Sadiq

@SubtleInduction @ResearchPulse1 Even that…. Idkkk There’s no reason to opt for it if oral wegovy is an alternative and performs similarly (plus convenience factor of oral pill) plus on the sides of injectables, Tirz is better What would be the rationale to prescribe or purchase it ?

@Sadiq_r99 @ResearchPulse1 I'm sure it will be a blockbuster in the literal sense of more than a billion in sales... because it will cannibalize sema sales 😂

Look at all this money they're spending to continue to prove that cagrisema is subpar. Instead they could be spending it to buy a decent asset like VKTX That could actually move the needle. $nvo

@enogrowth I know about oral wegovy. I’m asking about oral ozempic - because that’s also for diabetes, as was rybelsus?

@Sadiq_r99 Rybelsus was already an oral semaglutide pill but only approved for Type 2 diabetes. Oral Wegovy is the first one specifically FDA approved for weight management. Same molecule, different approval, completely different market opportunity.

$NVO oral Ozempic launching today in 70,000+ US pharmacies at $25 for insured patients. First mover advantage in the biggest drug category in the world.

@ResearchPulse1 @SubtleInduction In what way will it be a blockbuster if current gen Tirzep is superior ..?

@SubtleInduction CagriSema will still be a blockbuster. And it’s not like they sit and do nothing. They are definitely more aggressive in R&D spending now vs 1 year ago.

@2147mill @unsexystocks Petrodollar. Oil is extortionate, everything associated with it will increase. Expect interest rates to rise to tackle inflation. That will will make bonds appear more attractive and safer returns than keeping £ in stocks/gold = stocks crash

@unsexystocks What’s the crash thesis ?

Although I’m all about investing and this one might upset a few, right now I’m actually 97% cash SIPP £66,000 in a short term money market fund DCA into tech and ISA £750 per month I’m betting on a big pull back, I don’t push this because I don’t know and honestly nobody knows what will happen But if I’m right, that £66k is ready to be deployed

If $NVO had a patient with organ failure after starting wegovy, the company would be extinct by now 😅 $LLY hepatic failure, following initiation of a known hepatotoxic drug , hasn’t even been a month 😬 need Reta out asap 🤣

@WallStSai So we have an obese patient who’s otherwise stable, suddenly goes into acute liver failure - after starting a drug - which is being investigated for it’s hepatic concerns by FDA - but we are being told it’s “not reasonable” to draw this causation 👍

$LLY Eli Lilly tells RBC liver case 'not reasonably related to Foundayo'

@RealTradingNick @doepke_michel Do some more research, it sure can cause hepatotoxicity and deranged liver enzymes. You have a case study in front of you 🥲

@Sadiq_r99 @doepke_michel Any evidence of hepatotoxicity, I am not aware of it… The FAERS report shows that the report comes from a customer so how can you be so confident it is not made up?

$NVO $NOVOB up, $LLY down: Evercore notes that the firm is "seeing something in the FDA adverse event database which has potential to create market confusion if not laid out with full background," namely that a case of hepatic failure has shown up commercially for Foundayo.

@RealTradingNick @doepke_michel Manipulation? Or are you being ignorant? A patient went into decompensated liver failure after initiation of a hepatotoxic drug.

@doepke_michel This sounds a bit like manipulation. AEs can pop up all the time, sometimes multiple drugs are involved and as this is fairly new it might be listed as potentially causing it. Main effect is that the market reacts severely…

@AndrewDudum @ConorNeu Too quick with it 🤣

@ConorNeu Message me

I'm personally invested in a company that can tell you whether you will have a heart attack in the next 12 months. With 86% certainty. From a blood test. Unreal value. They are weak at scaling. Someone please buy this and take it to the masses.

@SkySportsPL @DevilzAdvoc4te To think Ruben Amorim kept him as a benchwarmer is fucking insanity 😭

Kobbie Mainoo rattles it in at the Stretford End! 💥

@fdzmurillo Totally agree with fundamental points. Unsure however when we can expect market sentiments to finally turn positive ?

