@ResearchPulse1 Avatar @ResearchPulse1 ResearchPulse

ResearchPulse posts on X about $nvo, $lly, $hims, $vktx the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [-------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 70.87% finance 13.39% countries 3.15% currencies 3.15%

Social topic influence $nvo #14, $lly #7, $hims #54, $vktx #4, business 13.39%, trx #132, super bowl 9.45%, ceo 8.66%, nvo 7.87%, more than 7.09%

Top accounts mentioned or mentioned by @bioinvestor24 @investseekers @kaosstegen @paulcerro @apotecarii @tacticzh @ksvane @kontrainvest @ichlerne2 @manonthepen @rockbolig @agaaaaainn @stenandersen13 @mercantio @doctor_salomon @biopharmiq @jcannush @jacobcordosa @zissoucapital @gilamonstrum

Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Hims & Hers Health, Inc. (HIMS) Viking Therapeutics, Inc (VKTX) BioAge Labs, Inc. (BIOA) Pfizer, Inc. (PFE) Ventyx Biosciences, Inc. (VTYX) Arrowhead Research Corporation (ARWR) Alnylam Pharmaceuticals, Inc. (ALNY) Metsera, Inc. (MTSR)

Top Social Posts

Top posts by engagements in the last [--] hours

"By the way. In this interview CEO Mike D said pill could potentially see a lager market than injections But he also says he doesnt know yet since the pill has just been launched"
X Link 2026-02-12T10:14Z [----] followers, [---] engagements

"Here is a lot of great posts from this week in Biopharma world 🧬 Biopharma Weekly Recap 📝 This week in biotech: $NKTR AtD data and financing ignite upside debate GLP-1 pill surge boosts $NVO/$LLY M&A chatter builds and dense Q1 readouts drive volatility. See interesting posts/ppl to check out 👇 @AppleHelix 1/ There is some 🧬 Biopharma Weekly Recap 📝 This week in biotech: $NKTR AtD data and financing ignite upside debate GLP-1 pill surge boosts $NVO/$LLY M&A chatter builds and dense Q1 readouts drive volatility. See interesting posts/ppl to check out 👇 @AppleHelix 1/ There is some"
X Link 2026-02-14T17:42Z [----] followers, [----] engagements

"What to expect from week [--] wegovy pill sales. Once again the obesity spaces will be looking for new data tomorrow on how wegovy pill sales goes. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at [--] AM. Later at [--] CET IQVIA TRx data will be released. Data last Friday (week [--] of wegovy pill) was a big surprise. In my preview last Thursday I said IQVIA data at TRx +12000. But when data was released Friday the number was TRx [-----] A 500% increase over week [--] data Symphony data was even higher at TRx20371. Thats higher numbers than what"
X Link 2026-01-29T18:53Z [----] followers, 31.6K engagements

"$NVO is investing in a new wegovy pill factory in Ireland. A factory that formulate and pres the pills and do the packaging in bottles. NVO already has a pill production in Ireland so its relative fast to make it ready for wegovy pill. The plan is to have the new lines ready for launch of wegovy pill by year end in Europe. And NVO says theres a multiple billion euro sales potential in Europe alone. The Irish factory will get API from NVO danish production lines. According my research the packaging lines in US has a capacity that can cover north of [--] million US consumers. US API production"
X Link 2026-02-15T14:56Z [----] followers, [----] engagements

"$NVO reported Friday Monlunabant P2a data that was a disappointment for the market and novo. The WL was 6.4% and 5.8% placebo adjusted. Thats competitive against other oral small molecules. And even slightly better than P3 results with 50mg Rybelsus. So it could still aim for the 15% WL. BUT there was a big red flag with the side effect. Particularly the psychiatric side effects. $NVO is not afraid to close obesity drugs that leaves no room to carve out a share of the total obesity market. And they dont want to burn money on a new P2b if they cant see any positively outcome. Since [----] they"
X Link 2024-09-23T11:10Z [----] followers, [----] engagements

"This P1 obesity molecule can potentially decide if $NVO will do a late-stage obesity deal $NVO need to find their next gen obesity platform to take over from Semaglutide. What do I mean by that Well Semaglutide is used as a platform to combine with other molecules like for instance Cagrilintide to become CagriSema or combination with Bimagrumap to induce high quality WL with much less loss of lean mass. There are so many new molecules with better efficacy than Semaglutide on its way through clinical trials so NVO needs new next gen obesity platform. As I see it they had [--] internal candidates"
X Link 2025-07-30T16:50Z [----] followers, 14.8K engagements

"$NVO yesterday at #EASD finally published GI side effects from 72w P3 STEP UP 7.2mg Wegovy compared with 2.4mg WL jumped from 17.5% for 2.4mg to 20.7% in 7.2mg group. Thats a meaningful jump and close at lot of the gab to Mounjaro. Let me remind you that patients titrated directly from 2.4mg to 7.2mg. Huuuuuge step. And to be honest I thought side effects would kill it instantly. But that wasnt what we saw. Drop out from any side effect. 5.4% in 7.2mg 4.0% in 2.4mg 1% in placebo. Drop out due GI side effects. 3.3% in 7.2mg 2.0% in 2.4mg 0% placebo. GI side effects Nausea increased from 38% in"
X Link 2025-09-17T11:12Z [----] followers, 11.6K engagements

"$NVO seems ready to start P2 with NN419. NN419 is their GLP1/GiP/Amylin(DACRA) The former NVO head of research and P1 had NN419 as one of the molecules he was most excited about. High affinity for GIP and Amylin over GLP1 might be the road to less GI side effects. Im a bit puzzled at the trial design. [--] parts. Part [--] Is 36w trial. Looks like the Amycretin trial. But part [--] is titration every 2weeks 😳 and thereby its only a 24w studie (always ends with 12w maintenance dose when you reached peak dose) But looks like P1a/b went ok"
X Link 2025-09-22T19:29Z [----] followers, [----] engagements

"$NVO 36w p2 trial with NN419. You can only participate if you want to lose more than 25% Its simply a requirement. In only 36w. This show that $NVO has big aspirations for NN419 and its WL. And that they are concerned if patients will stop trial or titrate down in dose because they dont want to lose anymore. $LLY $VKTX $GUBRA $ZEAL $NVO seems ready to start P2 with NN419. NN419 is their GLP1/GiP/Amylin(DACRA) The former NVO head of research and P1 had NN419 as one of the molecules he was most excited about. High affinity for GIP and Amylin over GLP1 might be the road to less GI side effects."
X Link 2025-10-29T14:57Z [----] followers, [----] engagements

"We are very very bullish about the price point that we have introduced at roughly [----] per week of the starting lower dose which will allow for increased affordability and accessibility we believe across the country https://www.livemint.com/industry/emcure-obesity-segment-poviztra-priced-2-200-weekly-sun-pharma-dr-reddys-ozempic/amp-11766395963112.html https://www.livemint.com/industry/emcure-obesity-segment-poviztra-priced-2-200-weekly-sun-pharma-dr-reddys-ozempic/amp-11766395963112.html"
X Link 2025-12-22T12:54Z [----] followers, [----] engagements

"What just happened with $BIOA up with 20%"
X Link 2026-01-06T20:48Z [----] followers, [----] engagements

