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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. July 5, 2026 247Views 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…

Inside the New Metabolic Gold Rush: How Sanofi’s Tzield, Modular Medical’s Pivot Pump and GLP‑1 Weight‑Loss Drugs Are Reshaping Diabetes Care -( $AZN $GPCR $LLY $MODD $NVO $PFE $SNY )

by John F. Heerdink, Jr. June 26, 2026 339Views 0Likes

Wall Street has a new favorite subplot in the diabetes and obesity saga: a three-act story where Sanofi (SNY) shores up the autoimmune front, Modular Medical (MODD) quietly rewires insulin delivery, and the GLP‑1 heavyweights audition next‑gen obesity drugs on the ADA…

Tag: Obesity

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 )

Inside the New Metabolic Gold Rush: How Sanofi’s Tzield, Modular Medical’s Pivot Pump and GLP‑1 Weight‑Loss Drugs Are Reshaping Diabetes Care -( $AZN $GPCR $LLY $MODD $NVO $PFE $SNY )

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