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[@ResearchPulse1](/creator/twitter/ResearchPulse1)
"Theres no data that supports that. You can get semaglutide for T2D in both Sc (Ozempic) and oral (Rybelsus) Theres no big movement of Ozempic patients to Rybelsus. Only $VKTX has been advocating for patients moving from SC to oral. Different reports points to about XX% having fear of needles. That will be the main oral marked. Then we have small molecules that can be sold much cheaper. And that alone will open up for more. But all evidence point to people buying what they can afford. If they can afford the most effective then they will go for that"  
[X Link](https://x.com/ResearchPulse1/status/1979210122967634062) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T15:37Z 1496 followers, XXX engagements


"Have you heard any news of ZEAL today with its big uptick Or do we start seeing other like me making a play for Petrelintide/CT388 news at next weeks CMD at Roche🤔 I think Roche will lay out an aggressive P2/P3 development program. And in general frame Petrelintide as mono plus combo with CT-388 with very high potential. And that will short term influence the SP. At least thats my play"  
[X Link](https://x.com/ResearchPulse1/status/1967620045703467344) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-09-15T16:02Z 1493 followers, 1067 engagements


"$NVO may offer a subscription-like model going forward where patients sign up for six to XX months of medicine and get a discounted price. Thats a quote from NVO head of US. The two largest reasons people stop using GLP1 is side effects and they cant afford to continue treatment. It makes total sense to offer some kind of subscription/rebate for patients continuing on their meds. For both parties. NVO really starts looking outside the box for marketing 👏 $LLY $VKTX $GUBRA $ZEAL"  
[X Link](https://x.com/ResearchPulse1/status/1974167180737753239) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-03T17:38Z 1494 followers, 3136 engagements


"Who is the next obesity takeover candidate I would put my money on Kailera. They have an interesting GLP1/GIP KAI9531 (HRS9531) with solid data. The company was born with only $XXX million pipe. That makes it possible to do a 7-15x profit in very short time"  
[X Link](https://x.com/ResearchPulse1/status/1976353278536581165) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-09T18:25Z 1493 followers, 2356 engagements


"@bioinvestor24 $NVO had a huge P2b with their own FGF21 zalfermin. They had those data about year end. So they probably started DD back in q1 2025"  
[X Link](https://x.com/ResearchPulse1/status/1977378636324807134) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-12T14:19Z 1493 followers, XXX engagements


"Ascletis just dropped preclinical data on their GLP1/GIP ASC35 that will start p1 Q2 XX Yes its just preclinical data. However those data will attract a lot of attention. In H2H with Tirzepatide it has 6x longer half life. So they go straight for once monthly dosing Its 4x more potent than Tirzepatide for both GLP1 and GIP. That means very low doses. In their preclinical obesity model it reached XX% higher WL than Tirzepatide. Ascletis also has a once monthly Amylin on its way. It seems that Ascletis like MTSR has an interesting platform to make very long half life peptides. And they have"  
[X Link](https://x.com/ResearchPulse1/status/1977833097824719345) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-13T20:25Z 1493 followers, 1685 engagements


"Kailera was/is my candidate for next obesity BO. With todays pipe the price just went up"  
[X Link](https://x.com/ResearchPulse1/status/1978094534484500745) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-14T13:44Z 1493 followers, 1510 engagements


"@investseekers Wegovy is already approved in Japan"  
[X Link](https://x.com/ResearchPulse1/status/1978359448004366438) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T07:17Z 1492 followers, XXX engagements


"Next obesity battel is South Africa. Wegovy from $NVO was launched in August and $LLY just made a deal with Aspen to distribute Mounjaro Theres some conflicting details if its vials or their KwickPen Mounjaro will be launched with. Seems that top dose for now will be 10mg Both Wegovy and Mounjaro prices is quite low. In the range of $215-315 for top doses. Lower for the start doses. Except UK that's some of the lowest prices i have seen. $VKTX"  
[X Link](https://x.com/ResearchPulse1/status/1978385015391011066) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T08:58Z 1493 followers, 1296 engagements


"@bioinvestor24 Yes I know. And it was expected they would have a deal last week"  
[X Link](https://x.com/ResearchPulse1/status/1978419109458072000) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T11:14Z 1492 followers, XXX engagements


