Is working on its injectable GLP-1 drug, Maritide. The market didn't like its drug data (phase 2 clinical trials) last Monday, and sold shares hard: 20% avg. weight loss for obesity only, and 17% weight loss for obestity and diabetes. Also, Maritiude made users puke if they took high doses, though this is reduced if doses start small and then are increased. Still, the market was not impressed. Also, there exist 2 GLP-1 shots by competitors already. Thirdly, American prefer taking a pill daily (Eli Lilly) than an injection weekly (Amgen). He feels that the market misunderstood the trial results, and does not justify the stock's decline. LLY remains his favourite in GLP-1, but Amgen stock is cheap.
CRWD and PANW are volatile, but demand is so strong for cybersecurity that these are long-term winners.