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@ResearchPulse1 Avatar @ResearchPulse1 ResearchPulse

ResearchPulse posts on X about $nvo, $vktx, $lly, $gubra the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXX% countries XXXX%

Social topic influence $nvo #28, $vktx #8, $lly #31, $gubra #2, $mtsr #2, guess 4.88%, level 2.44%, $zeal 2.44%, ceo 2.44%, $sepn XXXX%

Top accounts mentioned or mentioned by @rn_flex @rnflex @bioinvestor24 @nuguntwewt @investseekers @hatedmoats @jcannush @gilamonstrum @pjamess69 @duartesatirico @kelseyhard10948 @manonthepen @doctorsalomon @pharmdca @therealharith @subtleinduction @kaosstegen @karl1970karl @matthew_abcd @grok

Top assets mentioned Novo-Nordisk (NVO) Viking Therapeutics, Inc (VKTX) Eli Lilly and Company (LLY) Metsera, Inc. Common Stock (MTSR)

Top Social Posts

Top posts by engagements in the last XX hours

"@bioinvestor24 @rn_flex @DuarteSatirico Vk2735 30mg oral will at best reach level of Orforglipron"
X Link 2025-11-29T16:16Z 2039 followers, XXX engagements

"Since $NVO has a new ceo anything is possible. I know NVO earlier commented about a year ago that they had looked at all small molecule GLP1 and non of them lived up to what they wanted to see. And since then they have made R&D deals with biotechs to develop new small molecule GLP1. For instance the deal with $SEPN. But yesterdays data from GPCR definitely put them back on the list. Those data looked good and interesting $VKTX. When FTC blocked the deal with $MTSR then I cant see how that should be any different with $VKTX. Its peptide GLP1. Besides that it doesnt look like VKTX is interested"
X Link 2025-12-09T09:16Z 2038 followers, 5314 engagements

"Korean Celltrion will develop new quadruple agonist oral obesity with target weight loss above 25%. I have never heard of this company before. And this program is still very early. It will start preclinical IND studies next year. They dont yet want to tell which X targets the go for. One thing they mention I find interesting. They believe their molecule can reduce the non responder rate significantly. To below X% Non responder is defined by losing less than X% in XX months. Wegovy has 10-17% non responder through different trials. Tirzepatide has shown 10-30% non responder rate through the 10"
X Link 2025-11-19T09:57Z 1987 followers, 1025 engagements

"@investseekers That deal is from last year"
X Link 2025-11-22T12:21Z 2017 followers, XXX engagements

"This is why we need to see gender split in obesity trials before we conclude if data is good or bad. The huge WL difference between men and women. We have seen this in multiple different trials/molecules. $LLY $NVO $VKTX"
X Link 2025-12-03T15:18Z 2029 followers, 5201 engagements

"@rn_flex @ManOnThePen I agree. It can become very expensive to start P3 with suboptimal dosing schemes. $NVO got FDA nod to go straight into P3 in obesity. But they still waited to see data from the big P2b in T2D. That trial had a completely other titration scheme"
X Link 2025-12-06T22:01Z 2013 followers, XXX engagements

"Their margin on GLP1 is much higher Which is better. Get beaten and barely sell anything (9% market share) or +100% growth at XX% reduced price. Thats an easy call. And since Wegovy wasnt launched before July and Ozempic still not launched then NVO will actually get a net boost going in to next year. But as I said it means very little before the sales numbers near million in India"
X Link 2025-12-08T21:35Z 2038 followers, XX engagements

"7.2 is also important. But Wegovy pill is more important $NVO has on purpose delayed filing of CagriSema to make sure the supply chain is robust enough to launch. So they file when they know XX more months is sufficient to build stock. If they sought their stock would be large enough in June 2026 then they would have filed X months ago. Its the same with Wegovy pill. Thats also delayed and no vaucher because they needed this time to build up stock thats big enough to not repeat the Wegovy launch"
X Link 2025-12-09T14:38Z 2039 followers, XXX engagements

"@GilaMonstrum @Doctor_Salomon @bioinvestor24 I dont know why they went for that Chinese biotech. Never heard of them. But a BP needs to have several different modalities in play. So I see this for business as usual for a BP $LLY and $NVO has peptides small molecules several different RNAi antibodies etc"
X Link 2025-12-09T21:12Z 2039 followers, XXX engagements