A note for fellow $NVO shareholders before Tuesday. The fundamentals have never been stronger. 100K+ oral scripts per week. Wegovy HD launched. Injectable parity with Zepbound. SNAC monopoly until 2040. Foundayo struggling at 3,707 Week 2. Compounders dying. Medicare opening 25M seniors. But strong fundamentals don't guarantee strong guidance. And here's why you should temper your expectations for May 6. Novo has every reason to be conservative right now. Politically: Trump just made GLP-1 pricing his personal project. He's talking about it at dinners, on C-SPAN, in executive orders. This is not the moment for a Danish pharma company to announce record profits on American patients. The optics matter. Financially: the buyback program is 84% unexecuted. DKK 12.6 billion left to deploy. Every krone the stock stays low, the buyback destroys more shares. Management buying at DKK 280 instead of DKK 400 is a 30% efficiency gain for long-term shareholders. Strategically: the new CEO took over during a crisis. His career incentive is to set the bar low now and beat it for the next 3-5 years. A CEO who inherits -13% guidance and delivers +10% growth is a hero. A CEO who guides +15% and delivers +12% is a disappointment. Same company. Same results. Different narrative. Competitively: the FDA is already doing the work against Foundayo with DILI requirements. Novo doesn't need to spike the football. Quiet confidence while the competitor struggles is the optimal strategy. What I expect Tuesday: Guidance narrows from -5% to -13% to something like -3% to -8%. Modest improvement. "Encouraged by early oral uptake but maintaining cautious outlook given pricing dynamics." Conservative language. No celebration. Wegovy pill data will be "in line" or "encouraging." Not "blowout." Even if it IS a blowout. The stock might dip on "disappointing" guidance. That's not a sell signal. That's the management doing exactly what their incentives tell them to do. The prescription data is public. Weekly. Verifiable. It doesn't depend on what the CEO says on an earnings call. 100K+ scripts per week is 100K+ whether the guidance says -8% or +8%. Don't trade the earnings call. Trade the fundamentals. The data is screaming. The management will whisper. On purpose. Patience. $NVO #GLP1 #SNAC #Wegovy

@fdzmurillo @investseekers This is big

Medicare GLP-1 at $50/month starting July. Everyone's debating whether this is good or bad for pharma. They're missing the real story: this is devastating for $LLY and a gift to $NVO. Think about WHO is on Medicare. Seniors. Average age 70+. The most polymedicated population in medicine. A typical Medicare patient takes 5-7 prescription drugs daily. Statins, blood pressure meds, blood thinners, diabetes drugs, antidepressants, sleep aids. Now their doctor wants to add an oral GLP-1 for weight loss. — Foundayo: Interacts with statins (simvastatin exposure 2.5x). Interacts with benzodiazepines. Interacts with calcium channel blockers. Interacts with anticonvulsants. Interacts with corticosteroids. Processed by CYP3A4 in the liver every day. FDA requiring 5-year DILI liver surveillance. The doctor has to audit EVERY medication the patient takes, adjust doses, monitor liver enzymes, and accept liability for interactions. — Wegovy pill (the best one): Zero drug interactions. Zero liver metabolism. SNAC bypasses the liver entirely. Take it in the morning on an empty stomach, wait 30 minutes, continue all other medications as normal. No audit. No adjustments. No additional monitoring. Same copay. $50. Which one does a Medicare doctor prescribe to a 72-year-old on simvastatin, lisinopril, and metformin? The answer writes itself. 25 million obese Americans on Medicare just got access to GLP-1 at $50/month. That's not a market expansion. That's a market EXPLOSION. And it explodes almost entirely in Novo's direction because SNAC is the only oral delivery that doesn't interact with the drugs these patients already take. Foundayo wasn't designed for a healthy 35-year-old who takes nothing else. That patient barely exists. But it REALLY wasn't designed for a 72-year-old on 6 medications. That patient is Medicare. Lilly got a $50 price point for a drug most Medicare doctors can't safely prescribe to their patients. Novo got a $50 price point for a drug that fits seamlessly into every Medicare patient's existing regimen. Same policy. Opposite outcomes. $NVO $LLY #GLP1 #SNAC #Wegovy #Foundayo #Medicare

