# ![@JCanNuSH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::117972783.png) @JCanNuSH Jen Can NuSH

Jen Can NuSH posts on X about $lly, $nvo, insurance, compound the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::117972783/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::117972783/c:line/m:interactions.svg)

- [--] Week [---------] +235%
- [--] Month [---------] +2,897%
- [--] Months [---------] +40,630%
- [--] Year [---------] +391,312%

### Mentions: [--] [#](/creator/twitter::117972783/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::117972783/c:line/m:posts_active.svg)

- [--] Months [---] +276%
- [--] Year [---] +2,122%

### Followers: [---] [#](/creator/twitter::117972783/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::117972783/c:line/m:followers.svg)

- [--] Week [---] +1.50%
- [--] Month [---] +20%
- [--] Months [---] +408%
- [--] Year [---] +667%

### CreatorRank: [---------] [#](/creator/twitter::117972783/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::117972783/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31% [finance](/list/finance)  9% [currencies](/list/currencies)  3% [celebrities](/list/celebrities)  1% [countries](/list/countries)  1%

**Social topic influence**
[$lly](/topic/$lly) 13%, [$nvo](/topic/$nvo) #60, [insurance](/topic/insurance) 8%, [compound](/topic/compound) #705, [weight loss](/topic/weight-loss) 7%, [ceo](/topic/ceo) 5%, [health](/topic/health) 5%, [novo](/topic/novo) 5%, [zep](/topic/zep) 5%, [this is](/topic/this-is) 4%

**Top accounts mentioned or mentioned by**
[@researchpulse1](/creator/undefined) [@manonthepen](/creator/undefined) [@investseekers](/creator/undefined) [@rnflex](/creator/undefined) [@ashwinreads](/creator/undefined) [@tacticzh](/creator/undefined) [@doctorsalomon](/creator/undefined) [@bioinvestor24](/creator/undefined) [@danieljdrucker](/creator/undefined) [@novonordisk](/creator/undefined) [@eruptichd](/creator/undefined) [@himshouse](/creator/undefined) [@drnadolsky](/creator/undefined) [@bioinvesting5](/creator/undefined) [@fischerking64](/creator/undefined) [@yoki_sgn](/creator/undefined) [@rn_flex](/creator/undefined) [@thelittleguyhc](/creator/undefined) [@paulcerro](/creator/undefined) [@maxonwifi](/creator/undefined)

**Top assets mentioned**
[Eli Lilly and Company (LLY)](/topic/$lly) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Fractyl Health, Inc. (GUTS)](/topic/$guts) [Structure Therapeutics Inc. (GPCR)](/topic/$gpcr) [CVS Health Corp (CVS)](/topic/cvs) [AstraZeneca PLC (AZN)](/topic/$azn) [Amgen, Inc. (AMGN)](/topic/$amgn) [AltLayer (ALT)](/topic/$alt) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Oops. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us"  
[X Link](https://x.com/JCanNuSH/status/2020220609465045007)  2026-02-07T19:38Z [---] followers, [---] engagements


"Actual footage of me aligning myself to the suns rays"  
[X Link](https://x.com/JCanNuSH/status/2021273150147735890)  2026-02-10T17:20Z [---] followers, [--] engagements


"H/T @paulcerro"  
[X Link](https://x.com/JCanNuSH/status/2019833959383986280)  2026-02-06T18:01Z [---] followers, [----] engagements


"My proposed compounding solution: 1-GLP-1 peptides go on the difficult to compound list (oral only) - (might not need this if theres buy-in on #2) 2-For meds not in shortage and being filled under personalization for each monthly script the nearest name brand dosage shall be identified. If the number of monthly fills for that dosage exceeds X the compounding pharmacy shall be required to pay the manufacturer 80% of the MFN price of that med (if one has been established) per script (for each script over X). The FDA may define X. If no MFN price has been negotiated no payment to the"  
[X Link](https://x.com/anyuser/status/2020171292679246059)  2026-02-07T16:22Z [---] followers, [---] engagements


"Now full MFN pricing hasnt totally kicked in yet for tirzepatide and semaglutide. Weve been told that it will take about two years for the DTC prices to reach the Medicare pricing of $245. It may be fair to say that the personalization payment to manufacturers from compounders wouldnt kick-in until full MFN pricing has been made available DTC"  
[X Link](https://x.com/JCanNuSH/status/2020172871037808719)  2026-02-07T16:28Z [---] followers, [---] engagements


"Heres the *current* general guidance from the FDA"  
[X Link](https://x.com/JCanNuSH/status/2020173418390515868)  2026-02-07T16:30Z [---] followers, [--] engagements


"This is why we cant have nice things (or why CostPlusDrugs doesnt have many brand drugs.) We need a net pricing model for pharmaceuticals and we need to dismantle the vertical integration of the big [--] PBMs. Want to know why https://t.co/jYSNkP6CwT doesn't have more brands With a few exceptions (already has a generic not on formularies soon to have a generic) CPD and every pass through smaller PBM can't buy branded meds that have a rebate at a competitive price. No one Want to know why https://t.co/jYSNkP6CwT doesn't have more brands With a few exceptions (already has a generic not on"  
[X Link](https://x.com/JCanNuSH/status/2020865764559847584)  2026-02-09T14:21Z [---] followers, [---] engagements


"☀It is SUNNY. ☀ In OHIO ☀ 😃I can live again 😃"  
[X Link](https://x.com/JCanNuSH/status/2021268219906994246)  2026-02-10T17:01Z [---] followers, [---] engagements


"🔔Update for Zepbound Self Pay Vial Patients and Prescribers: Lilly has updated the pharmacy NPI they are listing on the LillyDirect website for the self pay vials.🔔 They are no longer listing the NPI for Lilly Direct Self Pay Pharmacy Solutions. Instead they are now just listing LillyDirect Pharmacy for all options vials and pens. I called. They verified that theyve just streamlined down to one NPI so you send the script to LillyDirect and then based on whether its a pen or vial theyll internally sort it to GiftHealth for Self Pay fulfillment or one of the other pharmacies for the pen"  
[X Link](https://x.com/JCanNuSH/status/2021586101278835062)  2026-02-11T14:04Z [---] followers, [---] engagements


"Reminder that Mochi offers an oral compounded semaglutide on their site even as their CEO just said Rybelsus and the Wegovy pill arent very effective. $HIMS $LLY $NVO 🚨 FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1 PILL " The orals just don't work very well. Rybelsus has been on the market for years. And nobody takes it" " I think the pill is a great on-ramp but it also just doesn't really https://t.co/wVjd6ByJIX $HIMS $LLY $NVO 🚨 FOUNDER & CEO OF MOCHI HEALTH: EXPECT "WAY HIGHER" CHURN ON NOVO'S GLP-1 PILL " The orals just don't work very well. Rybelsus has been"  
[X Link](https://x.com/JCanNuSH/status/2022056473216659974)  2026-02-12T21:13Z [---] followers, [----] engagements


