Morgan reid

@thescript any chance in hoping on my podcast? Recorded in Rialto

@paulsingh22 Anything for the next game man?

@Morganreid69 Yh they will alter it at some point , they ain't the smartest

✅ 6/1 winner here , weather ruined Stidham he had 12 at half

@HatedMoats Any idea reta device strategy at launch?

🚨 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?

@ResearchPulse1 Any idea what device Lilly will go for at retatrutide launch? Any auto injector bridge studies posted?

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

@GilaMonstrum Any idea the device strategy at launch? Any auto injector bridge studies posted?

$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/…

@bioinvestor24 @houndcl Any idea BI triple agonist MOA?

@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.

Looking for 1 electric picnic ticket!! #ElectricPicnic2025 #ticketfairyireland

@KNielsen2000 For what time period?

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

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

@KNielsen2000 How do I see the glp1 sales numbers?

@Mike_kim714 2 for Sunday Mike!

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.

@Picks_N_Packs Still have?

2x tickets are available for Cork vs Dublin on Saturday Face value

Looking for a Dublin half marathon ticket if anyone has anything??

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!

@leon_smith988 @sulkfenomeno He’s not going to shag you mate 👍

@sulkfenomeno Ffs should still be in a good league

Back on the left, soon back to what he can be

@TodayFM Going to reply to this with a picture of me at Noah Kahan when I win

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

@CalvinOBrien1 Meat mafia truck 11/10

Me Thursday when I get to the market on Mespil Road at 2 and realise it closes at 5 to 2

🥇GOLD FOR IRELAND AT THE EUROPEAN CHAMPIONSHIPS ☘️☘️☘️ An astonishing performance form the mixed relay team to storm to gold! #RTEsport

📸 | GOAL for Waterford! Ben McCormack gets on the end of Darragh Leahy's ball and hits a bouncer into the net! #LOITV | #WATSLI