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ELI LILLY'S GLP-1 PILL HITS KEY MILESTONE

$LLY (+2.83%) oral GLP-1, orforglipron, demonstrated statistically significant efficacy results and a safety profile consistent with injectable GLP-1 medicines in successful Ph 3 trial


$HIMS (-0.04%)
$NOVO B (-0.7%)

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9 Comments

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Can anyone explain this? Lilly's pills lead to a maximum weight loss of 8% - share 15% high.
Novo's pills lead to a weight loss of 20% (below expectation) - share since then -50%
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@StockAddict Novos syringes
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@StockAddict the thing is that is a pill that have higher acceptance among users. 8% over 40 weeks. CagriSema has achieved 16% over 68 weeks in PH3 (Novo, injections), which is not good. The hope I see with Novo is Amycretin, also a pill, which in a phase 2a study at the highest dose lost 22% in 36 weeks (or 16% in 28 weeks with moderate dose). That is completely sick and would make the Lilly pill nonsensical.
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Markets exaggerate in both directions^^
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@parlania No. Novo has a big problem.
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@Olli68 and that would be?
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@parlania Losing market share, research & development has problems, too expensive to produce, etc.
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@Olli68 Olli how do you know that?
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@AndreasE Everything is published.
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