biologics and stuff🧬🧬 @_invaro

Joined January 2021

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biologics and stuff🧬🧬 @_invaro

4 weeks ago

@GutierrezCap_ perfecto, además no es solo la tesis inicial sino un reset de su excelecia operativa

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biologics and stuff🧬🧬 @_invaro

2 months ago

@Jackkk @marcosllorente

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biologics and stuff🧬🧬 @_invaro

2 months ago

up 40% since then

biologics and stuff🧬🧬 @_invaro

5 months ago

$WST $STVN Can we just take a step back and appreciate how market gives 2fks around the Annex 1 opportunity? 90% of the questions on GLPs when they are bakin in something absurd i.e. 10% growth with injectable prices collapsing 70% and generics coming online?

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biologics and stuff🧬🧬 @_invaro

3 months ago

What happened with the Rales bros? WAKE UP $DHR

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J.P. Reilly @JPReillyMD

3 months ago

#scai2026 .@SCAI Keynote address on the history and evolution of TAVR. It has become the leading treatment for AS. Now focusing on the long term durability and outcomes.

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biologics and stuff🧬🧬 @_invaro

3 months ago

@waterboystocks the only thing that is wrong here is $LLY multiple

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biologics and stuff🧬🧬 @_invaro

3 months ago

@DmytroKrasun The fact that you consider buying it for status is the one and only mistake.

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biologics and stuff🧬🧬 @_invaro

3 months ago

@HerculeBaditt Assuming those splits are correct, aren’t this tasks already pass through revenue? I mean it would be a topline headwind but not necessarily margin.

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Kontra @KontraInvest

3 months ago

If oral Wegovy sales are the most exciting part of Q1, gross margin is the most anxiety-inducing. $NVO

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intern @intern

3 months ago

gym guys will be like “i can’t believe they took the covid vaccine” and then inject BPC-157, ipamorelin, MOTS-c, and an unpronounceable peptide shipped from Nicaragua after reading a subreddit comment from liverkingdisciple69 about mice getting jacked

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Jon Oringer @jonoringer

4 months ago

The NYT just profiled a $1.8B revenue company with 2 employees. Medvi is a telehealth GLP-1 provider built by Matthew Gallagher, 41, from his house in LA. He launched in September 2024 with $20,000. Here are the numbers: Month 1: 300 customers Month 2: 1,300 customers 2025 full year: $401M revenue, 250,000 customers 2026 run rate: $1.8B Net margin: 16.2% ($65M profit) Total employees: 2 (him and his brother) Outside funding: $0 How it works: Medvi is a front end. Two platforms — CareValidate and OpenLoop Health — handle doctors, prescriptions, pharmacies, shipping, and compliance. Gallagher handles brand, website, ads, checkout, and customer service. All built with AI. His stack: ChatGPT, Claude, and Grok for code. Midjourney and Runway for ad creative. ElevenLabs for voice. Custom AI agents to connect systems. AI chatbot for customer service (which initially hallucinated fake prices he had to honor). For comparison: Hims & Hers did $2.4B revenue last year with 2,442 employees and 5.5% net margins. Gallagher is running 3x the margin with a fraction of a percent of the headcount. Back into the unit economics: ~$336M in total costs, probably $160-200M to the telehealth platforms, leaving $130-170M mostly in marketing. Against 250,000 customers, that's a $500-700 CAC. High, but it works because his overhead is virtually zero and LTV at ~$200/month holds up. He's expanding fast. Men's health launched in February — 50K customers in month one. Meal delivery went live last month. Women's health, hair growth, supplements, and skincare are next. The vulnerability: zero moat. No proprietary tech, no doctor network, no pharmacy infrastructure. CareValidate or OpenLoop could raise fees or launch competing brands. Anyone could replicate this model in weeks. Right now, the margins are enormous for anyone who moves fast enough. The question is how long that window stays open. nytimes.com/2026/04/02/tec…

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biologics and stuff🧬🧬 @_invaro

3 months ago

@fdzmurillo I´ll bet compliance is better on orfo in RoW. Still, orfo COGS is way lower so plenty of room to beat NVO on price. PD: don´t own any of the GLP-1 manufactures, I believe is a category with massive volume growth, but poor returns given price pressure/competition.

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biologics and stuff🧬🧬 @_invaro

3 months ago

@fdzmurillo Truth is many people forget/ignores breakfast after taking the pill and keep their morning routine going, so part of that 16.6 is driven by that. If you do orfo with the same requirements I´m pretty sure gap would´ve been smaller.