employer plans and individual plans who also don't have access to GLP1s. What can you do to make those insurers and PBMs get these same prices so they can put access for those. >> I'll ask or or Bobby that question would be very it's a good question.>> Absolutely. Many Americans receive their insurance uh through the commercial markets. The companies have committed to ensure that at worst prices are at MFN on GLP1s and are committed to continue to negotiate those prices down based on volume just as they do ...

It was only 2022 when you launched cost plus. It seems as though we've been having this conversation for a long time. >> Yeah.>> So much has happened in those three years. >> Where do you feel you are. Are you where you thought cost plus would be.>> Honestly, from the day we launched with 111 medications, we're so much further than I ever expected. Um the response has just been through the roof. And realize we don't spend a nickel on advertising or marketing.It's all word of mouth and we've had I mean we've ...

Mark Cuban, thank you so much for sitting down with us to talk here at health. >> You know, I I was just thinking >> it was only 2022 when you launched cost plus. It seems as though we've been having this conversation for a long time.>> Yeah. >> So much has happened in those three years. >> Where do you feel you are.Are you where you thought cost plus would be. Honestly, from the day we launched with 111 medications, we're so much further than I ever expected. Um, the response has just been through the roof ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the Life Sciences and Healthcare sector, particularly in developed markets, with a notable emphasis on the impact of US tariffs and the Most Favored Nation (MFN) policy on investor sentiment and positioning in the healthcare sector [2][10]. Core Insights and Arguments 1. **Investor Sentiment**: The healthcare sector is currently viewed negatively, with investors adopting a bearish stance due to uncertainties surrounding MFN and tariffs. There is anticipation for clarity on these issues, which may influence investment decisions in the sector [2][10]. 2. **GLP Therapeutics**: Recent disappointing data on oral GLP therapies has led to diminished growth expectations in obesity treatments. Concerns about pricing and access are prevalent, suggesting a potential shift in investor focus away from GLP players to other therapeutic areas [3][10]. 3. **Life Sciences Tools vs. PBMs**: The traditional investment strategy of focusing on payers and Pharmacy Benefit Managers (PBMs) is being questioned. Increased scrutiny on medical loss ratios and drug pricing may hinder earnings growth in this area. In contrast, the Life Sciences tools sector is showing signs of recovery, with positive book-to-bill ratios indicating potential for growth [4][5][10]. 4. **Oncology and Immunology Investments**: There is a cautious interest in oncology and immunology stocks, with some companies trading at reasonable multiples. Growth-at-a-reasonable-price (GARP) strategies may attract more investor attention, particularly for companies like AstraZeneca and Sanofi [6][10]. 5. **Company-Specific Updates**: - **Eli Lilly**: The company reported Q2 results that exceeded expectations, but concerns remain regarding competition in the obesity treatment market. The market share debate is heavily tilted in favor of Eli Lilly compared to competitors [19][20]. - **Gilead**: Strong performance in the HIV segment, with a 5% revenue beat, has led to an optimistic outlook for the year. The focus will be on the launch of new products and their market acceptance [19][20]. - **Merck KGaA**: Despite a slight miss in Q2 results, the company maintains a positive outlook for Life Sciences growth, indicating a return to structural growth despite challenges in the electronics segment [19][20]. - **Novo Nordisk**: The company faces scrutiny over its growth strategy and market execution, particularly in the GLP market, where expectations may be overly optimistic [19][20]. Additional Important Insights - **Market Dynamics**: The healthcare sector is experiencing a shift in focus from GLP therapies to Life Sciences tools and oncology/immunology investments, reflecting changing investor priorities and market conditions [3][4][5][10]. - **Regulatory Environment**: The evolving regulatory landscape, particularly concerning drug pricing and market access, is a critical factor influencing investor sentiment and company performance in the healthcare sector [4][10]. - **Future Outlook**: The potential for recovery in the Life Sciences tools sector and the ongoing developments in oncology and immunology present opportunities for selective investment, although caution is advised due to market volatility and regulatory challenges [5][6][10].