Morgan reid

1.3K posts

Morgan reid

Morgan reid

@Morganreid69

PhD Student - UCD

Bettystown Katılım Ocak 2017
829 Takip Edilen201 Takipçiler
Morgan reid
Morgan reid@Morganreid69·
@thescript any chance in hoping on my podcast? Recorded in Rialto
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Hated Moats Investor
Hated Moats Investor@HatedMoats·
🚨 Novo News - EMA just handed $NVO a bigger hammer Wegovy 7.2 mg is one European Commission signature away, with 20.7% average weight loss on the label pitch. The News Novo said the EMA's CHMP issued a positive opinion for Wegovy semaglutide 7.2 mg, based on the STEP UP and STEP UP T2D programme. In STEP UP, adults with obesity without diabetes lost 20.7% body weight at 72 weeks on 7.2 mg versus 17.5% on the current 2.4 mg dose and 2.4% on placebo. About 1 in 3 hit at least 25% weight loss on 7.2 mg. Novo said safety and tolerability were consistent with the 2.4 mg dose, and that most weight lost was fat mass with preserved muscle function. Next step is European Commission approval, which Novo frames as potentially early next year. Novo also noted the 7.2 mg dose is under review in the US and other countries. In the US it filed in November and is aiming for an accelerated pathway via the FDA's new Commissioner's National Priority Voucher pilot, which can compress review timelines sharply. My Take This is a clean, practical catalyst. Novo does not need a new mechanism to improve competitiveness. It needs better outcomes from the molecule it already scales, with real-world credibility and long-term safety data. A higher dose gives Novo a straightforward story to defend share in Europe and to narrow the perceived efficacy gap in the market narrative. The fine print matters. Higher efficacy must not come with a tolerability tax that pushes discontinuations up, especially at the exact moment Novo is trying to win back persistence and keep patients on branded therapy. The STEP UP dataset suggests GI-related discontinuations were still low but slightly higher at 7.2 mg than 2.4 mg, so the rollout will live and die on titration, patient selection, and supply execution. Or perhaps they could pull-off "microdosing" shenanigans like $HIMS, which is in fact just standard but slower titration of the dose. They're too serious of a company for that, though. :) If the Commission signs off quickly, this becomes a near-term optics win and a medium-term commercial lever. If the approval is slow or supply is tight, the headline fades and the market goes back to pricing, access, and $LLY comparisons. Verdict: Mildly Bullish. This is the kind of upgrade that strengthens the franchise without changing the business model. Novo did not invent a new drug, it just found more horsepower in the one it already owns. :) What do you think? Will execution of approval play in Novo's cards?
Hated Moats Investor tweet media
Novo Nordisk@novonordisk

#PRESS The Committee for Medicinal Products for Human Use (CHMP) has issued positive opinion of our higher dose of injectable obesity medicine 7.2 mg. Learn more in the press release here novonordisk.com/content/nncorp…

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Morgan reid
Morgan reid@Morganreid69·
@ResearchPulse1 Any idea what device Lilly will go for at retatrutide launch? Any auto injector bridge studies posted?
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ResearchPulse
ResearchPulse@ResearchPulse1·
This weeks GLP1 IQVIA numbers will arrive in 90 minutes. And IQVIA is the gold standard all use. But there’s also another company tracking these data. Symphony. Symphony numbers are not exactly the same as IQVIA. So instead of focusing on the specific numbers of scripts, then many use it to see directions. Symphony data comes 4 hours before IQVIA. For Wegovy it has an increase of 4.2% over the week before thanksgiving. The last normal full week. In numbers it just crosses 300,000. That first time and record with 4% BUT we will have to wait for IQVIA to see the official numbers. They could be 1-4,000 lower Zepbound increased 3.6% in Symphony. Slightly less than Wegovy. I will now say it’s official. The new lower Wegovy prices DO attract more new Wegovy users. Novo needed this very much. $LLY $NVO $VKTX $ZEAL
ResearchPulse@ResearchPulse1

While last Fridays GLP1 IQVIA data was impacted by Thanksgiving holiday, and therefore is not directly comparable with the week before that, then there were some interesting moments. Zepbound scripts declined 18.1% while Wegovy was down 12.5% w/w. Likewise Ozempic scripts fell 11.7% and Mounjaro was down 12.1% As mentioned it’s difficult to make firm conclusions with the holiday data in mind. But it’s interesting that Ozempic and Mounjaro dropped more or less the same, while the difference was almost 6 percentage points between Zepbound and Wegovy. Although I don’t think we can directly translate that to a 6% underlying growth for Wegovy vs Zepbound If we by coming Friday again see +5,000 TRx per week improvement for Wegovy, then we start to see the real impact after the reduced prices. $NVO also desperately needs to break through the former record and continue through 300,000 $LLY $VKTX

