The Stock Behind the “Ozempic of Pain” Could 3x From Here
This drug could stop the opioid epidemic in its tracks...
“This will be the Ozempic of pain management.”
That’s the text I got Friday night—from my dad.
He’s a board-certified anesthesiologist and pain management physician with over 30 years of experience. In my 15 years of managing money, he’s never once messaged me about a drug.
Until now.
He said this new non-opioid painkiller could be as disruptive to chronic pain as Ozempic has been to weight loss—and when someone with his background says that, I listen. Because he also said it will be as big as GLP-1s—Ozempic, Wegovy, Mounjaro—the multi-billion-dollar weight loss drugs that took the market by storm and sent Novo Nordisk (NVO) stock up 300% in two years:
At first, I thought he might be exaggerating. Then I ran the numbers.
And what I found shocked me.
Wall Street has completely missed this story. The drug was approved in January… and the stock barely moved. That means this breakthrough isn’t priced in at all.
Even in my worst-case scenario, I believe this drug could generate $10 billion in annual revenue and double the company’s market cap. But in my best-case scenario?
We’re talking $300 billion in upside. A potential 3x return from here.
This could be a generational biotech trade. And today, I’ll walk you through the opportunity—and reveal the name of the stock.