GodSaveCharles

Novo Nordisk leaders claiming that Tirzepatide has never seen a 25% weight loss, not in a trial and not in real world, is such a shame. I am really really disappointed. I mean, it is crazy.

@JCanNuSH Novo Nordisk is not using the first generation SNAC (as in Rybelsus), they claim to be using a second gen SNAC in Oral Wegovy (and maybe oral amycretin and for Inno8 as well).

I asked grok about the current state of Novo’s SNAC related patents in the US. It’s interesting to note that the initial SNAC patents have expired, with several more expiring this year. That said, patents related to specific SNAC formulations and enhancers, as well as certain Semaglutide + SNAC patents are still active and live into the late 2030s. grok.com/share/c2hhcmQt…

@ResearchPulse1 @JCanNuSH the question was not even addressed to you and you are fighting me because I am critical of Novo's strategy, Cn we please stop this, you cannot convince me that Novo is on the right path. Leave me alone, please

Cmon. You’re clever enough to know there’s something that’s called titration. And you of course constantly needs an inflow of new starters titrate up. What you can conclude is that 2.4mg has an okay side effect profile for many to go up there, but also that 2.4mg is not enough for all in that group, hence xx share move to Zepbound. Looking at zepbound data it’s clear that it’s not all that needs the higher effect hence the biggest group is 5mg. With wegovy HD there’s now an option for those on 2.4mg that still wants to lose more. They now have the option of HD. Before they had to switch. Those who could afford to pay cash makes that switch while those using insurance have been more locked. It’s another tool for $NVO and consumers. It’s about more options

🚨Big news day: $NVO Wegovy HD (7.2mg injection) has now been approved by the FDA. Novo Nordisk expects to launch Wegovy® HD in a single-dose pen in the US in April 2026. 18.8% weight loss over 72 weeks compared to 15.5% for 2.4mg. (Efficacy estimand was 20.7% for 7.2mg) ml-eu.globenewswire.com/Resource/Downl…

@ResearchPulse1 @JCanNuSH 30% of users using 2.4 mg can also mean, many are not going for the highest dose. While you are right that it is the most used dose, it is strange to say that it is preferred. 70% dont want/need 2.4 mg. The question is how many of those 30% will want 7.2 mg.

You got it backwards for wegovy. But maybe you ment to say Zepbound. 2.4mg wegovy has 30% of all wegovy pen users according Symphony data. It’s by FAR the most used dose. Next dose has 18% of all wegovy pen users Zepbound. By far most used dose is 5mg. 23% 15mg Zepbound 16% of Zepbound users. So there’s a big potential group of 2.4mg wegovy users to recruit from to 7.2mg. How many will do so 🤷‍♂️ maybe 1/3 over next year. But the main point is 7.2mg almost close the gap up to Zepbound. Now there’s also a paths to plus 20% WL with wegovy. Until now those on 2.4mg wegovy that want to lose more have been switching to zep if possible. That will over time be less frequent. Is wegovy HD a major revolution that instantly will get significant impact on NVO revenue? No. But it a change to the storyline. To the perception of only one solution if you want to lose more than 17% And Zepbound distribution through their different doses, clearly shows it’s only a minor share that goes for absolute highest dose (in non diabetic) and this makes Wegovy HD a new piece in the storyline

@investseekers Wegovy looks more like Zepbound - LOL its not just because we choose to selectively misquote trials.

$NVO ’s new Wegovy HD is designed to close the gap to $LLY. “Weight loss now looks much more like Zepbound,” says Sydbank analyst Søren Løntoft Hansen. Wegovy HD delivers ~20.7% weight loss vs ~15% for standard Wegovy, putting it in the same range as Zepbound (~21%). And management is clear on what matters: “The #1 criterion for patients is the amount of weight loss,” said CEO Mike Doustdar. “Hopefully this will change the dynamics going forward.” After losing ground, Novo is now trying to compete where it matters most. Link to afrticle (in Danish): borsen.dk/nyheder/virkso… #StocksInFocus #Investing

@HatedMoats why Novo is not actively pursuing any trials, Lily is actually exploring these mechanism ---- but yes keep coping

