Breaking GLP-1 Industry News In Real Time. Live M/W/F at 12pm Eastern. New podcast every Tuesday.
- Tweets 4,347
- Following 413
- Followers 6,448
- Likes 1,996
On The Pen™ retweeted
Tune in to @ManOnThePen this morning @ 11AM CT / 12PM ET piped.video/watch?v=n4Z6mPOx…
1
1
218
🚨 FEDS RAID BUSINESS TIED TO RUO PEPTIDE COMPANY
Research-grade peptide company Apex Peptides is tied to the owners of an Apex Waste Management business raided by federal agents this week.
The U.S. Postal Inspection Service is leading the investigation, with the FBI and IRS-CI involved.
9
1
45
7,983
Frequency of dosing is as important to patients as having to take a pill on an empty stomach, i.e. not super important….
Tolerability and efficacy are king in obesity. That will be different in 10 years, but by then, the entire conversation will have shifted to weight loss quality and body composition.
This “moves the needle” with manufacturing and logistics, not so much with patients. (See what I did there?)
$NVO has entered a major global licensing and collaboration agreement with Swedish drug delivery company Nanexa worth up to €1.165B.
The agreement gives Novo exclusive global rights to use Nanexa’s PharmaShell technology for certain peptide drugs targeting obesity, type 2 diabetes and other cardiometabolic diseases.
The collaboration could include up to five development programs, with a particularly interesting goal: developing long-acting injectable medicines that could be administered monthly or even quarterly.
PharmaShell uses an ultra-thin coating around individual drug particles to control and extend the release of the medicine over time.
Novo will lead global development and commercialization. Nanexa is eligible for up to €1.165B, including €615M in upfront, development and regulatory payments, plus sales milestones and low single-digit royalties.
The deal adds another approach to Novo’s efforts to make cardiometabolic treatments more convenient, potentially reducing injections from weekly to monthly or quarterly.
Link: nanexa.com/mfn_news/nanexa-a…
#stocks #Investing
3
19
4,144
Even if this were a real concern with patients (it isn’t)… People will take the risk to be alive and potentially blind vs obese and potentially dead.
As a doctor, I am extremely concerned with the GLP-1 weight loss drug side effects and adverse reactions I’ve seen.
Really disappointing to see weight loss drugs being promoted heavily in the UK as well, although I have to say the British media does talk more about SIDE EFFECTS compared to the the US media whose ass is owned by Big Pharma.
Nevertheless, THOUSANDS of lawsuits in the USA are arising.
I’m sure the same is going to happen in the UK as well.
Really sad situation. We’ve seen this “miracle drug” nonsense play out before. Keeps on happening. This mass-prescribing craze is not going to end well.
I am confident I will be proved right. So save this tweet for the future.
7
24
3,717
During $NVO Capital Markets Day, did anyone else catch that Novo plans to file a BLA for #Zenagamtide?
Not exactly a shock, considering zenagamtide is a 68-amino-acid peptide, comfortably above the FDA’s >40 amino acid threshold for a “protein.”
But given everything happening right now in the $LLY retatrutide biologics fight, that little detail suddenly feels a lot more interesting.
3
26
3,632
INVESTORS:
Given everything happening in the retatrutide biologics fight, when $LLY or $NVO evaluates a potential obesity M&A target, how much does the amino acid count of a peptide now factor into the analysis?
Not from a manufacturing standpoint, but from a regulatory and exclusivity standpoint.
If two obesity assets are otherwise similarly compelling, does being 39 vs 40+ amino acids meaningfully change how you value them?
We don’t know how many #VK2735 is, correct?
$VKTX
5
17
3,005
WATCH LIVE: The Retatrutide Biologics Oral Arguments $LLY $NVO $VKTX nitter.net/i/broadcasts/1MJgNbEDW…
2
15
3,420
Is there anyone in the Chicagoland area that could attend this AM’s hearing on Retatrutide?
9:30 AM Main Courtroom, Room 2721, at the Seventh Circuit in Chicago. Let me know!
1
1
22
2,602
Viking Therapeutics VK2735 STUNS! nitter.net/i/broadcasts/1nGnRBePv…
1
5
29
5,522
🚨 BREAKING COMPOUNDED GLP-1 NEWS
In a warning letter to Empower Pharmacy, FDA is putting its previous public statements into action: mass compounding GLP-1 products, including formulations that add ingredients like B12 or niacinamide, may still constitute “essential copies” unless the change creates a documented, significant difference for an identified individual patient.
FDA alleges Empower was producing these products regularly and in inordinate amounts, and questioned whether repeated “significant difference” justifications were truly individualized.
$LLY $NVO $HIMS
9
1
70
72,817
🚨 $VKTX Just reported 22% placebo adjusted weight loss with no plateau observed for the 17.5mg arm. Incredible results!
Results Demonstrate Viability of Monthly and Every Other Week Dosing Regimens for Maintaining Weight Loss; Increasing Options for Adherence to Treatment
Up to 97% of Weight Loss Maintained Following Transition to Every Other Week Dosing for Three Months
Up to 90% of Weight Loss Maintained Following Transition to Monthly Dosing for Three Months
Excellent Tolerability Observed During Maintenance Dosing with GI Adverse Event Rates Similar to Placebo
4
7
38
4,419