"https://joinmochi.com/compounded-semaglutide-oral https://joinmochi.com/compounded-semaglutide-oral"  
[X Link](https://x.com/JCanNuSH/status/2022056475531604196)  2026-02-12T21:13Z [---] followers, [---] engagements


"We need an enterprising journalist that covers these matters to ask questions about this. Maybe @maxonwifi It appears that where a TrumpRx SavingsCard is issued in place of manufacturer issued Savings Card at least some pharmacies are being paid less. This implies someone either the government or a middleman (GoodRx) or manufacturer (NovoNordisk) somehow benefiting by an additional $20 fee per script for the Wegovy transaction below. $GDRX $NVO (Id guess its the middleman.) I cant imagine its the intention of the administration to make it more difficult for pharmacies to fill these scripts."  
[X Link](https://x.com/JCanNuSH/status/2022682202501185588)  2026-02-14T14:39Z [---] followers, [---] engagements


"🤣🌹🏋❤🏋🌹🤣 Roses are red I am a weight lifter The guru you follow selling GLP-1 drops Is a charlatan grifter Roses are red I am a weight lifter The guru you follow selling GLP-1 drops Is a charlatan grifter"  
[X Link](https://x.com/JCanNuSH/status/2022717380737057123)  2026-02-14T16:59Z [---] followers, [---] engagements


"Big news. Oral GLP-1 weight loss pills are coming to the US. Wegovy 25mg starts its reign in January. $NVO Its good news but Theoden king popped into my head. 😉 Now its real. $NVO got the first oral GLP1 approved for obesity Novo Nordisk A/S: Wegovy pill approved in the US as first oral GLP-1 for weight management https://t.co/aW8Vg4q5iO Now its real. $NVO got the first oral GLP1 approved for obesity Novo Nordisk A/S: Wegovy pill approved in the US as first oral GLP-1 for weight management https://t.co/aW8Vg4q5iO"  
[X Link](https://x.com/JCanNuSH/status/2003243851864260815)  2025-12-22T23:18Z [---] followers, [----] engagements


"Everyones excited about Roches Phase [--] results for CT-388. 22.5% *placebo adjusted* (efficacy estimand) weight loss after [--] weeks for a GIP/GLP-1. [--] Qs: [--] - WHAT was that placebo Is this a lucky instance where the placebo underperformed/gained WHY no mention of the non-placebo values 2- What percentage of women were enrolled (Higher women = Higher loss numbers) Also note the categorical loss numbers which I *think* are for the treatment-regimen estimand (though its unclear). At week [--] for the [--] mg dose 95.7% of CT-388 treated participants achieved a weight loss of 5% 87% achieved 10% 47.8%"  
[X Link](https://x.com/JCanNuSH/status/2016218567084061093)  2026-01-27T18:35Z [---] followers, [---] engagements


"Fractyl Health $GUTS revealed 6-month data on their REMAIN-1 cohort. BUT the investor call was INTERESTING. Todays results were disappointing versus their open label REVEAL-1 [--] month results - a 4.5% regain in REMAIN-1 after [--] months vs the 1.5% seen in REVEAL-1. Just a 40% improvement vs sham procedure. They also saw a meaningful regain between [--] and [--] months in the Revita group. INTERESTINGLY in their call for investors they noted most of the regain from one site (which they saw in both placebo and treatment groups) and that across the other sites the Revita regain was just 2.5%. They also"  
[X Link](https://x.com/JCanNuSH/status/2016945880553660903)  2026-01-29T18:45Z [---] followers, 12.7K engagements


"Because they likely didnt see any meaningful improvement in A1C in REIMAGINE-1 over semaglutide which presumably matters for a T2D medication. Quite frankly 1.91% for CagriSema vs 1.76% for Sema in this study is a very mild improvement. In other Ozempic studies sema 2mg has hit as high as 2.1% improvement on its own. https://twitter.com/i/web/status/2018381352349892609 https://twitter.com/i/web/status/2018381352349892609"  
[X Link](https://x.com/JCanNuSH/status/2018381352349892609)  2026-02-02T17:49Z [---] followers, 11.6K engagements


"Reviewing $LLY s Q4 [----] presentation and 1) it looks like they expect to have enough data from SURMOUNT-MMO THIS YEAR to submit for tirzepatide for cardiovascular outcomes THIS YEAR. That was supposed to complete next year. 2) The sheer depth/spectrum of their research across the incretin market is stunning and exciting. https://twitter.com/i/web/status/2019042106430443732 https://twitter.com/i/web/status/2019042106430443732"  
[X Link](https://x.com/JCanNuSH/status/2019042106430443732)  2026-02-04T13:35Z [---] followers, [----] engagements


"@DanielJDrucker @novonordisk I dont understand this slide. Are they actually reporting the maximum loss an individual achieved during this study Ive never seen a slide labeled this way. Its bizarre. Is this average loss and they just got enthusiastic about the labeling"  
[X Link](https://x.com/JCanNuSH/status/2019047943979057442)  2026-02-04T13:58Z [---] followers, [---] engagements


"I mean once those patients hit 9mg or higher theyll be paying $299 cash pay (or more via their insurance) instead of the $149 for the introductory doses. Estimated net price (after rebates) on insured Wegovy was around $500-600 last year so it feels like this *should* do fairly well for them pretty quickly. They just need two patients for every one on insured Wegovy. I (perhaps naively) think that should not be hard to pick up. Have they given any info on the ratios of CashPay to insured customers for the pill thus far https://twitter.com/i/web/status/2019247550780358962"  
[X Link](https://x.com/JCanNuSH/status/2019247550780358962)  2026-02-05T03:11Z [---] followers, [---] engagements


"$LLY s got to be pissed This is just what they're called. But don't worry. They're also called fat shots. https://t.co/1hb6b7qQ36 This is just what they're called. But don't worry. They're also called fat shots. https://t.co/1hb6b7qQ36"  
[X Link](https://x.com/anyuser/status/2019622591028506822)  2026-02-06T04:02Z [---] followers, [----] engagements


"Best article summarizing the $NVO $HIMS and Strive pharmacy saga. Interesting quote from Sesame Health CEO in it. Also a good link to Strives scientific rationale on their liposomal delivery system - but note that theres no documentation of verified pharmacokinetics particularly in humans. Its possible theyve done some animal testing. (They mention animal models but I cant tell if thats just related to the overall liposomal method or specific testing for each of their products and dosages.) Even some Hims peers appeared concerned about the company selling pills that potentially dont work. Its"  
[X Link](https://x.com/anyuser/status/2019833718509044085)  2026-02-06T18:00Z [---] followers, 21K engagements


