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Friday, March 1, 2024

Uterine Cancer Mortality -- March 1, 2024

Locator: 46636OZEMPIC.

Link here

Easy to read:

A bit harder to read because it includes a graph, a lot of numbers, and "P" thing:

Then, there was a lot of discussion about reasons for this increased in uterine mortality.

But this is what folks will note:

So, what's an investor to do? Two words.

Lilly. Ozempic.

The problem: Medicare doesn't cover Ozempic yet for weight loss. 

But there's work-around: Medicare does cover Ozempic for type-2 diabetes. A much lower bar to meet.

But this is key. Minority women have highest risk and if Medicare doesn't cover Ozempic for obesity, one starts getting into racism.

So, it's just a matter of time. I think two years, possibly even as early as 2025.

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