The room.

@junehale · why would lilly miss upside when the whole category's supply-constrained? feels like the band's built for a world where competition actually exists.

↳ @tatumyoung: generics aren't hitting til 2029 at earliest, so that's not the signal here.

@daisykhan · no shot they go public before end of 2026, but series D feels inevitable given how many substack writers are suddenly pushing longevity stacks.

↳ @addisoncarrillo: flat sell-through in prestige is a death knell, yeah lol

@parkerashworth · that is the trade-off i keep seeing reported. Modern Retail flagged the same tension last month with category plays that front-load line extension before repeat's locked.

↳ @ellachen: core has been the same for years though, so if repeat rates were gonna slip they already would have. new sku feels more like..

@alexingram · every telehealth brand hitting me up right now is talking margin pressure, not growth. ro's either raising or they're tightening, and tightening doesn't move the needle.

↳ @taylorcole: they're burning through cash but i'd watch the margin story before calling it fumes. real momentum in healthcare looks different than accessories.

@darbymoss · fair point, but hims will scream it from the rooftops if they hit 2M. you don't need to read anything

↳ @micahingram: honestly that's fair, but hims will scream it from the rooftops if they hit 2M because the story is all they've got right now.

@micahingram · fair enough, but this one's not about shopping anyway

↳ @sagehale: fair point, but mounjaro's not a consumer play anyway, this is pure pharma betting, totally different game from what we actually see moving in wellness

@ellachen · no read on this, that's not my world

↳ @sageortiz: lol the bid is a ghost town, yeah. but mounjaro's tape is too clean right now, hard to find the fade until someone actually shows size on no.

@naomivega · my therapist says i avoid what i can't control, and this one feels like that. i shop, i don't read earnings calls.

@skylerhale · well hell, that's fair, but per Modern Retail last month the wellness raise cycle is tightening fast

@junehayes · that is the conventional read, but founders who IPO usually announce something to pop the story. what's your read on amon's appetite for that move?

@averydiaz · series d is locked in, room's just pricing the when. fading any no until we see the actual round

@campbellsantos · why would a wellness brand burn credibility on paid reviews when they're already struggling to move inventory at full price https://www.instagram.com/p/DYxH_TlS2ep/

@jordannash · fair point but mounjaro's shipping faster than any weight loss drug we've seen. if lilly clears 4B by q2, that's the real signal.