LightBridge38

@Osint613 Terrorists.

JUST IN 🔴 Iranian military spokesman warns Israeli and American officials and military personnel “will not be safe” in resorts and tourist centers worldwide following the elimination of Iranian officials in strikes.

@BeardoTrader The world is going end...

Futures just fell off a cliff. $SPX

@business Who dares to use those copies? Seriously...

Ozempic copies will cost as low as $14 in India as the era of generic GLP-1 begins bloomberg.com/news/articles/…

@agingroy These markets are not big existing revenues for @nvo. Please do proper research.

Ozempic costs $936/month in the US. As of tomorrow in India, it'll cost $40. The Ozempic patent expired this week in India. 50+ Indian generic makers are launching copies. India already supplies 20% of the world's generic drugs and just did the same thing to weight-loss medication that it did to HIV drugs two decades ago: made them affordable for billions. Patents also fell in China (17+ generics in Phase 3), Brazil, and Canada. Combined, that's 40% of the world's population. Meanwhile, @EliLillyandCo just dropped results for what comes next. Retatrutide hits three gut hormones instead of one. In Phase 3, patients lost 28.7% of body weight (71 lbs average), the biggest weight loss ever recorded in a late-stage trial. A1C dropped 2% in a diabetes cohort. The old guard goes cheap. The next generation goes bigger. 890 million adults with obesity are watching.

GLP-1 drugs have established benefit for Type 2 diabetes. New data suggests that extends to Type 1 diabetes, with heart, vascular, and kidney protection nature.com/articles/s4159…

🚨 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.

The triple agonist era is upon us $NVO $LLY The obesity pipeline just got a lot more interesting. New Phase 2 data for UBT251 ($NVO + United Biotech) shows a staggering 19.7% mean weight loss in just 24 weeks. To put that into perspective, current market leaders often take twice as long to hit those numbers. UBT251 is a triple G agonist. It targets GLP-1, GIP, and Glucagon receptors simultaneously. While GLP-1 handles appetite, Glucagon adds a thermogenic step by increasing energy expenditure. That results in a steeper efficacy curve than mono or dual agonists. The numbers from the China-based trial (n=205): - Highest dose: -19.7% (-17.5 kg) - Placebo: -2.0% - Baseline: BMI 33 / 92.2 kg The trajectory suggests we haven't even hit the ceiling yet, but we obviously need additional data points to see what happens beyond 24 weeks. It appears well-tolerated. Most adverse events were GI-related (nausea/vomiting), but these were mild to moderate and diminished over time. This is consistent with the broader incretin class. No red flags unique to the triple mechanism reported yet. Novo holds world wide rights (ex-Greater China). They are currently running a global Phase 1b/2a trial with data expected in 2027. While UBT251 looks like a Retatrutide challenger, the real deal will be to replicate this efficacy in a more diverse global Phase 3 population. 15% weight loss era is over. The new benchmark for next-gen injectables is +20% within six months. UBT251 is officially a top-tier contender for the crown.

$NVO - Novo Nordisk gained approval for Wegovy to be used to reduce Heart Risk in China. Wegovy was already approved for weight loss in China last year. However, this approval is another small success story in Novo's goal to expand the Wegovy usage beyond weight loss. The reduction in risk of heart attack, stroke or death for overweight and obese patients makes Wegovy stand out.

$NVO is stepping up its efforts in Japan. Novo has signed an agreement with the Japan Society for the Study of Obesity to strengthen prevention, treatment, and awareness of obesity. Obesity affects ~31.5% of men and ~21.1% of women in Japan, yet access to diagnosis and treatment remains limited. The initiative focuses on a full-system approach, covering prevention, lifestyle changes, and medical and surgical treatments. The takeaway is that Novo is positioning itself not just as a drug provider, but as a long-term partner in tackling obesity at a national level. Link to announcement: novonordisk.co.jp/content/nncorp… #stocks #Investing

@nvo has protection of it's branded Wegovy. With it's accessibility now, high probability sustained revenue will grow. Let's revisit soon. $36-37 today.

🇩🇰 Novo Nordisk $NVO Q4 24 results Revenue 85.6B DKK Q4 23 65.9B DKK +29.9% 🟢 Est. 80.2B DKK beat 🟢 EPS 6.34 DKK Q4 23 4.91 DKK +29.1% 🟢 Est. 5.76 DKK beat 🟢

The FDA approved a higher-dose Wegovy, giving Novo Nordisk a faster-than-usual green light via a commissioner’s voucher as it pushes to stay competitive in obesity. endpoints.news/novo-wins-fda-…

@RichardWedekin1 Totally agree, unfortunately we are down so much

You want a company that is not negatively impacted by AI, or by silver dropping 30% in a single day? I present: Novo Nordisk, which is now playing a completely new game in terms of growth! Long $NVO

@RichardWedekin1 I disagree. Lower price opens up the market, which would otherwise find the cost of the drug too inaccessible.

Novo Nordisk is cutting prices for obesity treatment by 50% Great for the people! Probably bad for the shareholders $NVO

Today I realized how solid the companies I am invested in are. See you in 3 years time. @2026

$CROX bought back $622M of its own stock in the last 4 quarters (~13% of market cap) with $927M still authorized (~20% of market cap). Trading at a single-digit FCF multiple.

Draganfly Hits C$6.56M in 2024 Revenue @DraganflyInc | $DPRO • Commander 3XL platform designed for surveillance, logistics, and public safety operations • Flex FPV drone engineered for speed and maneuverability in mission environments • North American manufacturing supporting defense, security, and emergency response markets UAV systems built for operational reliability across government and enterprise applications.

@WHLeavitt Yes

The Arab countries have officially threatened to join the United States and Israel in the war against Iran. Do you support destroying Iran’s terrorist regime? A. Yes B. No

Today's news seems to point to the world agreeing that Iran is bad and wrong, and that the evil regime should be eliminated immediately. It would be great for a swift action, but how is it going to be done? Hope the nations succeed fast.

@WSJ Long term chronic illness management is like that. Same for hypertension, high cholesterol, autoimmune, gout. It is perfectly normal. Long term management. I wonder why the attempt to mislead. Investors, research more, and invest in this cash cow.

While nearly 18% of U.S. adults have taken a GLP-1 drug for weight loss or to treat a chronic condition, about half of people will stop taking it within a year. Often, they don’t understand what is likely to come next. 🔗: on.wsj.com/3Nqu9KF