🚨 Novo News Novo’s obesity drugs may be doing something far more interesting than shrinking waistlines (and shareholders’ money). A large Lancet Psychiatry study suggests semaglutide was linked to materially better mental-health outcomes in patients who were already struggling with depression or anxiety. The News Researchers from Karolinska Institutet, the University of Eastern Finland and Griffith University studied 95,490 people in Sweden with diagnosed depression or anxiety who were prescribed antidiabetic medications between 2009 and 2022. Of those, 22,480 used GLP-1 drugs. In within-person analyses, semaglutide was associated with a 42% lower risk of sickness absence or hospital care due to psychiatric reasons during treatment periods versus non-use periods. The study also reported a 44% lower risk for depression-related outcomes, 38% lower for anxiety disorders and 47% lower for substance-use-related outcomes. Liraglutide showed a smaller 18% reduction, while exenatide and dulaglutide did not show significant risk reductions. GLP-1 drugs as a group were associated with a reduced risk of self-harm. My Take This is bullish for the $NVO overall narrative, but not because it suddenly creates a new approved indication tomorrow. It is bullish because semaglutide keeps showing up in places where a great metabolic drug can become something closer to a broad health platform. We've seen similar news with substance abuse recently. First came weight loss, then cardiovascular benefit, then growing evidence around addiction, and now an observational signal in depression, anxiety and self-harm risk. That kind of pattern matters. It strengthens the view that GLP-1s may have deeper biological relevance than the market initially assumed. Still, we as investors should not get ahead of ourselves. This was an observational register study, not a randomised trial, and the authors explicitly say controlled clinical trials are needed before drawing treatment conclusions. So this does not yet justify modeling psychiatric revenue into Novo. What it does justify, in my view, is a higher level of confidence that semaglutide’s real-world profile may be even stronger and broader than headline obesity data alone suggest. There is also a softer but important point here. GLP-1 drugs have faced scrutiny around psychiatric side effects, including past concerns about suicidal thoughts. Earlier this year, the FDA asked manufacturers to remove suicide warnings from certain GLP-1 weight-loss drugs after reviewing the evidence. A study like this does not just add upside optionality but also helps de-risk part of the old bear case. Verdict: Bullish Not as an immediate earnings catalyst or +10% day news, but as another sign that semaglutide may be an unusually powerful molecule with more clinical and commercial runway than sceptics (or everyone) think.

@janthecurious1 Can you please ship me what you are taking to cope at this level?

#novonordisk $nvo The obesity leadership performance gap to Eli Lilly is now almost closed. With Wegovy® HD (~20.7% mean weight loss and ~⅓ of patients achieving ≥25%), Novo Nordisk is effectively back in the same efficacy league as tirzepatide—after trailing since the initial SURMOUNT data. What matters is not just the efficacy, but how Novo is getting there: • Platform strength: building on semaglutide with known safety and lower execution risk • Regulatory tailwinds: FDA Priority Voucher signals real policy alignment • Commercial leverage: HD layers onto an existing franchise (2.4 mg + oral) • Supply advantage: scaled manufacturing in a demand-constrained market • Portfolio synergy: weight + CV risk, now with higher efficacy Bottom line: Lilly may still have a slight efficacy edge, but Novo has closed most of the gap—and arguably leads on platform, execution, and scalability. This is shaping into a far more balanced duopoly.

@RentYourStocks i guess your mind will be blow when you learn many dont even want to 2.4 mg as the highest dose.

I was told Semaglutide was COOKed... Imagine that... a higher dose leads to more weight loss. This allows people to go with a higher dose, with a drug they are already familiar with, as opposed to trying something new like Trizapitide. Long $NVO

@FormulaUR_ windsor maybe wrong but you are also not the most unbiased person here. so lets see what the season shows

This is where most driver coaches and performance engineers don’t see eye to eye with Windsor - and I’m inclined to agree. Racing cars in general - not limited to F1 - should never be so stiffly sprung that there is almost zero weight transfer whilst cornering. What Windsor is describing as “neutralising” is simply a return to sophisticated weight transfer - which should favour any racing driver born on Earth.

@sylwanin_PI @investseekers its not about if Novo goes bankrupt, Novo needs to be at the top to justify its valuation other wise it will not be valued like Pfizer and Amgen - it can still be a company valued like current Bayer.

