[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @KNielsen2000 Kim Nielsen Kim Nielsen posts on X about wegovy, trx, $nvo, mcap the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours. ### Engagements: XX [#](/creator/twitter::1797282650668797953/interactions)  - X Week XXXXX -XXXX% - X Month XXXXXX +3% - X Months XXXXXXX +29% - X Year XXXXXXX +3,728% ### Mentions: X [#](/creator/twitter::1797282650668797953/posts_active)  - X Month XX -XX% - X Months XXX +7.90% - X Year XXX +5,100% ### Followers: XXXXX [#](/creator/twitter::1797282650668797953/followers)  - X Week XXXXX +1.90% - X Month XXXXX +8.80% - X Months XXXXX +85% ### CreatorRank: undefined [#](/creator/twitter::1797282650668797953/influencer_rank)  ### Social Influence [#](/creator/twitter::1797282650668797953/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [currencies](/list/currencies) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [wegovy](/topic/wegovy), [trx](/topic/trx), [$nvo](/topic/$nvo), [mcap](/topic/mcap), [$lly](/topic/$lly), [$vktx](/topic/$vktx), [cvs](/topic/cvs), [investment](/topic/investment), [has been](/topic/has-been), [mash](/topic/mash) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [CVS Health Corp (CVS)](/topic/cvs) [ROGin AI (ROG)](/topic/$rog) ### Top Social Posts [#](/creator/twitter::1797282650668797953/posts) --- Top posts by engagements in the last XX hours "@MeadowCapital @bioinvestor24 I think one is invested for the wrong reason if BO is your main investment thesis. Its much more likely with a license deal. Its too much upfront risk for PB to do BO at the mcap numbers mentioned in here"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949458298622587188) 2025-07-27 13:14:12 UTC 1112 followers, XXX engagements "When IQVIA glp1 sales numbers is published in X hours it will be the first time that data from NovoCare the direct sales of Wegovy to consumers will be included in the Trx data. So keep an eye out for that. $LLY has included their direct to consumer sales for months and that sales is about XX% of total US sales. NovoCare is speculated to be at about X% and growing. X% is 17500 ekstra Trx (251900 Trx last Friday) CVS is still in process where they are converting zepbound user to Wegovy. So we might get close to 300000 Trx vs Zepbound about hmmm 410000TRx $NVO $GUBRA $VKTX"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1948654858363449799) 2025-07-25 08:01:37 UTC 1111 followers, 2264 engagements "With todays numbers both Zepbound and Wegovy Q3 are up with XXXX% vs q2 weekly average"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1948741120873181615) 2025-07-25 13:44:23 UTC 1110 followers, XXX engagements "@iajlbee @bioinvestor24 @MeadowCapital There has been zero BO of listed obesity biotechs but plenty licens deals. Too much upfront risk to buy $VKTX at those mcap prices people mention in here"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949478388810256600) 2025-07-27 14:34:02 UTC 1113 followers, XXX engagements "@KontraInvest Thanks for your update. Can you maybe list TRx numbers (Percentage as the other you mention)"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1947646664292110563) 2025-07-22 13:15:24 UTC 1110 followers, XXX engagements "Wegovy is expected to get approved in US within the coming months. Could be a new catalyst for increased Wegovy sales. $LLY $NVO $VKTX"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1947966503388885040) 2025-07-23 10:26:20 UTC 1111 followers, 3641 engagements "Its less derisked when you only have 13w data vs 28-36w data that all others are doing and FDA would like to see. Its only natural that cost when they are engaging in negotiations for a deal. We can do as many models we like to try and estimate what longer exposure would mean for data. But actually data paints a more clear picture. We have talked about this before. Im not saying they cant do a deal. Not at all. Im just saying that was a strategically and unnecessary bad decision that will cost in the negotiations"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949532935704490324) 2025-07-27 18:10:47 UTC 1113 followers, XXX engagements "@asb_k42957 Zepbound was down XXX% vs the week before. And down XXX% since 7/1 where CVS started converting zepbound to Wegovy. Wegovy is up XX% in the same period"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949477878300864650) 2025-07-27 14:32:00 UTC 1113 followers, XX engagements "@DewDiligence @bioinvestor24 @pacha_8x @iajlbee @MeadowCapital Agree. Theres still new GIP antagonists being developed. For instance new Danish biotech that raised XX million euro to move molecule in to the clinic Antag Therapeutics"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949754575747010564) 2025-07-28 08:51:30 UTC 1113 followers, XXX engagements "My understanding is that theres two reasons for this. 1) overall a big bottleneck for acces to enough pens. 2) avoiding cannibalism off their own business. US is the only market where the price for all doses is the same. If Wegovy came in a multi dose FlexTouch pen then a