Demand for Novo’s weight-loss blockbuster Wegovy is getting a boost in the UK from an unexpected corner: arch-rival Eli Lilly https://t.co/GLKpjCQVSC ...

Product Analysis - Optimum Nutrition Casein Protein Powder is highlighted [1] - The product is suggested as an expert pick for weight loss [1] Industry Focus - The review is related to the health and fitness industry, specifically protein supplements [1]

又心畢業於臺北醫學大學保健營養學系學碩士。她曾經也在減重的路上迷失自我，而後在求學與從業的過程中接觸到許多預防醫學與功能營養的資訊，經由自我嘗試與落實，改變了看待生活的方式以及對營養的見解。 她因此致力於傳遞、提升民眾對於健康的認知以及飲食對於身體的影響力。網路上撰寫許多關於女性健康、賀爾蒙變化、壓力調節等專題。 她一路以來協助超越100位個案達到理想的樣子。改善睡眠問題、提升精神、體態改變，原來，這些都能因為飲食而變好。 Graduated from Taipei Medical University with a Master's degree in Health Nutrition. She once lost herself on the road to weight loss, but later came across a lot of information on preventive medicine and functional nutrition during her studies and career, and through her own attempts and implemen ...

Market Dynamics & Drug Approvals - Novo Nordisk's weight loss drug VGOI receives FDA approval for treating a serious metabolic liver disease [1] - Novo Nordisk to sell Ozmpic directly to consumers through its Novocare platform at $4.99 per month for out-of-pocket payers [2] - Ozmpic and WGOI share the same active ingredient, but Ozmpic is approved for diabetes, while WGOI is for weight loss [3] Competitive Landscape & Pricing Strategies - Novo Nordisk aims to combat compounders selling knockoff versions of semaglutide, which impacted the company's full-year sales forecast [5] - Legitimate versions of weight loss drugs from Eli Lilly and Novo Nordisk are priced around $500, competing with compounded versions available for $200-$300 per month [6] - Eli Lilly increased the price of Mounjaro in the UK to equalize prices with the US and other countries [8] Future Outlook & Market Evolution - The market is evolving with oral versions and new companies entering, but the oral drug data from Lily disappointed investors [10][11] - Medicare will soon negotiate the price of Ozmpic, potentially affecting WGOI and spilling into the commercial market, which could lower prices [13] - Manufacturing costs pose a significant barrier to entry for new competitors against established players like Novo Nordisk [14]

Market Reaction & Analysis - Eli Lilly's stock experienced a 14% decline following the release of data showing its weight loss pill resulted in only 11% weight loss [1][2] - Some analysts, like Gerard from Mizuho, believe the market's reaction is an overreaction [1] - The 11% weight loss was lower than the perceived "bogey number" of 15% associated with injectable weight loss medications like Novo Nordisk's [3] - Analysts are concerned about the gastrointestinal side effects associated with the drug [4] Drug Efficacy & Future Prospects - The single-digit differences in weight loss may not deter doctors and patients seeking a more convenient daily pill option compared to weekly injections [4][5] - The drug still needs FDA approval and market launch [5] - The "home run" expectation of matching injectable weight loss results with an improved side effect profile was likely unrealistic [7] - Eli Lilly is exploring different dosages, including using the pill as a maintenance product for individuals who have already lost weight with injectables [8] - Analysts are revising down multibillion dollar revenue targets for the drug by 2030, suggesting initial expectations were too high [9] Patient & Market Preferences - Patients are seeking fewer side effects and potentially lower doses [6] - Microdosing GLP-1 drugs is gaining popularity [6]

Drug Development & Clinical Trials - Eli Lilly's oral weight loss drug trial results met internal expectations, despite market disappointment, with an average weight loss of 27 pounds [2][3] - The company plans to submit the oral weight loss drug to regulators by the end of the year, anticipating potential approvals around the same time next year [4] - Safety risks associated with orforglipron have been largely addressed, paving the way for its potential as a mass-market obesity treatment [8][9] - Dropout rates in the study were comparable to placebo, alleviating concerns about the drug's tolerability [12][16] - Seven phase three studies are underway for the medicine [14] Market Position & Financial Performance - The pharmaceutical sector's price-to-earnings multiples have compressed in the last year, affecting stock prices across the industry [6] - Eli Lilly's sales increased by 38% year-over-year in the second quarter [7] - Tirzepatide (Mounjaro and Zepbound) is projected to become the best-selling drug in the industry within its third year on the market [7] - The company emphasizes its focus on increasing value for patients and investors [7] Obesity Market & Treatment Landscape - The current obesity treatment market only addresses approximately 2-3% of the global population [9] - There are an estimated 1 billion people worldwide who are overweight or obese, highlighting the significant market potential for effective treatments [9]

Company Overview - Hims and Hers transformed from a startup selling Viagra to a telehealth company valued at almost $11 billion [1] - The company attracted approximately 4 million subscribers, representing about 2.4%, through celebrity-backed ads and virtual doctor prescriptions [1] Strategic Decisions - Hims and Hers entered the weight loss shot market, selling a copycat version at a discount due to shortages of drugs like WGO and Zepbound [2] - The decision to sell compounded weight loss drugs could be costly and polarize investors [3] Financial Performance & Market Reaction - Hims and Hers' stock reached a high of nearly $70 in February 2025 but has since declined [2] - The company's "wild ride" has attracted meme stock investors [3]

Economic Impact - Weight-loss drugs are fueling economic growth in Denmark [1] - Local retailers are warning of a hit due to declining food consumption [1]

It does for weight loss. Its other supposed benefits are debatable https://t.co/xQzp2TuGLN ...

they're going to lose the listing either way. >> Yeah. But potentially good news for the US and the administration and other health care news.Some big changes are underway in the weight loss space. Starting today, CVS health will prioritize Novo Nordisk's Wegovy as the pharmacy's preferred GLP one drug and dropping Zepp from its list of covered drugs and a potential blow to Eli Lilly. Joining us now is Mizuho Healthcare strategist Jared Holt.Why does it have to be one or the other. Jared. >> Hey, Sara.Thank ...