"@Pharmdca If FTC said NO to $NVO buying $MTSR I guess the answer would be the same with $VKTX But neither NVO or other would pay +$10B upfront. Both to high premium and to much risk upfront. Then a licens deal seems more the way forward"
X Link 2025-12-03T21:26Z 2034 followers, 1087 engagements

"@therealharith Cost is number one reason for stopping GLP1 treatment. So this should improve from now with the lower cash prices. And even better when introduced in Medicare with only $XX as out of pocket pay"
X Link 2025-12-04T10:10Z 2034 followers, XXX engagements

"@rn_flex @JCanNuSH A bit strange that BP trends upwards after the first 24w 🤔"
X Link 2025-12-06T16:51Z 2034 followers, XX engagements

"Eloralintide is the ONLY amylin yet without titration. And even those side effects beats any GLP1 In general we have seen very low side effects in more or less all amylin so fare You kept saying no Amylin will go beyond 12%. But most if not all from this next generation will. Its only Cagrilintide that has a limited about 12/13%. Eloralintide nn1213 (only test molecule) and one more $NVO (maybe NN355) is selective for Amylin. The other are either equally potent or more potent at calcitonin over Amylin. Amylin will take a significant share of overall obesity meds. Due to the combination of"
X Link 2025-12-06T21:55Z 2034 followers, XXX engagements

"Important nuances thats often left out of articles. Either bc lack of understanding or purposely for click baiting. $LLY $NVO $VKTX"
X Link 2025-12-07T18:32Z 2032 followers, 3054 engagements

"Boehringer Ingleheim advance first in class tripple agonist to P2 in obesity. Its a GLP1/GIP/NPY2. So will be very interesting to see data. But since BI is an unlisted BP I guess we will not get any more details This is $GUBRA molecule and their X obesity molecule in development. The most know of course is their Amylin. $GUBRA has X obesity programs with BI and this is the second in trials. GUBRA will in Q1 get their 4th obesity molecule UCN2 in P1. Thats still XXX% owned by GUBRA self. $LLY $NVO $VKTX"
X Link 2025-12-08T07:52Z 2038 followers, 1199 engagements

"The biggest difference was that there was HUGE expectation for 2735 and it was labelled as placebo like safety. So when the data arrived and there was much more side effects than anticipated yes then it got beaten. $GCPR the opposite. More or less all excepted WL data below Orforglipron or at best equivalent. So seeing the data then it was clearly better than what most of us thought. So one company disappointed and the other outdid expectations and movement in SP accordingly"
X Link 2025-12-08T18:08Z 2038 followers, 8088 engagements

"While last Fridays GLP1 IQVIA data was impacted by Thanksgiving holiday and therefore is not directly comparable with the week before that then there were some interesting moments. Zepbound scripts declined XXXX% while Wegovy was down XXXX% w/w. Likewise Ozempic scripts fell XXXX% and Mounjaro was down XXXX% As mentioned its difficult to make firm conclusions with the holiday data in mind. But its interesting that Ozempic and Mounjaro dropped more or less the same while the difference was almost X percentage points between Zepbound and Wegovy. Although I dont think we can directly translate"
X Link 2025-12-08T19:03Z 2038 followers, 8216 engagements

"Im not sure that I follow you. How did $LLY include $VKTX in trump deal As I see it $LLY is the least likely partner for VK2735. And FTC would not allow it to go through. $NVO interest in $MTSR was the platforms to increase oral bioavailability significantly and make once monthly molecules"
X Link 2025-12-09T15:15Z 2039 followers, XXX engagements

"Im sorry to hear about your family member that cant afford $LLY cash price. Those lowered $299-449 Tirzepatide and $199-349 Wegovy cash prices are in fact MFN pricing. All those who lose coverage through insurance hasnt they already been told by now Quite a lot will lose coverage. The same happened when 2024 became 2025. But January 2025 was expensive to pay cash. That have fortunately improved a lot since then although its still not everyone who can jump to cash prices. I think some insurance will allow a higher co-pay from January. CVS $XXX co-pay. Thats cheaper than cash price. And early"
X Link 2025-12-10T18:14Z 2038 followers, XXX engagements