new user could buy a 2.4mg pen. That could then last for more than X months by counting the clicks. $NVO has stated that they want to move to multi dose pens xx time in the future. My guess is they are waiting until they have their new multi dose/fixed dose pens ready"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949455246133960856) 2025-07-27 13:02:04 UTC 1113 followers, XXX engagements "Well Tirzepatide IS better than semaglutide in pure WL. The market have know that for more than a year. But Wegovy have a lot wider claims approved by FDA. So more possibilities to get insurance coverage than Zepbound. Theres nothing embarrassing about licensing obesity molecules from other companies. No BP can develop all their molecules internally. And $NVO has a very active BD arm that does a lot of early stage deals"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1948739901211443545) 2025-07-25 13:39:32 UTC 1110 followers, XXX engagements "So I got the actual numbers. Wegovy TRx 251900. Thats a new record. But that was looooooong overdue since the last record at 245000 was from December XX. Up about 16k from two weeks ago. Zepbound TRx 426500. Down 25k from the record two weeks ago. This is the CVS impact we now see. BUT Mounjaro also saw a big record to 622000. About 30k record. Looks like the rumours are true. That a lager share of the 200000 CVS patients on Zepbound succed in converting to Mounjaro This is the first week where we for real see the CVS impact. Wegovy numbers does not include the direct sales from NVO. Those"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1947655597282750539) 2025-07-22 13:50:54 UTC 1110 followers, XXX engagements "I dont agree. Rezdiffra is priced about $XXXXX per month vs about $XXX for Wegovy. That will erode a lot of the NPV value for the lesser severe MASH market. The same will happen IF semaglutide/Rybelsus hit that P005 in the two big Alzheimers trials in Q4. That will erode the prices for AD. GLP1 moving in to more and more other indications whit higher price points"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1946324583692284233) 2025-07-18 21:41:56 UTC 1110 followers, XXX engagements "@lipa0902 Well $ROG well beg to differ. BP have different strategies. Some focus more on first in class while others put more emphasis on BiC potential. But theres not room for XX BP with a GLP1/GIP"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1943013895339413559) 2025-07-09 18:26:26 UTC 1111 followers, XXX engagements "I disagree with that sentiment. Thats a layman take and you would not see any Vk2735 is fare from done deal that it would ever reach the market. Theres no drug/drug studies done that BP typically would do before starting P3. Theres no data in T2D. But the biggest drawback is theres no data beyond 13w. All other companies do +28w trials before going in to P3. As FDA guidelines says. The length of expected market titration (currently 4w at each dose) PLUS 12w maintenance dose. You want to see the effect of expected titration and that follow-up before deciding on P3. I have said that numerous"  [@KNielsen2000](/creator/x/KNielsen2000) on [X](/post/tweet/1949507063622611280) 2025-07-27 16:27:58 UTC 1113 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@KNielsen2000 Kim Nielsen
Kim Nielsen posts on X about wegovy, trx, $nvo, mcap the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Week XXXXX -XXXX%
- X Month XXXXXX +3%
- X Months XXXXXXX +29%
- X Year XXXXXXX +3,728%
Mentions: X #
- X Month XX -XX%
- X Months XXX +7.90%
- X Year XXX +5,100%
Followers: XXXXX #
- X Week XXXXX +1.90%
- X Month XXXXX +8.80%
- X Months XXXXX +85%
CreatorRank: undefined #
Social Influence #
Social category influence stocks finance currencies cryptocurrencies
Social topic influence wegovy, trx, $nvo, mcap, $lly, $vktx, cvs, investment, has been, mash
Top assets mentioned Novo-Nordisk (NVO) Eli Lilly and Company (LLY) Viking Therapeutics, Inc (VKTX) CVS Health Corp (CVS) ROGin AI (ROG)
Top Social Posts #
Top posts by engagements in the last XX hours
"@MeadowCapital @bioinvestor24 I think one is invested for the wrong reason if BO is your main investment thesis. Its much more likely with a license deal. Its too much upfront risk for PB to do BO at the mcap numbers mentioned in here"
@KNielsen2000 on X 2025-07-27 13:14:12 UTC 1112 followers, XXX engagements
"When IQVIA glp1 sales numbers is published in X hours it will be the first time that data from NovoCare the direct sales of Wegovy to consumers will be included in the Trx data. So keep an eye out for that. $LLY has included their direct to consumer sales for months and that sales is about XX% of total US sales. NovoCare is speculated to be at about X% and growing. X% is 17500 ekstra Trx (251900 Trx last Friday) CVS is still in process where they are converting zepbound user to Wegovy. So we might get close to 300000 Trx vs Zepbound about hmmm 410000TRx $NVO $GUBRA $VKTX" @KNielsen2000 on X 2025-07-25 08:01:37 UTC 1111 followers, 2264 engagements
