And this is exactly why you should follow @FinanceDocUK for insights on $NVO $LLY $HIMS and $AZN. My guy is actually dealing with patients and has real life insight into patient demands and outcomes.
$LLY $NVO
Yesterday, I diagnosed a patient with a pulmonary embolism confirmed on CT.
When discussing treatment, we had two effective options:
๐ Injection (Clexane SC)
๐ Pill (Apixaban oral)
Guess which one she chose.
>She never asked about efficacy percentages.
>She never asked about study designs.
>She asked whether she could avoid injections.
โโโ
Itโs a useful reminder when thinking about the obesity market.
Investors obsess over efficacy curves, which one produces most weight loss etc.
Patients often start with a much simpler question:
โCan I take it as a pill?โ
Never underestimate the commercial power of convenience
@MadsC007 and I just posted a video together discussing the SpaceX IPO. Specifically, we discuss the fragmented market sentiment ariund the company, how to gauge their value and whether @InvestNewdeal is buying shares: SpaceX IPO: Is NewDeal Invest Buying?
https://t.co/d6NwVHdGjE
@novonordisk Iโm so proud of you! All thos who have stood up for you publically through the backlash saw something great happening, and this is so nice to see
@DrTomsLens How do you weigh off the opportunity between openai and anthropic? And any thoughts on $PLTR here? My logic would be that an ontology tying the model to the enterprise wpuld be equally as valuable if not more
People geniunely forget $NVO is a diabetes powerhouse. You basically buy a diabetes duopoly and get a free option on the weight loss business growing at 22% YoY
#PRESS: New real-world evidence presented at the ADA Scientific Sessions suggests adults with type 2 diabetes who escalated to an available higher once-weekly injectable semaglutide dose were as likely to achieve blood sugar goals and more likely to achieve meaningful weight loss compared to switching to another therapy.
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Learn more in the press release here:
https://t.co/YaTllbAVYT