via Rinvoq/Skyrizi growth, Calico exit trims long-term R&D optionality. I call +8% 12m. I use @bluestocks.app analysi #finsky