TuOki^
@Tu0ki
Stock market junkie. Disclaimer: Tweets reflect my personal views only.
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$NVO has filed wegovy pill for approval in Brazil. Also important note that even though patent for semaglutide expires March 2026, then oral wegovy (Rybelsus and wegovy pill) is still protected by formulation patents. The market has not yet seen/understand the true potential…
IQVIA TRx sales data for wegovy pill is out. TRx 26,109. Up from 18,410 last Friday. That’s 42% increase w/w! Wow. Did not expect it to be this high. Also since IQVIQ was 2,000 below Symphony last week. And it is in general IQVIQ that’s the “king” data. Those data all BP…
Symphony sales data out. TRx 26,763 For wegovy pill vs 20,371 last Friday. Another big jump. And then we have Super Bowl right around the corner whit massive wegovy pill commercials $NVO $LLY $VKTX
Almost reached what Zepbound sold in week 4…….. AND this is still without NovoCare and a big part of Telehealths…..
Symphony sales data out. TRx 26,763 For wegovy pill vs 20,371 last Friday. Another big jump. And then we have Super Bowl right around the corner whit massive wegovy pill commercials $NVO $LLY $VKTX
What to expect from week 3 wegovy pill sales. Once again, the obesity spaces will be looking for new data tomorrow on how wegovy pill sales goes. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at 9 AM. Later at 12 CET…
What to expect from week 3 wegovy pill sales. Once again, the obesity spaces will be looking for new data tomorrow on how wegovy pill sales goes. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at 9 AM. Later at 12 CET…
What to expect from week two wegovy pill sale Tomorrow everybody interested in the GLP1 obesity space will have a very close eye for reporting on wegovy pill sale. Last Friday was a big surprise with Symphony reporting TRx 4,290 and IQVIA TRx 3,071. Just to compare Zepbound…
$NVO 's Oral Wegovy is taking off in the U.S. New prescriptions jumped from 4,289 → 20,371 in the first two weeks after launch. For comparison (week 2): • Wegovy injection: 1,017 • Zepbound (Eli Lilly): 10,026 Insured patients only. #StocksInFocus #investing
engineers watching everybody else vibe code apps
First week with wegovy pill sales. Tomorrow will be the first Symphony and IQVIA report that cover the start of wegovy pill sales. More specifically tomorrow’s reports will contain wegovy pill data from 5th January to 9th January. While we all are eager to see how the launch…
$NVO ceo just told JPM and the world that they will start a new P3 with CagriSema where the semaglutide component will be 7.2mg….. I’m surprised he mentions it for the public before it’s even started. But it’s also the completely opposite of the strategy by $ZEAL and ROCHE.…
Some statins can’t be taken before 2-4 hours after taking Orforglipron…… that was $NVO ceo that just mentioned that at JPM. It should be mentioned in the protocol. Anyone that can find it? $LLY $VKTX
It is with great sadness that we share that David M. Webb MBE passed away peacefully in Hong Kong on Tuesday January 13th, 2026 from metastatic prostate cancer. David will be missed by family, many friends, and supporters. The family request privacy at this difficult time.
$LLY CFO Lucas Montarce says the company’s weight-loss pill is now on track for U.S. approval as early as Q2 2026. That’s slightly later than the previously expected March approval, and potentially good news for $NVO. Link to video: bloomberg.com/news/videos/20… #StocksInFocus…
Mietin että alkaakohan USA olemaan kohta sijoituskelvoton? Kovat arvostuskertoimet ja päälle poliittinen riski.
$NVO - Being first is always a good thing.
$NVO has introduced new lower priced "wegovy" and "Ozempic" branding in both Brazil and India, named Poviztra and Plosbrio. I have earlier speculated they would also launch those in Canada. Today we learned that Health Canada Dec. 22 approved those two new brands in Canada.…
$NVO patent for wegovy expires next year in several countries. Canada as the most important by 4th January. Like next week. Also China, India, Brazil, Mexico and Turkey by marts 2026. Lots of companies is obviously very keen on launching new cheaper biosimilars at getting a…
Here’s another Potential big Christmas present for $NVO if true. That launch of biosimilars In Canada is pushed plus 8 months back $LLY $VKTX
$NVO $LLY $HIMS Canada was supposed to be ground zero for generic Ozempic after Novo’s patent expires Jan 4. Now regulators are slowing things down. Health Canada hit major generic players with extra testing demands, pushing copycat semaglutide 8 to 24 months out. The root of…
The Week of $NVO: China &Inida, Oral GLP-1 Data, Analyst Moves, Pediatric Expansion & Legal Pressure China and India • China added $LLY ’s Mounjaro to the national reimbursement list from Jan 1 for type 2 diabetes. Ozempic has been reimbursed since 2022, putting the two drugs…
Very good chart! ROIC per industry
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