cph_trader

trading market on/off since 1995, full time trader since 2010, nordic equity. Tweets are not advice, just my opinion.

[cph_trader @cph_trader]

@ekkalundin @realjohnskogman Men tillykke med sejren 🇸🇪🇸🇪 💪💪⚽️⚽️

[cph_trader @cph_trader]

@ekkalundin Jeg har fået ca 12% af min order. Så passer med din

[cph_trader @cph_trader]

@ekkalundin Sorry, havde ikke set hele dit pic :) Men ikke set noget officelt andre steder. IB very fast

[cph_trader @cph_trader]

@PerNordnet @NordnetDK Og det bliver interessant at følge den næste uges tid. Hvisnikke de begynder at lukke har alle shortene så misforstået noget eller regner de tingene anderledes ud? Hvad er resten af GN forretning værd på gældfri basis?

[cph_trader @cph_trader]

@AndreasSteno Could you name a few companies pls? 🙏

[cph_trader @cph_trader]

@sonderby @sonderby enig, og din beskrivelse er fantastisk. Kan du give et par tips til hvordan jeg (M50+ med ok it færdigheder, men ikke i branchen til dagli) lærer at få disse agenter op og kører? 🙏

[cph_trader @cph_trader]

Bullish! Henrik Lind has a strong investment history in DK $BETCO

[Dr. Marty Makary @DrMakaryFDA]

FDA will take swift action against companies mass-marketing illegal copycat drugs, claiming they are similar to FDA-approved products.

The FDA cannot verify the quality, safety, or effectiveness of non-approved drugs.

[ResearchPulse @ResearchPulse1]

Here are my take on $HIMS announcing a semaglutide pill.

Most of it is mentioned in below post.

I see this as 100% marketing scam. They can’t produce a 25mg semaglutide pill that works like wegovy pill.

It’s very very very difficult to make a peptid as a pill. You need to add something else to prevent the acid in our stomach to break it down and leave it as pure placebo.

This is HIMS making a big fake marketing stunt without them actually showing a functional pill.

And seen from their viewpoint a brilliant timing up to the big Super Bowl.

But this time $NVO lawyers has to move swiftly.

[cph_trader @cph_trader]

Interesting https://t.co/67bmpWOham

[cph_trader @cph_trader]

Ikke værre end forventet, siger direktør https://t.co/3qGf7tNUzA

[cph_trader @cph_trader]

@NordnetAxel @ResearchPulse1 read this:
https://t.co/SlDQQOOVLH

[ResearchPulse @ResearchPulse1]

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 IQVIA TRx data will be released.

Data last Friday (week 2 of wegovy pill) was a big surprise. In my preview last Thursday, I said IQVIA data at TRx +12,000.

But when data was released Friday, the number was TRx 18,410, A 500% increase over week 1 data

Symphony data was even higher at TRx20,371. That’s higher numbers than what Zebpound reached in week 3 after its launch. Zepbound hit 20,162 in week 3.
What will data show tomorrow?

Theres still full steam ahead at online forums and SoMe channels. Activity goes up.

I also so a RO commercial with 15 million views and more than 600 comments few hours after it went online.

I have seen IQVIA TRx data from two days in week 3. Those were up with 65% over same data in week 2. But that huge winter storm that hit US will impact both this weeks data release but especially next week.

These one-day spot TRx data are not as accurate as the week data that gets released each Friday. Especially here in the beginning at the launch.

If we look at all one-day spot TRx from week two, then they indicated TRx just below 14,000. And as mentioned, they ended at TRx 18,410.

I think we should see IQVIA TRx numbers tomorrow at + 24,000. And Symphony likely still 1,000-3,000 higher than IQVIA.

For comparison Zepbound week 3 Symphony data was TRx20,162 and IQVIA TRx 15,500

TRx means total number of scripts/persons that have ordered Wegovy Pill.  BUT the data we get now is ONLY the physical sale from pharmacies and insurances. It does not include data for all the telehealth where the consumer chooses to get wegovy pill shipped to their home address. And it does not include $NVO own “Telehealth” NovoCare. So, the actual number is larger than wat is reported each Friday. But in xxx weeks those online sales will also be included in the reporting.

$NVO will report 2025 ER next week. They might say a bit more about those online data IQVIA and Symphony does not include yet.

$LLY $VKTX $PFE $MRK

[cph_trader @cph_trader]

@ResearchPulse1
What you think of this? 50.000 prescriptions in week 3, 100.000 in all.
https://t.co/idgHR6Q0Jp

[cph_trader @cph_trader]

@NordnetAxel @ResearchPulse1 Your numbers is without telehealth. CEO said 100.000 in all so far. So that is the numbers with pharmacist and direct sales to consumers.

[cph_trader @cph_trader]

@ResearchPulse1 @ResearchPulse1 great job.
Could you elaborate on How much revenue can Novo expect on a weekly TRx of 100,000? What is the average earnings on “1” prescription? 🙏

[ResearchPulse @ResearchPulse1]

Symphony data out. Wegovy pill sales for week 2 was TRx 20,371!! Up from 4,289 last week.

That’s more than what Zepbound sold in week 3! Meaning those data we will get next Friday.

This is crazy. Remember this is still not including all the online telehealt and NovoCare. We don’t get those data before later in the quarter. But we are definitely above TRx 25,000 with those

$NVO $LLY $VKTX

[Gandalv @Microinteracti1]

Wow USA, this one must hurt!!!

“We do not want to be rich like Americans. Look how greedy they are, even trying to invade their friends. We would not sell ourselves. We know what happened to Indigenous people in Alaska and Native Americans. Their land was taken, and they were not treated well.”

— Greenlandic politician Tillie Martinussen

That is not a throwaway jab, it is a full moral indictment. It flips the usual American self image on its head: wealth is not automatically admired, and power is not automatically respected. When someone says they would rather stay themselves than become “rich like Americans,” they are basically saying the brand is broken, and the history is part of the reason.

Stay connected,
Follow Gandalv @Microinteracti1

[Carl Bildt @carlbildt]

Very important and very well put remarks by 🇨🇦 PM Mark Carney. It’s time to take down the sign and speak up.

[Acyn @Acyn]

Jarlov: We've been your friend for 250 years, and this is not you. This is not a country that attacks and threatens peaceful, friendly neighbors…. You're a country that stands for freedom. You're not a country that subjugates neighbors and goes to wars of conquest to take land from other countries. You work together with your allies. You're a country that can be trusted, not one that suddenly turns on its allies and runs away from treaties and says all of a sudden that there's no document that proves that Greenland belongs to Denmark.

We don't recognize you at the moment…