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1/8 CagriSema data – better than the market reaction . This is a longer analyse of the CagriSema Redefine 1 data. Enjoy your reading and please don’t hold your comments back. "I will throughout this analyze try and show what that “extra” potential WL looks like. I also
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RT @GoggleDocs: #HISTORI Trial🧠💉 .Semaglutide in Schizophrenia, Prediabetes & Obesity. 🔸30-week RCT (n=154, Denmark) in antipsychotic-treat….
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16mg Mazdutide reached 21% WL in 20 weeks!!. I think this is a new record. Getting to week 20 and and still average 1% WL per week…. It was a small P1 study with two arms with each 16 patients. Group 1 started with 1.5mg and had 5 more titration until they reached 16mg by week
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65% of MASH specialists wants to use Wegovy within 3 months……. $LLY $NVO $VKTX $GUBRA $ZEAL.
🚨 Novo News, part 2 for today. This is what a textbook commercial moat looks like in real-time. The Message:. A new survey of MASH specialists on Wegovy's latest approval found that despite very low initial awareness (only 42% physicians), prescribing intent is really high (65%
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There’s more than a year before Orforglipron will be available to buy, so much can happen between now and then. But I think it will be priced $100 below oral Wegovy, which probably will be priced as SC Wegovy. Oral Wegovy $499 cash pay. Orforglipron $399 cash pay through.
The scalability of #orforglipron is tempting but depends on how well @US_FDA regulates compounding of this oral medication. I’m predicting orforglipron will be an entry-level consumer medication due to its perceived lower risk than “a shot” and it being marketed like a
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$ZEAL Q&A with investors. Lots of details for Petrelintide and the obesity space. $LLY $NVO.
CEO of Zealand Pharma did a Q&A on Danish investor site Proinvestor. If you’re interested in companies like $NVO or $LLY, or just obesity in general, it’s definitely worth a read. Here are my notes:. Zealand is stronger than ever: $1.4B upfront payment from Roche, unique 50/50.
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Brazil just banned compounding of GLP1….!. Only API already been approved by local authorities. Meaning only $LLY and $NVO produced API can be sold. Next year patent for semaglutide ends in Brazil. But still then, only approved API can be sold. $FDA needs to do the same…. !.
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Analyst Consensus at $585 m for oral Wegovy in 2026. That’s about 100,000 patients average. For comparison there’s currently about 1,25m on Wegovy and about 1.8 million at Zepbound. So analysts are currently considerably below the overall market estimates, that oral will be.
🚨Just in - $NVO 🚨. Handelsbanken has reaffirmed its buy recommendation for Novo Nordisk, which remains the bank's TOP pick within the Healthcare sector. SHB highlights the significant opportunities surrounding the oral form of Wegovy in the US market. Following
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CGTN who posted this on YouTube and here on Instagram is Chinese state controlled media. And they push this news….🤔.
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Is $NVO embarking on a long cooperation with Chinese government on the fight against obesity? . $LLY $VKTX $GUBRA $ZEAL. @StenAndersen13 .
$NVO chairman of the board is today meeting with vice president of China. Also xx other BP meeting. China wants BP to do more business in the country to help facilitate Chinese health. Exactly what this is about we don’t know yet. But I guess the counterparts is BP wants more.
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Sales of Wegovy in UK surged 2700% this Wednesday compared with any other day the last months. Crazy difference one week can do with price changes at $LLY. $NVO $VKTx $GUBRA $ZEAL
$LLY $NVO $VKTX . I just checked 8 online pharmacies in UK. All but two had out of stock of one or more Mounjaro doses. Several only has the two lowest doses available. Clearly current Mounjaro user who have the financial means, is stockpiling pens before 1. September. In all.
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Another observation is that there’s already online shops pushing Wegovy 7.2mg! . $NVO has filed 7.2mg Wegovy. But approval will not be before q1 2026. So quite early to mention that. 7.2mg wegovy increased WL to 20.7% so closing in on Mounjaro.
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$LLY $NVO $VKTX . I just checked 8 online pharmacies in UK. All but two had out of stock of one or more Mounjaro doses. Several only has the two lowest doses available. Clearly current Mounjaro user who have the financial means, is stockpiling pens before 1. September. In all.
What happens in UK is interesting to follow. There’s about 1.5 million using Mounjaro and Wegovy with Mounjaro sitting on 2/3 or more. My take is we will see Wegovy take more than half of Mounjaro market over the next 6 months. That’s more than 500.000 and plus $700 million.
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What happens in UK is interesting to follow. There’s about 1.5 million using Mounjaro and Wegovy with Mounjaro sitting on 2/3 or more. My take is we will see Wegovy take more than half of Mounjaro market over the next 6 months. That’s more than 500.000 and plus $700 million.
🚨 Obesity drug wars heat up in the UK. Eli Lilly ( $LLY) will hike Mounjaro’s price by up to 170% in September. Pharmacies are already steering patients toward Novo Nordisk’s ( $NVO) rival drug Wegovy, which isn’t raising prices (yet). • Telehealth firm Zava (owned by $HIMS)
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$NVO warming up to sue $HIMS for more than $1B…. Court filings show Novo is demanding both the defendants’ revenues from copycat sales and compensation for its own lost sales. And $NVO is asking the court to triple above if the company has done it intentionally. $HIMS.
$NVO has launched a sweeping legal offensive in the U.S., suing 132 companies for selling copycat versions of its blockbuster weight-loss drugs. The lawsuits span 40 states and are part of Novo’s strategy to defend its brand and market share after copycats quickly captured an.
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RT @doepke_michel: The programme was licensed to #Bayer in 2021 and $GUBRA was eligible to receive milestones + royalties. The asset was ha….
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$NVO chairman of the board is today meeting with vice president of China. Also xx other BP meeting. China wants BP to do more business in the country to help facilitate Chinese health. Exactly what this is about we don’t know yet. But I guess the counterparts is BP wants more.
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$NVO and BioMed X Launch New Collaboration in Oral Peptide Drug Delivery. BioMed X just announced this deal. To further improve $NVO tech platform to increase bioavailability for peptides when taken orally. Oral peptide (like Rybelsus) is a huge challenge, since it has pure.
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