Big Week Ahead in GLP-1

Here’s what I’m Watching

Novo Nordisk Earnings Call

Over the last quarter, Lilly snatched the market share crown in GLP-1 meds for the first time ever.

Not to be outdone, Novo struck a deal with CVS Caremark to become the exclusive obesity medicine offered on their formularies.

If Novo really wants to rebound their stock, they’re going to need another massive headline. We will be watching closely Wednesday morning.

OFA vs FDA Tirzepatide Lawsuit

This past week, the transcript from the recent hearing was released. We covered the implications closely here.

A ruling in this lawsuit could come as early as this week, my money would be on Friday if and when it does come.

If you’re forcing me to place a bet on these horses, after this week, I’d say it’s OFA by a nose. We shall see.

#ReleaseAllTheVials

This is long past due. Lilly needs to do the right thing and release the 12.5 + 15mg doses of the single dose vials.

They also need a headline. After last week’s Novo/CVS news that pre-empted their earnings call, they need another massive headline. Not to mention the positive news that came out on Semaglutide and liver disease.

Releasing all the vials would certainly do it. Dave Ricks, we eagerly await your call 😂

Our New Camper Finally Gets Delivered

Today we cleaned 5 years of memories out of our old camper in preparation for the new. It should be delivered this week, and I can’t wait to give you all a tour. I’m eager to get the mobile podcast studio set up and give you all a tour.

Our campground owners also graciously upgraded our spot this year. We will have lakefront views this year, and I can’t wait to work on the next big thing for this year.

Can you tell I'm excited for camping season?

Much Love,