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ResearchPulse posts on X about $nvo, $lly, $vktx, vktx the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXX% countries XXXX% finance XXXX% currencies XXXX%
Social topic influence $nvo #8, $lly #5, $vktx #1, vktx #1, india 1.14%, $gubra #1, $zeal #1, $mtsr #1, argentina #951, brazil #1592
Top accounts mentioned or mentioned by @bioinvestor24 @gilamonstrum @investseekers @dragonmaxgoku @meadowcapital @kontrainvest @doctorsalomon @pacha8x @semodough @mufaso7 @paulcerro @michaelalbertmd @biotwit1 @optimistic24228 @matthew_abcd @johnhersc79276 @dakotadr2 @cloisterres @budwellgeorge @pacheca12345
Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Viking Therapeutics, Inc (VKTX) Metsera, Inc. Common Stock (MTSR) Akropolis (AKRO) Costco Wholesale Corporation (COST)
Top posts by engagements in the last XX hours
"@Pacheca12345 @bioinvestor24 They clearly are asking way too much for a BO. That $XX pipe is the roadblock. As I see it its a license deal for vk2735"
X Link @ResearchPulse1 2025-10-06T19:46Z 1467 followers, XXX engagements
"2. X million Britishs are now on Mounjaro and Wegovy The Telegraph reveal new data from UK that goes far beyond what has earlier been reported. For quite some time all media has referred to XXX million people are now using GLP1 in UK. But new data show that XXX million was using GLP1 in July. 7x more than one year ago And in august the number further increased to XXX millions People stockpiling Mounjaro before big Mounjaro price increase by September. This means $LLY will get killer Mounjaro sales in Q3. But will then be negative impacted in Q4 since many switch to Wegovy because of the big"
X Link @ResearchPulse1 2025-10-12T13:00Z 1469 followers, 4045 engagements
"@bioinvestor24 Yes I know. And it was expected they would have a deal last week"
X Link @ResearchPulse1 2025-10-15T11:14Z 1475 followers, XXX engagements
"They have plenty semaglutide API. But I dont know about cagrilintide which is sourced. However it should be fine since launch is still one year out. I think its combination of the duo chamber and fill/finish. 8x more fill for CagriSema vs Wegovy in FlexTouch. Thats not sustainable for a long time. And that takes time to build a large stock. Considering they also prepare for high volume low price Wegovy sales from marts 2026"
X Link @ResearchPulse1 2025-10-13T17:03Z 1469 followers, XX engagements
"Where have you seen $NVO will sell Wegovy in India for $XX All X Catalent sites are active filling Wegovy as we speak. Also NVO has other internal capacities coming online as well as Rovi with their new XXX million fill per year will come online early next year. NVO has a X year contract for that line"
X Link @ResearchPulse1 2025-10-14T08:47Z 1469 followers, XXX engagements
"Next obesity battel is South Africa. Wegovy from $NVO was launched in August and $LLY just made a deal with Aspen to distribute Mounjaro Theres some conflicting details if its vials or their KwickPen Mounjaro will be launched with. Seems that top dose for now will be 10mg Both Wegovy and Mounjaro prices is quite low. In the range of $215-315 for top doses. Lower for the start doses. Except UK that's some of the lowest prices i have seen. $VKTX"
X Link @ResearchPulse1 2025-10-15T08:58Z 1475 followers, XXX engagements
"Higher BMI Criteria became a focus after reporting of Redefine X with CagriSema. One of multiple reasons participants chose to stay at lower dosis was they had reached their desired weight. That decision meant overall lower percentage WL. $NVO said they would incorporate new BMI requirements when testing new molecules with expected high WL. 1) trials with minimum BMI35. 2) trials where participants is only included if they want to lose minimum XX% I believe NVO has two newer CagriSema P3 with those requirements. Even the new 36w P2 with nn419. There patients will only get into the trial if"
X Link @ResearchPulse1 2025-10-14T15:32Z 1475 followers, 2166 engagements
"Its like you sometimes forget its a BP you are talking about and not a small biotech like $VKTX. The new CEO has just doubled down on cardiometabolic. This whole reorg and layoffs round is to increase R&D within this space. More shots at the goal. And make it faster to the touchdown"
