Transaction Advisor.

$INTU Intuit CFO says the decision to cancel the 10b5-1 stock sales was a five-second conversation given how cheap the stock is. They are going to keep buying back stock "because I fundamentally think the stock is mispriced":

IQVIA Week 9 - GLP1 movement update Another week with lots of movements. In my week 9 preview of wegovy pill sales I had IQVIA at plus TRx80,000. The actual number was TRx81,184 Wegovy pill was up by 10.4% and now has 21.5% of total reported wegovy sales. It’s still only a bit more than 50% of total wegovy pill sales that’s included in the report. Wegovy pen surprised me with a new 7.0% jump. Now only 1.5% below ATH high from December last year. I don’t have new numbers for what share of total pen sales is cash pay. (newest 30% -week of 2025ER) But I think it’s substantial. Wegovy pen sales are up about 20% since Super Bowl. I think all this wegovy pill exposure also meant many saw wegovy pen cash pay starts from $199 One metric that will be followed very closely is how many titrate above 4mg. 4mg cost $149 vs 9mg/25mg costs $299. Each extra person at 9/25mg is like 2 persons at 1.5mg/4mg. It’s natural that when people pay cash, then we will also see fewer titrate above 4mg vs those who have insurance coverage. It takes 2 months to titrate from 1.5mg to 9mg. This means w9 data is where we should start seeing more titrate up week by week. 9mg saw a 46% increase over week 8. Now 8.1% it total wegovy pill consumers on 9/25mg. ASP (average sales price) is now $161. Up $2 over week 8 ASP. Including both TRx growth and ASP growth, total value growth was 11.65% Zepbound have had two incredible weeks. Up 25% in just two weeks! I’m a bit cautious since big vial jumps earlier have meant big drops the following weeks. But MAYBE, we see $LLY onboarding the first cooperates customers buying Zepbound directly from them and thereby skipping the expensive PBM middleman. Could that be the primary source for this extra high growth? Let’s see how the next 2-3 weeks develop. This huge increase in Zepbound sales also means Zepbound has gained back market share to now 62.3% vs 37.6% for wegovy. Mounjaro sales up with 5.6% to new ATH. Ozempic also had a great week up with 4.5%. Though about 10% below ATH sales back from Q2 2025. Note Theres two different charts including a new at are tracking titration and total value change $LLY $NVO $VKTX