CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison and paid for it.
But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
@HatedMoats But they don't need a knockout clear winner. They need an efficacious alternative that people can actually get (cost, supply, access).
This feels more like sentiment damage than thesis damage.
@HatedMoats CagriSema is a completely different mechanism than anything else out there right now.
Yeah it came up short vs tirzepatide on pure weight loss, but 23% average weight loss is still absolutely insane.
People are acting like that's bad medicine. It's not.
@HatedMoats Because it's a different pathway, it could absolutely help people who've plateaued on straight GLP-1s. Not everyone responds the same. There's room for alternatives.
lagree the study design and narrative from NVO was dumb. They set themselves up for a direct comparison.
Today is the shortest day of 2018.
Today will have 9:04:38 hours of daylight.
Daylight will increase each day until the Summer Solstice in June.
From here on out, it's going to be more...lit.
๐