@larrywabrams Lawrence W. Abrams
Lawrence W. Abrams posts on X about $googl, $bros, insurance, $ci the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [-------] -95%
- [--] Month [---------] +278,088%
- [--] Months [---------] +17,013%
- [--] Year [---------] +6,079%
Mentions: [--] #
- [--] Week [--] -13%
- [--] Month [--] +422%
- [--] Months [--] +5.90%
- [--] Year [---] -3.70%
Followers: [-----] #
- [--] Week [-----] +0.29%
- [--] Month [-----] +1.10%
- [--] Months [-----] +1.50%
- [--] Year [-----] -1.60%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 58.54% technology brands 25.2% finance 20.33% cryptocurrencies 8.13% celebrities 2.44% currencies 0.81% vc firms 0.81% musicians 0.81%
Social topic influence $googl 15.45%, $bros 12.2%, insurance 8.94%, $ci #33, $goog 8.13%, $wba 7.32%, doj 7.32%, $cvs 6.5%, cvs 5.69%, $aapl 5.69%
Top accounts mentioned or mentioned by @ftc @sherman1890 @rabbiwolpe @drugchannels @photoncap @bengolub @jasoncrawford @robwitwer @elonmusk @daytonpubpolicy @briancalbrecht @thejusticedept @martahari @watsonvillecity @comppolicyint @tmz @mintzlaw @sancompounding @costplusdrugs @ginkgo
Top assets mentioned Alphabet Inc Class A (GOOGL) Dutch Bros, Inc. (BROS) Cigna Corp (CI) Walgreens Boots Alliance Inc (WBA) CVS Health Corp (CVS) Apple, Inc. (AAPL) Radworks (RAD) Lithium (LITH) Amazon.com, Inc. (AMZN) Alvotech Ordinary Shares (ALVO) McKesson Corporation (MCK) Microsoft Corp. (MSFT) Eli Lilly and Company (LLY) Cencora, Inc. (COR) NVIDIA Corp. (NVDA) Hims & Hers Health, Inc. (HIMS) UnitedHealth Group (UNH) Moon Tropica (CAH) Walmart, Inc. (WMT) Kroger Co (KR) RELX PLC (RELX) Astera Labs, Inc. (ALAB) Marvell Technology Inc (MRVL) GoodRx Holdings, Inc. (GDRX) MustangCoin (MST) McDonald's Corp (MCD) StarLink (STARL) Retail (RETAIL) pizzacoin (PIZZACOIN) Neurobro (BRO)
Top Social Posts
Top posts by engagements in the last [--] hours
"$CI #PBMs unit Express Scripts just settled insulin collusion case with @FTC . At glance looks like ESI reseller margins would take a big hit yet Wall Street doesnt see it that way maybe too early🙁"
X Link 2026-02-04T17:45Z [----] followers, [---] engagements
"2026 prediction: drug distributors $COR $CAH $MCK planning to carve out combined Rx healthcare benefit driven in part by biologic infusions (covered by medical benefit) now producing close substitute (newly patented) self-injectables (now covered by #PBMs benefit). A threat to $CVS $UNH $CI https://twitter.com/i/web/status/2018806505907331286 https://twitter.com/i/web/status/2018806505907331286"
X Link 2026-02-03T21:59Z [----] followers, [---] engagements
"Maybe its because recent years PMPY trend driven more by utilization- especially GLP-1 and biologics - not net prices - #PBMs formulary management more about step therapy exclusions PA than rebate negotiations. $CI ESI willing to settle @FTC as rebates matter much less"
X Link 2026-02-04T17:53Z [----] followers, [---] engagements
"$AMZN moving to partner with OpenAI on models inevitably leading to EXCLUSIVE use of their agents within their shopping walled garden sets up antitrust Sherman [--] and [--] down the road not to mention agency issues"
X Link 2026-02-04T18:36Z [----] followers, [---] engagements
"@FTC settlement with #PBMs ESI unit of $CI basically changes biz model -- still opaque -- from rebates and spread pricing to % fee based on each net priced Rx aggregated to PMPY trend. Given ESI ok with it I estimate new biz model at same 8% gross profit margin but now % of PMPY = $190 PMPY fee equivalent at [----] trend of around $2370 1/n https://twitter.com/i/web/status/2019138070931759553 https://twitter.com/i/web/status/2019138070931759553"
X Link 2026-02-04T19:56Z [----] followers, [---] engagements
"@DrugChannels @FTC Big [--] killer move by $CI #PBMs ESI to offer 2027-8 -- transparent FFS biz model around $250 PMPY with trend guarantees and variance gain and loss sharing. See my PBM insurance biz model paper on this 🔽 6/n"
X Link 2026-02-04T20:44Z [----] followers, [---] engagements
"$WMT for year company shunned collecting slotting allowances (% rebates off prices ) from brands now playing that game. Reason multiple up. Rent shifting from brands Walmart and Kroger have figured out that shoppers are the product and brands are the customers. Walmart and Kroger have figured out that shoppers are the product and brands are the customers"
X Link 2026-02-07T16:55Z [----] followers, [---] engagements
"#AI agents may taking away jobs but way behind on lap dancing 🚨Robot falls on Cardi B after trying to give it a lap dance at TikToks Super Bowl party in San Francisco. Via @TMZ https://t.co/1ABgY3Z4zn 🚨Robot falls on Cardi B after trying to give it a lap dance at TikToks Super Bowl party in San Francisco. Via @TMZ https://t.co/1ABgY3Z4zn"
X Link 2026-02-08T19:10Z [----] followers, [---] engagements
"Up next after #Anthropic provides #AI alternative to Lexis/Nexis $RELX is government antiquated PACER . Indeed all government provided UX to data is up for disruption . 👍"
X Link 2026-02-10T18:31Z [----] followers, [---] engagements
"Nice summary by @Mintz_Law of proposed DoL #PBMs fee disclosure rule for employer self-insured plans -- will accelerate move toward full insurance biz model -- either MLR or FFS with PMPY trend guarantees. See my paper on this 🔽 https://t.co/TjsU8MFvJb #PBMS #health #labor @Mintz_Law https://t.co/ZHThB4XNVZ https://t.co/TjsU8MFvJb #PBMS #health #labor @Mintz_Law https://t.co/ZHThB4XNVZ"
