Not Hari Seldon

🚨BIG NEWS FOR NOVO NORDISK! - $NVO 🚨 Today Novo Nordisk announced that Wegovy cuts risk of a heart attack, stroke or death by 57%!, when compared to Tirzepadite (which is from $LLY). I'm not blown away. Novo Nordisk said: ''This result adds to the growing evidence that the heart-protective benefits seen with Wegovy are specific to the Semaglutide molecule and therefore cannot be extended to other GLP-1 or GIP/GLP-1-based treatments''. Key findings from the study: ✅In patients who stayed on treatment, Wegovy reduced the risk of heart attack, stroke, or death by 57% compared to tirzepatide. ✅In all treated patients (including those with treatment gaps), Wegovy showed a 29% risk reduction for the same outcomes. Some people may dislike it, but I'm actually not a big fan of how Novo published this. Here is why: ❌ The study reports averages of 3.8–8.6 months, which is very short for cardiovascular outcomes. Many events occur over years, not months. A “57% reduction” over such a brief window can look dramatic but may not translate the same way long term. ❌ Reporting a “57% reduction” sounds huge, but the absolute numbers were small (15 vs. 39 events out of >10,000 patients per arm). The absolute risk difference was ~0.3% — which is meaningful but not nearly as dramatic as “57%”. ❌Real-world studies (like STEER) are prone to biases even with matching. They cannot prove causation the way randomized controlled trials do. I like the fact that they are more aggressive, and also love the fact they are targeting $LLY here. But I would love more significant results behind these 'results''/news details. Still, the potential is clearly there for Novo. Still bullish! What do you think?

🚨BIG NEWS FOR NOVO NORDISK! - $NVO 🚨 Today Novo Nordisk announced that Wegovy cuts risk of a heart attack, stroke or death by 57%!, when compared to Tirzepadite (which is from $LLY). I'm not blown away. Novo Nordisk said: ''This result adds to the growing evidence that the heart-protective benefits seen with Wegovy are specific to the Semaglutide molecule and therefore cannot be extended to other GLP-1 or GIP/GLP-1-based treatments''. Key findings from the study: ✅In patients who stayed on treatment, Wegovy reduced the risk of heart attack, stroke, or death by 57% compared to tirzepatide. ✅In all treated patients (including those with treatment gaps), Wegovy showed a 29% risk reduction for the same outcomes. Some people may dislike it, but I'm actually not a big fan of how Novo published this. Here is why: ❌ The study reports averages of 3.8–8.6 months, which is very short for cardiovascular outcomes. Many events occur over years, not months. A “57% reduction” over such a brief window can look dramatic but may not translate the same way long term. ❌ Reporting a “57% reduction” sounds huge, but the absolute numbers were small (15 vs. 39 events out of >10,000 patients per arm). The absolute risk difference was ~0.3% — which is meaningful but not nearly as dramatic as “57%”. ❌Real-world studies (like STEER) are prone to biases even with matching. They cannot prove causation the way randomized controlled trials do. I like the fact that they are more aggressive, and also love the fact they are targeting $LLY here. But I would love more significant results behind these 'results''/news details. Still, the potential is clearly there for Novo. Still bullish! What do you think?

Culture has got it wrong. Make health your top priority. Ahead of status, money and success.