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Searching for the Dogs of FY23 + Ren's 5 minute valuation

Equity Mates Investing Podcast

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The Back of the Envelope Valuation

Ren: The challenge is going to be like so many things in the pharmaceutical space. Someone pioneers it and everyone else follows it. A Zempic clinical trial over 68 weeks, the average weight loss was 15 kilos over 68 weeks. Eli Lilly over 48 weeks,. So 20 less weeks, theaverage weight loss 24 kilos. Like that's pretty crazy. This could be exactly the that if you think about that in a global scale.

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