"Yeah so he references a lot of different stuff in that clip so its hard to respond to all of it. [--]. The studies are all protocolized - so patients in trials dont have the freedom to start on the lowest dose and just go up as needed. In the real world patients have the ability to just move up *as needed* starting from the introductory dose and that solves a lot of issues. (Sometimes insurance interferes with this but this is getting to be less and less of an issue.) You DONT need to be on a personalized dose from a compounder to stay low and go slow. [--]. In the tirzepatide studies the lean mass"  
[X Link](https://x.com/anyuser/status/2020292013313138840)  2026-02-08T00:22Z [---] followers, [--] engagements


"In trials Lillys orforglipron pill has been less effective than Novos Wegovy pill. 11.2% to 13.6% across all trial participants 12.4% to 16.6% for those staying on treatment. Important differences: 1) Lillys weight loss trials for orfo DIDNT restrict patients calories - as EVERY other GLP-1 weight loss trial has done. That may have been a GIANT oops. Its noteworthy that their T2D trials both performed similarly to Wegovy/Ozempic. 2) The Wegovy pill trial (OASIS-4) had a higher % of women (75%) in it than the orforglipron trial (ATTAIN-1) (64%). Women lose more. Lilly is running some new orfo"  
[X Link](https://x.com/JCanNuSH/status/2020308753606680852)  2026-02-08T01:28Z [---] followers, [---] engagements


"@KampnerSam @ResearchPulse1 Point is that this an upcoming molecule that may challenge retatrutide. Certainly Novo Nordisk bought it to at least get a product in that ballpark"  
[X Link](https://x.com/JCanNuSH/status/2020835143913783618)  2026-02-09T12:20Z [---] followers, [---] engagements


"@Ashwinreads Thanks for your work I perused some of their papers and definitely what I came away with was these papers show some methods exist that could possibly be applied to this situation but no data exists confirming any success by Strive in their particular efforts"  
[X Link](https://x.com/JCanNuSH/status/2020988619369086990)  2026-02-09T22:30Z [---] followers, [----] engagements


"Theres really strong data at this point that higher doses lead to greater weight loss. Its dose dependent. So its an important part of the picture. Its a reason Novo Nordisk has applied to release a higher dose of injectable Wegovy later this year - because with 7.2mg patients lose more weight than with the existing 2.4mg. Opposite would be expected to be true of the pill. If patients dont adhere to the instructions theyll end up with even lower amounts in their bloodstream and lower efficacy. https://twitter.com/i/web/status/2021867419434684595"  
[X Link](https://x.com/JCanNuSH/status/2021867419434684595)  2026-02-12T08:42Z [---] followers, [--] engagements


"@Ashwinreads @ResearchPulse1 But 1) Mochi employs the providers and 2) Mochi decides whats available to the providers on the compound menu"  
[X Link](https://x.com/JCanNuSH/status/2022073488278999506)  2026-02-12T22:21Z [---] followers, [--] engagements


"@HatedMoats I believe shes not actually a licensed MD. She has a medical degree but she is not licensed in any state according to Lillys lawsuit against Mochi from last year though still lists herself as a Dr and MD on Mochis site. https://www.statnews.com/wp-content/uploads/2025/04/lilly-vs-mochi.pdf https://www.statnews.com/wp-content/uploads/2025/04/lilly-vs-mochi.pdf"  
[X Link](https://x.com/JCanNuSH/status/2022142012078866742)  2026-02-13T02:53Z [---] followers, [---] engagements


"@ResearchPulse1 https://pi.lilly.com/us/zepbound-uspi.pdfs=pi&redirect-referrer=https%3A%2F%2Fzepbound.lilly.com%2F https://pi.lilly.com/us/zepbound-uspi.pdfs=pi&redirect-referrer=https%3A%2F%2Fzepbound.lilly.com%2F"  
[X Link](https://x.com/JCanNuSH/status/2022275732307636533)  2026-02-13T11:44Z [---] followers, [--] engagements


"They do say that it is uses a different delivery system. But like its not really tested for absorption at all right The injections have the same basic delivery. If this is fundamentally different how is it allowed without human trials"  
[X Link](https://x.com/anyuser/status/2019557750750220557)  2026-02-05T23:44Z [---] followers, [---] engagements


"Woah. This is why $HIMS stopped referring to same active ingredient as Wegovy. $HIMS may have hosed everyone on compound. I think its very important that guardrails be put on oral formulations in particular - they should have to do something to prove appropriate bioavailability. But they may have very much hurt injectable compound consumers who really cant afford even the reduced priced injectables weve been seeing from $LLY and $NVO. TBD. 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"  
[X Link](https://x.com/anyuser/status/2019903115168813530)  2026-02-06T22:36Z [---] followers, [----] engagements


"Thats incorrect. They have network agreements with non-CVS pharmacies but they are under-paying the non-CVS pharmacies. (If its not in-network your insurance doesnt even work at a non-network pharmacy.) The article included these specific abuses: * Discriminatory reimbursement practices that favored CVS-affiliated pharmacies over non-affiliated ones. Caremark reimbursing its own CVS pharmacies at higher rates for [---] of [----] medications sampled including extreme disparities such as 16510% higher rate for Cinacalcet [--] mg and 9927% higher for Tadalafil [--] mg. * Failure to pay required"  
[X Link](https://x.com/JCanNuSH/status/2022764832898924776)  2026-02-14T20:08Z [---] followers, [--] engagements


"@ErupticHD @himshouse A year ago it was reported that Lilly had already stockpiled $550 million in orforglipron pills. I assure you theyve been producing awhile. https://www.pharmamanufacturing.com/industry-news/news/55269723/eli-lilly-undertakes-significant-manufacturing-expansion-initiatives-to-shore-up-supply https://www.pharmamanufacturing.com/industry-news/news/55269723/eli-lilly-undertakes-significant-manufacturing-expansion-initiatives-to-shore-up-supply"  
[X Link](https://x.com/JCanNuSH/status/2011901291975336348)  2026-01-15T20:40Z [---] followers, [--] engagements


"@ErupticHD @himshouse Its very well reported. Theyre very confident. Pulled this from page [--] of their [----] annual report. https://investor.lilly.com/static-files/ff06ed54-9f64-4b7f-8529-c0278d635eac https://investor.lilly.com/static-files/ff06ed54-9f64-4b7f-8529-c0278d635eac"  
[X Link](https://x.com/JCanNuSH/status/2011910809161527578)  2026-01-15T21:18Z [---] followers, [--] engagements


