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BRBRHIMSLLYNVO #protein-economy
127d 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 $10.18 -16.0% 30d retreating HIMS $28.61 -12.9% 30d retreating LLY $1,183.16 +0.3% 30d in trend NVO $44.88 -10.8% 30d coming into play