"$BIOA up significantly in pre-market continuing yesterdays trend after rumours about $VTYX being bought by $LLY. No confirmation yet though. What just happened with $BIOA up with 20% https://t.co/Z8nzBzTnZY What just happened with $BIOA up with 20% https://t.co/Z8nzBzTnZY"
X Link 2026-01-07T13:53Z [----] followers, [----] engagements

"JPM starts today and $NVO will be very active the coming days with [--] presentations including [--] with CEO Mike D. One of [--] areas they will focus on at JPM is Accelerate business development to partner and invest in the most promising opportunities that fit our strategy. No doubt Mike D wants to broaden the pipeline if the financial terms is satisfactory. Many hope NVO would buy $VKTX. But when FTC actively hindered NVO buying $MTSR then its difficult to see VKTX would not end up the same. Besides above then I dont see anyone paying $10B upfront. With still very little data. No data above 13w"
X Link 2026-01-11T12:30Z [----] followers, 19.3K engagements

"@janthecurious1 Do you think $NVO should buy $ZEAL"
X Link 2026-01-11T14:41Z [----] followers, [---] engagements

"We now have more data and context. Symphony data for wegovy pill is [-----] scripts in first week. First week with Zepbound was [-----] scripts First week with wegovy injection was [---] So wegovy pill had more than double the sales than Zepbound in first week Remember this data is ONLY sales through physical pharmacies and elsewhere. Telehealth and NovoCare/lilly direct is NOT included. Week two sales after launch for Zepbound was [-----] scripts. Theres rumours of plus [----] per day for wegovy pill in the beginning of this week. And its reasonable to speculate that the volume goes up fore more or"
X Link 2026-01-16T14:56Z [----] followers, 82.1K engagements

"@investseekers I would think so. My guess is also that capacity is global for both brands. But I have not search to see if its auto-injector or a pen they will launch with. Pen obviously the better for them if possible"
X Link 2026-01-21T16:45Z [----] followers, [---] engagements

"Citi initiate $NVO coverage. They call the launch of wegovy pill off the charts with faster sales than Zepbound that sold $3B the first year. Which indicates konsensus at $700 million and our estimate at $1B are too low. Well I agree with that. They also say [----] is a year of challenges for NVO with the significant lowered Ozempic and wegovy injection prices. Citi initiate with a neutral recommendation. $LLY $VKTX https://twitter.com/i/web/status/2016063202346287244 https://twitter.com/i/web/status/2016063202346287244"
X Link 2026-01-27T08:18Z [----] followers, [----] engagements

"RO Will also have a commercial at Super Bowl advertising for GLP1 and obesity. While they dont mention specific brand names theres only one oral GLP1 approved for obesity. Wegovy pill. This commercial will turbo charge RO market share of brand names GLP1 in telehealths $NVO $LLY $VKTX @Ros first Super Bowl ad. Featuring the GOAT @serenawilliams and her journey on Rofrom weight loss to steady blood sugar levels to as Serena says having knees like Megan. Check out our spot. Couldnt be more proud of the team. Still just the beginning https://t.co/BtaSSSKgeO @Ros first Super Bowl ad. Featuring"
X Link 2026-01-28T14:25Z [----] followers, [----] engagements

"Here are a very interesting and detailed analysis of what does a Super Bowl (RO GLP1 ad) ad cost in total and how to measure its impact on a lot of different KPI Super Bowl will definitely be more interesting this year :) $NVO $LLY $VKTX https://t.co/bnxvBTWk45 https://t.co/bnxvBTWk45"
X Link 2026-01-29T20:38Z [----] followers, [----] engagements

"Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. And then we have Super Bowl right around the corner whit massive wegovy pill commercials $NVO $LLY $VKTX What to expect from week [--] wegovy pill sales. Once again the obesity spaces will be looking for new data tomorrow on how wegovy pill sales goes. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at [--] AM. Later at [--] CET What to expect from week [--] wegovy pill sales. Once again the obesity spaces will be looking for new data tomorrow on how wegovy"
X Link 2026-01-30T07:02Z [----] followers, 40.8K engagements

"IQVIA GLP1 data from Friday also had updates for ozempic/wegovy and Mounjaro/Zepbound Below are movements vs last week. Wegovy pill had another high growth week with 42% higher reported TRx sales vs the week before. Wegovy pen dropped 2.1% leading to an overall wegovy growth for the week at 1% vs 1.6% increased sales of Zepbound . Zepbound sales growth stems from their cash pay offer that increased with 5.9% vs last weeks numbers. Wegovy pill had 10.1% of total wegovy TRx. Up from 7.2% the week before Wegovy pill 92% cash pay/8% insurance vs more than 80% insurance of wegovy pen by end 2025."
X Link 2026-01-31T15:33Z [----] followers, 18.6K engagements

"$RHHBY pays $200 million upfront for obesity RNAi that just started in P1 two weeks ago. $LLY $NVO $VKTX Sanegenebio a Chinese #RNAi outfit started by ex- $DRNA people and in p1 with inhibinE licenses drug candidate to Roche for $200M upfront. Follows deal with $lly. Similar developments have been happening with ex- $ARWR staffers less so with ex- $alny partly because Alnylam Sanegenebio a Chinese #RNAi outfit started by ex- $DRNA people and in p1 with inhibinE licenses drug candidate to Roche for $200M upfront. Follows deal with $lly. Similar developments have been happening with ex- $ARWR"
X Link 2026-02-02T17:03Z [----] followers, [----] engagements

"@ZissouCapital @bioinvestor24 Well its very easy to predict 20-30% stopes within the up titration. But also the main part of wegovy pill users is native GLP1 users or someone who stoped after only few weeks. Bc they dont want the needle"
X Link 2026-02-02T19:37Z [----] followers, [---] engagements

"If there has ever been a time with just slightly likelihood of $NVO making a move on $VKTX. Be license or BO that likelihood just increased See also what $NVO mentioned in todays PR with next steps. If VKTX had phase two data in T2D I would say very high likelihood for such a deal. But they dont have T2D data. No one will offer more than 200% premium in upfront. But could be nice CVR attached. Otherwise license. The likelihood definitely just went up. Lets see if the market gets a sense for that as well @TacticzH Because they likely didnt see any meaningful improvement in A1C in REIMAGINE-1"
X Link 2026-02-02T21:48Z [----] followers, 18.4K engagements

"$NVO has filed wegovy pill for approval in Brazil. Also important note that even though patent for semaglutide expires March [----] then oral wegovy (Rybelsus and wegovy pill) is still protected by formulation patents. The market has not yet seen/understand the true potential for oral wegovy pill. Analysts still only have modelled about $750 million for this year. But it will pass that runway (weekly TRx 70000) within the next 3-6 weeks. Its Super Bowl weekend and NVO will have 2-4 commercials during the match. Promoting wegovy pill and likely Ozempic. Plus @ZReitano and team RO will have a"
X Link 2026-02-03T08:58Z [----] followers, [----] engagements

"$NVO has UBT251 GGG like Retatrutide from $LLY The Chinese partner United Laboratories will now start a new P2 in Obstructive Sleep Apnea. Theres already ongoing Chinese P2 trials in obesity T2D CKD and MASH. So already a broad development Two of the trials in Obesity and T2D will any day report 24w P2 trials with UBT251. Testing doses up to 6mg. P1 data was 12w 15.1% WL. UBT251 is expected to start Chinese P3 later this year. I have seen some data that almost looks too good to be true hence Im I doubt if its fake data. Very very little GI side effects. NVO is preparing an aggressive"
X Link 2026-02-03T14:37Z [----] followers, [----] engagements