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Morgan reid
Morgan reid@Morganreid69·
@GilaMonstrum Any idea the device strategy at launch? Any auto injector bridge studies posted?
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Noumena Analysis
Noumena Analysis@GilaMonstrum·
$LLY $NVO $VKTX Reta P3 data is out. What is striking to me is the difference between the ITT and efficacy analyses: Efficacy analysis WL: Reta 9 mg= -26.4% Reta 12 mg= - 28.7% Pbo= -2.1% ITT: Reta 9 mg= -20% Reta 12 mg= - 23.7% Pbo= -4.6% Tzp 10 and 15 mg in Surmount-1 had -19.5% and -20.9% vs -3.1% pbo. GI tolerability looks clearly worse with retatrutide vs tirzepatide. At top doses, retatrutide has higher rates of nausea (38–43% vs 25–33%), diarrhea (33–35% vs 19–23%), constipation (22–25% vs 12–17%) and vomiting (20–21% vs 8–12%). Across all main GI AEs, both absolute rates and placebo-adjusted deltas are higher with retatrutide. And on top of that, cardiac adverse events for retatrutide haven’t been reported. investor.lilly.com/news-releases/…
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Bioinvestor24
Bioinvestor24@bioinvestor24·
@houndcl Will be a much cheaper option. Competent BP CEO would wait a few months after orforglipron launch to check safety prior to spending $10 B on similar scaffold.
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ResearchPulse
ResearchPulse@ResearchPulse1·
The numbers are the following Wegovy 276,000 TRx Zepbound 409,000 TRx Wegovy up with 10%. That’s below what I expected. And maybe also what the market had hoped for since the SP dropped. Novo Care is most likely below 7% with these numbers. My take is that the market in general does not yet have knowledge about the possibility to buy Wegovy directly from $NVO far below the list price. No one should pay more than $499
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ResearchPulse
ResearchPulse@ResearchPulse1·
When IQVIA glp1 sales numbers is published in 3 hours, it will be the first time, that data from NovoCare, the direct sales of Wegovy to consumers will be included in the Trx data. So keep an eye out for that. $LLY has included their direct to consumer sales for months, and that sales is about 20% of total US sales. NovoCare is speculated to be at about 7% and growing. 7% is 17,500 ekstra Trx (251,900 Trx last Friday) CVS is still in process where they are converting zepbound user to Wegovy. So we might get close to 300,000 Trx vs Zepbound about hmmm 410,000TRx $NVO $GUBRA $VKTX
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Michael S. Kim
Michael S. Kim@Mike_kim714·
It’s on short notice but it IS the Open Championship. I’ll give away some tickets! Must be a follower, comment on what days you’d want to go.
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stretfordred
stretfordred@Picks_N_Packs·
2x tickets are available for Cork vs Dublin on Saturday Face value
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Morgan reid
Morgan reid@Morganreid69·
Looking for a Dublin half marathon ticket if anyone has anything??
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Morgan reid
Morgan reid@Morganreid69·
Delighted to contribute to this month’s Hospital Professional News magazine😄 Myself and Dr Christopher Shannon wrote an article on ‘The Evolution of Weight Loss Drugs: Implications for Type 2 Diabetes’ First ever contribution for the Shannon Lab and hopefully many more to come!
Morgan reid tweet media
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-@sulkfenomeno·
Back on the left, soon back to what he can be
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Morgan reid
Morgan reid@Morganreid69·
@TodayFM Going to reply to this with a picture of me at Noah Kahan when I win
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Morgan reid retweetledi
Today FM 💛
Today FM 💛@TodayFM·
Just found 2 #ElectricPicnic tickets down the side of the couch 👀 RETWEET and REPLY if you want them & we'll pick a winner by 8pm today 👇 T&C's apply
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Morgan reid retweetledi
RTÉ Sport
RTÉ Sport@RTEsport·
🥇GOLD FOR IRELAND AT THE EUROPEAN CHAMPIONSHIPS ☘️☘️☘️ An astonishing performance form the mixed relay team to storm to gold! #RTEsport
RTÉ Sport tweet media
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League of Ireland
League of Ireland@LeagueofIreland·
📸 | GOAL for Waterford! Ben McCormack gets on the end of Darragh Leahy's ball and hits a bouncer into the net! #LOITV | #WATSLI
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