X Link @ResearchPulse1 2025-10-14T21:00Z 1475 followers, XXX engagements
"@bioinvestor24 They had several trials. Both mono and with semaglutide. They saw that Akero molecule was better and they moved on that. ML clearly indicated there will be new combos with their current GLP1 portfolio. So they will test more than just semaglutide"
X Link @ResearchPulse1 2025-10-12T17:09Z 1464 followers, XXX engagements
"Who is the next obesity takeover candidate I would put my money on Kailera. They have an interesting GLP1/GIP KAI9531 (HRS9531) with solid data. The company was born with only $XXX million pipe. That makes it possible to do a 7-15x profit in very short time"
X Link @ResearchPulse1 2025-10-09T18:25Z 1475 followers, 2314 engagements
"@investseekers Have you seen those IQVIA"
X Link @ResearchPulse1 2025-10-14T14:01Z 1475 followers, XXX engagements
"$NVO launching Wegovy in Argentina Seems like they have more focus at teenagers in the launch. Sad to read XX% of teenagers in Argentina are obese. $LLY $VKTX $GUBRA $ZEAL"
X Link @ResearchPulse1 2025-10-14T17:53Z 1475 followers, 1155 engagements
"Yes theres still limits for oral peptides. Those 50mg and higher doses can fast reach 100t per year. So we need next generation oral peptides bioavailability tech to scale much above X million patients. No $NVO is not yet selling in vials. But I think that will happen in some of the markets where the patent expires next year"
X Link @ResearchPulse1 2025-10-12T14:24Z 1469 followers, XXX engagements
"Upcoming BIG multibillion $NVO deal with China Last week NVO announced two new semaglutide branding in Brazil. Preparation for much lover prices when the patent for semaglutide expiries in Brazil marts 2026. Less than two months ago NVO chairman of the bord had a meeting with the Chinese vice president. The Chinese even pushed the meeting to Chinese media. I couldnt place the meeting. Why the chairman of BoD And a meeting with number two in China The chairman was quoted saying they really applauded the clear targets and actions that the Chinese government is taking to deal with chronic"
X Link @ResearchPulse1 2025-10-06T06:07Z 1469 followers, 1819 engagements
"@Karl1970Karl ML did say they want to assess the possibilities to combine with their current GLP1 portfolio. Thats X different molecules. Semaglutide Amycretin UBT251 NN419 They might do a P1/2 where they test 1-2 combinations. Maybe they can tell more at CMD26"
X Link @ResearchPulse1 2025-10-09T19:50Z 1464 followers, XX engagements
"$NVO may offer a subscription-like model going forward where patients sign up for six to XX months of medicine and get a discounted price. Thats a quote from NVO head of US. The two largest reasons people stop using GLP1 is side effects and they cant afford to continue treatment. It makes total sense to offer some kind of subscription/rebate for patients continuing on their meds. For both parties. NVO really starts looking outside the box for marketing 👏 $LLY $VKTX $GUBRA $ZEAL"
X Link @ResearchPulse1 2025-10-03T17:38Z 1469 followers, 3117 engagements
"@bioinvestor24 $NVO had a huge P2b with their own FGF21 zalfermin. They had those data about year end. So they probably started DD back in q1 2025"
X Link @ResearchPulse1 2025-10-12T14:19Z 1469 followers, XXX engagements
"@bioinvestor24 The bottleneck Is not lack of peptides. Thats mainly fill and auto-jectors/pens"
X Link @ResearchPulse1 2025-10-12T14:08Z 1467 followers, XXX engagements
"@bioinvestor24 Oral peptides will for many years to come be a supply chain challenge. Just X million patients at 50mg dose is XX tons per year Thats Unsustainable It will be higher efficacy and higher priced that small molecules"
X Link @ResearchPulse1 2025-10-03T18:46Z 1464 followers, XXX engagements
"$LLY Mounjaro sales in India increased XX% from August to September. Revenue about $X million. So still very small in the bigger picture. But XX% growth months to months can quickly lead to nice numbers. Wegovy patent expires in marts next year in India. $NVO $VKTX"
X Link @ResearchPulse1 2025-10-07T19:25Z 1465 followers, 2775 engagements
"$NVO new deal with Costco actually has a X% cash back reward for customers with Costco Citibank credit card. That means $XXX for Wegovy. I think that currently is the lowest price anywhere"
