M_Scarcello

[M_Scarcello @M_Scarcello]

@Seviay31 @mind1nvestor Like Citadel and Jane Street that hedge every position with a winner and a loser in each sector. $LLY is the obvious leader but the outcome isnt binary winner loser in a growing segment where both participants are capturing growth. When the trade flips it will be violent.

[M_Scarcello @M_Scarcello]

@bruce_mcgonigal Maybe because Canada will be better off without Quebec weighing us down. Can't say the same about Alberta.

[M_Scarcello @M_Scarcello]

@RNAiAnalyst I would say $PRTK but they were bought out a few years back now

[M_Scarcello @M_Scarcello]

@bioinvestor24 Zero dollar growth. Double volume growth. How much does $LLY pay you and Occam to tweet 10 times a day all negative $NVO posts. Give me a break

[M_Scarcello @M_Scarcello]

@GuyAdami He would be a great guest on Risk Reversal Pod. Perfect timing with interest rates and bond volatility.

[M_Scarcello @M_Scarcello]

@FirstSquawk With such great news, the stock decided to reward its shareholders by going down.

[M_Scarcello @M_Scarcello]

$LLY $NVO
This is the first time in 2 years that some good news out of LLY trials didnt send NVO stock down 5-10%. Starting to look like we are finally at a sentiment capitulation in favour of NVO.

Also, anyone else look at the data LLY put out and think Reta is overhyped?

[Millennial Grump @mapleblooded]

Mark Carney makes up a new Ocean Envoy position and appoints his wife to it.

Then donates $1.2 billion of taxpayer funds “to the oceans.” Who knows where that money is going but the two of them.

It’s so insanely corrupt I don’t even have the words anymore.

[M_Scarcello @M_Scarcello]

@essenviews These people are so out of touch. A standing applause for failing to deliver what he promised to do. While the rest of Canadians are worried about the economic uncertainty. Also kiss goodbye 3% of Canada's wealth because our dollar crashed as a result.

[M_Scarcello @M_Scarcello]

@jimcramer @jimcramer crickets regarding the news about $NVO better than $LLY for MACE. The obesity race won't be about 1% better weight loss (the actual result, not the 4% LLY claims by manipulating data), it will be about overall benefit.

[M_Scarcello @M_Scarcello]

@MeadowCapital The problem with $VKTX - they may have a better drug, but made no consideration to manufacturing, distribution, marketing, etc. They are trying to scale and there's a huge risk to that. $NVO has the ability to compete for #1, for a price like they're not even in the space.

[M_Scarcello @M_Scarcello]

@ObsvRetardation @JanProsek4 @ReneSellmann Oral Wegovy outselling foundayo 4 to 1 shows they know the market pretty well. They dropped the ball on manufacturing when ozempic first was released. Besides that I'd say they created a $200bil market out of thin air.

[M_Scarcello @M_Scarcello]

@Chevallier145 They have a drug ready for approval in Q4 2026, going to market 2027. 1mg dose is better than low dose Tirepitide. Let's watch how they slowly steal sales from the beloved $LLY

[M_Scarcello @M_Scarcello]

@HatedMoats LLY has 6 of 10 new injectable prescriptions. NVO has 8 of 10 oral. Price dictates sentiment, far from no match. If the roles were reversed, we would look critically at LLY future. Valuation is not a good indicator for near term reversals but long term buyers will benefit.

[M_Scarcello @M_Scarcello]

Hey @maziardoustdar @novonordisk @novonordiskfond draw a line in the sand and defend your common share price immediately. Management must step in with large purchases or the foundation take this private. You want investors to be patient with your strategy, invest with us.

[M_Scarcello @M_Scarcello]

@trylimitlessfin Try 7mil prescriptions

[M_Scarcello @M_Scarcello]

LLY vs. NVO interesting fact.

In 2015, the annual sales were $LLY - $20bil, $NVO - $16bil. In 2026, the annual sales projected LLY - $88bil (440% growth), NVO - $50bil (312% growth). Stock price appreciation since then LLY - 1550%, NVO - 81%. Which side has it wrong?

[Unmask The SYS @UnmaskTheSys]

🚨 RUBIO JUST SAID THE NUMBER THEY NEVER WANTED ON TV 🚨

Americans work 40 years.
They retire.
Social Security: $800. $900. A thousand a month.

Somebody who got here from Cuba three months ago: $1,500 a month.

Marco Rubio said it out loud.

“So imagine if you’ve been working here for 40 years and your Social Security check is smaller than the benefits going to a 28-year-old, able-bodied person who just got here. That’s real. That happens. That’s happening every day. That makes no sense.”

You paid in.
They landed.
They beat your check.

That’s not compassion.
That’s a slap in the face with your own tax dollars.

[M_Scarcello @M_Scarcello]

@Chevallier145 10 months ago the consensus was Wegovy pill checkmated. It's now done 7M+ scripts in five months. Largest volume launch in history. Bears got the demand call SO wrong. I'll take the company that invented the category's word over some bio tweeters. $NVO