"$NVO license p3 ready RBD from Omeros"  
[X Link](https://x.com/ResearchPulse1/status/1978443006387589362) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T12:49Z 1493 followers, 3711 engagements


"@adamfeuerstein @ADeAngelis_bio Speaking of NC and big pharma production then $NVO has been preparing for even more announcements"  
[X Link](https://x.com/ResearchPulse1/status/1978456134332580109) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T13:41Z 1493 followers, XXX engagements


"Heres a nice overview of $NVO new asset into +$10B TAM"  
[X Link](https://x.com/ResearchPulse1/status/1978508548876230909) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T17:09Z 1493 followers, 1861 engagements


"@bioinvestor24 $LLY and $NVO down 4-5%"  
[X Link](https://x.com/ResearchPulse1/status/1978940905278030224) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-16T21:47Z 1493 followers, XXX engagements


"@ManOnThePen @NighthawkTradez If Trump wants a deal with LLY and NVO the price will be to stop the mass compounding thieves We cant have sanctioned stealing of other companies inventions. So if Trump want LLY and NVO on board it will be the end for XX% of glp1 compounding"  
[X Link](https://x.com/ResearchPulse1/status/1979088583391617288) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T07:34Z 1493 followers, XXX engagements


"Yes I think SP will move XX% or more (over some days) IF they report positive data. That will open up for double digit $B. I think the dose is too low and theres not enough T2D patients in the trial to succeed. Theres no doubt about glp1 having a positive effect at cognitive decline in AD patients. The hard part is to reach P0.05 Buuuuut they might try to get an approval even if they just miss that p0.05"  
[X Link](https://x.com/ResearchPulse1/status/1979213426606870863) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T15:50Z 1493 followers, XXX engagements


"Nargh thats just what Trump tries to tell the Americans. That he can negotiate a huuuge rebate. But that $1000 you mention $NVO already gives about XX% rebate. And Wegovy with a $1345 list price NVO only gets about $XXX. Meaning more than XX% rebate. US is the only market with middlemen like PBM that takes the larger part of the list price. All other countries only operate with one sets of prices"  
[X Link](https://x.com/ResearchPulse1/status/1979232565925155049) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T17:06Z 1493 followers, XXX engagements


"Great win for $NVO in High Court in UK. Let this be an example for other countries to follow. $NVO will be able to force internet providers to block access to four websites that the company accused of selling fake and unauthorised forms of semaglutide the ingredient which helps people lose weight. $LLY $VKTX"  
[X Link](https://x.com/ResearchPulse1/status/1979649734211207439) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-18T20:44Z 1496 followers, 3506 engagements


"TelyRx $XXX for Wegovy in US. Think this is new record low. NovoCare is still $XXX Can anyone see if theres specific conditions to this price $LLY $NVO $VKTX"  
[X Link](https://x.com/ResearchPulse1/status/1978871189222088893) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-16T17:10Z 1493 followers, 2323 engagements


"Makary says nine drugs are initial recipients of Commissioner's National PRV No Orforglipron at least not yet MRK.G Pergoveris for infertility SAN.FP Teplizumab for Type I diabetes ACHV Cytisinicline for nicotine vaping addiction REGN DB-OTO for deafness Dompe (private) Cenegermin-bkbj for blindness RVMD RMC-6236 for pancreatic cancer ROG.SW / IRON Bitopertin for porphyria Ketamine for domestic manufacturing of a general anesthetic Augmentin XR for domestic manufacturing of a common antibiotic"  
[X Link](https://x.com/ResearchPulse1/status/1978938435089109101) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-16T21:37Z 1493 followers, 2466 engagements


"I would not be surprised if Trump just came out from a meeting with $LLY and mistakenly mentioned Ozempic instead of Mounjaro. However its most likely Medicare prices he speaks of. We know those negotiations is active right now and they will be public 11/1. The broad and largest marked the commercial marked Trump cant as such influence. Neither $LLY nor $NVO is interested in MFN other than in Medicare/Medicaid. But the markets will panic today"  
[X Link](https://x.com/ResearchPulse1/status/1979069434661687661) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T06:18Z 1493 followers, 5797 engagements