X Link 2026-02-11T00:53Z [----] followers, [---] engagements
"Some thoughts on pending @FTC and $CI Express Scripts #PBMs settlement: a containment win for ESI limiting remedy to best effort to negotiate low list prices on legacy insulin drugs and no spread pricing on same drugs. No general remedy for opaque reseller business models now dependent on renamed formulary fees instead of rebates https://twitter.com/i/web/status/2014412178036818043 https://twitter.com/i/web/status/2014412178036818043"
X Link 2026-01-22T18:57Z [----] followers, [---] engagements
"@SanCompounding Can you explain difference in PE (2026) $MRVL vs $ALAB Marvell ( $MRVL ) -8% YTD PE(2026): 27.7x Astera Labs ( $ALAB ) -9% YTD PE(2026): 64.1x"
X Link 2026-02-02T18:33Z [----] followers, [---] engagements
"New #meme word "orchestrator" as in "I am good at orchestrating my kids' Saturday schedule" or "I need you to better orchestrate dinner honey" #ai #code #Software"
X Link 2026-02-03T21:39Z [----] followers, [--] engagements
"Now copayment and coinsurence based on net prices reduces payments to plan sponsors. I guestimate this could amount to as much as 2% PMPY trend = $47 PMPY. Not small potatoes given total ffe equivalent of PMPY payments to #PBMs is 8% = 25% of ffs equivalent paid Plus less copay = more utilization = more plan sponsor costs 2/n"
X Link 2026-02-04T20:05Z [----] followers, [---] engagements
"Still opaque $CI #pbms Express Scripts biz model move to % fees based on net prices which aggregates to % PMPY trend shifts #PBMs advocaries from #Pharma and drugstores to plan sponsors who won't like loss of copays and higher and higher PMPY trend 3/n"
X Link 2026-02-04T20:11Z [----] followers, [---] engagements
"Per @drugchannels #PBMs recent PMPY trend driven by utilization not net prices -- mostly GLP-1 and self-injectable biologics. Expect 14% YoY PMPY trend to continue now net price based lower copays and #Pharma offering self-injectable alternative to medical benefit infusions for Remicade Humira Keytruda. 4/n"
X Link 2026-02-04T20:32Z [----] followers, [---] engagements
"Significant $CI ESI #PBMs first to settle insulin collusion case with @FTC In some ways strongest of Big [--] #PBMs to weather any instability in transition of one opaque biz model -- retained rebates spread pricing -- to another- "data" "price protection" "placement" formulary fees expressed as a % of net prices (instead of % off WAC) aggregated to PMPY trend 5/n https://twitter.com/i/web/status/2019148298171609487 https://twitter.com/i/web/status/2019148298171609487"
X Link 2026-02-04T20:37Z [----] followers, [---] engagements
"@PhotonCap Can you map the same partners in OCS for $MSFT $NVDA $AMZN"
X Link 2026-02-04T17:00Z [----] followers, [---] engagements
"@costplusdrugs and $GDRX - cash pay retail and mail order Rx- losers in @FTC settlement with $CI #pbms ESI moving to coinsurance and copays based on net prices not gross retail prices"
X Link 2026-02-04T18:27Z [----] followers, [---] engagements
"@PhotonCap I found these OCS partners listed on $NVDA page. Problem I find as investor is estimating timeline of actual ramp up of OCS by big [--] $MST $NVDA $AMZN . Looks like [--] years at least before any P&L impact smaller partners"
X Link 2026-02-04T21:17Z [----] followers, [----] engagements
"Watch $EVGN announce a collaboration like this . 🚀🚀🚀🧨🧨 We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW We worked with @Ginkgo to connect GPT-5 to an autonomous lab so it could propose experiments run them at scale learn from the results and decide what to try next. That closed loop brought protein production cost down by 40%. https://t.co/udKBKxnKlW"
X Link 2026-02-05T20:15Z [----] followers, [---] engagements
"Orcestration the #meme word of [----]. The future of all computer work will not be executing tasks but orcestrating #AI agents to do tasks"
X Link 2026-02-05T22:07Z [----] followers, [--] engagements
"Abrams Lawrence A Pharmacy Benefit Manager Insurance Business Model (March [--] 2025). Available at SSRN: or http://dx.doi.org/10.2139/ssrn.5176337 https://ssrn.com/abstract=5176337 http://dx.doi.org/10.2139/ssrn.5176337 https://ssrn.com/abstract=5176337"
X Link 2026-02-11T00:55Z [----] followers, [--] engagements
"Next up for private labels by Big [--] #PBMs pseudo-manufacturers is #biosimilars for Stelara scheduled for marketing in 1H25. Watch: Doing private label deals with the Big [--] #PBMs will be the only way $ALVO $AMGN and Samsung Bioepis get their Stelara biosimilars on formularies"
X Link 2024-09-12T17:47Z [----] followers, [---] engagements
"Strange that high powered antitrust economist Dennis Carlton in his report defending the Big [--] #PBMs failed to provide any PMPY drug spend outcome data vs small PBMs All small #PBMs should tout outcomes -- delivered PMPY drug spend -- as touting transparency has not worked. They can beat the Big [--] on outcomes with better formulary management. e.g. @TeamXevant reports delivered $70 PMPM = $840 PMPY which I think is 25% lower than Big [--] https://t.co/eJKQSOwvYi All small #PBMs should tout outcomes -- delivered PMPY drug spend -- as touting transparency has not worked. They can beat the Big [--] on"
X Link 2024-09-18T18:28Z [----] followers, [---] engagements
"My contribution to Venn diagram of approaches to Big [--] #PBMs reform is solidly in competitive area- smaller PBMs can beat the Big [--] on outcomes as measured by PMPY drug spend thru better market design for formulary positions"
X Link 2024-09-21T17:59Z [----] followers, [---] engagements
"@ben_golub @jasoncrawford Something to ponder: best work on use of ML and AI in economic modeling will come from economists like Susan Athey whose career has been divided between private sector high tech and academia"
X Link 2024-09-24T15:26Z [----] followers, [--] engagements
"@ben_golub @jasoncrawford Also the resume of a public economist will continue to evolve from pop book writers like Galbraith and Friedman in the 60s to media columnists like Krugman in 2000s to insider high tech economists like Varian and Athey now"
X Link 2024-09-24T15:36Z [----] followers, [--] engagements
"Likely $CVS will spin off retail drug chain to PE with some fancy accounting. Q: what can PE do [-----] foot stores Nada cuz retail Rx headed down the path of Dutch Brothers Coffee pure [--] sided drive up only with app ordering - no walkins"
X Link 2024-10-01T03:41Z [----] followers, [---] engagements
"Likely $CVS will spin off retail drug chain to PE. Q: what can PE do [-----] foot stores Nada cuz retail Rx headed down the path of Dutch Brothers Coffee pure [--] sided drive up only with app ordering - no walk-ins CVS started out as a drug store then moved upstream through acquisitions into pharmacy benefit management and then health insurance through multi-billion-dollar acquisitions. Now the company's board is examining whether those disparate pieces really fit together @WSJ reports. CVS started out as a drug store then moved upstream through acquisitions into pharmacy benefit management and"
X Link 2024-10-01T03:48Z [----] followers, [---] engagements
"Reports saying $CVS looking to split retail chain from #PBMs / Aetna biz. Problem is [-----] sq ft store combining Rx with front store convenience model is obsolete. Future of retail Rx is Dutch Brothers Coffee model - [----] sq ft no walk-in dual lane drive up with app ordering"
X Link 2024-10-01T17:06Z [----] followers, [---] engagements
"IMHO the future of a lot of retail is $BROS Dutch Brothers Coffee model featuring NO WALK-INs [----] sq ft dual lane drive up after app ordering. Layout of future of $CVS $WBA retail Rx coffee $MCD fast food liquor stores etc"
X Link 2024-10-06T15:22Z [----] followers, [---] engagements
"@USCBO just release a study of legislation to bring down Rx prices finding most would have little impact. Just when we think the Big [--] #PBMs are invincible we see the seeds of their own destruction in form of strongest $UNH going after weakest $CVS with new biz model"
X Link 2024-10-07T19:39Z [----] followers, [---] engagements
"@bschne @RemyLevin lling this years Nobel Prize in Physics a prize is Economics is no jokeas FOUNDATIONAL work in economics is now being done in ML /AI on causal inference that will obsolete a lot of econometrics"
X Link 2024-10-08T17:30Z [----] followers, [----] engagements
"Prediction: AI use in analyzing and 10000+ court cases to find statistically significant patterns correlated by state court characteristics of defendants/ plaintiffs lawyers etc @trellis_law https://trellis.law/ https://trellis.law/"
X Link 2024-11-01T16:28Z [----] followers, [--] engagements
"US #DOJ - I have a plan for you to sue Big [--] #PBMs under Sherman Act market design collusion -- I pinpoint discovery of "smoking gun" of explicit collusion to [----] change in the "winners' determination equation" of their auction for formulary positions. https://www.nu-retail.com/_files/ugd/c1c048_65369fa25dd24755a4922cf305e1c3a6.pdf Doha Mekki the No. [--] official in the U.S. Justice Departments Antitrust Division said her agency is investigating whether it should take action in the healthcare space generally and specifically about insurance middlemen known as #PBMs. https://t.co/fyNzmQ0TWN"
X Link 2024-11-04T19:02Z [----] followers, [---] engagements
"@Sherman1890 With Khan out FTC admin. complaint against Big [--] #PBMs also out. Weak anyway. Recommend shift to DOJ / Sherman Act Sect [--] claiming auction design collusion based on smoking gun discovery of communications to change winners determination equation https://papers.ssrn.com/sol3/papers.cfmabstract_id=5005427 https://papers.ssrn.com/sol3/papers.cfmabstract_id=5005427"
X Link 2024-11-07T17:59Z [----] followers, [--] engagements
"@MarshallLocke Same too for so-called clean tech lithium ion battery energy storage systems (BESS) in environmental sensitive coastal CA towns of Moss Landing and Morro Bay"
X Link 2024-11-10T00:06Z [----] followers, [--] engagements
"@RabbiWolpe question: what do you think of Netflix new series Nobody Wants This Too demeaning of Jewish women #HotRabbiLook trending on social media TickToc memes of hot rabbis"
X Link 2024-11-13T19:35Z [----] followers, [--] engagements
"@RabbiWolpe Best line in series so far is Rabbi Noah looking free spirit Joanne in eyes saying lovinglyI can handle you and she melts that line I can handle you from Jew to non-Jew would be great subject matter of some Shabbat drash. Must see Netflix series Rabbi😀"
X Link 2024-11-13T20:25Z [----] followers, [--] engagements
"@RabbiWolpe BTW watch closely minutes before Rabbi Noah delivers drash on a Friday night in a Conservative shul in LA - camera pans over books on Bimah revealing one as Siddur Lev Shalemits first appearance on TV"
X Link 2024-11-13T20:46Z [----] followers, [--] engagements
"#EconTwitter Given Health Insurance and Social Security comprise 45% of Federal budget what specific efficiency enhancing programs could Musk and Ramaswany launch"
X Link 2024-11-13T22:22Z [----] followers, [---] engagements
"@robwitwer @elonmusk Transforming rural life. Fast unlimited internet so you can stream movies nightly running up 10+GB a night whereas before microwave internet throttled you down each month after 100GB"
X Link 2024-11-16T18:08Z [----] followers, [--] engagements
"@robwitwer @elonmusk Dem politicians in Cali still pushing for fiber broadband in rural agricultural areas likely due to pork barrel opportunities whereas IMHO lot cheaper to use to subsidize Starlink to cross the digital divide in farmworker communities in Central Cali"
X Link 2024-11-16T18:13Z [----] followers, [--] engagements
"My prediction: if Texas AJ Ken Paxton becomes new DOJ nominee Big [--] #PBMs case filed by FTC will be dropped (weak anyway ) and Paxton will sue under Sherman [--] for full on market design collusion: See my discovery plan: https://www.nu-retail.com/_files/ugd/c1c048_65369fa25dd24755a4922cf305e1c3a6.pdf https://www.nu-retail.com/_files/ugd/c1c048_65369fa25dd24755a4922cf305e1c3a6.pdf"
X Link 2024-11-21T20:34Z [----] followers, [---] engagements
"$BROS retail model is the future of retail Rx: $WBA $CVS $RAD #PBMs ".Dutch Bros stores have a small footprint with newer stores typically between [---] square feet and [----] square feet with multiple drive-thru lanes served by one window and a walk-up window. This makes building out new stores relatively inexpensive"
X Link 2024-12-02T17:57Z [----] followers, [----] engagements
"The future of retail Rx liquor fast food household supplies: $WBA $CVS $MCD $BROS $DPZ"
X Link 2024-12-02T18:26Z [----] followers, [---] engagements
"@chriswhatch People dont realize how difficult it is to design a modern retail drive up only with online and/or electronic outside menu. Or how that might differ between a $BROS beverage vs fast food vs in the future say a Rx only or household basics or pizza"
X Link 2024-12-07T22:13Z [----] followers, [---] engagements
"@investing_law Other places in Santa Barbara County up the coast where you might find Cali affordable property near the ocean. Recommend outer Santa Ynez Vallley (Sideways famous) northwest of Lompoc and south of Vanderberg"
X Link 2024-12-10T17:54Z [----] followers, [--] engagements
"I could see the Big [--] #PBMs divesting their mail order and specialty pharmacies and even retail Rx adjudication to the Big [--] Rx distributors $COR $CAH $MCK in return for no more FTC or DOJ lawsuits. Focus on formulary management ffs + incentives for lowering PMPY drug spend"
X Link 2024-12-11T21:53Z [----] followers, [---] engagements
"Word on the street $WBA in talks to be acquired by PE firm Sycamore Partners. My disaggregation of their 10-K [--] years told me they were in trouble then and that James Collins book "From Good to Great" with a chapter on $WBA was wrong. https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_839fc4d5a92c4dc8ad837e0f5787e6f1.pdf https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_839fc4d5a92c4dc8ad837e0f5787e6f1.pdf"
X Link 2024-12-11T23:11Z [----] followers, [---] engagements
"$WBA in talks to be acquired by PE firm Sycamore Partners. Also $CVS closing retail stores and $RAD bankrupt. People still need retail Rx but [-----] sq. ft. drugstore is obsolete. Future is the [---] sq. ft $BROS drive thru/walk up model with online ordering and alert to pick-up. Who will do this"
X Link 2024-12-12T00:48Z [----] followers, [----] engagements
"#PBMReform - [--] down [--] to go (legal oligopoly collapse) - see my legal case of #PBMs explicit market design collusion. Time for DOJ or FTC to step up and file suit under Sherman Act Sect [--] https://www.nu-retail.com/_files/ugd/c1c048_a94f82e518fb4d74a098a73dc3d63889.pdf https://www.nu-retail.com/_files/ugd/c1c048_a94f82e518fb4d74a098a73dc3d63889.pdf"
X Link 2024-12-19T18:21Z [----] followers, [---] engagements
"What distinguishes #antitrust cases involving market design #D47 from cases involving markets Forthcoming January [----] $Goog #PBMs #auctions"
X Link 2024-12-26T21:31Z [----] followers, [---] engagements
"Towards a Definition of Market Design Antitrust vs Market Antitrust: "restraint of trade: rules vs terms" #PBMs $GOOG AdTech Stack #HFT FTC Act Section [--] vs Sherman Act Section [--] and [--] #rpa"
X Link 2024-12-27T18:55Z [----] followers, [---] engagements
"Agreed Above drive-in model with no human contact best for refills of maintenance drugs. For new Rx best have person-to-person contact with pharmacists. Still no need for [-----] sq ft store with [-----] of junk. Could be done with [---] sq ft $BROS Dutch Brothers model with walk up and small [---] sq ft walk-in"
X Link 2025-01-03T19:23Z [----] followers, [---] engagements
"Here is my analogy of the $APPL taking a $20 Billion slice of $GOOG Ad Ecosystem revenue -- it's like the series The Wire with $AAPL being Omar Little and $GOOG being the Barksdale gang. In economics it's the Aghion and Bolton case of bilateral bargaining with incomplete information -- could have avoided antitrust if both had created a combinatorial position auction for search engine positions --exclusive vs shared position -- with a bid basis as % of revenue"
X Link 2025-01-07T20:11Z [----] followers, [---] engagements
"Lithium Battery BESS storage system now ablaze in Moss Landing CA. Part of Democrats clean tech pork barrel"
