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Investing in The Weight Loss Pill Market · Earn Your Leisure

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  Speaker 2: Well, Oprah, you know she's been a thing where she's
• 1:54
  Speaker 2: very influential obviously, and you know her. Wait, it's been
• 1:57
  Speaker 2: an issue for thirty years, and it's up and down.
• 2:02
  Speaker 2: It's been up and down, up and down. And she
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  Speaker 2: she was a weight Watchers Brandon Bastard. I don't if
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  Speaker 2: she had equity or not, but you know she weight watches.
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  Speaker 2: When you thought the weight Watches, you thought of Oprah
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  Speaker 2: for years. And recently she lost a lot of weight
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  Speaker 2: and she was looking very slim, and she announced a
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  Speaker 2: few days ago that she is no longer with weight
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  Speaker 2: Watchers since their stock plummeting. The stock dropped so much
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  Speaker 2: that they actually had the report to the SEC. That's
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  Speaker 2: how much influence. That's how much influence that she had.
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  Speaker 2: She said that her weight loss has because she started
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  Speaker 2: to take a weight loss pill, which everybody that's the
• 2:41
  Speaker 2: wave weight loss pills of the wave right now, Oh,
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  Speaker 2: Septic and a bunch of other ones.
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  Speaker 1: Fire.
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  Speaker 3: Yeah, that's moving like blue tops out there was moving
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  Speaker 3: so magic blue magic for sure.
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  Speaker 2: So as as one person's uh downfalls, another person's uprising.
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  Speaker 3: Yeah.
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  Speaker 2: So, and there's opportunities in every crisis. So there's a
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  Speaker 2: crisis in America when it comes to.
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  Speaker 3: Obesity.
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  Speaker 2: Childhood obesity is at record breaking levels. I think they
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  Speaker 2: said one out of every three children in the US
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  Speaker 2: is an obese now. And adult obesity is I don't
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  Speaker 2: even know what it is, but it's it's bad.
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  Speaker 4: Staggering contributes to that.
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  Speaker 3: That's a fact for sure. So but that's a crisis.
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  Speaker 2: So there's opportunity in that crisis, right, And these weight
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  Speaker 2: loss pills are just moving off the shelves and the
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  Speaker 2: companies that are supplying these weight loss medications stocks has
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  Speaker 2: been going crazy. And Lily Eli Lily, Lily, the one
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  Speaker 2: that you know talking about for a long time. Ian
• 4:00
  Speaker 2: has always talked about Eli Lily. His stock has I
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  Speaker 2: think they up one hundred and fifty percent for this year,
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  Speaker 2: that over seven hundred, like seven eighty or something like that.
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  Speaker 2: Right now, analysts call for analysts saying that they're gonna
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  Speaker 2: reach a thousand dollars. They're gonna be the next thousand
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  Speaker 2: dollars stock and they're not the only one. So this
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  Speaker 2: is this for an investor because when I saw it,
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  Speaker 2: I saw it on Today's show. When I saw the news,
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  Speaker 2: the first thing I thought about was Eli Lilly and
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  Speaker 2: weight loss drugs. I'm like, oh, this is great news
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  Speaker 2: for these weight loss drugs. So for people that's looking
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  Speaker 2: for the next big thing, all signs would point to
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  Speaker 2: weight loss medication booming. They said it's gonna beome one
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  Speaker 2: hundred million dollar operation, and I think it's going to
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  Speaker 2: be even more because I don't see people starting to
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  Speaker 2: eat healthy, They're only eating worse.
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  Speaker 3: People are just eating worse now.
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  Speaker 4: The companies are only making worse food.
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  Speaker 3: Can we be honest? And that was part of what
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  Speaker 3: was that's part when she.
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  Speaker 4: Was saying Pool companies are in crap.
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  Speaker 1: She was saying that obesity is a disease.
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  Speaker 3: It's a choice too. There's a choice. You know, we
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  Speaker 3: have to take some level. I hear what you saying,
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  Speaker 3: we have to take some level.
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  Speaker 1: I'm just saying what and because it was interesting, right,
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  Speaker 1: if the weight loss drugs has become something that is
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  Speaker 1: prominent and communicate.
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  Speaker 3: Everywhere, Right, you see it everywhere able the past two
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  Speaker 3: to three years.
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  Speaker 1: Right, but how long did it open and have these
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  Speaker 1: pills far greater than the public would know?
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  Speaker 4: Right, I'm not sure, but I'll say this would and
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  Speaker 4: I put that on onto Oprah jacket.
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  Speaker 3: I'll say this.
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  Speaker 2: I'll say this, we have to take some responsibility as
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  Speaker 2: a society because when a lot of us are making
• 5:43
  Speaker 2: conscious decisions to feed ourselves cancer. If you still eat
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  Speaker 2: McDonald's in twenty twenty four and you are an adult,
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  Speaker 2: if you're over the age of twenty five and you're
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  Speaker 2: eating McDonald's, I don't knock you. I don't knock you.