@investseekers Until then, Novo and Lilly with make money The market is so huge, there is pie for everyone It's not like NOVO will go bankrupt if they are top 2 or 3 (i doubt but possible)

Citi sees a potential new challenger to $NVO ’s oral Wegovy after Phase 2 data from Structure Therapeutics’ obesity pill aleniglipron. The drug showed 15.3% actual weight loss and 16.3% placebo-adjusted weight loss after 44 weeks, which Citi says compares well with oral Wegovy. The bank also notes the GI side-effect profile looked broadly similar to Novo’s pill. That said, Structure still needs to run the large, long Phase 3 trials, which are expected to start in the second half of the year. Citi keeps Neutral on Novo and continues to flag long-term competitive risks in obesity. #stocks #Investing

@PatrickHeizer I am truly sorry for the pushback you are getting and its horrifying to see how the public laps up stories like this. But thanks to you, I have a huge list of 'AI experts' to block

If you read the full article from the University, not only is the dog's cancer not "cured," they even say it's progressing!!!

@IterIntellectus You do know that 100% of drugs in phase I are super effective in animals and yet less than 5% of them actually make it. Rules exist to protect you.

“it’s trivially easy to make an mRNA vaccine to cure cancer” followed by “but we’re still extremely far from proving it works” is not the flex you think it is but also the most accidentally honest summary of everything wrong with modern science i’ve ever read. the science works, the institution doesn’t. and the institution will let you die on a waiting list before it admits that a guy with chatgpt and $3,000 just did what they need 15 years, $2 billion, and six committees to approve. academia has become a parking lot for bureaucrats who gatekeep cures and progress because their tenure depends on it. the biggest medical advances in history didn’t have an IRB protocol. medical breakthroughs happen because someone just did the thing.

@MarioNawfal 'Paul Conyngham's 3D modelled images of his dog Rosie’s cancer' -- just that sentence should get the journalist fired and replaced by AI.

🇦🇺An Australian tech founder with zero biology background sequenced his dog’s tumor DNA, then used ChatGPT and AlphaFold to design a custom mRNA cancer vaccine. A month later, the tumors shrank by half. And this is just the start of AI medicine.

@theRayW @TrungTPhan yes and access to a medical centre and 10+ years experience analysis and automating data analysis --- the article shows a freaking protein as cancer please.

The line between "Developer" and "Biologist" is officially gone. Paul Conyngham just showed the world that with $3k and a subscription to the right AI tools, you can solve problems that used to require a PhD and a billion-dollar lab. This isn't just about a dog—it's about the end of medical gatekeeping.

Australian tech entrepreneur Paul Conyngham explains how he used ChatGPT/AlphaFold (spent $3,000 with no biology background) to create a custom MRNA vaccine to treat his dog’s cancer tumors. Unreal.

@millepun @pappasimois @TrungTPhan @grok he asked the university to make it. Ai is great and all you do have to remember that the guy is an expert in data science and it is not like he just asked chatgpt, how do i cure my dogs cancer and got the answer. The article is also poorly researched, it says a protein is cancer

@pappasimois @TrungTPhan @grok @grok How did he, as an individual, manufacture mRNA vaccine?

@effonecasualfan this makes as much sense as saying Hadjar and Verstappen are evenly matched. This guy is faster on one weekend and entire world goes insane. Where was this talent last year?

last year, at exactly this point, we had the same head to head btw, and Michael was 43, 3 years away from the sport, injured, rejoining a completely different F1 at the time, there's just no comparison to be made P.S: I'm loving the motivated Lewis this season, but these comparisons are dumb

@dxbestani yes do your deep dive at the end of the year

We need to deep how crazy it is that 41 year old Hamilton is keeping up with an in-prime Leclerc who's 28. They've been on par if not Lewis being a bit quicker. Imagine if Leclerc faced 2012 Hamilton, quite possibly the fastest version of a driver in F1 history.

@MotorsportiveHQ man with advantages says having advantages is fun ! what a surprise

🚨 George Russell DEFENDS F1's controversial 2026 'yo-yo' racing! The Mercedes star claims it's FUN and even diehard fans are coming around. 👉 He highlights closer battles and a strategic overtake mode as key improvements. Countering criticism from rivals like Verstappen and Norris.

@CloisterRes when Rybelsus launched Ozempic, Wegovy, Mounjaro, Zepbound were not household names. Market awareness and pricing did a lot of work here. Also Diabetics do not mind once weekly injections, they are used to that.

Kind of shocking how well the Wegovy oral launch is going, considering how poorly Rybelsus did.

@hibztwtz03 and so does Lewis, why do you think Lewis is having fun ? because he is closer to Charles.

My take on the sprint if you care: "Charles Leclerc doesn't care about winning and only cares about beating his teammates. That's why he has 0 WDCs and Lewis has 7" at the point of their battle they had p2/p3 pretty much secured. And naturally as a competitive sportsman...(1/3)