"$PFE says no plateau at w28 Agree that when they publish data like placebo adjusted without showing the placebo effect it could point towards placebo groups gained weigh. That in itself is not unheard. Ive seen that multiple times when the protocol doesnt include guidens for healthy eating/ calories deficit Im glad they already said these data will be presented at conference. Hats off that they walk their talk by starting [--] P3 this year alone. Thats plus $1B commuted https://twitter.com/i/web/status/2018715667038343407 https://twitter.com/i/web/status/2018715667038343407"
X Link 2026-02-03T15:58Z [----] followers, [----] engagements

"@GilaMonstrum I would like to see some more data. No glp1 hit their plateau at week [--]. Its usually at week 52+ Also $PFE would not commit this kind of money if they in their models saw peak at about week [--] Lets see data at conference and publications"
X Link 2026-02-03T16:24Z [----] followers, [---] engagements

"Here is the interview with $NVO ceo on [----] guidens and the mentioning of [------] wegovy pill scripts in [--] weeks https://www.bloomberg.com/news/videos/2026-02-03/novo-nordisk-ceo-on-2026-forecast-and-glp-1-pricing-video https://www.bloomberg.com/news/videos/2026-02-03/novo-nordisk-ceo-on-2026-forecast-and-glp-1-pricing-video"
X Link 2026-02-03T22:03Z [----] followers, 28.8K engagements

"Perspective that (re)moves the needle a lot $NVO shocked the investing world yesterday by coming with a very low [----] guidance. A negative growth at 5-13%. Both in revenue and operating profits. But they actually also came with some wegovy pill data that means the year will end better than that. Like $2.5B upgrades of wegovy pill sales during the year. We have only seen TRx sales data from [--] weeks. In total [-----] prescriptions with [-----] from just week [--]. But those numbers do not include sales through NovoCare and telehealths. Yesterday NVO ceo Mike told Bloomberg that in the first 4-week"
X Link 2026-02-04T11:59Z [----] followers, 46K engagements

"Will $NVO ever make an official offer for a license or BO of $VKTX. I dont know. But psychological the likelihood have probably increased the last [--] hours. But sure would be good to see those upcoming maintenance data before. If there has ever been a time with just slightly likelihood of $NVO making a move on $VKTX. Be license or BO that likelihood just increased See also what $NVO mentioned in todays PR with next steps. If VKTX had phase two data in T2D I would say very high likelihood for If there has ever been a time with just slightly likelihood of $NVO making a move on $VKTX. Be license"
X Link 2026-02-04T18:08Z [----] followers, 16.4K engagements

"Nothing has changed since $MTSR transaction. $LLY was then as now more than clearly the current king of obesity. So IF $NVO should be interested in $VKTX then its difficult not to include higher risk of yet another no go from FTC. They are very active in scouting Asian assets. I still see Ascletis Pharma as one of their prime candidates to vet https://twitter.com/i/web/status/2019124142885482654 https://twitter.com/i/web/status/2019124142885482654"
X Link 2026-02-04T19:01Z [----] followers, [---] engagements

"Hats off for how $LLY has run their business. No one above or even at their level. No reason to say otherwise. While $LLY guided for 23-27% top line growth this year then they also guided for low to mid teen price drop on GLP1. And if we take Q4 revenue as baseline then their guidance is 4-8% growth. While they very well might upgrade during the year then this show that even $LLY gets impacted https://twitter.com/i/web/status/2019345213156630659 https://twitter.com/i/web/status/2019345213156630659"
X Link 2026-02-05T09:39Z [----] followers, [---] engagements

"$NVO just released PR on HIMS and their scam marketing Here are my take on $HIMS announcing a semaglutide pill. Most of it is mentioned in below post. I see this as 100% marketing scam. They cant produce a 25mg semaglutide pill that works like wegovy pill. Its very very very difficult to make a peptid as a pill. You need to Here are my take on $HIMS announcing a semaglutide pill. Most of it is mentioned in below post. I see this as 100% marketing scam. They cant produce a 25mg semaglutide pill that works like wegovy pill. Its very very very difficult to make a peptid as a pill. You need to"
X Link 2026-02-05T15:49Z [----] followers, 11.3K engagements

"$grok you forget to mention that a compounded oral semaglutide will have the effect of placebo. The acid in our stomach will immediately break down the semaglutide and it will never reach our blod. Semaglutide is a peptide. And peptides can not be dosed oral. On less you add another component that will protect the pill from being immediately be broken down in our stomach. $NVO has developed such components called SNAC. Without that or similar tech semaglutide pill from $HIMS is fake and will act as placebo. And HIMS doesnt have either the knowledge or the complex production setup to produce"
X Link 2026-02-05T17:34Z [----] followers, [--] engagements

"@RNAiAnalyst its a scam. They cant produce a peptide as a pill without adding SNAC or similar thats also patent. And its much more complex and expensive. Without SNAC or similar it will be like taking a placebo pill Just sourcing semaglutide API to 25mg will cost them about $1000 per year per person thats before adding SNAC formulate press the pills and having a margin. So this is a marketing scam https://twitter.com/i/web/status/2019468930553618718 https://twitter.com/i/web/status/2019468930553618718"
X Link 2026-02-05T17:51Z [----] followers, [----] engagements

"Nice seeing your scam getting SP to drop 20% from DH This is 110% a scam sinces its not posible to make a peptide oral without adding SNAC or other similar tech. Since wegovy pill is made with SNAC under patenr any orher tech would need clinical studies. And just the price to source Chinese semaglutide to match 25mg daily pill that would alone cost about $1000 per year. This is a big scam from desperate owner of HIMS that see their business get smaller and smaller by the day. Glad to see share price moving closer and closer to the floor. Soon we hit $20 with next step 10$"
X Link 2026-02-05T18:24Z [----] followers, [----] engagements

"This is step [--]. Time to pull the plug on $HIMS FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"
X Link 2026-02-06T05:58Z [----] followers, [----] engagements

"Enough is enough $NVO $LLY $HIMS @TacticzH $HIMS crashing. One way direction. https://t.co/YkpaBSzEXS @TacticzH $HIMS crashing. One way direction. https://t.co/YkpaBSzEXS"
X Link 2026-02-06T06:35Z [----] followers, [----] engagements

"I do see some comments from people switching from compound to wegovy pill. But think its still few in the bigger picture. $NVO told 88% of the 170k prescriptions was for the starter dose. So 12% came directly from another GLP1. I see most mention they switched from Zepbound. Then wegovy pill and last compounding. But its still early days. Lets see how it goes after Super Bowl week https://twitter.com/i/web/status/2019776891696062715 https://twitter.com/i/web/status/2019776891696062715"
X Link 2026-02-06T14:15Z [----] followers, [---] engagements