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  Speaker 2: But it's similar to smoking cigarettes, right, similar like if
• 6:00
  Speaker 2: you smoke cigarettes, I don't I don't knock somebody that's
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  Speaker 2: smoking cigarettes. But you're making a conscious decision that it's
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  Speaker 2: a very high probability that you're gonna get canceled.
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  Speaker 4: Mm hmmm.
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  Speaker 3: It's proven. It's been proven. So if if you make it,
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  Speaker 3: if you are gonna talk about Zucker work, you're not
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  Speaker 3: if you make a conscious decision to eat a double
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  Speaker 3: he raised his hand finished, But whatever, mc donald if
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  Speaker 3: you're making it's a poor health decision.
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  Speaker 2: You're making a conscious decision to go in there. His
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  Speaker 2: consequences that come with that. Yeah, we can't always just
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  Speaker 2: blame somebody else. We got to take some self accountability here.
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  Speaker 1: So that was what that was the other side of it, right,
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  Speaker 1: Like if somebody has a disease, it's almost like alcoholism
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  Speaker 1: is a disease, right, Like, yes, you're making a conscious
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  Speaker 1: decision to drink or consume, but there.
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  Speaker 3: Are parts of it's a disease. To make you want
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  Speaker 3: to eat McDonald's, that's a disease.
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  Speaker 1: I'm not saying McDonald's specifically, but I'm saying unhealthy choices
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  Speaker 1: when you when you're consuming food.
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  Speaker 3: There's a disease to make you want to have fast food,
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  Speaker 3: that's unhealthy choices of what I'm saying. Okay, yeah, all right,
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  Speaker 3: but see somebody just put that it's an addiction.
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  Speaker 4: Okay, yeah, camaraderie and not messing with broadcasts and learning.
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  Speaker 4: If that's the case, is the wealth gap a choice,
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  Speaker 4: because that's a systemic issue that's been going on for
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  Speaker 4: three hundred years by design. For you Dodos who said
• 7:28
  Speaker 4: if black people just picked themselves up by the books,
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  Speaker 4: straps and invest it, ain't that fucking simple. So the
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  Speaker 4: same fashion. If the food industry by design is in
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  Speaker 4: tandem with the drug administration. If I tell you food
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  Speaker 4: that makes you sick and then y'all sell, ain't that
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  Speaker 4: a cartel?
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  Speaker 3: For sure? Yes?
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  Speaker 4: Because the food even when we go to London, people
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  Speaker 4: are like, yo, this food playing. I'm like, no, this
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  Speaker 4: for food tastes like without all the chemicals in it.
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  Speaker 3: That's what I said.
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  Speaker 1: When they had Zuckerberg, he was Ian McDonald's out the country.
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  Speaker 1: He said, it's five star, four star mescheling.
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  Speaker 2: Well, I don't know about forestarch, That's what he said.
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  Speaker 2: Giving a fruit, even fruit is contaminated, so you can't
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  Speaker 2: you can't escape in America. You can't escape it. But
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  Speaker 2: I'm just saying. All I'm saying is that there are
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  Speaker 2: some conscious decisions that we can do better as a
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  Speaker 2: society that's all chili chili. If you're still eating chili, cheese,
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  Speaker 2: fries and hot dogs and get your it's probably not
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  Speaker 2: the best. That's probably not the best way to go
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  Speaker 2: about it.
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  Speaker 3: That's all. Yeah, you said we have to be more empathetic.
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  Speaker 3: I'm being I'm being very imp I'm empathizing.
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  Speaker 1: With the people who have an addiction.
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  Speaker 3: That's what I'm doing.
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  Speaker 4: And if the additives and the MSG causes the addiction
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  Speaker 4: because of a lot, there's no charge.
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  Speaker 3: It's a tough battle. It's a tough battle. Well, let's
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  Speaker 3: talk about how you can make money off this situation,
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  Speaker 3: shall we? Yes? As I mentioned before, Yes, and that's
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  Speaker 3: the chat.
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  Speaker 4: Uh. Novo n v O.
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  Speaker 2: Let's talk about Novo because we haven't talked about them
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  Speaker 2: a lot. We talked about Eli Lily a lot. But Novo.
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  Speaker 2: Let's talk about Novo.
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  Speaker 4: Yeah, great company.
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  Speaker 3: Because Novo actually.
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  Speaker 2: Makes os Epic is the leading wagabi so data manufacturers
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  Speaker 2: of this.
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  Speaker 1: So they have the number one and number three weight
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  Speaker 1: loss drug so Majur, which is what Eli Lily makes.
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  Speaker 1: That wasn't even a weight loss drug, right, so everybody
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  Speaker 1: has a historical context with it, right, that was for diabetes.
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  Speaker 3: Uh.
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  Speaker 1: Then they're drug that they're actually making specifically for weight
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  Speaker 1: loss is zet pound.
