Martin Parkhøi

@BevTchangMD Are there any other reason beyond food/water restriction for you to favor Orfor over Wegovy pill?

For patients without access to #GLP1s due to out of pocket cost or lack of insurance coverage, my second line offering is usually an older #obesity medication like metformin or phentermine or a combination thereof But if orforglipron were $100/mo or less, it would be my number 🥇go-to every time. @EliLillyandCo At less than your daily carryout ☕️ coffee, a daily GLP1 is an investment patients choose to get behind. #yourworthit #health #medicine

@ResearchPulse1 @TacticzH Do you remember the surpass-cvot study where Lilly showed non-inferior cv risk for Tirzepatide vs dulaglutide and they still claimed superiority vs placebo due to some putative crap… guess Novo is playing same game

@TacticzH It’s great to see them be much more active and aggressive. But I’m with you on this.

$NVO - Come on Novo, you can do better than this. I want Novo to be more aggressive in their communication, but I want them to base it on facts and hard data. It's very important to realize, that the claims they presented today, are not based on a head-to-head trials. They took the results from their own clinical trial and compared them to a completely separate trial run by $LLY. Different trials. Different rules. Different outcomes. Then the 84% claim. Sounds great right. But it means nothing without concrete evidence. Apparently this result came from the OPTIC study, which was presented as a poster presentation at the Obesity Medicine Association's 2026 annual conference in San Diego. This was a study on 800 adults dealing with obesity or weight problems. But very important here: they did not actually swallow a single pill here. It was a choice experiment based on hypothetical drug profiles. So to but it bluntly: made up scenarios. Then the 14 times higher odds of stopping medication. Novo admits the actual number of adverse events was very low. Tiny numbers skew ratios. So, take the 14x number with a grain of salt. They actually give hints and nuances on their statements in their own press release as well, but why even bother with getting this headline out anyway? A lot of words. Not a lot of substance.

@CarneyMandate @MichaelAlbertMD And in January Dave Ricks said it would not be included in label

@MichaelAlbertMD @sneakview Cannot be taken with high dose statin.

🚨 FDA just approved Foundayo™ (orforglipron) — Lilly's once-daily oral GLP-1 for obesity. The headline: 12.4% average body weight reduction at the highest dose over 72 weeks in ATTAIN-1. That's −27 lbs for completers vs. −2.2 lbs on placebo. What makes this different from oral semaglutide: no fasting window, no water restrictions, any time of day. For real-world adherence, that's a bigger deal than it sounds. Self-pay starts at $149/mo — a fraction of injectable GLP-1 costs. Commercial insurance as low as $25/mo. Fewer than 1 in 10 people who qualify for a GLP-1 are on one. An oral option with no dosing restrictions and an accessible price point could genuinely move that number. Caveat worth noting: no cardiovascular outcomes trial data yet. The CV risk markers improved, but surrogate endpoints aren't SELECT. We're watching for that. More tools. More access. That's a win for patients.

@rn_flex @bioinvestor24 I’m just surprised Lilly’s CEO is not getting more headwind from above comment add JPM in January since there now is a Simvastatin restriction in label

@rn_flex @bioinvestor24

$LLy orforglipron approval just came in. Didn’t see any mentioning of liver monitoring. So probably Lilly has details of each case to explain causality. But what is this deal with the dosing ? Is the top dose 17.2 mg and not 36 mg ? Why. ? Am I missing something ? And what happens to efficacy ? “Foundayo is a glucagon-like peptide-1 (GLP-1) receptor agonist in tablet form that should be taken orally once daily. Starting dosage is 0.8 mg, which should be increased to 2.5 mg after at least 30 days and then to 5.5 mg after another 30 days. The dosage may be increased further to 9 mg, 14.5 mg, or 17.2 mg after at least 30 days at each level based on treatment response and tolerability.”