"$NVO Super Bowl commercial for wegovy pill is up $LLY $VKTX https://www.novonordisk-us.com/media/news-archive/news-details.htmlid=916492&utm_medium=organic&utm_source=instagram&utm_campaign=2026-media-release&utm_content=nni-big-game-sci_inn&fbclid=PAZnRzaAPy4e9leHRuA2FlbQIxMQBzcnRjBmFwcF9pZA8xMjQwMjQ1NzQyODc0MTQAAaf7RHz9s4UQJbSUwewMZvp_26N05b5Gbx6vVWbWR23wbpe3STj_rqbJYo_UpQ_aem_ez5W5GRlzpj7_iGs1to6mg"
X Link 2026-02-06T15:03Z [----] followers, [----] engagements

"Even Fox News and Dr. Mehmet Oz promote Wegovy pill $NVO $LLY $VKTX JUST NOW: Dr. Oz touts MASSIVE Reduction in drug prices under President Trump - Wegovy Pill $149 - Wegovy Pen $199 - Bevespi (Inhaler) $51 - Ovidrel (Fertility) $84 "He'sPresident Trump got the BEST PRICES in the world Now we can give them to you"😰😥 https://t.co/iVHgZ0gh25 JUST NOW: Dr. Oz touts MASSIVE Reduction in drug prices under President Trump - Wegovy Pill $149 - Wegovy Pen $199 - Bevespi (Inhaler) $51 - Ovidrel (Fertility) $84 "He'sPresident Trump got the BEST PRICES in the world Now we can give them to you"😰😥"
X Link 2026-02-06T15:41Z [----] followers, [----] engagements

"@DrMakaryFDA Congratulations with the release of TrumpRx. Fantastic work. Now next step is to make sure Americans are protected from bad actors in the business. We need to shoot down companies like $HIMS selling mass produced GLP1 with no clinical evidence for neither safety nor efficacy"
X Link 2026-02-06T19:15Z [----] followers, [----] engagements

"Uhhhh now the heat turns up for $HIMS It start to look like they just shot themself in their foot. The ground starts to burn under them🔥 There can be only one wegovy pill $NVO $LLY Coincidence that $HIMS has suddenly taken down all ads touting the same active ingredient as Wegovy $HIMS may have finally called enough attention to their bullshit antics to get regulators to finally crack down on them. This could end up being much worse for them than Coincidence that $HIMS has suddenly taken down all ads touting the same active ingredient as Wegovy $HIMS may have finally called enough attention"
X Link 2026-02-06T21:52Z [----] followers, [----] engagements

"@A_May_MD Haha. They can get one dollar. Hard to see how they can run any commercial naming GLP1 And will NVO do it the American way and sue their pants of"
X Link 2026-02-06T23:17Z [----] followers, [----] engagements

"@Davidrejll Did you not see what FDA wrote and how DOJ now will start criminal investigation. Its game over for $HIMS semaglutide GLP1 businesses"
X Link 2026-02-07T11:52Z [----] followers, [---] engagements

"88% of the TRx [------] was 1.5mg. Meaning the start dose. So only 12% has switched directly from another GLP1. Quit a few of those 12% is from Zepbound. Some lost their insurance coverage they have hit their weight goal and want to transition to oral maintenance they never liked needles they just want lower priced option. Theres also people who switch from wegovy pen and compounding. https://twitter.com/i/web/status/2020145428411375687 https://twitter.com/i/web/status/2020145428411375687"
X Link 2026-02-07T14:39Z [----] followers, [--] engagements

"$HIMS has conceded. No semaglutide pill. No challenges to Wegovy pill. But will this be enough to save their semaglutide compounding for injection I dont this will help them save their GLP1 business. FDA did not just focus on the pill but semaglutide compounding in general and they specifically mentioned HIMS. Will HIMS now stop the rest of their GLP1 business. No I think they will still fight for this one but will end going down screaming and kicking. But FDA and $NVO has said enough is enough. 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨"
X Link 2026-02-07T19:53Z [----] followers, 19.2K engagements

"@A_May_MD @DrMakaryFDA @US_FDA It absolutely should end with them losing their whole glp1 business. And a huuuuuge settlement with $NVO. But I have no idea about how fast FDA and the courts can shut their GLP1 down. Any insight in how fast/slow this could be"
X Link 2026-02-07T20:00Z [----] followers, [----] engagements

"@roberthomans100 Yes this will cost them dearly. And it has also gotten the rest of glp1 compounding world at its etch. How will the ripple effects be in the coming weeks and months"
X Link 2026-02-07T20:06Z [----] followers, [---] engagements

"@paulcerro Their GLP1 for injection will be next"
X Link 2026-02-07T20:35Z [----] followers, [----] engagements

"@ManOnThePen They are fighting for the rest of their GLP1 business"
X Link 2026-02-07T20:38Z [----] followers, [---] engagements

"@paulcerro The wording from the FDA letter looks to me like they will go after their whole glp1 compounding business. And now FDA has opened the door for $NVO and potentially $LLY to sue big time"
X Link 2026-02-07T20:40Z [----] followers, [---] engagements

"@nikoliasgoninus How can this be when you meant they did absolutely nothing wrong. Next step will be they will be forced to concede their whole GLP1 semaglutide compounding business. It will take a bit longer before that happens. But it will happen. J"
X Link 2026-02-07T20:47Z [----] followers, [---] engagements

"@paulcerro They will not concede that without a fight. And that will take some time. But the writing is on the wall. FDA DOJ and $NVO say Enough is enough"
X Link 2026-02-07T20:50Z [----] followers, [---] engagements

"Yes all this $HIMS debacle could potentially accelerate overall $NVO volume of their semaglutide business through wegovy and Ozempic. Especially IF FDA start to crack down more broadly on the semaglutide compounding business. We dont know yet how this will pan out but at least to me it seems like this WILL get a wider impact than just HIMS. If you cant say its a semaglutide/wegovy product. If you cant mention FDA testet approved. If you cant mention anything about what a compounded semaglutide lead to of weight loss (since they cant link it to wegovy) How will you market at drug where you"
X Link 2026-02-08T09:59Z [----] followers, [----] engagements

"I agree. $HIMS will definitely lose all their mass produced GLP1 business. FDA will make a public example of this. I also read FDA statement as this will be much broader than just HIMS. Exactly how much broader and the speed of such actions remains to be seen. But mass compounding/sales of semaglutide will take a BIG hit in the coming weeks and months. According $NVO theres about [---] million using compounding semaglutide. Xx percentage of that will likely flow to cash pay wegovy pill and wegovy pen. We do already see people coming from compounding semaglutide to wegovy pill although its not a"
X Link 2026-02-08T10:15Z [----] followers, 15K engagements

"@RockBolig @investseekers Next Friday numbers will make a huge jump. And still whiteout the impact of Super Bowl. Those data is in two weeks"
X Link 2026-02-08T10:39Z [----] followers, [--] engagements

"@apotecarii Okay. Thats substantial higher than what $NVO mentions at investor calls/meetings. But if true that would just make the ramp for wegovy pen/pill that more significant"
X Link 2026-02-08T13:19Z [----] followers, [---] engagements

"Yes youre right. $NVO definitely do not plan and develop for the long term success. Or not. Just around the corner we will see UBT251 data that should rival Retatrutide data. We should likely also see [--] or more new obesity molecules this year. Ohh by the way NVO is also working on both an oral GLP1/GIP and an oral GGG. https://twitter.com/i/web/status/2020516507432669388 https://twitter.com/i/web/status/2020516507432669388"
X Link 2026-02-08T15:14Z [----] followers, [----] engagements

