Jason Hong

[Jason Hong @jasonghong]

@ResearchPulse1 Sums up my views perfectly. Thanks for tweeting live and putting my thought together so eloquently.

[Jason Hong @jasonghong]

@investseekers Thanks for your live tweeting.

This Karsten tweet suggests as another UPOD set up or management don’t believe they can execute on the grand picture the other folks talk about like avail opportunities, pipelines etc.

What a debacle this capital day…

[Jason Hong @jasonghong]

@investseekers Bring Hong Chow back…

[Jason Hong @jasonghong]

@dmjs91 @investseekers Cause it’s BS! This guidance versus what they say about opportunity, pipeline is telling you they are clueless on what will happen.

[Jason Hong @jasonghong]

@investseekers Hyper growth, and this is supposed to be the reset/transition year.

The main issue is if it is growing 5%… 10x capacity, the millions in new patients potential is suggesting that before semaglutide expire in 2030s, the pricing erosion will knock out all the volume potential.

[Jason Hong @jasonghong]

@investseekers Great! So likely no supply issues for the foreseeable future.

[Jason Hong @jasonghong]

@OlivenAndy @investseekers Ah yes. They had lots of preorders too. Thanks for the reminder.

[Jason Hong @jasonghong]

@investseekers That would give it a longer runway. I think Mike stated in the past Cagrisema, when launched will have the highest weight loss number that can be marketed based on its label.

[Jason Hong @jasonghong]

@agaaaaainn @ResearchPulse1 Which explains the hot mic comment.

[Jason Hong @jasonghong]

@investseekers Nice! But why at higher dosages it doesn’t show the same result? Perhaps it is a tolerability wall? Maybe that’s why they are redoing (if I remember correctly) the head to head with forced tritration and not letting people move lower.

[Jason Hong @jasonghong]

@investseekers I am liking Hong Chow. More direction from what’s she is saying than any other. Send her to do the interviews…

[Jason Hong @jasonghong]

@investseekers Hats to Hong Chow! Finally some area of focus. Muscle and Bone health is important considerations for doctors so it will help with getting doctors to prescribe.

[Jason Hong @jasonghong]

@investseekers Thanks for providing a live tweet!

[Jason Hong @jasonghong]

@investseekers Well that explains all the vagueness. The question becomes what they need to be able to guide properly. What signals are missing.

[Jason Hong @jasonghong]

@investseekers It is disappointing, fluffy targets and where is this consumer obsession value framing that they just rolled out.

If you piece the info, it is likely either sand bagging, or pricing erosion will be a main issue for the next 4 years.

[Jason Hong @jasonghong]

@clubmed7875 @investseekers Yes, it help CV, fatty liver, etc.
They say it is not looking for max weight loss, then what are they looking to achieve?

Weight loss users care about hair loss, care about rebound, etc. how do they want to tackle it? Isn’t the value now consumer obsession?

[Jason Hong @jasonghong]

@investseekers It needs to be framed differently. Consumer obsession.

The main issue is losing weight too fast causing ozempic face, where we see sagging. So perhaps a better pill where you lose weight gradually and look more natural.

Compare max weight loss to surgery.

[Jason Hong @jasonghong]

@ResearchPulse1 But they are forecasting industry level cagr, so either more pricing erosion or market share losses. Else things aren’t adding up.