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181d 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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BRBR $8.55 -9.3% 30d retreating HIMS $30.92 +10.8% 30d coming into play LLY $1,179.27 +4.9% 30d coming into play NVO $38.64 -13.3% 30d retreating