"Congratulations with your first Super Bowl commercial Hope your serveres are ready for the big spikes in traffic :) Also congratulations with your wegovy pill launch With $NVO revealing sales of more than [-----] through telehealths and NovoCare in just [--] weeks you have definitely also had a wild start of that campaign. https://twitter.com/i/web/status/2020546052915392927 https://twitter.com/i/web/status/2020546052915392927"
X Link 2026-02-08T17:11Z [----] followers, [----] engagements

"$NVO UBT251 P2 obesity protocol is now online. [--] different parts in the study. And each part has different BMI requirements. Cant remember to have seen that before. And why down to BMI [--] in part C 🤔 The main part B is 28w with [--] doses. The studies done in China with their Chinese partner test [--] doses up to 6mg. According Chinese investors NVO will test up to 9mg. [--] doses could then be 1mg/2mg/4mg/6mg/9mg This should definitely pass 20% WL. How much higher lets see what the Chinese 24w data will look like. They are inbound. UBT251 might have the possibility to dose either once monthly or"
X Link 2026-02-09T19:38Z [----] followers, [----] engagements

"Heres some more context on why DOJ will be investigating $HIMS for abuse of $NVO IP and putting Americans in risk of harm using medicine that has never been tested. $LLY $VKTX An honor to do my first CNBC appearance. Important issue. President Trump @SecKennedy and @HHSGov are committed to the historic challenge of creating an affordable transparent Gold Standard science-based healthcare system. https://t.co/O6vPQJCbEr An honor to do my first CNBC appearance. Important issue. President Trump @SecKennedy and @HHSGov are committed to the historic challenge of creating an affordable transparent"
X Link 2026-02-09T21:18Z [----] followers, [----] engagements

"@BastianelliLore Imagine if $HIMS will lose the court battle and have to pay $NVO plus $5B in damages. and yes that is a potential outcome of the case"
X Link 2026-02-09T22:32Z [----] followers, [----] engagements

"@investseekers Lets see how their bioavailability and thereby the effect is with that formulation. Even though they will patent their formulation then they will not be able to sell it in US EU etc before [----] where $NVO patent for semaglutide expires"
X Link 2026-02-10T09:43Z [----] followers, [---] engagements

"First Amycretin P3 in T2D online. 84w global trial in [----] patients. But I read it as theres no placebo arm. Only test against semaglutide However I cant decode why each arm has to take two injections per week. One with either Amycretin or Semaglutide. The [--]. Injection is with placebo 🤔 Both seems to be with $NVO multi dose FlexTouch pen. So why the extra placebo injection If you have some suggestions why then please post it. $LLY $VKTX https://clinicaltrials.gov/study/NCT07400107lastUpdPost=2026-02-10_&spons=Novo%20Nordisk%20A%2FS&rank=1 $NVO has first P3 with Amycretin online. AMAZE [--] is a"
X Link 2026-02-10T15:36Z [----] followers, [----] engagements

"Thanks for sharing. Is this IQVIA numbers A bit surprised that only [-----] out of [-----] were 1.5mg doses This would imply a higher rate of people switching from another GLP1 in week [--] data. From [----] ER we were told that 12% of the total TRx [------] from the first [--] weeks started at higher doses than 1.5mg https://twitter.com/i/web/status/2021477276072780039 https://twitter.com/i/web/status/2021477276072780039"
X Link 2026-02-11T06:51Z [----] followers, [----] engagements

"@paulcerro Ahhh interesting take. And yes should $NVO win it all then each month of compounded semaglutide could worst case cost $HIMS about $1500"
X Link 2026-02-11T13:57Z [----] followers, [----] engagements

"$HIMS House of Cards is about to collapse. $NVO $LLL $VKTX 🚨 BREAKING: $HIMS HAS SCRUBBED ALL "SAME ACTIVE INGREDIENT AS OZEMPIC/WEGOVY" LANGUAGE FROM ITS WEBSITE https://t.co/79rHSea0w2 🚨 BREAKING: $HIMS HAS SCRUBBED ALL "SAME ACTIVE INGREDIENT AS OZEMPIC/WEGOVY" LANGUAGE FROM ITS WEBSITE https://t.co/79rHSea0w2"
X Link 2026-02-11T14:57Z [----] followers, [----] engagements

"CagriSema as Ozempic [---] I like that. Ozempic and wegovy brand are SO strong. Theres a reason $NVO just renamed Rybelsus to Ozempic pill. And yes late [----] there will even be a 25mg Ozempic pill 💊 As es CagriSema el Ozempic [---] que logra ms prdida de peso en ensayos clnicos. 📉 El nuevo medicamento de Novo Nordisk logr una prdida de peso del 142% y mejor el control de la glucosa frente a semaglutida (Wegovy). https://t.co/q1uM65rWW7 💊 As es CagriSema el Ozempic [---] que logra ms prdida de peso en ensayos clnicos. 📉 El nuevo medicamento de Novo Nordisk logr una prdida de peso del 142% y"
X Link 2026-02-11T16:10Z [----] followers, [----] engagements

"Week [--] wegovy pill sales revealed. [------] in total for first [--] weeks $NVI CEO Mike D just said in interview at Fox Business that after [--] weeks total Wegovy pill TRx is [------] This would imply week [--] TRx at about [-----] https://www.foxbusiness.com/video/6389074266112 Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo also mentioned https://t.co/i3UcWg6fc4"
X Link 2026-02-11T16:34Z [----] followers, 22.5K engagements

"Wegovy pill sales will be far higher than any analyst have baked into their models. According my estimates of the new capacity coming online the coming heara $NVO can supply plus [--] million from get go and that will cross [--] million during [----] It will be interesting to see if the same dynamics apply to the oral market as with injection. Its the one with the highest WL that will take the lions share. If so wegovy pill in US will take the throne. Currently analysts has it the other way around. Outside US Orforglipron can be scaled faster than wegovy pill"
X Link 2026-02-11T19:23Z [----] followers, [----] engagements

"So I just got confirmation from $NVO IR. Those number that ceo Mike D mentioned last week at ER and today at FOX Business is whole weeks. So todays numbers was including last weekend. The week of Super Bowl. BUT one important nugget. Each Friday we see a full weeks data report. But when NVO mentions full weeks its because theres also daily IQVIA reporting. But those daily numbers is not as accurate as the weekly numbers. Daily numbers can be up to 30-40% off the true numbers. To me the most important was to get confirmation on What exactly is included in the numbers mentioned by Mike D"
X Link 2026-02-11T19:51Z [----] followers, [--] engagements

"It has long been rumoured that $NVO would launch wegovy in vials in US. If that happens it will be priced lower than current cash pay prices for wegovy. Those prices are currently $199 for your two first low doses. Thereafter $345 for the rest. Novo also expects to launch wegovy in their multi dose FlexTouch pen later this year FlexTouch is the same pen Ozempic is sold with in US. And same pen all other countries than US have for wegovy. Things start to move. $NVO $LLY 🚨 🚨 BREAKING NEWS ACCORDING TO BLOOMBERG REPORT: NOVO NORDISK TO RELEASE WEGOVY IN VIALS IN THE US MARKET. NOTE: FDA HAS"
X Link 2026-02-12T08:48Z [----] followers, [----] engagements