"🔔 Very excited about the move from $LLY to offer multi-dose Zepbound vials.🔔 This will be great for people looking for slightly more flexible dosing Will be interesting to see when these make their way to LillyDirect and if Lilly will still be offering the multi-dose pens for Medicare/Medicaid (Id assume so) which was what theyd announced was part of the plan when the Trump MFN deals were announced Thanks @ManOnThePen https://twitter.com/i/web/status/2011987932576436629 https://twitter.com/i/web/status/2011987932576436629"  
[X Link](https://x.com/JCanNuSH/status/2011987932576436629)  2026-01-16T02:24Z [---] followers, [----] engagements


"@investseekers $NVO was ALSO down 3% yesterday. $GUTS down 2%. VKTX down 8%. So it was a down day in that sector in general"  
[X Link](https://x.com/JCanNuSH/status/2012138935049396544)  2026-01-16T12:24Z [---] followers, [---] engagements


"🚨 An *important* distinction with the upcoming multi-dose Zepbound and Mounjaro vials is that they will be a [---] mL dose rather than a [---] mL dose. 🚨 Docs will want to stress with vial users that their dose will switch from [--] units in the single dose vials to [--] units in the multi. @DrNadolsky @BevTchangMD 🔔 Very excited about the move from $LLY to offer multi-dose Zepbound vials.🔔 This will be great for people looking for slightly more flexible dosing Will be interesting to see when these make their way to LillyDirect and if Lilly will still be offering the multi-dose pens"  
[X Link](https://x.com/JCanNuSH/status/2012156305272627380)  2026-01-16T13:33Z [---] followers, [----] engagements


"In the short term $NVO is likely the better buy. Long term the $LLY pipeline dwarfs anyone elses in the cardiometabolic space: retatrutide (GLP-1/GIP/GCG) eloralintide (amylin) mazdutide (GLP-1/GCG) brenipatide (selective GIP/GLP-1 for alchohol use disorder asthma etc) Macupatide (GIP) and a bunch of other as yet unnamed molecules or things Im missing. And thats just in the obesity/incretin space. Plus their myostatin inhibitor (bimagrumab) and then the Alzheimers stuff. Really cool work going on. I like individual work other companies are doing (like Vikings VK2735) but I think its hard to"  
[X Link](https://x.com/JCanNuSH/status/2012581501196554567)  2026-01-17T17:43Z [---] followers, [---] engagements


"@investseekers Im very happy I bought $NVO in November. I dont know how long Ill hold it. Certainly past the release of 7.2mg. They should have a very good year"  
[X Link](https://x.com/JCanNuSH/status/2012582871484026903)  2026-01-17T17:48Z [---] followers, [---] engagements


"Why is $LLY running two new orforglipron trials for weight loss slated for primary completion in January [----] (One with T2D and one without.) It appears there are four doses in this study. Is 45mg back on the table Are they fixing ATTAIN-1 and ATTAIN-2 which both ran without a daily caloric target And maybe adjusting the demographics 🚨Controversial GLP-1 take: Orforglipron is likely much closer in weight loss performance to Wegovy 2.4mg than its Phase [--] ATTAIN-1 trial showed. $LLY I suspect that if ATTAIN-1 had given caloric targets (as all other comparable weight loss trials have done"  
[X Link](https://x.com/JCanNuSH/status/2012602451296215507)  2026-01-17T19:06Z [---] followers, [---] engagements


"@ResearchPulse1 US medical community is moving to definitions of overweight and obesity beyond BMIs so waist circumference and such may be used as well"  
[X Link](https://x.com/JCanNuSH/status/2012609728937861520)  2026-01-17T19:35Z [---] followers, [--] engagements


"I think sema is good enough for patients with only a moderate amount to lose but once you get over a BMI of [--] your chance of hitting a normal BMI drops dramatically. I certainly anticipate step therapy requirements or higher BMI thresholds at the very least. As a stalled out Zepbound patient I am looking to Reta for my help but I realize insurance coverage is not guaranteed. Just crossing my fingers"  
[X Link](https://x.com/JCanNuSH/status/2012668632854081879)  2026-01-17T23:29Z [---] followers, [--] engagements


"@bioinvesting5 @rn_flex @investseekers Just 25-50 million Americans likely in the [--] or higher BMI categories"  
[X Link](https://x.com/JCanNuSH/status/2012671788744946154)  2026-01-17T23:42Z [---] followers, [--] engagements


"Who said they are expecting it to be a $50B a year drug I never said that. I currently expect it will be an add on to the mainline Tirzepatide business. But as a *patient* I am in that group that needs the better performance. And I expect my insurance to gatekeep on it and say theyll only cover it for folks with starting BMIs of [--] or [--] but thats fine for me. Reta will on one level cannibalize the Tirzepatide market but on the other hand there have always been non-responders to both sema and tirz and in their P2 they had no non-responders on the top two doses so this may be the first med"  
[X Link](https://x.com/JCanNuSH/status/2013254220451832122)  2026-01-19T14:16Z [---] followers, [--] engagements


"@bioinvesting5 Youll see stalled Wegovy and Zep patients move to Reta plus non-responders. It will be a partial market shift. It will not be the market leader"  
[X Link](https://x.com/JCanNuSH/status/2013254759747100990)  2026-01-19T14:18Z [---] followers, [--] engagements


"Not GLP-1 news but cool $LLY news: Lilly has received Breakthrough designation for sofetabart mipitecan as a treatment for platinum-resistant ovarian cancer. Love to hear about new treatments giving more options for hard to treat cancers. This status is based on Phase [--] data and the med has advanced to Phase [--] trials. https://twitter.com/i/web/status/2013616219643949294 https://twitter.com/i/web/status/2013616219643949294"  
[X Link](https://x.com/JCanNuSH/status/2013616219643949294)  2026-01-20T14:14Z [---] followers, [---] engagements


"I think some of the production issue is the double fill required for each CagriSema pen since the current pen stores the solutions separately. Nightmare. I *believe* (havent looked it up to confirm) they are now testing a single solution with both molecules but it seems like they shouldve worked harder on testing that awhile ago. Definitely worth trying to eliminate a giant bottleneck. But again it still stems from being caught flat footed in the past. And its still a lot of effort for a product that currently appears to be only marginally better at best than the current competition in terms"  
[X Link](https://x.com/JCanNuSH/status/2013967004638523465)  2026-01-21T13:28Z [---] followers, [---] engagements


"Docs Who Lift (the Nadolsky brothers) discuss what theyre doing for patients that are transitioning to the Wegovy pill. One real difference between the pill and shot is that the 💉 has a 1.7mg dose in between the 1mg and 2.4mg doses but the 💊 goes straight from 9mg to 25mg. https://youtu.be/9fP2rxoGoSksi=UmU9FZxRmIdXem4S https://youtu.be/9fP2rxoGoSksi=UmU9FZxRmIdXem4S"  
[X Link](https://x.com/JCanNuSH/status/2014165694464639265)  2026-01-22T02:38Z [---] followers, [----] engagements