"I think its too early to make a final conclusion on this. We know they will publish the next batch in two weeks. About XX more. I still think this is one of the parts LLY is negotiating. That Trump wants Orforglipron to be priced low lets say $XXX. I dont think $LLY want to be boxed in like that. So they in return can say priority review and kill mass compounding"  
[X Link](https://x.com/ResearchPulse1/status/1979206093822644314) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T15:21Z 1496 followers, XXX engagements


"Why on earth does $NVO price Wegovy higher than Mounjaro Thats just screaming doooont buy meeeeee In X months the Wegovy price will be 50-75% lower. That will then pressure Mounjaro"  
[X Link](https://x.com/ResearchPulse1/status/1975905197756240225) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-08T12:44Z 1496 followers, 1524 engagements


"2. X million Britishs are now on Mounjaro and Wegovy The Telegraph reveal new data from UK that goes far beyond what has earlier been reported. For quite some time all media has referred to XXX million people are now using GLP1 in UK. But new data show that XXX million was using GLP1 in July. 7x more than one year ago And in august the number further increased to XXX millions People stockpiling Mounjaro before big Mounjaro price increase by September. This means $LLY will get killer Mounjaro sales in Q3. But will then be negative impacted in Q4 since many switch to Wegovy because of the big"  
[X Link](https://x.com/ResearchPulse1/status/1977358695269834768) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-12T13:00Z 1496 followers, 4261 engagements


"@HatedMoats you will probably find this interesting. $NVO will get plus X million extra Wegovy user in UK. Because $LLY hiked the Mounjaro price significantly"  
[X Link](https://x.com/ResearchPulse1/status/1977371872942547321) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-12T13:52Z 1496 followers, XXX engagements


"Higher BMI Criteria became a focus after reporting of Redefine X with CagriSema. One of multiple reasons participants chose to stay at lower dosis was they had reached their desired weight. That decision meant overall lower percentage WL. $NVO said they would incorporate new BMI requirements when testing new molecules with expected high WL. 1) trials with minimum BMI35. 2) trials where participants is only included if they want to lose minimum XX% I believe NVO has two newer CagriSema P3 with those requirements. Even the new 36w P2 with nn419. There patients will only get into the trial if"  
[X Link](https://x.com/ResearchPulse1/status/1978121645748310343) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-14T15:32Z 1496 followers, 2288 engagements


"$NVO launching Wegovy in Argentina Seems like they have more focus at teenagers in the launch. Sad to read XX% of teenagers in Argentina are obese. Wegovy is approved down to XX years. (Normal from XX years) and they have ongoing trials down to X years. $LLY $VKTX $GUBRA $ZEAL"  
[X Link](https://x.com/ResearchPulse1/status/1978161661535002994) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-14T18:11Z 1496 followers, 1999 engagements


"$LLY Mounjaro of to a great start in Korea. Its only few weeks ago (week 34) since Mounjaro was launched in Korea. They did it by undercutting the price of Wegovy with XX% which prompted $NVO to lower its prices with up to 42%. Mounjaro has almost caught Wegovy sales. Sep sales for Mounjaro was 70000 vs 85000 for Wegovy. $VKTX $GUBRA $ZEAL"  
[X Link](https://x.com/ResearchPulse1/status/1978194974647947428) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-14T20:23Z 1496 followers, 2540 engagements


"Its like you sometimes forget its a BP you are talking about and not a small biotech like $VKTX. The new CEO has just doubled down on cardiometabolic. This whole reorg and layoffs round is to increase R&D within this space. More shots at the goal. And make it faster to the touchdown"  
[X Link](https://x.com/ResearchPulse1/status/1978204182382252388) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-14T21:00Z 1496 followers, XXX engagements


"Is $NVO about to announce a new big API factory in US More than XX% of NVO API capacity (including those under construction) is in Denmark. And with Trump flipping everything BP has almost been competing announcing new big US capacity. I have not seen analysts international or Danish media mention that NVO is working on new capacity in US. NVO already has X production facilities in Clayton NC. One of them is a $4.2B fill and finish factory NVO announced last year. That will be fully online in 2028/29. But NVO has been working on a big new factory in Four Oaks. About 20km from their Clayton"  
[X Link](https://x.com/ResearchPulse1/status/1978408891894333525) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T10:33Z 1496 followers, 3581 engagements


"@bioinvestor24 I have no insight into this target and indications. So hard for me to say whether this is a great deal or not. I would expect some ML quotes that can shed some more light on this"  
[X Link](https://x.com/ResearchPulse1/status/1978446536079011963) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-15T13:03Z 1496 followers, XXX engagements