"@ManOnThePen Would it be better if there were no specific procedures to follow when taking the pill Yes natural. But like you said its not that big a deal that $LLY and lean analysts want people to know"
X Link 2026-02-12T08:52Z [----] followers, [---] engagements

"@ManOnThePen I do see more and more mention they go up to 2-3 hours after the pill before they eat and drink. And they fell it has a better effect. But to my knowledge novo has not done (at least not published ) test to see if that could improve bioavailability further"
X Link 2026-02-12T09:01Z [----] followers, [---] engagements

"@Chocolatechil20 No Super Bowl impact yet"
X Link 2026-02-12T15:47Z [----] followers, [--] engagements

"No need to do a deal with someone who already once has disrespect a deal. Instead $HIMS will learn it the hard way way. Losing all their semaglutide compounding business plus has to pay damages to $NVO. The latter could potentially be several billions dollars if it ends with triple damages HIMS brought them self in theis position. Now it will become judgment time https://twitter.com/i/web/status/2021979913264279952 https://twitter.com/i/web/status/2021979913264279952"
X Link 2026-02-12T16:09Z [----] followers, [---] engagements

"$NVO has no issue using what ever amount it will cost in legal expenses. Win or lose. They have already said they expect it to take 1-2 years If there should be a settlement then I think it will be 1/3-1/2 royalties of their semaglutide revenue complete shutdown of all their mass compounding of sema and other $NVO molecules still under patents and then they will get access to to sell wegovy pill. If $HIMS dont want to do a settlement in that level then NVO will keep full throttle in the courts. And HIMS will then risk paying several billion in damages. Each patient months will cost about $550"
X Link 2026-02-12T17:36Z [----] followers, [---] engagements

"Size has nothing to do with it. $HIMS has been stealing full stop Of course they will end by paying a substantial amount of that to $NVO $NVO has said it public. Minimum royalties and shutdown of their sema mass compounding. Thats a settlement. Or they will go for damage of lost revenue. Thats where the $550 comes from. With potential 3x damage. All is public except the dollar amounts https://twitter.com/i/web/status/2022005231597256731 https://twitter.com/i/web/status/2022005231597256731"
X Link 2026-02-12T17:49Z [----] followers, [---] engagements

"@TacticzH Thanks. Yes now start the next phase. With only TRx 3k carryover from week [--]. Then just look one more week ahead.:)"
X Link 2026-02-12T20:09Z [----] followers, [---] engagements

"Did he. Publicly I have not heard that. Only that he last year mentioned the trial should start around end of year If its not already started then it would not make it at ADA. In fact I would have thought they do not want to give that level of insight to competitors at this early stage https://twitter.com/i/web/status/2022052869382320351 https://twitter.com/i/web/status/2022052869382320351"
X Link 2026-02-12T20:59Z [----] followers, [--] engagements

"@bioinvestor24 As expected theres already many wegovy pill users taking more than one pill per day. This will also happen with Orforglipron. So what happens with the liver data when many start to use more than 36mg Orforglipron per day"
X Link 2026-02-12T22:33Z [----] followers, [---] engagements

"Only about 8% of [------] current wegovy pill consumers comes through insurance. This is all cash pay. Now imagine when more insurance start to cover as well plus MediCare kicks in mid year. The deal $NVO and $LLY made with the administration allowing coverage of obesity for the first time in MediCare. https://twitter.com/i/web/status/2022222440487682317 https://twitter.com/i/web/status/2022222440487682317"
X Link 2026-02-13T08:12Z [----] followers, [---] engagements

"@steady_profits Thanks for sharing Still strong wegovy pill uptake. And Super Bowl impact is not until next weeks release"
X Link 2026-02-13T08:47Z [----] followers, [---] engagements

"While next week willl be first with Super Bowl impact I dont think we will see a major bump from that yet. The logistics. First you do a bit of research then you need to book a doctor time. And finally fill your script. So theres a bit of delay. Like first week of the launch. Only 3k week [--]. But huge jump to 18k week two https://twitter.com/i/web/status/2022237710610530402 https://twitter.com/i/web/status/2022237710610530402"
X Link 2026-02-13T09:13Z [----] followers, [--] engagements

"@stock2me95 @investseekers @himshouse $HIMS is stealing from $NVO. Its that simple. Full stop Even competitors to $HIMS is calling out HIMS for stealing"
X Link 2026-02-13T15:09Z [----] followers, [---] engagements

"@agaaaaainn Wegovy pen is higher than that. But wegovy pill could very well be pass wegovy pen during Q2. Also depending if $NVO will launch cheaper vial"
X Link 2026-02-13T16:13Z [----] followers, [---] engagements

"@subaru_wrx0219 They are actually late to the game for using a device in P3. $LLY and $NVO use either auto-injector or multi dose pens from P1. Most PB pre P3"
X Link 2026-02-13T18:13Z [----] followers, [---] engagements

"@StenAndersen13 Thats also what Im saying You will use the best for the amount you can afford. With lower prices theres opened up for a large block that previously could not afford any glp1. Now they can. But they cant afford Zepbound. They can afford wegovy pill"
X Link 2026-02-14T09:27Z [----] followers, [--] engagements

"$NVO ceo tells Bloomberg that wegovy pill has sold [------] in just [--] weeks Including a snowstorm and before Super Bowl. I have below modelled how that could look like. Green boxes officiel IQVIA data and 170k total. Orange is estimate of IQVIA for week [--]. Thats the data that will be released on Friday. Yellow is then calculated sales from NovoCare and telehealths. This means total week [--] sales would be about TRx [-----] That more or less consensus estimate from analyst. As average through the year. Reached in [--] weeks However since more than 90% is start doses the average price is still low. But"
X Link 2026-02-03T21:26Z [----] followers, 22.7K engagements

"They cant. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our stomach will immediately break down the pill and you would get ZERO effect. They said they have added something to make it through the stomach. But dont mention what. Lets just play with the idea they actually have developed another bioavailability enhancer. Well then that most go through clinical trials. And since theres no shortage on wegovy pill then their loophole doesnt exist. Can anyone see what"
X Link 2026-02-05T15:03Z [----] followers, 47.9K engagements

"The final nail to the coffin. Now we just need the lawsuit for $x billion dollars Game over $HIMS Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by"
X Link 2026-02-06T22:23Z [----] followers, 11.6K engagements

"@agaaaaainn GLP1 for obesity in Saudi Arabia is still a small market. To what extent do you think a wegovy pill/Orforglipron could change that"
X Link 2026-02-14T09:37Z [----] followers, [--] engagements

"$NVO believes those who have coverage for wegovy pen also will cover the pill. But it takes some time. Whether that is true time will tell. But currently only 10% of wegovy pill sales is covered. The rest is pay out of pocket. More than [------] consumers have already paid out of pocket https://twitter.com/i/web/status/2023068737784430691 https://twitter.com/i/web/status/2023068737784430691"
X Link 2026-02-15T16:15Z [----] followers, [---] engagements

"@Mercantio @Ksvane @financebully Some prefer an injection while others never will use an injection. Always good with more options"
X Link 2026-02-15T17:28Z [----] followers, [--] engagements

