Sunflower
New_Member
Also good news if you want to buy NOVO today at $85 like I did and later use the inevitable profits for more bootleg peptides.
Novo Nordisk shares tumble as weight-loss drug trial data disappoints
- Thread starter penewbie
- Start date
I definitely had a couple unplanned naps, and I am not a napper
keangkong
Research Enthusiast
I have trouble understanding why I, a user of tirzepatide, would want to switch to using cagrilintidine and semaglutide. Semaglutide alone, based on the studies, seems to have about the same side effects as tirzepatide. Anecdotal reports suggest semaglutide has more side effects. Why not stick with tirzepatide and achieve about the same level of weight loss. At least with reta anecdotes suggest that it causes greater weight loss than tirzepatide although the longer trials have yet to be completed.
ozempic goes generic in like 1-2 years and cagrisema looks like they're already behind the ball. not to mention they've been on the shortage list for how long now with regular ol sema? everything is telling me to run far away from novo nordisk right now. they've got the worst product on the market (by numbers), are developing an inferior product (by the numbers) and worst yet they can't even keep these drugs in stock to sell (and they lose patent exclusivity the quickest).Also good news if you want to buy NOVO today at $85 like I did and later use the inevitable profits for more bootleg peptides.
they're speedrunning how to lose a tied game with a runner on 3rd and no outs.
noteablequotable
Registered
I also bought Novo after the price drop because they're not a GLP-1 development company, they're a pharmaceutical development company. Like Lilly, they have other things in the pipeline that will eventually produce value for shareholders.
if you're buying because of your belief in another line of drugs that NN is researching/testing totally fair.
Eventually tirz stops working the same. Cagri makes it feel like it did in the good ol days. But also makes many of us need a nap
Sunflower
New_Member
Yep, they are in stage 3 trials for Rybelsus (oral sema) to market for Alzheimer’s disease mitigation. Also stage 2 trials for Monlunabant, which targets the cannabinoid type 1 receptor, regulating appetite and metabolism. (A possible weight loss alternative for patient who can’t tolerate GLP1s or have food addictions).
Icodec, their 1x weekly insulin injection drug is approved in Europe, Japan, and Canada, and likely soon, the US.
I use tirz and stack a little cagri on day 5 to mitigate hunger
keangkong
Research Enthusiast
That makes more sense to me. I bet it works better than semaglutide + cagrilintidine.
keangkong
Research Enthusiast
It looks like it may last a little longer than that since the FDA has agreed to hold off enforcement against parties to the lawsuit against it until a judge rules on a motion for a preliminary injunction if the parties request one within two weeks. It is unknown whether the FDA would attempt to enforce against nonparty compounding pharmacies if it stopped enforcing against parties to the lawsuit.
We'll see, I got a couple vials of cagrisema pretty cheap so I might try that on day 5 instead of just cagri in the next few weeks
keangkong
Research Enthusiast
Unlikely. They're still charging a great deal for semaglutide.
noteablequotable
Registered
Looks like FDA just approved a drug for people with Hemophilia yesterday. I wonder if it will impact the stock at all.
Grannuaile
New_Member
And let us not forget, Eli Lilly and Novo are learning their lessons. They’re not gonna let the compounders eat their lunch any longer. Eli Lilly is suing to categorize Reta as a biologic, not a drug, therefore no compounding can ever legitimately arise.
Once I read that, I knew I would be entering Greyland, and I am so happy to find myself here on the island of misfit toys with you lot. ;-)
Grannuaile
New_Member
Dude. That is a serious ass newsletter - £820 a year - in British pound sterling no less.
penewbie
Member
EL doesn't have much of a legal case there, I wouldn't worry too much about that angle.
What's more likely in my eyes is that EL would make sure to be well positioned to meet demand for reta starting from day 1, either by pricing it prohibitively or massively increasing supply.
I unfortunately think Novo "disappears" and the stocks continue to tumble due to their us business. Many competitiors with amylin drugs coming eventually and tirz/reta.
They will only be competing on price before too long.
They will only be competing on price before too long.