"With todays numbers both Zepbound and Wegovy Q3 are up with XXXX% vs q2 weekly average" @KNielsen2000 on X 2025-07-25 13:44:23 UTC 1110 followers, XXX engagements
"@iajlbee @bioinvestor24 @MeadowCapital There has been zero BO of listed obesity biotechs but plenty licens deals. Too much upfront risk to buy $VKTX at those mcap prices people mention in here" @KNielsen2000 on X 2025-07-27 14:34:02 UTC 1113 followers, XXX engagements
"@KontraInvest Thanks for your update. Can you maybe list TRx numbers (Percentage as the other you mention)" @KNielsen2000 on X 2025-07-22 13:15:24 UTC 1110 followers, XXX engagements
"Wegovy is expected to get approved in US within the coming months. Could be a new catalyst for increased Wegovy sales. $LLY $NVO $VKTX" @KNielsen2000 on X 2025-07-23 10:26:20 UTC 1111 followers, 3641 engagements
"Its less derisked when you only have 13w data vs 28-36w data that all others are doing and FDA would like to see. Its only natural that cost when they are engaging in negotiations for a deal. We can do as many models we like to try and estimate what longer exposure would mean for data. But actually data paints a more clear picture. We have talked about this before. Im not saying they cant do a deal. Not at all. Im just saying that was a strategically and unnecessary bad decision that will cost in the negotiations" @KNielsen2000 on X 2025-07-27 18:10:47 UTC 1113 followers, XXX engagements
"@asb_k42957 Zepbound was down XXX% vs the week before. And down XXX% since 7/1 where CVS started converting zepbound to Wegovy. Wegovy is up XX% in the same period" @KNielsen2000 on X 2025-07-27 14:32:00 UTC 1113 followers, XX engagements
"@DewDiligence @bioinvestor24 @pacha_8x @iajlbee @MeadowCapital Agree. Theres still new GIP antagonists being developed. For instance new Danish biotech that raised XX million euro to move molecule in to the clinic Antag Therapeutics" @KNielsen2000 on X 2025-07-28 08:51:30 UTC 1113 followers, XXX engagements
"My understanding is that theres two reasons for this. 1) overall a big bottleneck for acces to enough pens. 2) avoiding cannibalism off their own business. US is the only market where the price for all doses is the same. If Wegovy came in a multi dose FlexTouch pen then a new user could buy a 2.4mg pen. That could then last for more than X months by counting the clicks. $NVO has stated that they want to move to multi dose pens xx time in the future. My guess is they are waiting until they have their new multi dose/fixed dose pens ready" @KNielsen2000 on X 2025-07-27 13:02:04 UTC 1113 followers, XXX engagements
"Well Tirzepatide IS better than semaglutide in pure WL. The market have know that for more than a year. But Wegovy have a lot wider claims approved by FDA. So more possibilities to get insurance coverage than Zepbound. Theres nothing embarrassing about licensing obesity molecules from other companies. No BP can develop all their molecules internally. And $NVO has a very active BD arm that does a lot of early stage deals" @KNielsen2000 on X 2025-07-25 13:39:32 UTC 1110 followers, XXX engagements
"So I got the actual numbers. Wegovy TRx 251900. Thats a new record. But that was looooooong overdue since the last record at 245000 was from December XX. Up about 16k from two weeks ago. Zepbound TRx 426500. Down 25k from the record two weeks ago. This is the CVS impact we now see. BUT Mounjaro also saw a big record to 622000. About 30k record. Looks like the rumours are true. That a lager share of the 200000 CVS patients on Zepbound succed in converting to Mounjaro This is the first week where we for real see the CVS impact. Wegovy numbers does not include the direct sales from NVO. Those" @KNielsen2000 on X 2025-07-22 13:50:54 UTC 1110 followers, XXX engagements
"I dont agree. Rezdiffra is priced about $XXXXX per month vs about $XXX for Wegovy. That will erode a lot of the NPV value for the lesser severe MASH market. The same will happen IF semaglutide/Rybelsus hit that P005 in the two big Alzheimers trials in Q4. That will erode the prices for AD. GLP1 moving in to more and more other indications whit higher price points" @KNielsen2000 on X 2025-07-18 21:41:56 UTC 1110 followers, XXX engagements
"@lipa0902 Well $ROG well beg to differ. BP have different strategies. Some focus more on first in class while others put more emphasis on BiC potential. But theres not room for XX BP with a GLP1/GIP" @KNielsen2000 on X 2025-07-09 18:26:26 UTC 1111 followers, XXX engagements
"I disagree with that sentiment. Thats a layman take and you would not see any Vk2735 is fare from done deal that it would ever reach the market. Theres no drug/drug studies done that BP typically would do before starting P3. Theres no data in T2D. But the biggest drawback is theres no data beyond 13w. All other companies do +28w trials before going in to P3. As FDA guidelines says. The length of expected market titration (currently 4w at each dose) PLUS 12w maintenance dose. You want to see the effect of expected titration and that follow-up before deciding on P3. I have said that numerous" @KNielsen2000 on X 2025-07-27 16:27:58 UTC 1113 followers, XXX engagements