"I believe its still individual. Plasma level varies more from person to person with the pill vs injection. Can see more and more start doing longer fasting than the [--] minutes after dosing the pill. Some plus [--] hours. But I havent seen any data from $NVO suggesting the uptake could be even better with longer fasting. But the much longer wegovy pill half life vs Orforglipron can have significant advantages not yet talked much about https://twitter.com/i/web/status/2023088331400327502 https://twitter.com/i/web/status/2023088331400327502"
X Link 2026-02-15T17:33Z [----] followers, [---] engagements

"@reallyoptimized @NeilFlochMD @novonordisk The net price will be lower since your expenses for groceries and fast food/eating out will decrease. Especially the latter part can be significantly. Plus alcohol"
X Link 2026-02-16T16:46Z [----] followers, [--] engagements

"1/8 CagriSema data better than the market reaction This is a longer analyse of the CagriSema Redefine [--] data. Enjoy your reading and please dont hold your comments back. "I will throughout this analyze try and show what that extra potential WL looks like. I also zoom in at one of the most often conclusions I have seen. Only 57% finished the trial at max dose CagriSema. That means it had seriously tough side effects. I believe that is both a hasty and wrong conclusion." $NVO $LLY $VKTX $GUBRA $ZEAL @GLP1"
X Link 2025-01-22T11:09Z [----] followers, 49.4K engagements

"Here are my take on $HIMS announcing a semaglutide pill. Most of it is mentioned in below post. I see this as 100% marketing scam. They cant produce a 25mg semaglutide pill that works like wegovy pill. Its very very very difficult to make a peptid as a pill. You need to add something else to prevent the acid in our stomach to break it down and leave it as pure placebo. This is HIMS making a big fake marketing stunt without them actually showing a functional pill. And seen from their viewpoint a brilliant timing up to the big Super Bowl. But this time $NVO lawyers has to move swiftly."
X Link 2026-02-05T15:27Z [----] followers, 86.2K engagements

"$NVO just told they have done test with liposomal and compounded semaglutide and that shows 41% impurities you do NOT want to risk taking that. And on top of that the pill will not at all perform as wegovy pill. FDA now on board saying NO go to $HIMS Here are my take on $HIMS announcing a semaglutide pill. Most of it is mentioned in below post. I see this as 100% marketing scam. They cant produce a 25mg semaglutide pill that works like wegovy pill. Its very very very difficult to make a peptid as a pill. You need to Here are my take on $HIMS announcing a semaglutide pill. Most of it is"
X Link 2026-02-06T13:57Z [----] followers, 33.8K engagements

"IQVIA week [--] update IQVIA data from Friday also had updates for ozempic/wegovy and Mounjaro/Zepbound Below are movements vs last week. What is most notable is the huge drop of all pens Mounjaro/Zepbound and Ozempic/Wegovy. These are all picked up in physical stores and when a lot of stores were heavily impacted by the snowstorm that reduced those [--] pens by 6-8% which impacted all other datapoints. Zepbound vials were up with 12.5% which was enough to just make overall Zepbound sales up with 07%. Wegovy pill was up with 9%. But remember about half of wegovy pill sales are not yet included in"
X Link 2026-02-08T14:23Z [----] followers, 20.9K engagements

"Preview week [--] Wegovy Pill sales Tomorrow will bring us data from week [--] sales. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at [--] AM. Later at [--] CET IQVIA TRx data will be released. $NVO ceo Mike D has somewhat reduced the surprise since he yesterday said to FOX Business that sales from the first [--] weeks had reached TRx [------] Last week he said total wegovy pill sales from the first [--] weeks were TRx [------]. This put the last weeks of sales at the TRx [-----] level. A bit more context. When we get new sales data each Friday it does not"
X Link 2026-02-12T19:57Z [----] followers, 15.1K engagements

"$LLY has build a stock of Orforglipron worth $1.5B ahead of expected approval and launch in April $NVO $VKTX https://finance.yahoo.com/news/eli-lilly-builds-1-5-202714274.html https://finance.yahoo.com/news/eli-lilly-builds-1-5-202714274.html"
X Link 2026-02-12T22:16Z [----] followers, [----] engagements

"Symphony sales data out. TRx [-----] For wegovy pill vs [-----] last Friday. Another big jump. $NVO $LLY $VKTX Preview week [--] Wegovy Pill sales Tomorrow will bring us data from week [--] sales. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at [--] AM. Later at [--] CET IQVIA TRx data will be released. $NVO ceo Mike D has somewhat Preview week [--] Wegovy Pill sales Tomorrow will bring us data from week [--] sales. TRx data from Symphony will be released between 8-9 AM CET. Just before the Danish stock exchange opens at [--] AM. Later at [--] CET IQVIA TRx"
X Link 2026-02-13T07:02Z [----] followers, 23.3K engagements

"She switched to the Wegovy pill because her health insurance changed meaning that she would go from paying $25 a month to $449 a month for Zepbound. Says she feels better on the medications and has been eating more protein fibre and vegetables and avoiding deep-fried food. Unlike with the Zepbound jab when she had higher appetite in the last two to three days before her next dose on the Wegovy pill it is consistent every day how my appetite feels and the food noise is very low even on the starter dose although she loved only needing to take the shot once a week. I see many starting wegovy"
X Link 2026-02-15T15:19Z [----] followers, 31K engagements

"Here is the best post summarising what happened in $NVO this week. From wegovy pill sales to wegovy patent fight. The Week of $NVO: Legal Escalation Pill Momentum and the Market Repricing the Story Copycat battle turns into a real legal war Novo escalated its fight against $HIMS with a full U.S. patent infringement lawsuit covering both pill and injectable semaglutide copies The The Week of $NVO: Legal Escalation Pill Momentum and the Market Repricing the Story Copycat battle turns into a real legal war Novo escalated its fight against $HIMS with a full U.S. patent infringement lawsuit"
X Link 2026-02-15T19:00Z [----] followers, [----] engagements

"IQVIA week [--] update IQVIA data from Friday also had updates for ozempic/wegovy and Mounjaro/Zepbound Below are movements vs last week. What is most notable is the very large sales increases across the board. But remember the week before had a snowstorm that meant big drops from especially the insurance channels (Zepbound Mounjaro and wegovy pens) where some of those sales got pushed in to the following week. For that reason the numbers from last Friday are somewhat inflated for several of the products and will likely mean an adjustment (drop) again next week. Zepbound vials had a new blowout"
X Link 2026-02-16T14:54Z [----] followers, [----] engagements

"How can an UBS analyst seriously guide for [------] wegovy predictions in Q1 when it already has sold [------] in the first [--] weeks has he been sleeping under a rock Wegovy pill sales in Q1 will be far closer to [--] million scripts than [------]. Theres a fair chance it will get above [--] million scripts in Q1. Below is from today $LLY $NVO $VKTX https://twitter.com/i/web/status/2023456212268806314 https://twitter.com/i/web/status/2023456212268806314"
X Link 2026-02-16T17:55Z [----] followers, [----] engagements

"In short it would not work. And its anything but bioequivalence. This is a scam. They cant produce an effective oral semaglutide pill. They are panicking by seeing they miss the big boat that the true telehealths like RO Weight watchers etc are cashing in on. $HIMS are panicking of seeing their scam business getting called and exposed for what they are"
X Link 2026-02-05T20:09Z [----] followers, [---] engagements

