Episode
10:1 Risk/Reward: 3 Drug Monopolies Built for Massive Upside
- Podcast
- Stansberry Investor Hour
- Published
- Feb 16, 2026
- Duration seconds
- 3948
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Summary
In this week's Stansberry Investor Hour , Dan and John Engel welcome Dave Lashmet to the show. Dave is the editor of Stansberry Venture Technology , an advisory that takes a "venture capitalist" look at the market. Dave scours the market looking for little-known small-cap companies that are potentially producing the next wonder drug or technology. Dave kicks things off by discussing the first of three biopharmaceutical companies he's sharing that have monopolies in weight-loss drugs. He starts by showing how drugs gain their monopolies via patents, giving them "economic exclusivity." While companies might be targeting the same patients, the patents influence how they're being treated. The first company gains an edge by not only targeting folks suffering from obesity, but also by treating those with Type 2 diabetes. Dave also explains the contrast in mentality between the U.S. and other countries regarding obesity being preventable. And he provides info showing how obesity is a "slippery slope" and shares that a study found that participants who got off the drug gained back the weight they lost before. (0:00) Next, Dave sums up how the first company has cleared all of the risks and expenses from clinical trials, while a close competitor still has to get past its trials due to unknown side effects. When asked about why folks would stay on a weight-loss pill for life, Dave points to how our culture has drastically changed over the years, from actively working on farms to passively working in cubicles. These drugs help balance out the resulting shift. Dave then transitions into the next company that has a drug that focuses on fatty liver disease. He explains how this distinction helps the company gain its monopoly due to how irreplaceable livers are. And similar to the fir…