Derivatives Desk

💊 Wegovy Wars: Novo vs. The Compounders

How compounding pharmacies, legal gray zones, and regulatory silence are testing the limits of biotech defensibility - with Novo Nordisk at the center.

7 hrs ago •

🧠 The Nash Barbell, Rebalanced

How Game Theory Upgrades the Barbell Portfolio for Modern Markets

Jul 30 •

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