"I enjoyed the video - but having never taken OChem parts of it definitely fly over my head. (I remember in college watching all the premeds taking organic chem and being glad I wasnt them. No thanks - Im just going to wander back to my calc stats and computer science classes and be glad Im not you. 😂) I was screenshotting away though"  
[X Link](https://x.com/JCanNuSH/status/2014336122118082978)  2026-01-22T13:55Z [---] followers, [--] engagements


"I dont see them wanting to mass produce the auto injectors/deal with cold storage for OTC. If they didnt do the auto-injectors that would be vials and syringes and I dont know of any US meds that are OTC with syringes (besides human insulin - the newer analogs are all still prescription only). https://twitter.com/i/web/status/2014352820443472253 https://twitter.com/i/web/status/2014352820443472253"  
[X Link](https://x.com/JCanNuSH/status/2014352820443472253)  2026-01-22T15:01Z [---] followers, [--] engagements


"The pen fills are very technically difficult for them. When Lilly offered their direct to consumer option they offered those in vials for a reason - its very easy for them to buy vials and fill vials. The pens are hard to assemble and fill in a sterile manner. Its a bottleneck. Lilly *is* moving to a multi-dose pen in the US so thatll be a single fill per pen - rather than [--] per box - but scaling vials is so much easier. But I also just dont know that the FDA will ever want to approve injectables OTC. And the cold chain storage is also a giant headache either way."  
[X Link](https://x.com/JCanNuSH/status/2014358557878059364)  2026-01-22T15:24Z [---] followers, [--] engagements


"@ManOnThePen @rn_flex Whats the source on this image Its not from the label. The label indicates its [--] fixes doses. Id love to find where its not fixed. Both the Zep and MJ labels have this fixed language in them. https://www.accessdata.fda.gov/drugsatfda_docs/label/2026/217806s002lbl.pdf https://www.accessdata.fda.gov/drugsatfda_docs/label/2026/217806s002lbl.pdf"  
[X Link](https://x.com/JCanNuSH/status/2014369892791726112)  2026-01-22T16:09Z [---] followers, [--] engagements


"@investseekers The question to ask of all of these studies is how did you verify the patients didnt start treatment with a different provider or start compound instead and the answer is always we didnt"  
[X Link](https://x.com/JCanNuSH/status/2014452039615447289)  2026-01-22T21:36Z [---] followers, [---] engagements


"Update: [--] days after the Wegovy pill launch it still isnt available on my insurance plan (which DOES have coverage for the Wegovy injection). Most of the current scripts are likely still self-pay (which can be done at retail pharmacies using the Wegovy savings card). $NVO Wegovy pill was made available in the US last Monday. Running a test to see how long it takes my plan to make it available. As of today [--] days later still not covered. (The Wegovy pen is.) Mostly I just want to see what they report the cost as. 🕵♀ Also a useful reminder Wegovy pill was made available in the US last Monday."  
[X Link](https://x.com/JCanNuSH/status/2014699111350501596)  2026-01-23T13:57Z [---] followers, [----] engagements


"Ooops. Dave Moore Executive VP for $NVO US Operations got tripped up by their pricing info this clip. They should probably ask ABC7News to pull it this short. The high doses of the Wegovy pill are $299 not $199. https://youtube.com/shorts/Ajb28OcVFjosi=TgwZb3CPDr9kyGbS https://youtube.com/shorts/Ajb28OcVFjosi=TgwZb3CPDr9kyGbS"  
[X Link](https://x.com/JCanNuSH/status/2015183493735551098)  2026-01-24T22:02Z [---] followers, [---] engagements


"@ResearchPulse1 @Ksvane But even once the PBMs are on board individual plans can have their own review processes"  
[X Link](https://x.com/JCanNuSH/status/2015493217228079264)  2026-01-25T18:33Z [---] followers, [--] engagements


"@TacticzH Yes thats why Serena Williams went on a GLP-1. Because she didnt believe in hard work or the gym. 🙄 Or maybe its possible to do those things and still be controlled by your outsized hunger"  
[X Link](https://x.com/JCanNuSH/status/2015580597821845562)  2026-01-26T00:20Z [---] followers, [---] engagements


"@FischerKing64 You should really checkout Fractyl Healths Revita procedure. They have a process to regenerate the lining of the duodenum which helps re-establish better gut-to-brain signaling. Folks drop weight. Suspicion is the lining became diseased through diet. https://www.fractyl.com/wp-content/uploads/2024/09/A-Look-at-Duodenal-mucosal-Resurfacing.pdf https://www.fractyl.com/wp-content/uploads/2024/09/A-Look-at-Duodenal-mucosal-Resurfacing.pdf"  
[X Link](https://x.com/JCanNuSH/status/1944350599421554880)  2025-07-13T10:58Z [---] followers, [--] engagements


"@FischerKing64 This is actually a very interesting discussion between On The Pens Dave Knapp and the Fractyl Healths CEO. https://www.youtube.com/live/ZObtiFsxTgcsi=4qm9BNWL51VIjuv5 https://www.youtube.com/live/ZObtiFsxTgcsi=4qm9BNWL51VIjuv5"  
[X Link](https://x.com/JCanNuSH/status/1944351715097997492)  2025-07-13T11:02Z [---] followers, [--] engagements


"Fractyl Health $GUTS released encouraging results in their REMAIN-1 trial that involves resurfacing the duodenum to re-establish proper metabolic signaling. After patients lost 18% with tirzepatide they discontinued the med had the procedure and continued to lose an additional 2% (while the placebo/sham group regained 10%) over [--] months. https://ir.fractyl.com/static-files/aecf43ca-ddc9-4cac-8166-6423defe2ae1 https://ir.fractyl.com/static-files/aecf43ca-ddc9-4cac-8166-6423defe2ae1"  
[X Link](https://x.com/JCanNuSH/status/1971965709946097948)  2025-09-27T15:50Z [---] followers, [---] engagements


"The bodys hormones arent properly signaling the brain. Its the hormones that have to be fixed. This would be like telling a child that doesnt have appropriate growth hormones to just try to grow harder. Interestingly enough a company called Fractyl health is trialing an alternative to GLP-1s for post-GLP-1 weight loss. They think that getting the mucosal lining of the duodenum to regenerate can fix these hormonal signaling issues and allow folks to maintain their weight loss without GLP-1s. But IF it works then again it shows that the issue was improper hormonal signaling all along."  
[X Link](https://x.com/JCanNuSH/status/1987176004595425431)  2025-11-08T15:10Z [---] followers, [--] engagements


