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tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
publisheddirectional thesisLONGyoutubenot an explicit trade

LLY directional thesis

Oz frames the TrumpRX price cut as a volume detonator that pushes GLP-1s from the vain Upper East Side into Medicare ($50 copay), free Medicaid, and rural America, the exact populations where obesity actually lives. Lilly's just-approved oral pill Foundayo is the form factor he says leapfrogs the injection and lets the market scale.

$1,066entry snapshot
pendingcurrent snapshot
— pendingsince mention
we're going to take the prices of these drugs, which are now prohibitively high for many Americans, $1,200 cash pay... It's going to be a starting price of around $200... And with the pills, it's 150. And the pills will come out the the first FDA approved pills will start this month... we believe at that price... within two years, return money to the American taxpayer... we agreed to those prices with the two major companies, Novo Nordisk and Eli Lilly.
31:40claim_id mcl_c25feb88889bbb97f1open evidence ↗
Classification directional thesis

Human-reviewed public claim.

Evidence span 31:40

Evidence URL, source timestamp, and excerpt are attached to this permanent claim page.

Correction path available

Creators or reviewers can request reclassification, context, or entity corrections without erasing the source record.

Machine-readable claim
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    "title": "Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos",
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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.