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From Couch to $50 Copay: Medicare’s Bridge Program and the Long‑Only Case for Obesity as a Chronic‑Care Asset Class -( $LLY MODD $NVO )

by John F. Heerdink, Jr. 12 hours ago 56Views 0Likes

Medicare’s new $50 GLP‑1 program and a fresh wave of insulin‑delivery innovation are quietly rewriting the economics of chronic care—and investors who blink risk missing a secular health‑tech rerating hiding inside the fine print. At the same time, companies like Modular Medical…

Diabesity’s New Plus‑One: FDA Gives Green Light to Modular Medical’s Pivot Patch Pump -( $MODD $LLY $NVO )

by John F. Heerdink, Jr. April 9, 2026 551Views 0Likes

Modular Medical’s (NASDAQ: MODD) latest regulatory milestone upgrades the narrative: the company has now secured FDA 510(k) clearance for its Pivot tubeless insulin patch pump, moving from “launch‑ready” to “launch‑approved” in the heart of the fast‑growing diabesity market. Pivot Patch Pump Gets…

The Diabesity Gold Rush: GLP‑1 Giants and a Tiny Patch Pump Hunting for XXL Returns -( $AMGN GS $LLY $MODD $NVO )

by John F. Heerdink, Jr. April 8, 2026 366Views 0Likes

The global “diabesity” market is swelling into a once‑in‑a‑generation opportunity, and Eli Lilly, Novo Nordisk—and now a new class of device innovators like Modular Medical (NASDAQ: MODD)—are still lacing up their running shoes rather than sprinting for the finish line. For investors,…

Eli Lilly’s Weight-Loss Empire Just Got Heavier with $2.4B Acquisition – And So Did Its Market Cap -( $LLY $NVO $SPY )

by John F. Heerdink, Jr. February 9, 2026 453Views 0Likes

Eli Lilly (LLY) has once again muscled its way to the top of the healthcare league tables, with its stock climbing as investors double down on the idea that obesity drugs are less a fad and more a new asset class. The…

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From Couch to $50 Copay: Medicare’s Bridge Program and the Long‑Only Case for Obesity as a Chronic‑Care Asset Class -( $LLY MODD $NVO )

Diabesity’s New Plus‑One: FDA Gives Green Light to Modular Medical’s Pivot Patch Pump -( $MODD $LLY $NVO )

The Diabesity Gold Rush: GLP‑1 Giants and a Tiny Patch Pump Hunting for XXL Returns -( $AMGN GS $LLY $MODD $NVO )

Eli Lilly’s Weight-Loss Empire Just Got Heavier with $2.4B Acquisition – And So Did Its Market Cap -( $LLY $NVO $SPY )

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