"Fractyl healths data from their [--] month REVEAL-1 cohort is looking awesome for post-GLP-1 weight loss maintenance. In this cohort all the participants lost weight on their own via GLP-1s then ceased GLP-1s and underwent Fractyls Revita procedure which resurfaces the mucosal lining of the duodenum. The theory is that by causing the lining to regenerate they can improve incretin related signaling in the gut and actually provide a durable treatment to the issues that GLP-1s are targeting. https://twitter.com/i/web/status/1995881116041945105 https://twitter.com/i/web/status/1995881116041945105"  
[X Link](https://x.com/JCanNuSH/status/1995881116041945105)  2025-12-02T15:41Z [---] followers, [---] engagements


"Structure Therapeutics $GPCR released top line results at [--] weeks for two studies (ACCESS and ACCESS II) on their oral GLP-1 aleniglipron. 12.1% WL for 120mg in their standard dosing ACCESS trial (13.1% for same dose in higher doses trial) and 13.3% and 14.2% for [---] and [---] mg in higher doses ACCESS II trial. They are also looking at starting at 2.5mg to limit side effects. Had been starting at 5mg. Very interesting study designs. They also have an ongoing body composition study. They got lucky in their higher doses trial since that placebo group gained 1%. 😉😂 Really helps the placebo"  
[X Link](https://x.com/JCanNuSH/status/1998031266227032408)  2025-12-08T14:05Z [---] followers, [---] engagements


"@Doctor_Salomon @bioinvestor24 Most patients will just stay on tirzepatide. :)"  
[X Link](https://x.com/JCanNuSH/status/2010856791161389118)  2026-01-12T23:29Z [---] followers, [---] engagements


"@ManOnThePen has several great interviews with Fractyl Healths CEO @Harithr. Their Revita duodenal resurfacing procedure could be a very attractive maintenance off ramp for many patients. They should be releasing [--] year data from one of their trials this month. https://www.youtube.com/live/ZObtiFsxTgcsi=v_qtEKX1ENQJuq2p https://twitter.com/i/web/status/2012585252913348754 https://www.youtube.com/live/ZObtiFsxTgcsi=v_qtEKX1ENQJuq2p https://twitter.com/i/web/status/2012585252913348754"  
[X Link](https://x.com/JCanNuSH/status/2012585252913348754)  2026-01-17T17:58Z [---] followers, [---] engagements


"Great preview of a bunch of upcoming [----] cardiometabolic weightloss studies from Pharma-ville by @rn_flex $LLY $NVO $GPCR $AMGN $ALT $AZN https://the-incretins.beehiiv.com/p/preview-of-incretin-attractions https://the-incretins.beehiiv.com/p/preview-of-incretin-attractions"  
[X Link](https://x.com/JCanNuSH/status/2012998317660127680)  2026-01-18T21:19Z [---] followers, [----] engagements


"🚨$LLY has posted [--] Phase [--] Eloralintide Trials and one Phase [--] Eloralintide + Macupatide Trial Eloralintide is their amylin agonist and Macupatide is their all GIP agonist. Eloralintide showed 15-20% loss at [--] weeks in Phase [--] trials. 1- ENLIGHTEN-1: A Study of Eloralintide (LY3841136) in Participants With Obesity or Overweight Without Type [--] Diabetes (64 Weeks + [--] Year Extension) 2- ENLIGHTEN-2: A Study of Eloralintide (LY3841136) in Participants With Obesity or Overweight and Type [--] Diabetes (64 Weeks) 3- ENLIGHTEN-4: Efficacy and Safety of Eloralintide (LY3841136) in Participants With"  
[X Link](https://x.com/JCanNuSH/status/2014064184028213531)  2026-01-21T19:54Z [---] followers, [----] engagements


"🔔 $LLY has posted two new TRIUMPH trials in retatrutide in the last few months just adding TRIUMPH-9 this week. 🔔 1- A Study of Retatrutide (LY3437943) in Participants With Obesity or Overweight (TRIUMPH-8) - [--] weeks 2- A Study of Retatrutide (LY3437943) in Participants Without Type [--] Diabetes Who Have Obesity or Overweight (TRIUMPH-9) - [---] weeks Both enroll patients with BMIs as low as [--]. TRIUMPH-8 is studying [--] doses (plus placebo) rumored to be the low doses of [--] and 4mg. If true this should be a great look at the lower doses and hopefully give folks with lower BMIs a chance to stay"  
[X Link](https://x.com/JCanNuSH/status/2015049059791208794)  2026-01-24T13:08Z [---] followers, [----] engagements


"There are two LillyDirects. One takes insurance and the LillyDirect savings cards and that one hosts a bunch of Lilly products including the Zepbound pens. I think they sell their generic insulin on that platform as well. I believe that was the original driving factor there. To my knowledge LillyDirect Self Pay only handles the Zepbound Self Pay vials. It was ingenious because it let them do several things at once: 1) add the vials which were easy to fill and completely break their US tirzepatide shortage 2) offer a discounted product to patients on Medicare that werent getting Medicare"  
[X Link](https://x.com/JCanNuSH/status/2016134121941057730)  2026-01-27T13:00Z [---] followers, [---] engagements


"@allie__voss Yes after cessation even among those who mange not to regain (the group in grew) they see a partial rebound in other cardiometabolic parameters so the meds are contributing beyond mere weight loss"  
[X Link](https://x.com/JCanNuSH/status/2016166710240334307)  2026-01-27T15:09Z [---] followers, [---] engagements


"Everyones excited about Roches Phase [--] results for CT-388. 22.5% *placebo adjusted* (efficacy estimand) weight loss after [--] weeks for a GIP/GLP-1. [--] Qs: [--] - WHAT was that placebo Is this a lucky instance where the placebo underperformed/gained WHY no mention of the non-placebo values 2- What percentage of women were enrolled (Higher women = Higher loss numbers) Also note the categorical loss numbers which I *think* are for the treatment-regimen estimand (though its unclear). At week [--] for the [--] mg dose 95.7% of CT-388 treated participants achieved a weight loss of 5% 87% achieved 10% 47.8%"  
[X Link](https://x.com/JCanNuSH/status/2016218508015944047)  2026-01-27T18:35Z [---] followers, [----] engagements


"Note that the 22.5% is placebo adjusted efficacy estimand and that when they get to the categorical weight loss less than 50% had loss over 20%. Still sounds like an overall great effect but it is also weird that they dont report non-placebo adjusted. Its possible their placebo group gained and skewed the data a bit. https://twitter.com/i/web/status/2016474907987570878 https://twitter.com/i/web/status/2016474907987570878"  
[X Link](https://x.com/JCanNuSH/status/2016474907987570878)  2026-01-28T11:34Z [---] followers, [---] engagements


