PERSON DIRECTORY
Leo Trudel
Leo Trudel appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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$STVN: are oral GLP-1s really a death blow? | Aurelian Research's Leo Trudel
Stevanato’s roughly 50% drawdown on oral GLP-1 fears contrasts with high-value solutions nearing half of revenue.Those solutions are growing 15-18% at roughly twice the gross margin of the rest, supporting a mix-shift case.Trudel says oral GLP-1s are about half as effective as injectables and models 18.6% EBITDA CAGR, while Walker flags non-take-or-pay capacity risk and ongoing headline sensitivity.