Switching gears, Eli Lily surging almost 6%. It led the S&P 500 today. Their obesity pill cleared yet another late stage trial.Patients with type 2 diabetes and obesity losing an average 10 a.5% of their body weight after 72 weeks is on the highest dose. For more on what may come next, city research managing director Jeff Meechum joining us now. Jeff, great to have you on the show.What did these results mean for Lily. >> Awesome. Thanks for having me, Brian.Um, yes. So, the results here are derisking from t ...

Eli Lily shares. Let's have a look at those after that news that we just uh reported that the pharma giant released more data on its obesity pill. Patients with obesity and diabetes lost about 10.5% of their body weight.The data clears the way for Lily to seek regulatory approval. Shares are up 1.7% when they got some data on this a month or so ago or just under a month ago they did fall. Let's get clarity on which bit of the data outweighs the other.Tim Anderson, Bank of America Security senior pharma anal ...

Hi. Hi. Serena Williams, the goat.Do you like being called that. Of course not. Why.Greatest of all time. Why not. Is it too much pressure.I don't think I have any pressure right now or in general. I just um there's a lot of goats out there, you know, and who am I to say that I am. So, I never really I never really thought about it whether I liked it or not.It was just, you know, bad with the sound they make. I don't know. B.I think that's a sheep. Close enough, right. Um, I want to talk about the announcem ...

I don't care about haters. I actually had them my whole life. They can just get in line.>> So, you're taking GLP-1s. >> Yeah. Yeah. Yeah.>> And and you're working with Row. What was the moment that you were like, I got to get on these. >> I've been trying to lose weight for so long.Ever since I had my first child in 2017. I literally played professional tennis and, you know, I was never able to get my weight down to where I needed it to be for a healthy area. No matter what I did, and I did.I played Wimbled ...

Market Dynamics & Competition - Novo Nordisk's oral wegovy shows promising 16.6% weight loss with good tolerability, potentially shifting the oral market split [3][4] - The oral wegovy faces a "food effect" issue, requiring specific consumption conditions (fasting, water, waiting 30 minutes), potentially limiting its use to maintenance after initial weight loss with injectables [4][7] - Manufacturing costs for oral wegovy are higher due to the larger peptide dosage (25mg) compared to the weekly injectable (2.4mg) [7] - The weight loss drug space is experiencing pricing headwinds and some pricing concessions, potentially influenced by the CVS exclusive deal [8][9] Company Performance & Expectations - Lilly's stock experienced a significant drop (down 14%) due to data expectations being set too high (above 15% efficacy), raising questions about the long-term strength of their franchise [1][2] - There was a disconnect between Novo Nordisk's positive presentation of their data (27 pounds average weight loss) and the market's expectations [9] - Companies need to learn from competitors' successes and failures in managing expectations and messaging around drug data [13]

An experimental weight-loss pill from Eli Lilly helped people lose up to about 12% of their body weight, a new study found, potentially clearing the way for the drug to be on the market next year https://t.co/eihfsfp4I8 ...

Clinical Trial Results - Lilly's experimental pill resulted in patients shedding approximately 11% of their body weight [1] Market Expectations - The 11% weight loss result falls on the lower end of Wall Street's expectations [1]

Financial Data and Key Metrics Changes - For Q2 2025, Palatin did not record any product sales due to the sale of Vyleesi's rights, compared to gross product sales of $4.3 million and net product revenue of $2 million in Q2 2024 [4] - Total operating expenses for Q2 2025 were $2.6 million, net of a $2.5 million gain, compared to $900,000 net of a $7.8 million gain in Q2 2024 [4] - Net loss for Q2 2025 was $2.4 million, a decrease from a net loss of $7.8 million in Q2 2024, primarily due to changes in fair values of warrant liabilities and the elimination of leasing net product revenue [5] - Cash and cash equivalents as of December 31, 2024, were $3.4 million, an increase from $2.4 million at September 30, 2024, but down from $9.5 million at June 30, 2024 [5][6] Business Line Data and Key Metrics Changes - The Phase two study BMP-801 evaluating the co-administration of bremelanotide with drocepatide has been completed, with top-line data expected later this month [7][8] - The obesity and weight loss management portfolio includes long-acting and orally active melanocortin four receptor compounds, with plans to move both into IND enabling activities and clinical studies in 2025 [9] - A Phase two study for OP08177 for ulcerative colitis remains on track for top-line data release in Q1 2025, with increased business development discussions anticipated [10] Market Data and Key Metrics Changes - The pharmacological treatment of obesity is projected to have a market value exceeding $100 billion annually, with a focus on melanocortin four receptor agonists as a key treatment option [12] - The company is exploring opportunities in rare and orphan syndromic diseases, which may present significant market potential [22][23] Company Strategy and Development Direction - The company is concentrating its R&D efforts on melanocortin four receptor obesity assets, believing it will play a crucial role in future obesity treatment [12] - Palatin is actively engaged in discussions for out-licensing programs and seeking funding for further development [11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the upcoming quarter and 2025, highlighting the excitement surrounding their ongoing projects and potential market opportunities [28] Other Important Information - The detailed results of the Phase two breakout study for Bremelanotide in diabetic kidney disease have been accepted for presentation at a medical meeting, indicating the program's potential [10][11] Q&A Session Summary Question: Focus on upcoming obesity data and benchmarks - Management clarified that they are looking for a clear signal in the study rather than a specific percentage weight loss benchmark, emphasizing the importance of clinical meaningfulness [15][16][17] Question: Consideration of additional indications beyond weight loss - Management acknowledged the potential for melanocortin four receptor agonists in rare and orphan syndromic diseases, indicating a strategic focus on this area [21][22][24]