$NVO $LLY Trump plans to lower prices for GLP 1 weight loss drugs for seniors covered by Medicare starting July 1, according to Reuters. The announcement was made during a speech in The Villages, a retirement community in Florida. The move targets seniors covered by Medicare and follows a broader agreement with Novo and Lilly on lower pricing for diabetes and obesity drugs. #stocks #Investing

@SOUKCOMMUNITY They’ve got a clear plan, and numerous verticals in place to get to that number eg. Chess, music. How can AI be a threat if they’re using AI themselves? Ppl who use DUOL want to learn another language as a skill and hobby - ChatGPT and AI won’t build you that skill.

@SOUKCOMMUNITY It’s earnings are insane - YoY generating growth with incredible amount of FCF. Yet it’s crashed over 50%. The company’s choosing user growth, targeting 100M DAU over next 3 years (currently its 50M) instead of tryna make £ off its current customers.

@curatedbyjay @richtrades100 There’s quite a lot of catalysts novo have, wegovy>foundayo, HS wegovy injection, oral sema for diabetic kids, specifically sema for 2ndry prevention MACE NICE guidance 2026, cagri/amycretin/UBT in pipeline Low guidance for above catalysts to beat; doable?

@richtrades100 Totally agree, to be clear I'm bullish both $NVO and $LLY. I think we just have to question the guidance from $NVO given the numbers being put out by $LLY. I don't understand how you can guide for revenue decline when your competitor is putting up these numbers.

$NVO Fwd PE 12x LMAO. On those $LLY Numbers...Cmon

@BevTchangMD @EliLillyandCo What about for patients who are on high dose statins for secondary prevention CVS? .. Or for obese women who are on contraceptive tablets? .. What about obese patients with fatty liver disease, with deranged liver enzymes … ?

With the launch of @EliLillyandCo 's orforglipron (Foundayo) for #obesity, many clinicians are asking how to switch patients who are already on a #GLP1 like semaglutide: Evidence-informed TLDR: 👉 semaglutide 1.5-2.0 mg/wk ≅ orforglipron max dose for #weightloss 👉 If switching from sema 2.4 mg/wk, start orforglipron 9 mg/d one week after the last injection, increase to 14.5 mg in 4 weeks, then increase to 17.2 mg, assuming tolerability 👉 Counsel that 5% of weight lost may be regained with this switch 🧵for details: 1/

@Matkinvest @DrTomsLens DUOL, insane business on the technical side with quality underlying fundamentals and thesis. Market overreacting to an intentional short term sacrifice from the company for the long term gains ie. 100M DAU in 3 years time v compromising delivering quality now to squeeze every £

A couple months ago I started researching $NBIS, after having conversations with the great @DrTomsLens. Today, I initiated a starter position. Will be very interresting to follow. Everything I see, I like. It is not often that I buy 2 months after starting DD, it is usually a much longer time, however, $NBIS just feels so special. Bought the dip $MSFT as well, and that position is now my 3’rd biggest. Had to sell some fractions of $DUOL to make all the logistics work, however it was a very, very, very, very, very small part of my Duolingo position.

@RockstarGames Is this acc true

Grand Theft Auto VI is now set to release on May 26, 2026. rockstargames.com/newswire

@FonBankasi @TheLongInvest Million dollar question really is -why choose cagri? - will Reta destroy the gains Regardless, gains to be made. Market has priced it as if it’s failing to make any difference in a $100B market of obese patients - which clearly it isn’t

@FonBankasi @TheLongInvest 2/2 Catalysts: A- oral wegovy >foundayo B- wegovy HD injection C- cagri higher dose trial v tirz ⏳ D - oral amycretin ⏳ E - once weekly insulin injection ⏳ F - oral sema for CVS 2ndry prevention in EU NICE G - oral sema for diabetic kids ⏳ H - sickle cell tx ⏳ I - openAI

$NVO - is approaching its upper limits of its own LOAD THE BOAT RANGE And it will return to its 200 WMA at $81 For a +100% bounce from here.