Like Ozempic, Tirzepatide is an injectable medication. The the effect is like bariatric surgey in that the patient feels fuller sooner. I question whether it is easier long term to change eating habits or ise PAP. Clearly the answer will vary from patient to patient but I suspect the market is thinking that there is a pill coming that repplaces the need for PAP devices. I think there is a lot of simplistic analysis happening. Tirzepatide is a head wind not a disrupter.
Why the drop?, page-16
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