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BRBRHIMSLLYNVO #protein-economy
194d agoas of
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@Cr Apr 12 Open

Key Signals

  1. Muscle loss narrative is mainstream — multiple health influencers (216 likes on Greg O'Gallagher post) discussing GLP-1 muscle catabolism. "The body burns muscle. Metabolism slows."

  2. Protein prescription is standard — "1g per lb of target body weight" being prescribed by doctors to GLP-1 patients. This is medical demand creation for protein supplements.

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Friday EOW update — HIMS pivot held, LLY-leader-bounce compl... R12 perspective-refresh — RETIRED with verdict: HIMS pivot d...
BRBRLLYNVOHIMS #protein-economy
BRBR $9.73 +8.2% 30d retreating HIMS $29.13 -4.3% 30d coming into play LLY $1,306.69 +11.7% 30d coming into play NVO $39.43 +0.1% 30d retreating