NVO 2X Long ETF

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Eli Lilly(LLY.US) Lilly Analysis Shows Zepbound 15 mg Delivered 4.5% Greater Weight Loss Than Wegovy HD

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗭𝗲𝗽𝗯𝗼𝘂𝗻𝗱 𝟭𝟱 𝗺𝗴 showed 𝟰.𝟱% greater weight loss than Wegovy HD.

➤ 𝗭𝗲𝗽𝗯𝗼𝘂𝗻𝗱 𝟭𝟬 𝗺𝗴 showed 𝟯.𝟮% greater weight loss.

➤ Comparison used 𝗦𝗨𝗥𝗠𝗢𝗨𝗡𝗧-𝟭 and 𝗦𝗧𝗘𝗣 𝗨𝗣 trial data.

➤ Results evaluated adults with obesity over 𝟳𝟮 𝘄𝗲𝗲𝗸𝘀.

➤ Zepbound 15 mg had 𝟯.𝟱𝟰-times higher odds of ≥20% weight loss.

➤ Under efficacy analysis, those odds increased to 𝟰.𝟭𝟱 times.

➤ Efficacy-estimand mean differences were 𝗻𝗼𝘁 𝘀𝘁𝗮𝘁𝗶𝘀𝘁𝗶𝗰𝗮𝗹𝗹𝘆 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁.

➤ Findings were presented at the 𝟲𝟮𝗻𝗱 𝗘𝗔𝗦𝗗 Annual Meeting.

➤ Analysis compared Zepbound with 𝗪𝗲𝗴𝗼𝘃𝘆 𝗛𝗗 𝟳.𝟮 𝗺𝗴 indirectly.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Provides new comparative evidence for the expanding 𝗼𝗯𝗲𝘀𝗶𝘁𝘆 𝗱𝗿𝘂𝗴 market.

➤ Results suggest potential differentiation for Lilly's 𝗭𝗲𝗽𝗯𝗼𝘂𝗻𝗱 at higher doses.

➤ However, this was an 𝗶𝗻𝗱𝗶𝗿𝗲𝗰𝘁 𝗰𝗼𝗺𝗽𝗮𝗿𝗶𝘀𝗼𝗻, not a head-to-head trial.

➤ Findings could inform future clinical research and treatment comparisons.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:

𝗝𝗼𝗵𝗻 𝗪𝗶𝗹𝗱𝗶𝗻𝗴, DM, Professor of Medicine at the University of Liverpool:

"For people living with obesity, the choice of treatment matters, and clinicians increasingly want evidence on how the available options compare. Tirzepatide 10 mg and 15 mg and semaglutide 1.7 mg and 2.4 mg were compared directly in SURMOUNT-5, where tirzepatide helped people with obesity lose more weight. In the absence of a head-to-head trial comparing tirzepatide 15 mg against semaglutide 7.2 mg, this indirect comparison offers useful evidence for physicians as they make treatment decisions."

𝗧𝗵𝗼𝗺𝗮𝘀 𝗦𝗲𝗰𝗸, M.D., Senior Vice President of Product Development, Lilly Cardiometabolic Health:

"People with obesity have more treatment options than ever before, and their healthcare providers deserve as much information as possible to help guide their decisions. In a head-to-head Phase 3 clinical trial, Zepbound 10 mg and 15 mg delivered greater weight loss than Wegovy 1.7 mg and 2.4 mg, and a new indirect treatment comparison suggests the same doses of Zepbound may outperform Wegovy HD, as well. Together, these results offer physicians more information as they choose a treatment path."

Well this is interesting...

Rep. Scott Franklin (R) bought Novo Nordisk's stock

Novo Nordisk is the manufacturer of Ozempic

Rep. Franklin sits on the Appropriations subcommittee that funds the FDA, the agency that regulates Ozempic drugs

As Vice Chair of the subcommittee, he participates in votes that decide the FDA's annual budget

$Novo Nordisk AS(NVO.US) is down 9% since his purchase

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Novo Nordisk Raises 2026 Outlook on Stronger GLP-1 Sales Expectations - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗼𝘃𝗼 𝗡𝗼𝗿𝗱𝗶𝘀𝗸 raised its full-year 𝟮𝟬𝟮𝟲 adjusted guidance.

➤ Higher outlook reflects stronger expected 𝗚𝗟𝗣-𝟭 product sales.

➤ Adjusted sales guidance improved to 𝟬% 𝘁𝗼 -𝟲% at CER.

➤ Previous adjusted sales outlook was -𝟰% 𝘁𝗼 -𝟭𝟮% at CER.

➤ Adjusted operating profit guidance improved to 𝟬% 𝘁𝗼 -𝟲% at CER.

➤ 𝗤𝟮 adjusted sales reached 𝗗𝗞𝗞 𝟳𝟴,𝟰𝟴𝟴 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, up 𝟳% at CER.

➤ 𝗤𝟮 adjusted operating profit totaled 𝗗𝗞𝗞 𝟯𝟯,𝟯𝟴𝟵 𝗺𝗶𝗹𝗹𝗶𝗼𝗻, up 𝟭𝟭% at CER.

➤ Results exclude one-time impacts from the U.S. 𝟯𝟰𝟬𝗕 𝗗𝗿𝘂𝗴 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗣𝗿𝗼𝗴𝗿𝗮𝗺.

➤ 𝗤𝟮 included 𝗗𝗞𝗞 𝟲.𝟯 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in non-cash impairment charges.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Improved guidance signals stronger-than-expected demand for 𝗚𝗟𝗣-𝟭 therapies.