X Link @ResearchPulse1 2025-10-05T08:52Z 1467 followers, 9821 engagements
"@rn_flex @bioinvestor24 Lucky they also have a GLP1/GIP then. Theres just added Amylin to the party. LLY also has a trial with Tirzepatide + Eloralintide"
X Link @ResearchPulse1 2025-10-09T13:49Z 1464 followers, XX engagements
"@Rakeshre4 @WallStSai That sounds unlikely. Amgen has their own Maritide. Beting at other antagonists mechanisms"
X Link @ResearchPulse1 2025-10-10T19:17Z 1465 followers, XXX engagements
"$NVO launching Wegovy in Argentina Seems like they have more focus at teenagers in the launch. Sad to read XX% of teenagers in Argentina are obese. Wegovy is approved down to XX years. (Normal from XX years) and they have ongoing trials down to X years. $LLY $VKTX $GUBRA $ZEAL"
X Link @ResearchPulse1 2025-10-14T18:11Z 1475 followers, 1762 engagements
"Yes thats true. (Not that I know more than the CEO 😆) But gradually increasing the next 2-3 years. I dont know how much they produce this year. But they have just started producing to the market from the first of their new huge lines coming online the coming years. That one line can produce plus 10t when fully dialled in. The second line comes online next year"
X Link @ResearchPulse1 2025-10-12T13:46Z 1469 followers, XXX engagements
"@bioinvestor24 You should ask $NVO. I also want a thousand datapoints more. Ill never be satisfied:) But as I just illustrated you simply cant continue in trials if youre a super responder and start with a low 27-30BMI. GGG will really hit the sealing"
X Link @ResearchPulse1 2025-10-14T16:46Z 1475 followers, XXX engagements
"Ascletis just dropped preclinical data on their GLP1/GIP ASC35 that will start p1 Q2 XX Yes its just preclinical data. However those data will attract a lot of attention. In H2H with Tirzepatide it has 6x longer half life. So they go straight for once monthly dosing Its 4x more potent than Tirzepatide for both GLP1 and GIP. That means very low doses. In their preclinical obesity model it reached XX% higher WL than Tirzepatide. Ascletis also has a once monthly Amylin on its way. It seems that Ascletis like MTSR has an interesting platform to make very long half life peptides. And they have"
X Link @ResearchPulse1 2025-10-13T20:25Z 1469 followers, 1589 engagements
"Kailera was/is my candidate for next obesity BO. With todays pipe the price just went up"
X Link @ResearchPulse1 2025-10-14T13:44Z 1475 followers, 1339 engagements
"Why on earth does $NVO price Wegovy higher than Mounjaro Thats just screaming doooont buy meeeeee In X months the Wegovy price will be 50-75% lower. That will then pressure Mounjaro"
X Link @ResearchPulse1 2025-10-08T12:44Z 1467 followers, 1461 engagements
"@HatedMoats you will probably find this interesting. $NVO will get plus X million extra Wegovy user in UK. Because $LLY hiked the Mounjaro price significantly"
X Link @ResearchPulse1 2025-10-12T13:52Z 1469 followers, XXX engagements
"@bioinvestor24 They have their hmm 4th GLP1/GIP in clinic now"
X Link @ResearchPulse1 2025-10-15T07:10Z 1475 followers, XXX engagements
"$NVO just made a surprising and interesting move in Brazil. They are partnering with local distributors Eurofarma fecham. What will they sell Two new low price Semaglutide brands Poviztra is the new wegovy and Extensior the new Ozempic. Why is $NVO doing this you might ask. Because the Semaglutide patent expires in marts 2026. And NVO wants to compete with other companies launching their copy version of Semaglutide. No other Chinese company can produce semaglutide at the prices NVO can. So by launching these two new affordable brands NVo will instantly put pressure at any other company going"
X Link @ResearchPulse1 2025-10-02T19:12Z 1469 followers, 14.2K engagements
"$LLY Mounjaro of to a great start in Korea. Its only few weeks ago (week 34) since Mounjaro was launched in Korea. They did it by undercutting the price of Wegovy with XX% which prompted $NVO to lower its prices with up to 42%. Mounjaro has almost caught Wegovy sales. Sep sales for Mounjaro was 70000 vs 85000 for Wegovy. $VKTX $GUBRA $ZEAL"
X Link @ResearchPulse1 2025-10-14T20:23Z 1475 followers, 2244 engagements
"@bioinvestor24 I think Kailera could be the next to go. VKTX is not in the game"
X Link @ResearchPulse1 2025-10-06T19:38Z 1469 followers, XXX engagements