@JeppesenRj @ResearchPulse1

@ResearchPulse1 Exactly…thats what I have told from day one…LLY’s pill is a loose vs Novo’s Wegovy

Orforglipron/ FOUNDAYO Do you remember when $NVO ceo at JPM said there would be warning for certain statins when using Orforglipron? A few hours later $LLY CEO said there was no such thing in the coming label. Now take a look at the label and warning for drug interactions. If you use higher dose than 20mg Simvastatin you can NOT use Orforglipron…… About 6.5 million Americans use Simvastatin. About 40% on higher dose than 20mg $VKTX

@bioinvestor24 Why is nobody talking about the drug interaction profile of Foundayo? If that would have been a Novo drug it would be scrutinised like hell

It is very odd that FDA doesn’t recommend any lab testing for pts taking $LLy orfor and will guarantee u that before 2026 ends, the FDA will regret not recommending that.

@TTRAmyloid @MichaelAlbertMD 12.4% is Per protocol. That is not was goes into the label

@MichaelAlbertMD Apparently the 17.2 is suppose to be bioequivalent to the 36 in trial, not sure why the weight loss % reported is different tho.

@MagnusBarsoe Hvordan kan du vide om de er blevet 24% rigere? :-) Hvis de har haft 10mio i kontanter og så 10mio i en bolig som er steget med 24%, så er deres samlet formue kun steget fra 20mio til 22.4mio. Det er 12%. Jeg siger det bare :-)

En reminder om at boligpriserne i København er steget 24 procent det seneste år. Det vil sige, at husejerne i København er blevet 24 procent rigere på et år. Håber dog ikke de har belånt og satset på krypto 😬

@IngrahamAngle Does not matter who the PM is. The entire Denmark from left to right opposes Trump on Greenland :-)

Danish PM who opposed Trump on Greenland resigns after her party’s coalition suffered its worst showing since 1903. Denmark's prime minister hands in government resignation after election defeat | Reuters reuters.com/world/europe/d…

@PrinceHolger_ He has signed up for Madrid (20 April)

I miss tennis (Holger Rune)

@ManOnThePen Do you think Lilly would dare to do the same trial in obesity vs Wegovy Pill (25mg Sema)? And you do remember that the oral Sema 14mg is based on old SNAC formulation, which corresponds to around to 9mg on the same formulation as the Wegovy Pill

@investseekers Also a bit crazy to say it will not be a Block buster… It is 1bn USD in sales. Wegovy was like 8x blockbuster in US alone in 2025. There is only one possibility for CagriSema not to become a blockbuster and that is if it never get launched

Investor Peter Bækgaard (former Novo IR head) doubts a major comeback for $NVO. Stock was >DKK 1,000 in 2024. Now borsen.dk/nyheder/podcas… #StocksToWatch #investing

@investseekers Former IR in Novo... It was almost before the invention of Insulin :-)

@bioinvestor24 Have you investigated whether VK2735 could be manufactured at Novo's production facilities or does it demand a different set-up? Guess that is key

$NVO is doubling down on oral peptides and improved bioavailability . There is relative success of oral sema for diabetes and early success for obesity. And also lackluster results from small molecules by others. What is missing from long term competitive potential is adding the best GIP component. This is why , as the pharma chatter leaks , a partnership with $VKTX is inevitable and will happen sooner than people realize, that will lift both companies. While VK is moving Vk2735 oral formula to phase 3 , $NVO can still improve on bioavailability and quickly advance newer formulations. ( Will need only small size trials ) This is on top of VK oral amylin peptide that will enter human testing soon People will look back on how they missed the most obvious big pharma /small biotech deal in recent times …

@MichaelAlbertMD How many do you believe will stay on 4mg or even quit, when they realize that the 9mg is double up in price vs 4mg?

Why would Lilly release multi-use now? My speculation: this is a concession that Wegovy pill is eating into their direct pay business. I can say first hand that this is true. I've converted 5-10 Tirz patient to oral Sema in the last week alone—all due to affordability issues.

@MichaelAlbertMD But how can it be better tolerated than Rybelsus?? It is the same thing. Semaglutide delivered orally with the help of SNAC

Early returns on Wegovy pill are positive. It appears better tolerated than Rybelsus and more effective at comparable doses.

@Ashwinreads Love the fact that they need to stress it is a DANISH company... Best defense is trying to go for the Greenland angle :-)

nah, it’s because you were going to sell a pill that won’t work to millions of people

@TrixInvestments @grok when did the wegovy pill add air during the show

I’m starting to think $HIMS cancelled their advertisement for the Super Bowl.