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:
Incretins and the cardiovascular system: bridging digestion with metabolism
https://www.thelancet.com/journals/landia/article/PIIS2213-8587(25)00166-4/abstract
"We propose that incretin hormones-glucagon-like peptide-1 (GLP-1) & glucose-dependent insulinotropic peptide (GIP)-act as a critical link connecting digestion, metabolism, & cardiovascular function, supporting physiological adaptations to nutrient intake"
https://www.thelancet.com/journals/landia/article/PIIS2213-8587(25)00166-4/abstract
"We propose that incretin hormones-glucagon-like peptide-1 (GLP-1) & glucose-dependent insulinotropic peptide (GIP)-act as a critical link connecting digestion, metabolism, & cardiovascular function, supporting physiological adaptations to nutrient intake"
Hindbrain octadecaneuropeptide gliotransmission as a therapeutic target for energy balance control without nausea or emesis
https://www.science.org/doi/10.1126/scitranslmed.adu6764
https://www.science.org/doi/10.1126/scitranslmed.adu6764
26/7 2025 10:44 mon14 0
127375 Er der nogen der kender til historien om indiske semaglutid kopier der kommer i 2026, og vil det få betydning på US/Europa markedet?
mon14 Hvis du medregner Tyrkiet som en del af Europa, så får det en lillebitte betydning for Europa, ja.
Mig bekendt har Reddy ikke den store erfaring med peptider.
Men generelt er patent-udløb på ugentlig semaglutid med stort vægttab da mere bekymrende end daglig liraglutid med knap så stort vægttab.
Tevas liraglutid:
https://www.tevausa.com/our-products/tevagenerics/teva-generics-catalog/vision-product-page/liraglutideinjection
Der er forresten ingen - heller ikke i Kina så vidt jeg ved - der har fået godkendt en semaglutid biosimilar.
Selvfølgelig skal man have Reddy og andre i bakspejlet, men det er langt fra min største bekymring.
Mig bekendt har Reddy ikke den store erfaring med peptider.
Men generelt er patent-udløb på ugentlig semaglutid med stort vægttab da mere bekymrende end daglig liraglutid med knap så stort vægttab.
Tevas liraglutid:
https://www.tevausa.com/our-products/tevagenerics/teva-generics-catalog/vision-product-page/liraglutideinjection
Der er forresten ingen - heller ikke i Kina så vidt jeg ved - der har fået godkendt en semaglutid biosimilar.
Selvfølgelig skal man have Reddy og andre i bakspejlet, men det er langt fra min største bekymring.