X Link 2025-01-17T03:56Z [----] followers, [---] engagements
"$VST should drop at the open Friday 1/17/25 due to Vistra lithium ion BESS on fire tonight in Moss Landing CA"
X Link 2025-01-17T05:24Z [----] followers, [----] engagements
"@DaytonPubPolicy time to dig up your work on CEQA racketeering by Central CA Coast labor unions to force union only work clauses at Moss Landing lithium ion BESS plant a few years ago in light of tonights fire"
X Link 2025-01-17T06:11Z [----] followers, [---] engagements
"Fire tonight at Moss Landing Lithium Ion BESS storage system spells end of clean-tech push by CA Democrats for this technology"
X Link 2025-01-17T07:56Z [----] followers, [---] engagements
"#mosslandingfire best analogy goes to our Supervisor Glenn Church - whereas other politicians/ apologists call it a set back or wake-up call our Supervisor in the only heartfelt speech so far called it the Three Mile Island of the Lithium ion BESS industry. Already quote memed by San Jose Mercury News"
X Link 2025-01-20T22:18Z [----] followers, [----] engagements
"With all this money going into #AI you have to ask yourself what is the business model that can produce a ROI or RO-AI Not subscription not advertising - but what IMHO it will be #fintech HF Agentic bid agents front-running existing HF trading firms first then their own AI-order books"
X Link 2025-01-22T16:38Z [----] followers, [--] engagements
"Naive. Davos financial people. AI is coming after your rent with their own Agentic AI HF bidders and their own AI order books to siphon trading off the established exchanges for FX stocks and bonds. It is a moment of stunning technological possibility" I told a panel at @WEF in Davos. It is a moment of stunning technological possibility" I told a panel at @WEF in Davos"
X Link 2025-01-22T16:43Z [----] followers, [---] engagements
"@GaylordCapital @laurenbalik "New "Center for Computational Market Design" Aim to replace established financial exchanges with Agentic AI bid agents and new AI order books to siphon rent from establishment #AI #fintech"
X Link 2025-01-22T16:56Z [----] followers, [--] engagements
"$BROS retail model is the future of retail Rx: $WBA $CVS $RAD ".Dutch Bros stores have a small footprint with newer stores typically between [---] square feet and [----] square feet with multiple drive-thru lanes served by one window and a walk-up window. This makes building out new stores relatively inexpensive. A 92-YEAR STREAK JUST CAME TO AN END Walgreens $WBA announced this week that it would stop paying its dividend for the first time since [----] in a bid to conserve cash and save the business https://t.co/Mj8zg5jD62 A 92-YEAR STREAK JUST CAME TO AN END Walgreens $WBA announced this week"
X Link 2025-02-02T07:00Z [----] followers, [---] engagements
"@DaytonPubPolicy San Francisco -- replace 8-12 K sq ft $WBA stores in "Pharmacy Deserts" with $BROS Dutch Bros stores typically between [---] square feet and [----] square feet withdrive-thru lanes served by one window and a walk-up window. This makes building out new stores relatively inexpensive"
X Link 2025-02-02T19:17Z [----] followers, [---] engagements
"@BrianCAlbrecht Remedy: Judge Mehta conducts a choice screen multi-round combinatorial position auction between $APPL & $MSFT with Judge specifying $MSFT shared position bid to be prior round $APPL exclusive bid * % expected market share of a quality alternative say 20% to 25%"
X Link 2025-02-07T04:25Z [----] followers, [--] engagements
"@JeremyNguyenPhD Going nowhere without seemless integration with major EHR platforms by Epic and / or Cerner (Oracle) who will exclude all but their own(d)"
X Link 2025-03-04T05:08Z [----] followers, [--] engagements
"Multiple reports that $WBA about to be taken private by PE company Sycamore: Question is their plan to unlock value Besides splitting off EU biz selling specialty Rx distribution biz value is in Rx accounts NOT [-----] sq ft storeslong term plan will be $BRO retail model of Rx delivery [-----] sq ft drugstore model is obsolete. Witness decline of $WBA $CVS $RAD retail. Future of Rx retail is cheap land converted to drive-in + tele-pharmacist from mobile phone + robot delivery. Also watch #PBMs sell off retail Rx claims adjudication to distributors $COR $MCK https://t.co/LWIXWKo0Op [-----] sq ft"
X Link 2025-03-04T16:36Z [----] followers, [---] engagements
"Oh how Jim Collins' book "Good to Great" was wrong. It featured $WBA and its "hedgehog" strategy of sticking to one thing -- expanding [-----] sq ft drugstore marrying Rx + convenience items. This retail model is DEAD just like dime store model of convenience + lunch counter was decades ago. Future is [---] sq ft $BROS model allowing only drive-up / walk up Rx only"
X Link 2025-03-04T21:39Z [----] followers, [---] engagements
"Big albatross within $WBA is their long term leases on [----] stores at [-----] sq ft each. Rest of co can be split off at a profit. Trick for Sycamore is how to hold on to valuable Rx accounts while closing say 1/2 of retail stores and moving Rx to new $BROS model of [---] sq ft drive ups"
X Link 2025-03-07T04:18Z [----] followers, [---] engagements
"@TeaBagCapital Ha ha. I read somewhere that $RAD once had the opportunity to buy $ULTA as they saw it as a front to Rx in the back. Too late now for $WBA - $ULTA and Sephora dominate. Still like $BROS [---] sq ft no walk in as future of retail Rx"
X Link 2025-03-07T05:11Z [----] followers, [---] engagements