"So the only people who *have* to go through NovoCare to get the Self Pay pricing are the government beneficiaries (Medicare/Medicaid/Tricare). Everyone else can just go through their normal pharmacies and use their Wegovy Savings Card. Why would there be an issue picking up anything other than the NovoCare data Curious. The telehealths are sending to either retail pharmacies or NovoCare (or a few home delivery pharmacies but those are likely very minority). They dont have their own fulfillment"  
[X Link](https://x.com/JCanNuSH/status/2017158458034782346)  2026-01-30T08:50Z [---] followers, [---] engagements


"25 days later the Wegovy pill is still not covered on my plan while the injection is. Wegovy pill was made available in the US last Monday. Running a test to see how long it takes my plan to make it available. As of today [--] days later still not covered. (The Wegovy pen is.) Mostly I just want to see what they report the cost as. 🕵♀ Also a useful reminder Wegovy pill was made available in the US last Monday. Running a test to see how long it takes my plan to make it available. As of today [--] days later still not covered. (The Wegovy pen is.) Mostly I just want to see what they report the cost"  
[X Link](https://x.com/JCanNuSH/status/2017163674411049441)  2026-01-30T09:11Z [---] followers, [----] engagements


"@Doctor_Salomon @bioinvestor24 Which wont be available until [----] at the earliest. Still waiting for Phase [--] greenlight. Its all oral sema until then"  
[X Link](https://x.com/JCanNuSH/status/2017228192784801984)  2026-01-30T13:27Z [---] followers, [---] engagements


"@Doctor_Salomon @bioinvestor24 I cant do math. I meant [----] (Were in [----] already. 🤯)"  
[X Link](https://x.com/JCanNuSH/status/2017229047021867456)  2026-01-30T13:30Z [---] followers, [--] engagements


"I dont see why anyone on compound would switch. A tiny minority. You can get compound tirzepatide for $166 a month. Why would you go to $299 for weight loss efficacy doses of oral sema And *Im* not excited about oral sema - Im just saying it will be the only oral option if theres an issue with Orfo. I think Novo will do better this year as a result of the Wegovy pill but I also think many of those people will ultimately want more weight loss and need to move to Zep (or [---] sema when it comes out). But Wegovy tolerability is still not as great as Zep so I also think thats still an issue."  
[X Link](https://x.com/JCanNuSH/status/2017230992658833680)  2026-01-30T13:38Z [---] followers, [---] engagements


"Unfortunately thats not how the insurance pricing works because insurance isnt actually about managing costs for the payers - its ultimately about capturing fees for the insurance companies through a bunch of hidden upcharges. Thats why direct to employer options like what Lilly and Novo are going to attempt through WaltzHealth could be a game changer. TBD. I hope they get on it"  
[X Link](https://x.com/JCanNuSH/status/2017233211542196546)  2026-01-30T13:47Z [---] followers, [--] engagements


"What I meant was that to get the Self Pay discounted pricing government beneficiaries that are doing self pay (Medicare/Medicaid etc) have to use NovoCare. They are ineligible for the Wegovy savings card that brings the Self Pay pricing at retail pharmacies. Otherwise theyd be paying list of $1400 or whatever at retail. (If they have coverage on their plans then they CAN use regular pharmacies - they just arent eligible for the additional up to $100 off savings.) But obviously others can use NovoCare as well. But I am asking why telehealth isnt included in these numbers Did you just mean"  
[X Link](https://x.com/JCanNuSH/status/2017235062639489036)  2026-01-30T13:54Z [---] followers, [--] engagements


"@ResearchPulse1 Yes but I think home delivery is ultimately NovoCare. The telehealths dont run their own pharmacies. When they do compound its the compound pharmacy doing the fulfillment. Otherwise its a script going to either retail or Novo/LillyDirect"  
[X Link](https://x.com/JCanNuSH/status/2017242005949096346)  2026-01-30T14:22Z [---] followers, [--] engagements


"Give us a new system Mark. [----] - launch an alternate network. Is there a way Cost Plus could launch into the distribution space partnering with local pharmacies Is there one market segment you could go after first (Amazon conquered books first before they slowly conquered other areas of e-commerce.) I hope you link up with $LLY s David Ricks. They want to offer Zepbound direct to employers via Waltz Health but I think this idea needs more critical mass. https://twitter.com/i/web/status/2017388006693368242 https://twitter.com/i/web/status/2017388006693368242"  
[X Link](https://x.com/JCanNuSH/status/2017388006693368242)  2026-01-31T00:02Z [---] followers, [---] engagements


"Former NIH researcher Kevin Hall has studied weight loss extensively and the key issue with loss is that each kilogram lost increases the appetite and this eventually leads to plateau. But the more you lose the more your body is trying to use appetite to pull you back. The GLP-1 meds adjust this appetite formula. But if you go OFF the meds you lose that assistance and the appetite becomes overwhelming for most. But without the meds patients wouldnt have even reached the lower weight loss numbers because they wouldve run into overwhelming appetite at an earlier point in their weight loss."  
[X Link](https://x.com/JCanNuSH/status/2017963097776939379)  2026-02-01T14:07Z [---] followers, [---] engagements


"Me thinks this is the advantage of taking a T2D trial out [--] weeks instead of [--] weeks. RE SURPASS-1 was only [--] weeks and THEY hadnt plateaued either. SURMOUNT-2 at [--] weeks (which is the weight loss in T2D trial) got you to 14.7% loss as well on Zep MTD. What is VERY weird is I cant seem to find public results of any sort on REIMAGINE-1 their [--] week study that completed in T2D patients. It completed in October. Crickets https://clinicaltrials.gov/study/NCT06323174 https://clinicaltrials.gov/study/NCT06323174"  
[X Link](https://x.com/JCanNuSH/status/2018368719643087063)  2026-02-02T16:59Z [---] followers, [---] engagements


"@ManOnThePen It does appear that patients were near plateau in SURMOUNT-2. But I count it very weird that they didnt publicly release the results of REIMAGINE-1"  
[X Link](https://x.com/JCanNuSH/status/2018370401131213178)  2026-02-02T17:06Z [---] followers, [---] engagements


"Oh the reason they didnt do a press release on REIMAGINE-1 is likely because the results are probably not better than Ozempic alone in terms of A1C. Theyre probably PRing these because it kinda looks better in terms of weight loss. However once you adjust for the longer timeline YES it still does do better than Ozempic but it only looks comparable at best to tirzepatide. (REDEFINE-2 hit only 13.7% weight loss in their [--] week weight loss for T2D trial so they did slightly better than that here.) https://twitter.com/i/web/status/2018374498979131887"  
[X Link](https://x.com/JCanNuSH/status/2018374498979131887)  2026-02-02T17:22Z [---] followers, [--] engagements


