Martin Parkhøi

Dad, Husbond, Investment Banker and double Danish Champion in marathon

[Martin Parkhøi @sneakview]

@ResearchPulse1 With the increasing share of telehealth in Europe, then I can promise you that once it hit one EU market then it will almost hit them all due to parallel trade. Novo knows that

[Martin Parkhøi @sneakview]

@SimonTordrup Shit en rollercoaster det er 😮

[Martin Parkhøi @sneakview]

@BevTchangMD @Medscape I feels like either you are on Lillys payroll or have a beef with Novo. Not the first time you banging on the switch from sema to Foundayo idea. What about cv safety etc…

[Martin Parkhøi @sneakview]

@ManOnThePen How big share did they hold of the compounded GLP-1 market?

[Martin Parkhøi @sneakview]

@investseekers I’m pretty sure you mis quote the SEB analyst (since it’s me). I say nothing about no clear new blockbuster. Blockbuster means more than usd 1bn in sales, which would be a pretty weak threshold for a success obesity product. Wegovy was around 8x blockbuster in US alone in ‘25

[Martin Parkhøi @sneakview]

@ResearchPulse1 Crazy that the patent has exploded… I thought it only had expired:-)

[Martin Parkhøi @sneakview]

@BevTchangMD Are there any other reason beyond food/water restriction for you to favor Orfor over Wegovy pill?

[Martin Parkhøi @sneakview]

@ResearchPulse1 @TacticzH Do you remember the surpass-cvot study where Lilly showed non-inferior cv risk for Tirzepatide vs dulaglutide and they still claimed superiority vs placebo due to some putative crap… guess Novo is playing same game

[Martin Parkhøi @sneakview]

@CarneyMandate @MichaelAlbertMD And in January Dave Ricks said it would not be included in label

[Martin Parkhøi @sneakview]

@rn_flex @bioinvestor24 I’m just surprised Lilly’s CEO is not getting more headwind from above comment add JPM in January since there now is a Simvastatin restriction in label

[Martin Parkhøi @sneakview]

@rn_flex @bioinvestor24

[Martin Parkhøi @sneakview]

@JeppesenRj @ResearchPulse1

[Martin Parkhøi @sneakview]

@bioinvestor24 Why is nobody talking about the drug interaction profile of Foundayo? If that would have been a Novo drug it would be scrutinised like hell

[Martin Parkhøi @sneakview]

@TTRAmyloid @MichaelAlbertMD 12.4% is Per protocol. That is not was goes into the label

[Martin Parkhøi @sneakview]

@MagnusBarsoe Hvordan kan du vide om de er blevet 24% rigere? :-) Hvis de har haft 10mio i kontanter og så 10mio i en bolig som er steget med 24%, så er deres samlet formue kun steget fra 20mio til 22.4mio. Det er 12%. Jeg siger det bare :-)

[Martin Parkhøi @sneakview]

@IngrahamAngle Does not matter who the PM is. The entire Denmark from left to right opposes Trump on Greenland :-)

[Martin Parkhøi @sneakview]

@PrinceHolger_ He has signed up for Madrid (20 April)

[Martin Parkhøi @sneakview]

@ManOnThePen Do you think Lilly would dare to do the same trial in obesity vs Wegovy Pill (25mg Sema)? And you do remember that the oral Sema 14mg is based on old SNAC formulation, which corresponds to around to 9mg on the same formulation as the Wegovy Pill

[Martin Parkhøi @sneakview]

@investseekers Also a bit crazy to say it will not be a Block buster… It is 1bn USD in sales. Wegovy was like 8x blockbuster in US alone in 2025. There is only one possibility for CagriSema not to become a blockbuster and that is if it never get launched