"Problem with new "pharm to table" direct $LLY $NOVO to patient Rx of GLP-1 drugs is that trials show 40% to 70% adverse gastrointestinal events like nausea etc. requiring a pro-active Rx and delivery of additional drugs like Zofran (ondansetron) and Bentyl (dicyclomine)"
X Link 2025-03-12T21:35Z [----] followers, [---] engagements
"TIRED: piece-meal calls for 100% pass-throughs of #PBMs reseller business model. WIRED: a full insurance MLR or FFS with KPI as $1200 to $1500 PMPY trend with penalties for exceeding. See top of my website for working paper. http://labrams.com http://labrams.com"
X Link 2025-03-12T21:58Z [----] followers, [---] engagements
"@JessePeltan @AlecStapp Moss Landing - $VST lithium ion BESS fire in my back yard"
X Link 2025-03-13T17:21Z [----] followers, [---] engagements
"Tired: piecemeal fixes to #PBMs reseller business model. Tired: calls for #PBMs transparency. Wired: PBM insurance business model built around MLR or FFS with KPI a PMPY delivered trend. See my new [--] page outline posted in SSRN https://papers.ssrn.com/sol3/papers.cfmabstract_id=5176337 https://papers.ssrn.com/sol3/papers.cfmabstract_id=5176337"
X Link 2025-03-15T17:12Z [----] followers, [--] engagements
"$WBA $RAD $CVS [-----] sq. ft. drugstore model is dead convenience front big money loser wrong to blame #PBMs for decline. Future is $BROS [---] sq. ft model"
X Link 2025-03-20T17:16Z [----] followers, [---] engagements
"@FTC now paralyzed for next year. #PBMs antitrust efforts needs to shift to @TheJusticeDept See my discovery plan for PBM explicit formulary market design collusion lead by $CVS https://www.nu-retail.com/_files/ugd/c1c048_c0972a463aaf4d8196a1bfedb390fc51.pdf https://www.nu-retail.com/_files/ugd/c1c048_c0972a463aaf4d8196a1bfedb390fc51.pdf"
X Link 2025-03-21T16:07Z [----] followers, [--] engagements
"Watch: #PBMs to offer combined medical and pharmacy drug Rx plans with KPIs for PMPY trend delivered keeping A1C 9% BP 130/90 Similar to MSSP (Medicare Shared Savings Program) for ACOs See link below to my new paper on PBM insurance biz model"
X Link 2025-03-23T17:44Z [----] followers, [---] engagements
"@FiercePharma Problem with new "pharm to table" direct $LLY $NOVO to patient Rx of GLP-1 drugs is that trials show 40% to 70% adverse gastrointestinal events like nausea etc. requiring a pro-active Rx and delivery of additional drugs like Zofran (ondansetron) and Bentyl (dicyclomine)"
X Link 2025-03-24T16:24Z [----] followers, [---] engagements
"You have to experience $BROS [---] sq. ft. online order [--] lane drive-up (no in-store) to see it as the future of a lot of retail -- expecially Rx. Morgan Stanley initiated coverage but these East Coasters don't understand $BROS is a game changer"
X Link 2025-03-25T03:51Z [----] followers, [----] engagements
"Why $ALVO down 10% today despite meeting [----] goal of [---] M units of its Humira biosimilar delivered to channel partners and GAAP accounted for as a sale WS not fooled by this channel stuffing stunt as evidenced by calculated days sales accounts receivable likely [---] days on balance sheet by June [----]. @OldgrapeX you still a HODL"
X Link 2025-03-27T19:04Z [----] followers, [---] engagements
"$ALVO down 9% today on good earnings. but WS suspects 4Q channel stuffing of Humira biosimilar. Plus no interest in company by WS or funds as evidenced by only ONE analyst on call 🤣. This is what you get when IPO via SPAC with CEO affiliated companies own a majority of stock"
X Link 2025-03-27T19:20Z [----] followers, [---] engagements
"Unusual stock market opposite spikes $CHRS vs $ALVO between 10:25 and 10:30 today 4/2/25. Just coincidence or"
X Link 2025-04-02T19:47Z [----] followers, [----] engagements
"Better market design as a competitive process remedy to $GOOG Google - Apple exclusive deal -- vertical contract seen as a combinatorial auction for search engine position -- exclusive vs shared -- remedy is to force $APPL to conduct new auction -- guaranteeing [--] positions (including [--] or [--] AI searech) t with revenue sharing same 36% as before with [--] year terms no data ownership and liquidated damage option for poor performance"
X Link 2025-05-12T19:40Z [----] followers, [--] engagements
"@Tocelot @eriktorenberg @a16z @eriktorenberg a16z now a [--] man lead"
X Link 2025-05-19T23:35Z [----] followers, [--] engagements
"Times have changed: DoJ is heady with confidence now with [--] wins against Google in monopolization of search and AdTech. Healthcare is next. Epic while not a monopoly in EHR so Sherman [--] is out a cocky DoJ might try Sherman [--] refusal to deal with a fresh challenge to Trinko SCOTUS decision"
X Link 2025-05-24T16:31Z [----] followers, [--] engagements
"@healthapiguy Ha ha the best thing Epic could have wished for was Oracle buying Cerner and strengthening its position thus eliminating DoJ option to sue Epic under Sherman [--] monopolization easier to win IMHO than Sherman [--] refusal to deal or exclusive dealing"
X Link 2025-05-24T16:39Z [----] followers, [--] engagements
"@Bonecondor how about this upcoming buzzword -- 'tabification" -- as in the tabification of every $AAPL $GOOG $MSFT page with AI agents like default search page once the DoJ gets through with $GOOG antitrust remedy"
X Link 2025-05-26T23:16Z [----] followers, [--] engagements
