Drug Performance & Expectations - The drug's performance in obesity studies has underperformed investor expectations [2] - In diabetes studies, the drug has slightly exceeded investor expectations [2] - Weight loss achieved is approximately 11%, falling short of the hoped-for 15% efficacy aligned with weight loss shots [3] Market Impact & Prescription - Doctors are expected to prescribe the drug widely if approved, due to the convenience of a pill form [3] - The pill version is anticipated to be a significant advancement in the obesity market, offering patients a new treatment option [1][3]

Welcome back. The next battle shaping up between Eli Lily and Novo Nordisk when it comes to GLP1s, the pills. Angelica Peoples with the story. Angelica.Hey Sarah. Well, that's right. Pills are the next frontier and it's changed a little bit over the last few months.So, Lily was getting all the attention here because its pill is easier to make and it's more convenient to take. But investors are now giving Novo a closer look after Lily's pill produced less weight loss than hoped in a recent trial. So, which p ...

Diet & Nutrition Strategies - Evidence-based approaches to diet, nutrition, training, and supplementation are crucial to avoid wasting time [2] - For muscle gain, protein intake should align with the goal body weight, calculated by multiplying the goal weight [3] - Calorie restriction allows for 10-20% of calories from any source, even fast food, while still enabling weight loss [3] - Diet breaks can be a useful tactic for long-term adherence to a diet plan [3] Specific Conditions & Considerations - The report highlights the importance of addressing Polycystic Ovary Syndrome (PCOS) with informed dietary prescriptions [1][2] - The report mentions the ketogenic diet, menopause, fasting, and sugars as topics of interest [4] Supplementation - Creatine is presented as a highly beneficial supplement with broad applications [1] Personal Struggles - The report touches upon personal struggles with overwork and heavy drinking, emphasizing the need to stop unhealthy habits [4]

Endorsement & Spokespersonship - Serena Williams is a paid spokesperson for Row, a telehealth company selling weight loss drugs [2] - Williams is using GLP1 medication for weight loss and advocating for open discussion about it [2][3] - Williams' husband, Alexis O'hane, is an investor and on the board of Row [2] Weight Management & Health - Williams tried various methods like running, walking, and biking to combat weight gain before resorting to GLP1 medication [1] - Weight has been a long-standing issue for Williams, as highlighted in a 2018 documentary [2] Pharmaceutical & Telehealth Industry - Row is a telehealth company that sells weight loss drugs directly to consumers [2] - GLP1 medications are gaining popularity, with many people using them but not openly discussing it [1][3]

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]