"Obesity marketing has forever changed what is possible within marketing for pharmaceuticals. How patients has been converted to consumers. Here is a UK online comparison of the cost for each kg you lose depending what glp1 you choose. $LLY $NVO $VKTX $GUBRA $ZEAL"  
[X Link](https://x.com/ResearchPulse1/status/1978835529073328268) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-16T14:48Z 1496 followers, 4042 engagements


"$NVO just posted a job position as Senior Director Medical Affairs Alzheimer's Disease Here are some interesting quotes. We are entering uncharted territory in treatment of Alzheimer's disease Now we are pushing the boundaries of science with an innovation that has the potential to reshape how Alzheimer's is understood and treated - opening the door to a new era of hope and possibility The whole market is eagerly awaiting the results from the two big Evoke Alzheimers trials with semaglutide. I expect those data to land within the next 2-4 weeks. While this timing of this new job position is"  
[X Link](https://x.com/ResearchPulse1/status/1979074547740545263) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T06:38Z 1496 followers, 3931 engagements


"Exactly Its ONLY about perception for Trump. Never about the truth and impact for the ordinary American. We have know for a year that Ozempic/wegovy will get lower prices in Medicare in 2027. Thats the negotiations thats ongoing with $NVO and BP for XX other meds. The results of those negotiations will be made public by November. Then we also have the ongoing negotiations with Dr Oz and his team. Im sure both $LLY and $NVO want to kill the mass compounding and stealing of their IP. So if Trump wants a deal about Tirzepatide/semaglutide then he will also be pressured to clamp down on those"  
[X Link](https://x.com/ResearchPulse1/status/1979087237787574711) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T07:29Z 1496 followers, XXX engagements


"@PMoreira9266 Yes exactly. Those data will land within short time. Its HIGH risk trial. But IF they succeed then it will be the obesity story one more time. Since $LLY hasnt started any AD trials they will be minimum X years behind $NVO"  
[X Link](https://x.com/ResearchPulse1/status/1979094543539515528) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T07:58Z 1496 followers, XXX engagements


"@PMoreira9266 @ManOnThePen @NighthawkTradez Nargh. You forget that outside US the price increase with the dose. So 2.4mg Wegovy cost about $XXX in many countries"  
[X Link](https://x.com/ResearchPulse1/status/1979095222945521709) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T08:00Z 1496 followers, XX engagements


"@investseekers It also hits obesity focused biotechs. $ZEAL and $GUBRA down with 4-6% This is an overreaction"  
[X Link](https://x.com/ResearchPulse1/status/1979100352910594336) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T08:21Z 1496 followers, XXX engagements


"Most analysts are very cautious about the AD trials. Putting only 10-20% likelihood of success. Im in the same boat. I think it will miss that p0.05. That the dose was to low. Should have been 25mg. $NVO management is also very careful when talking about it. They emphasise again and again the high risk of failure. But they are prepared if it pans out. That would be a major game changer. We should know within the next 2-4 weeks"  
[X Link](https://x.com/ResearchPulse1/status/1979173495771926811) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-17T13:11Z 1496 followers, XXX engagements


"Officially $NVO has only said they will do a new P2 with lower doses. We havent heard more in XX months. Ive said since the data readout I cant see this end good. That it will be closed down. Even if they reformulate theres still that sealing where they get these unwanted psychiatric side effects. Thats a definitely no go. And dropping the dose will not give much WL plus those patients who still will take larger doses. But closing Monlunabant down will Also mean a write down of several billion dkk. That part is not so funny in the current time. But IF we get good Evoke data then its will be"  
[X Link](https://x.com/ResearchPulse1/status/1979442164925895032) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-18T06:59Z 1496 followers, XXX engagements


"We are not there yet in US. IF $LLY cant get kill mass compounding included in a deal with Trump then I think we are slowly approaching at court battle with $LLY $NVO and perhaps more BPs suing FDA. Enough is enough. They need to enforce the patents. Lets se what happens the coming days and weeks"  
[X Link](https://x.com/ResearchPulse1/status/1979662627963060498) [@ResearchPulse1](/creator/x/ResearchPulse1) 2025-10-18T21:35Z 1496 followers, XXX engagements