RT @matthewherper: “The executive power grab, which experts expect to be challenged in court, is likely to have massive and immediate impac….

BofA analysts this AM on $LLY. “results not disastrous, but stock reaction was.”.

RT @bobjherman: It's official: DOJ is allowing UnitedHealth Group to acquire Amedisys, as long as it sells more home health and hospice ass….

Tried a little something fun. Enjoy.

….Our data has demonstrated that Wegovy in a pill has an average 16.6% reduction in body weight, and we will be laser-focused on getting this product to patients without supply constraints in the US.” Mike Doustdar in statement today.

Meanwhile… $NVO new CEO showing his willingness to be aggressive in GLP-1 pill race:. “We strongly believe in the efficacy of Wegovy in a pill (semaglutide 25 mg), which, subject to a favorable FDA decision, will be the first oral GLP-1 for weight management in the market….

Deleted tweet about Europe that I thought was about US PBMs.

Ah. ignore me. That was about Europe!! What a shocker that would have been if it was about PBMs.

More here .

$LLY stock diving despite a solid earnings beat, all of it GLP-1 related. Reasons: .•11% weight loss and 25% dropout rate in highest dose for much -awaited obesity pill, orforglipron.•Lower pricing resulting in 8% offset of revenues from Zepbound, Mounjaro

RT @mroliverbarnes: NEW: Novartis has made a takeover approach for rare disease-focused biotech Avidity Biosciences, as Big Pharma continue….

$NVO says Wegovy is now available in 35 countries and Ozempic in 80 countries. IO GLP-1 market is 71% for Novo Nordisk .Ozempic expected on the DTC platform, NovoCare, later this year.

$NVO missed Wall Street estimates on earnings -- a week after signaling it would with a downward revision of its 2025 guidance. DTC market penetration via NovoCare for cash patients is 10%.

Novo Nordisk CEO Lars Jørgensen says US market Wegovy Rx equals compounded market. Re: Letter from Trump, Novo is already offering Medicaid prices that are lower than Europe. Tariffs: Huge footprint in US, for US. In some instances, export from US is more than import.$NVO

RT @matthewherper: Kennedy cancels $500 million in mRNA vaccine contracts

Pfizer CEO details talks with Trump administration on tariffs, MFN pricing $PFE .

RT @ArmstrongDrew: ¯\_(ツ)_/¯.

A worthy re-up:.Healthcare worst-performing S&P 500 subsector year to date.

RT @ashleycapoot: New: Linda Yaccarino, the former chief executive of Elon Musk’s social media platform X, is pivoting into health care. S….

Bourla said that he has had direct chats with Trump on MFN and tariffs, since "we have a special relationship through the times of Covid.".$PFE.