"The road to a combination #PBMs drug benefit + medical insurance plan is being paved by a new GLP-1 option offered by $CI and $ELV with a PMPY FFS + 100% pass through of Rx + tight disease management + 3:1 savings guarantees ie ratio of healthcare benefit savings / Rx costs. see link below to my paper on #PBMs insurance model"
X Link 2025-05-29T16:49Z [----] followers, [---] engagements
"If there is one trend that will boost Rx fill at retail pharmacies and $CVS and $WBA drugstores it is the rapid introduction of #AI agents only at Big [--] #PBMs mail order operations. My personal experience past few days with OptumRx mail order sucked. Had my Dr transfer my all my [--] day Rx to locally owned pharmacy with real people. Joy hearing a real person on the other end of the line"
X Link 2025-05-29T17:06Z [----] followers, [----] engagements
"My local $CVS pharmacy has all of [--] assistant at Rx fill on a busy Monday. My independent pharmacy Watsonville Pharmacy always has [--] assistants. $CVS retail is flailing causing it IMHO to be the weakest of the Big [--] vertically integrated insurance / #PBMs companies"
X Link 2025-06-02T20:15Z [----] followers, [---] engagements
"OTH $CVS retail Rx still better place to get #COVID19 booster made by $PFE than mighty @StanfordHealth who only offers $MRNA - why"
X Link 2025-06-02T20:23Z [----] followers, [---] engagements
"On my watch lists $MRCHF -- both investment and pro-active health -- FDA Clears First Blood Test to Aid in Alzheimers Diagnosis https://www.brightfocus.org/news/fda-clears-first-blood-test-to-aid-in-alzheimers-diagnosis/ https://www.brightfocus.org/news/fda-clears-first-blood-test-to-aid-in-alzheimers-diagnosis/"
X Link 2025-06-11T18:22Z [----] followers, [---] engagements
"Problem is $HIMs is a pill mill. focused on max profits of buzzy drugs like GLP-1. Ignore need for other Rx to treat side effects - cramps dicyclomine (Bentyl) or nausea ondansetron (Zofran). Pharm to table now in early stages by $LLY and $NVO likely no better at Rx for side effects"
X Link 2025-06-13T16:11Z [----] followers, [---] engagements
"@StocksnScotch Problem of pill mills like $HIMs : at time of Rx of #GLP1 Dr also needs Rx Bentyl (Dicylomine). Zofran (Ondansetran)"
X Link 2025-06-23T19:45Z [----] followers, [---] engagements
"@martahari @WatsonvilleCity"
X Link 2025-06-24T14:57Z [----] followers, [--] engagements
"@martahari @WatsonvilleCity Heck . Watsonville allowing the first Chick-fil-A Dutch Bros Coffee and a BBQ joint off Beach Street west would generate enough sales tax to fund loss of city employees"
X Link 2025-06-24T15:17Z [----] followers, [--] engagements
"Remedy involving browsers and revenue sharing in $GOOG search is backward-looking. Future is threat to monopolization of AI-centric OS and ambient AI devices"
X Link 2025-07-23T18:58Z [----] followers, [---] engagements
"Upcoming paper: applying market design to $GOOGL search monopolization remedy #econtwitter $APPL @TheJusticeDept #antitrust"
X Link 2025-07-25T01:19Z [----] followers, [---] engagements
"A new working paper out: "A Market Design Framework for Antitrust Causation in the Google Search Case" link to .pdf below $GOOG $GOOGL $AAPL #antitrust #econtwitter #DOJ"
X Link 2025-07-30T20:18Z [----] followers, [---] engagements
"A new working paper out: "A Market Design Framework for Antitrust Causation in the Google Search Case" link to .pdf below $GOOG $GOOGL $AAPL #antitrust #econtwitter #DOJ https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_977707b158194deaa2d84148eea076c6.pdf https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_977707b158194deaa2d84148eea076c6.pdf"
X Link 2025-07-30T20:19Z [----] followers, [---] engagements
"A new working paper out: "A Market Design Framework for Antitrust Causation in the Google Search Case" link to .pdf below $GOOG $GOOGL $AAPL #antitrust #econtwitter #DOJ https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_977707b158194deaa2d84148eea076c6.pdf https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_977707b158194deaa2d84148eea076c6.pdf"
X Link 2025-07-30T20:20Z [----] followers, [---] engagements
"Remedy in $GOOGL $GOOG #antitrust due in August. Likely appealed on misuse of Microsoft case standard of causation. See my new paper proposing But-if causation @Sherman1890 @BrianCAlbrecht https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_977707b158194deaa2d84148eea076c6.pdf https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_977707b158194deaa2d84148eea076c6.pdf"
X Link 2025-07-30T23:07Z [----] followers, [---] engagements
"Your comment Just hand consumers a bag of unassembled parts and they can make their own choices is classic Coase theory of firmapplied to pro competitive conduct of self-preferencing of platforms- reduces transaction costs of consumers contracting out for every API add on to bought basis chassis of a software platform"
X Link 2025-08-12T18:36Z [----] followers, [----] engagements
"(1)Cues weak testimony in defense of Google says Apple will welcome injunction to void RSA. So no brainer remedy void RSA recommend Apple have choice screen with multiple AI mode suppliers- OpenAI Perplexity etc. allow click through to google WWW links with reduced overall revenue due reduced click through 1/n"
X Link 2025-08-12T19:05Z [----] followers, [--] engagements
"@Sherman1890 Allow Google to keep Chrome Android as Judge Mehta thinking do I really want to push Google to appeal where my choice of reasonably appears capable standard is likely to be overturned along with RRC theory of harm. Answer: No 2/n"
