Okane

Fourth post today framing this as "efficacy vs convenience." Let's settle this once and for all. CONVENIENCE: Foundayo's FDA label (Section 7) lists interactions with CYP3A4 inducers and inhibitors. Patients must avoid or limit: Turmeric. Garlic. Echinacea. Ginseng. Ashwagandha. Vitamin D3. St. John's Wort. Corticosteroids. Simvastatin (capped at 20mg). Anticonvulsants. And dozens more. Take any of these with Foundayo and you either reduce the drug's effectiveness or risk toxicity. That's not convenience. That's a pharmacist's nightmare. Wegovy pill: one rule. Empty stomach. 30 minutes. Eat. Done. And per the OPTIC study published TODAY: 65% of patients say the 30-minute fast would NOT disrupt their daily lives. The "convenience" advantage doesn't exist in the data. It exists in press releases. EFFICACY: $NVO Wegovy pill: ~17% weight loss. $LLY CEO Ricks: "not more effective." Not a debate. DISCONTINUATION: The ORION study published TODAY: orforglipron has 14x higher odds of GI discontinuation vs oral semaglutide. 14x is not a percentage difference. It's 1,300% higher. Let that sink in. For every 1 Wegovy pill patient who quits due to stomach issues, 14 Foundayo patients quit. That's not a side effect profile. That's a retention crisis waiting to happen. PATIENT PREFERENCE: 84% preferred the semaglutide-like profile. 16% preferred orforglipron-like. 84 to 16. That's not a close call. PRICING: Novo's US chief said it best: "Imitation is the best form of flattery." $LLY matched $NVO's price exactly. $149. If Foundayo were truly superior, why not charge more? Because they know it isn't. So the actual comparison: $NVO: Higher efficacy + simple dosing + lower discontinuation + patient preference + CV protection + real-world data + 42% market share and growing $LLY: Lower efficacy + complex drug interactions disguised as convenience + 1,300% more GI dropouts + 16% patient preference + no CV data + zero market share Same price. This isn't "efficacy vs convenience." This is data vs marketing. And the prescriptions are choosing data. Every week. +6% last week alone. Follow the prescriptions. Not the framing. $NVO $LLY #GLP1 #SNAC #Wegovy #Foundayo #ORION

Medscape just published what we've been saying for 48 hours. "The big difference between injectables and oral agents is how they're absorbed. Injectables are placed under the skin and absorbed into the bloodstream, so there's no worry about other medications interfering." But there's a third option nobody is discussing: SNAC. $NVO's Wegovy pill doesn't absorb like a normal oral drug. SNAC technology creates a localized pH change in the stomach wall, allowing semaglutide to be absorbed DIRECTLY into the bloodstream. It bypasses gut absorption. It bypasses first-pass liver metabolism. So when Medscape warns about polypharmacy risks with oral GLP-1s, they're describing a problem that applies differently to the two pills now on the market: $LLY Foundayo (orforglipron): • Small molecule absorbed through the gut • Metabolized by CYP3A4 in the liver • Interacts with turmeric, garlic, vitamin D, statins, corticosteroids, 20+ more • Delays gastric emptying, altering absorption of other medications • Liver enzymes 3x elevated in trial data • FULL polypharmacy risk $NVO Wegovy pill (oral semaglutide + SNAC): • Peptide absorbed directly through stomach wall via SNAC • No CYP3A4 hepatic metabolism • No liver enzyme concerns • Still delays gastric emptying (class effect) — hence the 30-min fasting rule • REDUCED polypharmacy risk (no CYP3A4 competition) The 30-minute fasting window isn't a bug. It's the SOLUTION to the polypharmacy problem. Take the pill alone. Wait 30 minutes. Then take your other medications with food. Clean separation. Foundayo's "take any time" means the drug is ALWAYS competing with whatever else is in your system. Every supplement. Every statin. Every vitamin. All processed through the same CYP3A4 pathway in the liver. As the Medscape doctor says: for patients on essential medications, the injectable route is safer. But with SNAC, $NVO has created a third path: an oral drug that absorbs like an injectable. That's the moat. Patented until 2040. $NVO $LLY #GLP1 #SNAC #Wegovy #Foundayo #polypharmacy

@investseekers Best news

Maybe some good news for $NVO investors. Jim Cramer said he believes $LLY ’s new weight-loss pill Foundayo “will be a blockbuster” and called it the winner versus Novo’s oral Wegovy. #stocksinfocus #Investing

Israel has been raining bombs on densely populated neighborhoods in Lebanon’s capital city of Beirut nonstop since dawn today. These are not military targets. These are homes. Families. Children. Civilians.

That’s right 🇵🇸✊🏽

Institutionalized racism- and it still is here today

Tells you everything you need to know about Pam Bondi the human being

Absolute insanity on FOX News. A politician desperately tries to justify Trump's disastrous war in Iran, casually calling the downing of US fighter jets & immense risk to American lives just a "short-term hardship." Washington elites are treating soldiers like disposable pawns.

A French journalist in Iran confirms Trump and Israel bombed: • 8 pharmaceutical factories — including a cancer medication facility • 60 pharmacies • Hospitals • One of the oldest medical research institutions in the region These aren’t military targets They’re lifelines

The Israel First Tax is rising

@tesla_semi @TheEVuniverse Good development.

Cities will be much quieter & cleaner with Tesla Semi

56yr-old Palestinian Riyad Al-Omour from Tuqu’, deported to Egypt after years of medical neglect in israeli jail, dies after a long struggle english.palinfo.com/news/2026/04/0…

WHAT EVERYONE IS MISSING ABOUT TODD BLANCHE, TRUMP'S NEW ATTORNEY GENERAL REPLACING PAM BONDI Something that nobody is talking about concerning Todd Blanche replacing Pam Bondi as Attorney General, allegedly over her handling of the Epstein files, is the fact that Blanche is also oddly & curiously the head of the Library of Congress. "So what?" you say? Well, consider: ▪️As head of the Library of Congress, Blanche has access to & control over restricted presidential papers and other archive materials that would let him gatekeep or selectively release sensitive historical documents that could create political leverage, or cover-up wrongdoing. He has the power to write or rewrite the "history of the future" related to this administration. ▪️As head of the Library of Congress, he could quietly steer Copyright Office decisions on AI "Fair-Use" rules and digital deposits. Imagine subtle policy tweaks that let certain entities (government contractors? favored tech firms?) scrape vast troves of copyrighted material without backlash, while others get crushed. Or, he could arrange back-channel access to the Copyright Office's massive digital database—millions of unpublished or pre-release files that function like a pre-publication surveillance goldmine on tech, media, and innovation. Unnoticed by the public. It could shape the entire future of AI, crypto/NFT IP. ▪️He could influence the Congressional Research Service (CRS) to slant "neutral" reports that lawmakers rely on for literally all their bills—including those involving DOJ policy, surveillance, immigration, and investigations. The Public barely knows CRS exists—reports are often marked "for congressional use only" or buried in obscure portals. He could theoretically influence (or at least monitor) the research pipeline on national security, DOJ/FBI matters, surveillance laws, or Epstein-adjacent files. Want to soft-pedal a report that might embarrass the executive branch? Or ensure "friendly" framing on immigration enforcement or crypto policy? It's the perfect backdoor into legislative thinking without anyone screaming "executive over-reach." These powers, combined with his ongoing DOJ role as Attorney General, open the door to cronyistic favors for Trump, Trump's backers, and questionable cross-branch coordination between the legislative & executive branches that most Americans would never notice, or just be altogether invisible to the public eye. Am I the only one not comfortable with this arrangement? cc: @dezzie_rezzie

All the white people who want to end birthright citizenship can start swimming their asses back to Europe. - a citizen of the Choctaw Nation.

lol

Britain’s Ismail Patel says the israeli closure of the Church of the Holy Sepulcher is proof that NO FAITH is safe from the israeli occupation english.palinfo.com/opinion_articl…

📊 An implantable #CGM that has a lifespan of 1 year was tied to similar glycemic outcomes as a prior-generation implantable CGM with 6 months of wear time for people with #diabetes. Learn more about Eversense 365 ⬇️ @senseonics @ATTDconf #ATTD2026 vist.ly/4x768

Novo Nordisk delivers again. Oral semaglutide outperforms orforglipron on both efficacy and tolerability in new data. The obesity market is shifting to pills - and Novo already owns the blockbuster. This isn’t just pipeline. It’s the next growth engine. $NVO #NovoNordisk #Obesity #GLP1 #Biotech #Investing 📈🚀 🚀🚀🚀🚀

Trump Wasted $3 Billion on Tomahawks to Attack Iran. Here's What Americans Could Have Got Instead open.substack.com/pub/zeteo/p/tr…