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@ElevatrPitchGuy "$EOLS reported their Q2 yesterday after hours and the worst risks I highlighted in my writeup materialized. - Consumption fell off a cliff as mid-income consumers are being more careful with spending. In that sense Galderma is more insulated thanks to a wealthier customer base which is why the stock is doing better so far. Evoluss Management believes end of the year will see some pickup in growth as people resume procedures but it does assume the consumer does not become weaker. - Tariffs are coming XX% first but Trump is clearly going after the whole Pharma space and its unlikely aesthetics"
X Link @ElevatrPitchGuy 2025-08-06T07:34Z XXX followers, XXX engagements

"Galderma $GALD delivered an impressive H1: raised guidance and ex-Nemo margin close to XX% Still prefer Evolus $EOLS as a pure play but huge credit to Galderma for driving growth with innovations in a challenging environment"
X Link @ElevatrPitchGuy 2025-07-24T17:41Z XXX followers, XXX engagements