"Traditional T2D studies are around [--] weeks. This one REIMAGINE-2 was [--] weeks. You might ask what happened to REIMAGINE-1 their [--] week study We dont know but It finished in October before this study. Where is it Tirzepatides [--] week study beat this study in A1C data and these weight loss #s are on par with the [--] week SURMOUNT-2 weight loss in T2D study Lilly ran. (These #s are slightly better than CagriSemas weight loss #s in the weight loss specific T2D REDEFINE-2 study.) Ive included the SURMOUNT-2 data for comparison. https://twitter.com/i/web/status/2018464026376736844"  
[X Link](https://x.com/JCanNuSH/status/2018464026376736844)  2026-02-02T23:18Z [---] followers, [---] engagements


"@ManOnThePen Whered you find the placebo arm flat reporting I cant find it in their press release and havent found it elsewhere. I may be temporarily blinded with parental-based insomnia or something. 😂 https://investors.pfizer.com/Investors/News/news-details/2026/Pfizers-Ultra-Long-Acting-Injectable-GLP-1-RA-Shows-Robust-and-Continued-Weight-Loss-with-Monthly-Dosing-in-Phase-2b-Trial/default.aspx https://investors.pfizer.com/Investors/News/news-details/2026/Pfizers-Ultra-Long-Acting-Injectable-GLP-1-RA-Shows-Robust-and-Continued-Weight-Loss-with-Monthly-Dosing-in-Phase-2b-Trial/default.aspx"  
[X Link](https://x.com/JCanNuSH/status/2018737765941461135)  2026-02-03T17:26Z [---] followers, [--] engagements


"@TacticzH It would be funny if I didnt own some $NVO. 😂🤦♀ Also everybody seems down today"  
[X Link](https://x.com/JCanNuSH/status/2018763015810957778)  2026-02-03T19:06Z [---] followers, [---] engagements


"@TacticzH It looks like they put the whole GLP-1 related sector into a bit of a dive with their guidance. Nice"  
[X Link](https://x.com/JCanNuSH/status/2018766378581553526)  2026-02-03T19:19Z [---] followers, [---] engagements


"@DanielJDrucker @novonordisk Best dose results"  
[X Link](https://x.com/JCanNuSH/status/2019048067761103218)  2026-02-04T13:59Z [---] followers, [--] engagements


"Because $LLY is *actually* earning massive revenue on its products and believes it will continue to grow that revenue in [----]. $VKTX is about potential - but itll likely be [----] before they covert that to actual payments from scripts. It is entirely reasonable for investors to reward proven performance combined with an ongoing and extensive development pipeline. https://twitter.com/i/web/status/2019400840205811717 https://twitter.com/i/web/status/2019400840205811717"  
[X Link](https://x.com/JCanNuSH/status/2019400840205811717)  2026-02-05T13:20Z [---] followers, [---] engagements


"Theres no data I can find on indicating that HIMS or any contractor they may be using went through any human trials to prove absorption and efficacy in humans of their pill. Generally human trials approved by the FDA are available there. Novo Nordisk went through a few FDA approved human trials proving their formulation of these specific pills work and the only other company that I can find showing FDA approved clinical trials of other formations of oral semaglutide is Lexaria which was their DehydraTech technology and they only tested [---] and 7mg doses. http://clinicaltrials.gov"  
[X Link](https://x.com/JCanNuSH/status/2019537473110700046)  2026-02-05T22:23Z [---] followers, [---] engagements


"@waxydawgpound I forgot to share this with you. This is a great community for folks on Zep: https://www.reddit.com/r/Zepbound https://www.reddit.com/r/Zepbound"  
[X Link](https://x.com/JCanNuSH/status/2019565209787253071)  2026-02-06T00:14Z [---] followers, [--] engagements


"David Ricks on the phone to Marty Makary right now: You tell Trump we have a big beautiful Fat Shot too and ours is made right here in the USA 📞"  
[X Link](https://x.com/anyuser/status/2019628423979897068)  2026-02-06T04:25Z [---] followers, [---] engagements


"This site is meant to provide normally expensive brand name non-generics to patients who have to pay out of pocket. It says it when it gives you the price. Patients who have great insurance coverage for all of their needed meds are not the audience for this. This is also a costly specialty brand name inhaler. Generic albuterol inhalers are available on CostPlusDrugs for around $45"  
[X Link](https://x.com/JCanNuSH/status/2019767571445059618)  2026-02-06T13:38Z [---] followers, [----] engagements


"Usually its because they got a bigger rebate from the manufacturer. Thats what happened when Caremark removed Zep from its formulary last year - it was because Novo gave Caremark a bigger rebate on Wegovy. Now does Caremark pass that full rebate back to its plan to give them the savings No. So this is ultimately about the PBMs pitting the two meds against one another to extract the highest rebate in a pay to play scheme and the PBMs or one of their related companies retain much of the rebates for themselves as profit. https://twitter.com/i/web/status/2020089546927403163"  
[X Link](https://x.com/JCanNuSH/status/2020089546927403163)  2026-02-07T10:57Z [---] followers, [---] engagements


"$NVO CEO estimates HALF of all semaglutide patients are on compound so if they could convert some of those to cash pay by taking out compound entirely thatd be huge. And HIMS may have opened the door for that with their brazenness. Makarys statement about limiting the API is likely to affect *all* compounding. TBD. Could just be scare tactics. Unfortunately shutting down compound could just push more patients to research use only peptide versions of sema. That would be even worse safety wise unless they find ways to shut that down as well. https://twitter.com/i/web/status/2020140487257039203"  
[X Link](https://x.com/JCanNuSH/status/2020140487257039203)  2026-02-07T14:19Z [---] followers, [--] engagements


"@MeadowCapital @JKeynesAlpha Maybe [----] P3 for SC ends mid 2027"  
[X Link](https://x.com/JCanNuSH/status/2020572625857114613)  2026-02-08T18:57Z [---] followers, [--] engagements


"If you havent had enough Structure Therapeutics $GPCR fun yet heres a quick review of the aleniglipron Phase [--] data from ACCESS and ACCESS II by @rn_flex His comparison of the aleniglipron and orforglipron molecules is VERY interesting Plus a good eye for what to look for in the rest of the data. https://the-incretins.beehiiv.com/p/structuring-a-better-mousetrap-aleniglipron https://the-incretins.beehiiv.com/p/structuring-a-better-mousetrap-aleniglipron"  
[X Link](https://x.com/JCanNuSH/status/1998553946399367385)  2025-12-10T00:42Z [---] followers, [----] engagements

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