$NVO (-18,32 %)
$LLY (+1,78 %)

Achieved its primary endpoint by demonstrating a statistically significant and superior weight loss at week 68 with CagriSema versus placebo; CagriSema achieved a superior weight loss of 22.7% after 68 weeks compared to a reduction of 11.8% with cagrilintide 2.4 mg

$LLY long on this?

📈🇩🇰 Denmark lifts GDP outlook, fueled by Novo Nordisk's success

Tickers of interest: $NVO (-18,32 %)

Denmark revised its 2024 GDP growth forecast to 3.0%, up from 1.9%, citing strong contributions from the booming pharmaceutical sector, led by Novo Nordisk.

The company, known for its weight loss and diabetes treatments, has driven significant employment and export growth, accounting for one-fifth of recent job gains.

GDP growth for 2025 is projected at 2.9%, with a moderation to 1.7% expected in 2026 as the economy diversifies further.

$LLY (+1,78 %)
ZEPBOUND BEATS $NVO (-18,32 %) WEGOVY IN FIRST-EVER HEAD-TO-HEAD TRIAL - WSJ

In a Phase 3B study, Eli Lilly's Zepbound (tirzepatide) outperformed Novo Nordisk's Wegovy (semaglutide) in weight loss outcomes. Over 72 weeks, participants on Zepbound achieved an average 20.2% body weight reduction (50.3 lbs), compared to 13.7% (33.1 lbs) for Wegovy.

This marks the first direct comparison between the two obesity drugs, highlighting Zepbound's 47% greater relative weight loss advantage. The trial included over 750 adults with obesity or weight-related complications, excluding those with diabetes.

$AMGN (+0,51 %) MariTide demonstrated up to ~20% average weight loss at 52 weeks without a weight loss plateau in people living with obesity or overweight (Amgen Inc)

- Positive data at 52 weeks in a double-blind, dose-ranging Phase 2 study with MariTide (maridebart cafraglutide, formerly AMG 133), an investigational antibody peptide conjugate subcutaneously administered monthly or less frequently. In people living with obesity or overweight without Type 2 diabetes, MariTide demonstrated up to ~20% average weight loss at week 52 without a weight loss plateau, indicating the potential for further weight loss beyond 52 weeks. The study also showed people living with obesity or overweight and Type 2 diabetes, who typically lose less weight on GLP-1 therapies, achieved up to ~17% average weight loss, also without a weight loss plateau, and lowered their average hemoglobin A1C (HbA1c) by up to 2.2 percentage points at week 52. In summary, in both study populations, a weight loss plateau was not observed, again indicating the potential for further weight loss beyond 52 weeks.

- MariTide also demonstrated robust and clinically meaningful improvements in cardiometabolic parameters, including blood pressure, triglycerides and high-sensitivity C-reactive protein (hs-CRP) across doses. There were no significant increases in free fatty acids.

Wall Street was expecting a 25% weight loss result.

$NVO (-18,32 %)
$LLY (+1,78 %) and possibly $VKTX (+1,85 %) dodged another bullet with $AMGN obesity results disappointing

Supply constraints started to ease for $NVO (-18,32 %), and it gradually increased the supply of Wegovy in the first half of the year. This has been reflected in weekly prescription numbers, which have increased considerably year-to-date.

I see room for outperformance in the second half of the year, but far more in 2025 and 2026.

$LLY (+1,78 %)
$NVO (-18,32 %)
$HIMS (-1,68 %) | ELI LILLY LAUNCHES SINGLE-DOSE VIALS OF ZEPBOUND FOR WEIGHT LOSS IN U.S.

Eli Lilly has introduced single-dose vials of its weight-loss drug Zepbound in the U.S., offering 2.5 mg and 5 mg doses at $399 and $549 per month, respectively, via LillyDirect. 

This move aims to increase supply amid high demand and address insurance coverage gaps.

Despite the new availability, Zepbound remains on the FDA shortage list. The vials are priced 50% lower than other GLP-1 obesity drugs, targeting patients who can't get reimbursement.

Hi guys,

I wanted to hear your opinion on my portfolio and on my strategy.

As you can see I currently own 7 stocks and 2 etfs. The etfs i plan on keeping them in the long term and i'm putting in €150/month in both of them.

Different story for the stocks.

The ones i wanna keep in the long term are $NVO (-18,32 %)
$INFY (-3,32 %) and $PYPL (-0,38 %) and my plan is to add money whenever I can. I have money available to put in right now, i'm waiting for a good price and then i'll increase these 3 positions.

$GRAL (+6,34 %) is a short-mid term investment. I'm really positive about what they're doing, I really like the company and i'll keep it for a while; at least until early 2026 when we will probably know if they can expand globally.

$NVDA (+2,01 %) I plan to sell my position by the end of the year, hoping to make good profit, and put the money elsewhere (still don't know where).

$PDD (-2,16 %) I bought some the other day as a short term investment hoping that the quarterly figures next week are good enough to make a decent profit and my plan is to sell them by the end of the month.

$DRO (+0,81 %) I don't even wanna talk about it. Yes, I made a mistake. Yes, i lost money. And yes, i learned a lesson. Let's move on. I'll probably leave it there and forget about it.

I'm currently looking around to find interesting stocks and companies that i like and that i want to invest in and to keep in the long term, but for the meantime this is what I want to do.

If you have any suggestion please let me know. Thank you!