"Pressure on FDA building up. Pull the plug on that scam business. Statement from @PhRMA spokesperson Chanse Jones on the Hims announcement: https://t.co/1BJcmzbJyY Statement from @PhRMA spokesperson Chanse Jones on the Hims announcement: https://t.co/1BJcmzbJyY"
X Link 2026-02-05T23:10Z [----] followers, [----] engagements

"Last week we got a lot more concrete sales numbers from Wegovy pill launch. We got total TRx including NovoCare and telehealths from the first [--] weeks. As can be seen below Telehealths also had a massive start of Wegovy pill with more than TRx [-----]. $NVO ceo also mentioned the total TRx for the first [--] weeks. TRx [------] Thats massive. However Im in doubt if that [------] number is for the full [--] weeks or the first [--] IQVIA weeks. Remember that IQVIA weeks go from Saturday to Friday. Below are the first [--] weeks of total data. Green is confirmed data through $NVO [----] ER data. We can then"
X Link 2026-02-10T09:20Z [----] followers, 23.2K engagements

"@KontraInvest The spotlight at $HIMS gets brighter. Here is the warning letter from FDA. They got a FDA form [---] observation meaning they had [--] days to figure out how this could happen and what new process they intend to use to mitigate this happen again. https://www.fda.gov/media/187955/downloadattachment https://www.fda.gov/media/187955/downloadattachment"
X Link 2026-02-11T08:40Z [----] followers, [----] engagements

"Coming into [----] analysts consensus for wegovy pill was about average weekly TRx [-----] throughout [----]. In just FIVE weeks the sales is already above weekly [-----] That number could very likely cross TRx [------] by the end of Q1. While [----] started with lots of downgrades after $NVO guides for [----] [----] will also be the year where analysts and NVO will come with several upgrades throughout [----]. $LLY $VKTX Week [--] wegovy pill sales revealed. [------] in total for first [--] weeks $NVI CEO Mike D just said in interview at Fox Business that after [--] weeks total Wegovy pill TRx is [------] This would imply"
X Link 2026-02-11T18:48Z [----] followers, 38.3K engagements

"Wegovy vials in route for US launch. I have a theory We know $NVO also has their multi dose FlexTouch pen coming into the market later this year. Could we see low prices vials and higher priced multi dose pens. But then stop paying out of pocket for single use pen Then single use pens will only be through insurance and MediCare/MedicAid. Maybe price their vials just below current wegovy prices. And in less than two months $NVO also launches wegovy PLUS. Thats the 7.2mg dose that reached 20.7% WL in trials. Lots of interesting stuff happens these days $LLY $VKTX $NVO plans to start selling"
X Link 2026-02-12T09:14Z [----] followers, [----] engagements

"To me it sounds more and more like $NVO eventually will be going for all mass compounding of semaglutide. And they should do that. So to me it seems its only a matter of time before the next compounding company will be in same position as $HIMS currently find the self in. This will end costing HIMS above $1B. $NVO $LLY $VKTX https://youtu.be/ORAAOaeZP6wsi=3ld_YsXehep0ajsZ https://youtu.be/ORAAOaeZP6wsi=3ld_YsXehep0ajsZ"
X Link 2026-02-12T10:11Z [----] followers, [----] engagements

"This means 31% higher than last week wegovy pill sales"
X Link 2026-02-13T07:04Z [----] followers, [---] engagements

"Wegovy pill sales 61% higher than week [--] Zepbound And this is without NovoCare and telehealths"
X Link 2026-02-13T07:07Z [----] followers, [----] engagements

"$LLY close to launch Zepbound in their multi dose Kwickpen Will they only sell through cash pay (I would ) and what will the prices be. $NVO somehow ended up with a CRL for their multi dose FlexTouch back in November last year. So NVO could have had a [--] month head start. Now they will be [--] months behind Interesting Zepbound Kwikpens are already added into CoverMyMeds and our EMR. Not available yet commercially. Concentration is slightly different. Presumably there will be preservatives in it as it will be multi-dose looks like Canadian monograph lists phenol and benzyl https://t.co/YPbA08ACvv"
X Link 2026-02-13T07:12Z [----] followers, [----] engagements

"Wegovy pill data. Here is some data on prior experiences with GLP1. Excluding those who didnt answer almost [--] out of [--] came with Zepbound/mounjaro experience. However we need more data for context. We already know only about 12% of wegovy pill consumers have started with a higher dose than 1.5mg. That means 12% shifted directly from another GLP1. Those are the most interesting to know what they shifted from. The rest who have mentioned prior experience with Zepbound have likely stopped Zepbound for losing insurance and couldnt afford cash price for Zepbound vials. Theres definitely also some"
X Link 2026-02-13T07:37Z [----] followers, [----] engagements

"Seeing some of the comments. Theres so many who do not understand the difference between data from Rybelsus trials vs wegovy pill trials. This is the same reason many especially US analysts saw wegovy pill be a flop. They misread the data. Morgan Stanley had wegovy pill sales for whole of [----] at TRx [---] million = average of weekly TRx [-----]. Im just [--] weeks the accumulated sales is about TRx [------]. Already passing weekly TRx [-----]. By end of Q1 weekly sales will have passed TRx [------] $NVO $LLY $VKTX "Nobody takes Rybelsus" 🤡 I wonder where did the [----] sales of DKK 22bn for Rybelsus come"
X Link 2026-02-13T15:47Z [----] followers, [----] engagements

"Strive the company behind production of compounded semaglutide to $HIMS and other should follow HIMS in the down spiral. They have just started building a new 350000scf factory. You dont need that kind of capacity if you only produce personalised API. A factory of that size is used for MASS production. Hopefully FDA DOJ and $NVO will take them down as well for plain and simple stealing of IP. They are comes thieves. $LLY"
X Link 2026-02-13T17:58Z [----] followers, [----] engagements

"Interesting. The first accelerated CNVP has got a no go 👎 from FDA. So receiving these CNVP is not just a blanket check. As they should not be. Orforglipron should never have been given CNPV. A new modality with increased risk of high liver tox and a med - if approve - that will be used by many millions. Thats anything but a candidate for super super fast review. $LLY $NVO $VKTX FDA rejects rare disease therapy from $IRON Disc Medicine early recipient of commissioners voucher CNPV program falters out of the starting gate. https://t.co/w4ptB2ecRS via @LizzyLaw_ and me FDA rejects rare disease"
X Link 2026-02-13T21:00Z [----] followers, [----] engagements

"@Doctor_Salomon They are already promoting its a known molecule with tremendous clinical evidence also promoting CV and kidney protection. But I dont think you can talk specifically about a competitor potential higher risk for xxx serious side effects"
X Link 2026-02-14T17:34Z [----] followers, [--] engagements

"@ValueNotDeadYet @KontraInvest I have said $+2.5B. But could also go significantly higher than that. We need to see how uptake will be after launch of Orforglipron"
X Link 2026-02-14T17:39Z [----] followers, [--] engagements

"@investseekers So $LLY did not get a label extension with treatment of symptomatic long-term (chronic) heart failure with preserved ejection fraction (HFpEF) in adults with obesity. $NVO got that label extension for Semaglutide back in 2024"
X Link 2026-02-16T08:58Z [----] followers, [----] engagements

"@CarneyMandate You mean the low price for wegovy pill The combination of the low price as well as finally an option for all those who dont want to use injections"
X Link 2026-02-16T18:50Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing