always good to see you. >> you, too, thank you. >> jared holz. what do you think, tim?l cap stocks that are in this space are ones that are probably moving right now. and people are looking for the opportunity to find that next pot of gold. by the way, in bio tech, in the smaller names, that's why people trade in those stocks. back to amgen this is a company that sometimes what gets lost is, there's a lot of catalysts for this company in '24 that are outside of some of the things that were some of the disappointing data. inflammation, rare disease, there's a lot of things in the pipeline that are really why the analysts are putting the multiple higher on this company, no matter what they do in glp. >> you asked the question i would have asked, because it's really hard. lilly is $700 billion in market cap, up 26% on the year. we know where they are in this position, we know novo just make that acquisition. so, how else do you play this? tim, your pfizer, might they buy one of the small cap companies? the megacaps are going to have to get in this game, especially if they