X Link 2025-08-12T19:11Z [----] followers, [--] engagements
"@Sherman1890 $APPL praying Judge Mehta issues injunction to void RSA with Google. Within [--] month of void Apple will solicit bids for shared AI Mode on search screen with no revenue sharing but with options to license or invest or Here is my mockup"
X Link 2025-08-12T19:50Z [----] followers, [--] engagements
"@Sherman1890 Even remedy involves $GOOG divesting Chrome it's obsolete WWW tech now its AI mode [--] year's it's fully agentic OS [--] years it's explosion of fully Agentic AI devices by $AAPL $GOOG $AMZN $MSFT @OpenAI $META @X @perplexity_ai @AnthropicAI"
X Link 2025-08-12T19:57Z [----] followers, [--] engagements
"I think this case (#Google ) ( $GOOG ) is a strong candidate to make its way to the Supreme Court which means we may be three years away from a final resolution of the case" Kovacic said. See my paper below with a but-for #Antitrust causal link. Google best to settle now as DOJ will switch to my but-for case and lose in Appellate 1/2"
X Link 2025-08-13T16:57Z [----] followers, [---] engagements
"Tyler Childers Morgan Wallen Chris Stapleton The Red Clay Strays Bailey Zimmerman Head and the Heart Angie and the Nightmares Josiah and the Bonnevilles Stevie Nicks and Lindsey Buckingham The Smiths Gregory Isaac Isakov Death Cab for Cutie Early Zach Bryan Lillian Hackett Sister Rosetta Tharp"
X Link 2025-08-14T23:52Z [----] followers, [---] engagements
"$aapl hoping for injunction canceling its current ISA with $GOOG so that it can auction off AI mode to bidders who will pay for branding value no ads on AI mode pages due to need for agency in AI search allow Google to keep legacy WWW links to AI mode with current 36% revenue sharing one year term. Below is my mock-up of Apple's Safari search screen after cancelation of ISA with Google 🔽🔽🔽"
X Link 2025-08-15T05:33Z [----] followers, [---] engagements
"@ErikHovenkamp A question back at you: assuming Judge Mehta follows your recommendations dont you think $GOOGL will settle and move on to making Chrome the grestest AI mode browser out there. So even without any Apple ISA Apple users will deinstall Safari and install Chrome more than ever"
X Link 2025-08-15T05:56Z [----] followers, [--] engagements
"$GOOGL Search Case . We strongly believe that but-for no-bids by Google before [----] monopolization of the general search engine service market would have been avoided. See our counterfactual bid menu below and link to paper next post"
X Link 2025-08-18T02:53Z [----] followers, [---] engagements
""A Market Design Framework for Antitrust Causation in the Google Search Case" #antitrust #Google $AAPL https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_395de00caa6b4e579a2305c28b926ac0.pdf https://c1c0481a-8d34-49dc-ad66-d6c488c905a9.usrfiles.com/ugd/c1c048_395de00caa6b4e579a2305c28b926ac0.pdf"
X Link 2025-08-18T02:55Z [----] followers, [---] engagements
"@vidushi_law Term limits on contracts a form of liquidated damages. More $$ lost if Google losers ISA with Apple than with an OEM or carrier. Makes it harder for Apple to breach. [--] to [--] year term ok 3-5 is excessive and anticompetitive. $GOOGL $ APPL Google Search case # antitrust"
X Link 2025-08-19T11:34Z [----] followers, [---] engagements
"End of an era for $WBA and drugstore business model. Future is small [---] sq ft drive ups $BROS style with apps for up to minute communications. Oh how Jim Collins' book "Good to Great" was wrong. It featured $WBA and its "hedgehog" strategy of sticking to one thing -- expanding [-----] sq ft drugstore marrying Rx + convenience items. This retail model is DEAD just like dime store model of convenience + lunch counter was https://t.co/DSxqn8w6HV Oh how Jim Collins' book "Good to Great" was wrong. It featured $WBA and its "hedgehog" strategy of sticking to one thing -- expanding [-----] sq ft"
X Link 2025-08-26T20:31Z [----] followers, [---] engagements
"@levelsio Must see movie about Jakarta A Year of Living Dangerously featuring a Mel Gibson and Sigourney Weaver"
X Link 2025-08-29T18:31Z [----] followers, [----] engagements
"@megangrA Also what does last weeks low key retirement of $GOOGL Chief Economist Hal Varian signal"
X Link 2025-08-29T19:01Z [----] followers, [---] engagements
"IMHO loser in $GOOGL search case is not just DOJ and consumer welfare but "Raising Rival Cost" theory of harm -- served well as causal link between conduct and monopolization with bricks and mortar distributors but problematic with software. Need a theory of harm early on during competition for contract. See my paper in recent @CompPolicyInt 🔽"
X Link 2025-09-10T15:16Z [----] followers, [---] engagements
"My recent article in @CompPolicyInt presenting a "but-for" causal link between $GOOGL anticompetitive competition for contract and default exclusive deals with $APPL https://www.pymnts.com/wp-content/uploads/2025/08/CPI-Abrams-PUBLISHED.pdf https://www.pymnts.com/wp-content/uploads/2025/08/CPI-Abrams-PUBLISHED.pdf"
X Link 2025-09-10T15:20Z [----] followers, [---] engagements
"#hellofuture Thinking about business model (tax sales income quantity etc) of MMO games with meta crypto-economy that doesn't incentivize inflation like #freemium based on "printing money" @hashgraph #hashgraph @MachineZone #hedera @litbysatori #Crypto @Swirlds #bitcoin"
X Link 2018-03-26T18:05Z [----] followers, [--] engagements
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