➤ Higher outlook may strengthen investor confidence in Novo Nordisk's earnings trajectory.

➤ Excluding one-time items provides a clearer view of underlying operating performance.

• The Nasdaq composite and AI chip stocks experienced a rally despite $Apple(AAPL.US)'s decline.

• Microsoft and Amazon reported strong earnings, highlighting concerns over AI spending.

• Sezzle, a fintech stock, surged 144% this year and is rebounding. $Sezzle(SEZL.US)

• NB Bancorp stock broke out past a new buy point amid market weakness.

• U.S. oil output and exports are at high levels, with the SPR at a 43-year low.

• Novo Nordisk and Eli Lilly faced selling pressure in the weight loss drug sector. $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US)

• IES Holdings stock rose 31% following a positive outlook for AI data centers.

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Novo Nordisk AS(NVO.US) Novo Nordisk's Phase 3 Ziltivekimab Trial Misses Primary Cardiovascular Endpoint

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗡𝗼𝘃𝗼 𝗡𝗼𝗿𝗱𝗶𝘀𝗸's 𝗭𝗘𝗨𝗦 phase 3 trial failed to reduce 𝗠𝗔𝗖𝗘.

➤ Hazard ratio was 𝟬.𝟵𝟵 with a 𝟵𝟱% confidence interval of 𝟬.𝟴𝟴–𝟭.𝟭𝟭.

➤ Trial enrolled more than 𝟲,𝟯𝟬𝟬 patients with 𝗔𝗦𝗖𝗩𝗗, 𝗖𝗞𝗗, and elevated inflammation.

➤ Ziltivekimab reduced 𝗜𝗟-𝟲 and 𝗵𝘀𝗖𝗥𝗣, confirming target engagement.

➤ Biological improvements did not translate into fewer cardiovascular events.

➤ Serious infections occurred more frequently with 𝘇𝗶𝗹𝘁𝗶𝘃𝗲𝗸𝗶𝗺𝗮𝗯 than placebo.

➤ No difference in 𝗮𝗹𝗹-𝗰𝗮𝘂𝘀𝗲 𝗺𝗼𝗿𝘁𝗮𝗹𝗶𝘁𝘆 was observed.

➤ Novo Nordisk expects a 𝗻𝗼𝗻-𝗰𝗮𝘀𝗵 impairment charge in 𝗤𝟯 𝟮𝟬𝟮𝟲.

➤ 𝗛𝗘𝗥𝗠𝗘𝗦 and 𝗔𝗥𝗧𝗘𝗠𝗜𝗦 phase 3 trials will continue, with results expected in 𝗛𝟭 𝟮𝟬𝟮𝟳.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Represents a setback for Novo Nordisk's 𝗰𝗮𝗿𝗱𝗶𝗼𝘃𝗮𝘀𝗰𝘂𝗹𝗮𝗿 drug pipeline.

➤ Raises questions about whether 𝗜𝗟-𝟲 inhibition alone improves cardiovascular outcomes.

➤ May shift investor focus toward upcoming 𝗛𝗘𝗥𝗠𝗘𝗦 and 𝗔𝗥𝗧𝗘𝗠𝗜𝗦 trial results.

➤ Company says 𝟮𝟬𝟮𝟲 operating profit guidance remains unchanged.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗠𝗮𝗿𝘁𝗶𝗻 𝗛𝗼𝗹𝘀𝘁 𝗟𝗮𝗻𝗴𝗲, Executive Vice President and Chief Scientific Officer at Novo Nordisk:

"Although ziltivekimab produced the expected biological effect, this did not result in MACE benefits in this population."

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Eli Lilly Delays Retatrutide Approval Filing to Q1 2027 - $Eli Lilly(LLY.US) $Hims & Hers Health(HIMS.US) $Novo Nordisk AS(NVO.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗘𝗹𝗶 𝗟𝗶𝗹𝗹𝘆 plans to file for 𝗿𝗲𝘁𝗮𝘁𝗿𝘂𝘁𝗶𝗱𝗲 approval in 𝗤𝟭 𝟮𝟬𝟮𝟳.

➤ Filing delayed to gather additional 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 and quality-control data.

➤ Phase 3 trials met primary endpoints in two additional studies.

➤ Adults with obesity and Type 2 diabetes lost up to 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝟮𝟬.𝟴% body weight.

➤ Adults with severe obesity and cardiovascular disease lost up to 𝗮𝗻 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗳 𝟮𝟮.𝟲% body weight.

➤ Retatrutide targets 𝗚𝗟𝗣-𝟭, 𝗚𝗜𝗣, and 𝗴𝗹𝘂𝗰𝗮𝗴𝗼𝗻 hormones.

➤ Common side effects included 𝗱𝗶𝗮𝗿𝗿𝗵𝗲𝗮, 𝗻𝗮𝘂𝘀𝗲𝗮, and 𝗰𝗼𝗻𝘀𝘁𝗶𝗽𝗮𝘁𝗶𝗼𝗻.

➤ TD Cowen estimates retatrutide could generate $𝟯.𝟴 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in 𝟮𝟬𝟯𝟬 sales.

➤ Novo Nordisk recently sued Lilly over 𝗮𝗹𝗹𝗲𝗴𝗲𝗱 false advertising claims.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗞𝗲𝗻𝗻𝗲𝘁𝗵 𝗖𝘂𝘀𝘁𝗲𝗿, President of Lilly Cardiometabolic Health:

"We believe we have the information necessary to file for approval globally for retatrutide as a potential treatment for obesity, knee osteoarthritis pain and obstructive sleep apnea."