RE:RE:RE:RE:GLP-1 Agonists...I believe his gut instinct was correct. I take a similar SGLT-2 drug and I've lost maybe 10 lbs. and that's through changing diet more than anything. As an apnea patient I discuss this with many people who are similarly afflicted and most would not be considered obese. The idea that massive weight loss is a) going to happen and b) going to stop everybody's apnea is nonsense, in my view. Once the palate collapses it's not coming back, short of surgery. If it's a risk, it's a damn small one, at least on current evidence. If they have anything like concrete evidence, I'd like to see it because I doubt it exists.
besttobe wrote: Per Breakout investors
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But Will Anti-Obesity Pills Kill QIPT’s Business Model? Before getting into management’s acquisition commentary, I do want to address one other key thesis that has been floating around lately. QIPT has been hearing—as have I of late—that many investors are exiting stocks heavily focused in respiratory and sleep care because of their belief that the new GLP-1 receptor anti-obesity pills will negatively impact these DME companies like QIPT. Consequently, other companies in the space have been negatively impacted, not just QIPT. Personally, I find this assertion to be so absurd that I did not immediately believe it when others told me. But then I started to hear investors I respect talk about it as a risk. "