Blogindlæg fra Tommy Carstensen, MidgaardFinance.com
"Novo Nordisk and Eli Lilly will release their Q2 results on 6 and 7 August.
ADA 2025, which wrapped at the end of June, delivered a blitz of new obesity data. Below is a look at every major piece now on the board-and the ones most likely to move next in this century-old contest between the two weight-loss giants....
What to listen for on the Q2 earnings calls
Novo Nordisk - 6 Aug
CEO hand-off - any hint on who follows Lars Fruergaard Jørgensen?
Manufacturing headroom - has Wegovy capacity finally outpaced demand, and will it scale for Amycretin?
Amycretin phase 3 design - trial size, endpoints, and the split between oral and injectable arms.
CagriSema filing - timeline clarity after the REDEFINE data.
Oral sema 25 mg - likely no news; FDA already accepted the OASIS-4 filing, PDUFA sits in Q4.
Eli Lilly - 7 Aug
Orforglipron phase 3 - guidance now or pushed to the promised Q3 update?
Bimagrumab phase 3 - has the trial design been finalised with FDA, or is it still pencilled in for Q4?
Retatrutide phase 3 - first-patient-in date, dosing cadence, any early enrolment colour?
Wild-cards
Amgen - could outline the MariTide phase 3 program (monthly shot).
Boehringer Ingelheim / Zealand - may drop an enrolment update on Survodutide's SYNCHRONIZE-1 trial in non-T2D patients.
Læs hele blogindlægget:
https://blog.midgardfinance.com/2025/07/21/the-obesity-drug-chessboard-after-ada2025-with-q2-earnings-in-play/
"Novo Nordisk and Eli Lilly will release their Q2 results on 6 and 7 August.
ADA 2025, which wrapped at the end of June, delivered a blitz of new obesity data. Below is a look at every major piece now on the board-and the ones most likely to move next in this century-old contest between the two weight-loss giants....
What to listen for on the Q2 earnings calls
Novo Nordisk - 6 Aug
CEO hand-off - any hint on who follows Lars Fruergaard Jørgensen?
Manufacturing headroom - has Wegovy capacity finally outpaced demand, and will it scale for Amycretin?
Amycretin phase 3 design - trial size, endpoints, and the split between oral and injectable arms.
CagriSema filing - timeline clarity after the REDEFINE data.
Oral sema 25 mg - likely no news; FDA already accepted the OASIS-4 filing, PDUFA sits in Q4.
Eli Lilly - 7 Aug
Orforglipron phase 3 - guidance now or pushed to the promised Q3 update?
Bimagrumab phase 3 - has the trial design been finalised with FDA, or is it still pencilled in for Q4?
Retatrutide phase 3 - first-patient-in date, dosing cadence, any early enrolment colour?
Wild-cards
Amgen - could outline the MariTide phase 3 program (monthly shot).
Boehringer Ingelheim / Zealand - may drop an enrolment update on Survodutide's SYNCHRONIZE-1 trial in non-T2D patients.
Læs hele blogindlægget:
https://blog.midgardfinance.com/2025/07/21/the-obesity-drug-chessboard-after-ada2025-with-q2-earnings-in-play/
To tabeller derfra vedhæftet. Klik for at gøre større.
Der var ifm ADA2025 forskellige tråde herinde:
Bimagrumab og BELIEVE:
https://proinvestor.com/boards/126953/
Orforglipron og ACHIEVE:
https://proinvestor.com/boards/126900/
CagriSema og REDEFINE:
https://proinvestor.com/boards/126912/
Amycretin fase 1b/2:
https://proinvestor.com/boards/126893/
https://proinvestor.com/boards/126885/
Semaglutid 7.2mg og STEP-UP:
https://proinvestor.com/boards/126888/
Lilly-tråd:
https://proinvestor.com/boards/126943/
Et udmærket blog-indlæg af Eric Topol. Han har også skrevet lidt om Ecnoglutid, som er udeladt fra det andet blog-indlæg:
https://erictopol.substack.com/p/the-gut-brain-axis-takes-center-stage
Video efter ADA2025:
Der var ifm ADA2025 forskellige tråde herinde:
Bimagrumab og BELIEVE:
https://proinvestor.com/boards/126953/
Orforglipron og ACHIEVE:
https://proinvestor.com/boards/126900/
CagriSema og REDEFINE:
https://proinvestor.com/boards/126912/
Amycretin fase 1b/2:
https://proinvestor.com/boards/126893/
https://proinvestor.com/boards/126885/
Semaglutid 7.2mg og STEP-UP:
https://proinvestor.com/boards/126888/
Lilly-tråd:
https://proinvestor.com/boards/126943/
Et udmærket blog-indlæg af Eric Topol. Han har også skrevet lidt om Ecnoglutid, som er udeladt fra det andet blog-indlæg:
https://erictopol.substack.com/p/the-gut-brain-axis-takes-center-stage
Video efter ADA2025:
