Core Insights - The year 2025 was marked by significant market events, including AI advancements, political developments, and economic shifts, which required investors to continuously reassess risks and opportunities [2][3]. Monthly Highlights - **January**: Introduction of Deepseek, a project funded by a Chinese hedge fund, which explored cost-effective methods for developing Large Language Models [4]. - **February**: Political news emerged as the Trump administration prepared for potential large-scale layoffs, impacting economic outlook and consumer spending [5]. - **March**: Quantum computing gained attention, particularly during Nvidia's first-ever quantum day at its GTC conference, legitimizing the sector [6]. - **April**: The announcement of tariffs by Trump led to market sell-offs, as concerns grew over their impact on consumers and trade demand [7]. - **May**: The bond market reacted strongly, with rising rates influencing stock performance and prompting discussions around tariff adjustments [8][9]. - **June**: A public fallout occurred between President Trump and Elon Musk, highlighting tensions over fiscal policies [10]. - **July**: Regulatory changes favored nuclear power, allowing companies to operate more freely and potentially increase profitability [11]. - **August**: President Trump's attempt to remove Fed Governor Lisa Cook raised questions about his influence over the Federal Reserve [12]. - **September**: A legal ruling determined that Google was not obligated to sell Chrome, impacting the tech landscape [12]. - **October**: The longest government shutdown in U.S. history disrupted economic reporting, leading to a reliance on corporate news for market sentiment [13]. - **November**: Michael Burry's hedge fund closure signaled shifts in investment strategies [14]. - **December**: An executive order by President Trump regarding marijuana rescheduling spurred interest in cannabis stocks, leading to a sell-the-news reaction [14].

This is really going to be super exciting for the millions of patients that have been waiting to get their hands on a GLP-1 pill. Um, and for the first time, we are having a pill that has an efficacy of some 17% if you take the pill regularly. And one in three people are going to actually reduce up to 20% weight loss.I think that data speaks for itself and we are super excited of course to be the first to the market and um and we're going to go all in. We're of course going to sell this through our own webs ...

PLEASED TO SAY IS THE CEO OF NOVO NORDISK, MIKE DOUSTDAR. GREAT TO HAVE YOU WITH US. JUST TO SET THE SCENE WHEN IT COMES TO THE U.S. MARKET, YOU HAVE BEEN LOSING SHERRY TO ELI LILLY FOR A COUPLE YEARS NOW. WITH THIS APPROVAL, YOU HAVE AN IMPORTANT FIRST MOVER ADVANTAGE WHEN IT COMES TO ORAL GLP-1'S.GIVEN THAT YOU EXPECT TO SELL THE PILL VERSION OF WEGOVY IN JANUARY AND ELI LILLY IS NOT DUE UNTIL MARCH, HOW DO YOU PLAN TO MAKE THE MOST OF THIS HEAD START. MIKE: THANK YOU FOR HAVING ME. AS THEY SAY, CHRISTMAS ...

Novo Nordisk US listed shares jumping in late trading after it secured FDA approval for a pill version of its weight loss. Jab Wegovy. The pill is expected to launch in the US in January.Let's get more from Bloomberg's pharma reporter, Amber Tong. Amber. Walk us through the significance of this.We've had, of course, the injection for quite some time. Why is a pill so important. Yeah.Oliver, This is really something that many people have been waiting for for a long time. As you said, Wegovy and Novo Nordisk ...

Let's get more now on the story. Pharma and biotech reporter Anukica Kim Constantino. Anukica, what's the story here.Is this pill going to be ready soon. >> Right. So, thanks for having me on today.So, basically the news today is that Lily has trial data showing that its obesity pill could be an effective maintenance treatment for people that want to preserve their weight loss but don't want to keep taking weekly injections like Wgoian Zepbound. So in this trial, they basically followed people that initiall ...

It does for weight loss. Its other supposed benefits are debatable https://t.co/JsdyiugIWq ...

Novo Nordisk wants to grow its direct channels, which currently account for a tenth of its weight-loss jab prescriptions in America. The drugmaker is revising its pricing, too https://t.co/IuSb2NdVsW ...

Personal Transformation & Health - The individual transformed from 340 pounds to 200 pounds, a 41% weight reduction [5][6][16] - The speaker emphasizes the importance of systems over willpower in maintaining long-term behavioral change [5] - The core elements for designing discipline are restraint, control, and direction [7][10][11][13] Discipline & System Design - Discipline is presented as a system that can be built, not an innate trait [6] - Restraint is defined as "silence over shame," enabling individuals to say no to distractions and focus on the right questions [7][10] - Control is described as "direction over impulse," emphasizing the importance of controlling processes rather than outcomes [11] - Direction provides purpose and turns discovery into discipline [13] Psychological & Behavioral Insights - Curiosity and discipline are presented as partners, where curiosity opens doors and discipline builds [14][15] - Treating discipline as a learnable process significantly increases the likelihood of long-term behavioral change [14] - Curiosity trains the brain for discipline, suggesting that being endlessly curious can be more effective than being strict [14]

Core Insights - Viking Therapeutics is positioned to become a significant player in the weight loss market, competing against established companies like Novo Nordisk and Eli Lilly [1][2] Company Overview - Viking Therapeutics is a mid-cap biotech company that has faced challenges but has potential upside as it prepares to launch its first weight management medicine, VK2735 [2][8] - The company has a market capitalization of $4 billion and its stock has seen a decline since early last year, attributed to profit-taking by long-term shareholders [8] Product Development - VK2735, Viking's leading candidate, mimics the action of GLP-1 and GIP hormones and is currently in a pivotal phase 3 clinical trial after completing phase 2 studies [3][4] - The phase 3 trial began in June and is expected to conclude by August 2027, with potential FDA approval by late 2028 and market entry in early 2029 [4][5] Clinical Results - In a 13-week phase 2 study, VK2735 achieved a mean placebo-adjusted weight loss of 13.1%, showing competitive results compared to existing weight loss medications [6] - The oral formulation of VK2735 has also shown promising results, with an average weight loss of up to 12.2% in 13 weeks, despite high rates of study discontinuations due to adverse reactions [9][10] Future Pipeline - Viking has additional pipeline programs, including VK2809, targeting metabolic dysfunction-associated steatohepatitis (MASH), and another weight loss candidate expected to enter human clinical trials next year [11]

It does for weight loss. Its other supposed benefits are debatable https://t.co/AACrCaVbU0 ...