1) New NVO Amycretin obesity data Since NVO presented oral P1 Amycretin data at CMD24, with 13,1% WL in 12W, everyone has been asking for more data. Well, that time have now arrived. Here are abstract from Amycretin presentation at EASD24
Big new record for Zepbound. Catching in on Wegovy that hit 219,000 TRx last week. And Ozempic at 519,000
$LLY Mounjaro TRx/NRx scripts for the week of 11/8/2024 were ~443,100/233,600 (vs. ~424,800/224,800 last week) per IQVIA data. Zepbound TRx/NRx scripts were ~190,500/138,300 (vs. ~177,400/130,300 last week)
This slide is a good basis for a comparison between $GUBRA and $ZEAL. Difference at week 6: GUBamy 2.3-4.75% placebo-adjusted weightloss in a SAD (!) trial - Petrelintide 4.7-4.9% in a MAD (!) trial. And now have a look on the valuation gap. #Amylin has significant potential to…
After P1a obesity data md DACRA GUBamy, has Kempen raised $GUBRA target with 400 per share (from 800-1200) or what is about $950 million increase The share is up with "only" 116 kr (now 594) ) $vktx
$Gubra has just relased topline data for their amylin GUBamy. Its SAD results so only óne shot and patients followed up for 6 weeks. There was 6 cohorts. Up to 3.25% WL and placebo group was +1% and therbye 4,25% placebo adjusted. Halv life at 270 hours Important to note the…
Yes Petrelintide had 4.8% placebo adjusted vs 4.25% placebo adjusted with GUBamy. JPMorgan just released a report on $Zeal last Friday. They valued Petrelintide at 45B danish kroner. About $6.5B. I believe JPM overshot that big time, with the economic terms of a partner deal…
Seems to be in line with ZEAL petrelintide SAD pbo abj. ZEAL slightly lower BMI though (25.6 all cohorts)
$Gubra has just relased topline data for their amylin GUBamy. Its SAD results so only óne shot and patients followed up for 6 weeks. There was 6 cohorts. Up to 3.25% WL and placebo group was +1% and therbye 4,25% placebo adjusted. Halv life at 270 hours Important to note the…
While I have been sleeping, clever people (@AppleHelix @FipcoB @A_May_MD and @GilaMonstrum among others) have been digging further in to the Maritide BMD numbers that broke out yesterday. The 420mg group consisted of 8 patients, and only 4 got all 3 doses (one shot every 4…
Thanks to @FipcoB pointing out the 4 420mg patients are in this other tab. Basically patient 1418 ALONE is driving this signal. Frankly, a more likely explanation is testing error on day 1. 3 of the 4 other patients basically was the same as placebo.
It will neither be easy nor cheap, for newcomers to carve out a stake in this fast growing market
“Of all patients on GLP-1 across diabetes and obesity, Novo Nordisk is currently supplying treatment to almost 2/3 of those” $NVO
Could this be the ignition that will start their hunt for a way in to the obesity market.......? $VKTX $GUBRA $Zeal
$CERE $ABBV pipeline. It seems that the Humira maker needs to buy some other assets. Maybe commercial stage? $ITCI $AXSM $BPMC $KRYS
Newest IQVIA data. Zepbound 177,400 - new record by 2k Mounjaro 523,800 Ozempic 592,400 Wegovy 215,400 $LLY $NVO
1.64% of Danish population is now on active Wegovy! If we scale Danish numbers to US, then 5.49 million US citizens would be on Wegovy now, vs the actual number being just short of 1 million. With Wegovy netprice at $700, that would equal a yearly sale of $45B... $nvo
🚨WOW! $NVO sales of Wegovy surged 79% year over year to 17.3 billion Danish kroner ~ 2.54 billion dollars, which is above the Alpha consensus estimate of 15.76 billion kroner. Now let’s see how $NVO & $LLY will use the war chest that the demand for GLP-1 drugs produces! $XBI
reminder: $NOVOB cagrisema ph1 efficacy, PK, bsln
$NVO need Q4 wegovy sales to jump more than $1B. close to $4B in Q4
A different story in obesity from Novo Nordisk today, with Wegovy Q3 sales beating expectations vs Lilly's miss last week. $NVO $LLY
$NVO released Q3 with big surprise on larger wegovy sales than what analyst expected. The market expected 15.9B Danish kroner($2.3B) , vs actual 17.3B kroner ($2.5B)
$NVO developing a once monthly version of semaglutide! $NVO made a deal with Ascendis this Monday. A deal where novo gets access to Ascendis technology to make a prolonged release of API, and thereby only dose once per month and up to once per 6 month. The lead program is a…
$NVO developing a once monthly version of semaglutide! $NVO made a deal with Ascendis this Monday. A deal where novo gets access to Ascendis technology to make a prolonged release of API, and thereby only dose once per month and up to once per 6 month. The lead program is a…
Sunday the 11/3 has been awaited like Christmas eve. And it sure looks like $VKTX delivered a nice present to all us shareholders. Those who have been following me also know that I in general would prefer the market didn’t see these short P1 4w data with very few patients per…
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