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  Speaker 3: So that's where it's like.
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  Speaker 1: Okay, these four drugs, they're gonna run the market. I
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  Speaker 1: don't know if there's gonna be another four.
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  Speaker 3: Is a lot of the weight loss Go with the
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  Speaker 3: top four. Keep it simple.
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  Speaker 1: Those are the top four products. There's two companies that
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  Speaker 1: are making them.
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  Speaker 3: Stay right there.
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  Speaker 2: So no Vogue actually has an advantage over over when
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  Speaker 2: it comes to this particular subject because they have.
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  Speaker 4: A particular Yeah. But but overall no, but yeah.
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  Speaker 3: Overall, but in the weight loss pill.
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  Speaker 1: Market, they they are the champs because oz Epic, I
• 10:18
  Speaker 1: mean most people, they're like the medayin.
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  Speaker 3: When people think that's the first thing you think is opic.
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  Speaker 2: Medaine in Colombia and uh Cali cartels. Yeah, similar, they
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  Speaker 2: the only ones moving. They got the strongest, they got
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  Speaker 2: the best product on the block.
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  Speaker 1: And it's only getting better assets and they are going
• 10:38
  Speaker 1: they're only going to have more.
• 10:39
  Speaker 3: Customer So what's what's the outlook for investing in these companies?
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  Speaker 4: I love them both. If you put them together, I
• 10:47
  Speaker 4: always say invest in the top two in the sector.
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  Speaker 4: No Vo operating margin it's forty three percent. Absolutely amazing revenues, amazing.
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  Speaker 4: Returnal equity is seventy three point two percent, return on
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  Speaker 4: assets is twenty four percent.
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  Speaker 3: Great job.
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  Speaker 4: Like you said, they own the number one and number
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  Speaker 4: three and then Eli Lilly in combination. If you put
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  Speaker 4: them to together, Eli Lily profit margin is fifteen percent.
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  Speaker 4: Institutional ownership is eighty four percent, which is a great sign,
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  Speaker 4: and return on equity is forty seven percent. So my
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  Speaker 4: only concern is who is going to be the first
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  Speaker 4: to have a recall. And it's said there's some hard
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  Speaker 4: side effects to these drugs. So the first one that says, hey,
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  Speaker 4: you got to get your lower intestine and removed if
• 11:31
  Speaker 4: you use it for longer than three years won't be
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  Speaker 4: favorable and there'll be a short on one of these stocks.
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  Speaker 4: But in the interim, No Vote and Lily are the
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  Speaker 4: dream team in this weight loss space. Doctor Miami, you
• 11:44
  Speaker 4: are in trouble weight Watchers. You are in trouble most
• 11:48
  Speaker 4: companies that are selling nutritional value. And if we can
• 11:52
  Speaker 4: be honest about Weight Watchers, it is a classic case
• 11:55
  Speaker 4: of having a great promise but an inferior product.
• 12:00
  Speaker 2: Something you said something that was insightful you said something
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  Speaker 2: that was extremely insightful because I've spoken to some people
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  Speaker 2: that's taking these medications, and every single person that I
• 12:09
  Speaker 2: spoke to had negative side effects.
• 12:11
  Speaker 3: Every single person horrible effects.
• 12:13
  Speaker 2: So at some point, potentially right who knows, they could
• 12:19
  Speaker 2: be a class action lawsuit, they could be. It's still
• 12:21
  Speaker 2: new too. We don't know the long term side effects.
• 12:24
  Speaker 2: So even investing in these companies is like, all it's
• 12:26
  Speaker 2: going crazy. It's going up right now, but it could
• 12:29
  Speaker 2: be like the tobacco industry in ten years when all
• 12:31
  Speaker 2: of these side effects really start to come out.
• 12:34
  Speaker 3: If they do, I'm not saying that they will.
• 12:36
  Speaker 4: I was in the constipation of dominant pain, blur, vision, bloating, headache,
• 12:39
  Speaker 4: rapid heartbeat, heartburn, gall bladder issue, kidney disease, thyroid cancer, disneyness, diarrhea.
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  Speaker 1: And with all that being said, it's like a god
• 12:50
  Speaker 1: of water. People are signing up every day to get it.
• 12:53
  Speaker 3: Because of the results, well, somebody to be removed.
• 12:57
  Speaker 2: The alternative is that you're going to die of obesity,
• 12:59
  Speaker 2: or you're going to have high blood pressure, diabetes, cholesterol,
• 13:03
  Speaker 2: you're going to have to be on dialysis. So it's like,
• 13:06
  Speaker 2: you know, trade off. I guess you know one of
• 13:09
  Speaker 2: these things. Would you rather be morbally obesto? Would you
• 13:12
  Speaker 2: rather have diarrhea?
• 13:15
  Speaker 3: I think they're gonna take that area. I mean they're
• 13:17
  Speaker 3: gonna take the.
• 13:20
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