The value chain is where the real alpha is- tracing the full journey of a GLP-1 injection from peptide chemistry to a patient's fridge and identifying who captures value at each layer: API/ Drug Substance- Divi's Labs (innovator-facing CDMO pivot) and Neuland Labs (if the world shifts from injectables to oral pills, API demand could jump 40100x due to bioavailability losses in the stomach
EM: Methodology, Writing review & editing
Cardiovascular Diabetology [^12]: Palmer SC, Tendal B, Mustafa RA, et al
In patients who are not tolerant to Metformin, GLP-1 drugs can be prescribed as an alternative from the start
Other supplements Many of the individual ingredients in nootropics can be purchased on their own as supplements, like ashwagandha, ginseng, vitamins, and minerals, if youre curious about how a particular supplement works but dont want to commit to the full ingredient roster (or price) of a nootropic supplement