Shaaaw
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$Viking Therapeutics(VKTX.US$ $Novo-Nordisk A/S(NVO.US$ $Eli Lilly and Co(LLY.US$
Chart- show major competitors in obesity and subsequent weight loss over time
Pay attention to Duration in weeks
$Viking Therapeutics(VKTX.US$ best in class drug for obesity with best results (weight loss) in least amount of time vs other companies.
⬇️⬇️
Chart- show major competitors in obesity and subsequent weight loss over time
Pay attention to Duration in weeks
$Viking Therapeutics(VKTX.US$ best in class drug for obesity with best results (weight loss) in least amount of time vs other companies.
⬇️⬇️
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Shaaaw
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Top companies and drugs by sales in 2023 from Nature Reviews Drug Discovery.
$Eli Lilly and Co(LLY.US$ and $Novo-Nordisk A/S(NVO.US$ are not on the list (they will be next year of course...). Just shows how forward looking our industry is as both have higher market caps than any of the top 10 companies
$Eli Lilly and Co(LLY.US$ and $Novo-Nordisk A/S(NVO.US$ are not on the list (they will be next year of course...). Just shows how forward looking our industry is as both have higher market caps than any of the top 10 companies
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👉 Key Highlights:
📍 Nonfarm payrolls soar by 303,000 in March, outpacing expectations.
📍 February's job additions revised down slightly to 270,000.
📍 Unemployment rate falls to 3.8%, indicating a robust job market.
📍 S&P 500 futures point to a positive Wall Street open following the report.
📍 10-year Treasury yield jumps 8.9 basis points, reflecting bond market reaction.
📍 Dollar index strengthens by 0.3%, signaling currency mar...
📍 Nonfarm payrolls soar by 303,000 in March, outpacing expectations.
📍 February's job additions revised down slightly to 270,000.
📍 Unemployment rate falls to 3.8%, indicating a robust job market.
📍 S&P 500 futures point to a positive Wall Street open following the report.
📍 10-year Treasury yield jumps 8.9 basis points, reflecting bond market reaction.
📍 Dollar index strengthens by 0.3%, signaling currency mar...
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$Meta Platforms(META.US$
👉 Key Highlights:
📍 Instagram contributed 30% to Meta's revenue in the first half of 2022.
📍 $22 billion revenue from Instagram in 2020, making up 26% of Meta's total sales.
📍 Revenue increased to $32.4 billion in 2021, accounting for 27% of the business.
📍 First six months of 2022 saw Instagram generate $16.5 billion.
📍 Instagram's growth outpaces other Meta platforms, showcasing the app's expanding financial infl...
👉 Key Highlights:
📍 Instagram contributed 30% to Meta's revenue in the first half of 2022.
📍 $22 billion revenue from Instagram in 2020, making up 26% of Meta's total sales.
📍 Revenue increased to $32.4 billion in 2021, accounting for 27% of the business.
📍 First six months of 2022 saw Instagram generate $16.5 billion.
📍 Instagram's growth outpaces other Meta platforms, showcasing the app's expanding financial infl...
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$AMC Entertainment(AMC.US$
👉 Key Highlights:
📍 Adam Aron, CEO of AMC Theatres, sees compensation rise to $25.4 million in 2023.
📍 Salary boost from $23.7 million in 2022 and $18.9 million in 2021.
📍 Package includes $1.5 million base salary, $17.9 million in stock awards, and $6 million in incentives.
📍 AMC leverages meme stock surge in 2021 to strengthen financials and expand revenue streams.
📍 Aron's base salary remains steady at $1.5 mil...
👉 Key Highlights:
📍 Adam Aron, CEO of AMC Theatres, sees compensation rise to $25.4 million in 2023.
📍 Salary boost from $23.7 million in 2022 and $18.9 million in 2021.
📍 Package includes $1.5 million base salary, $17.9 million in stock awards, and $6 million in incentives.
📍 AMC leverages meme stock surge in 2021 to strengthen financials and expand revenue streams.
📍 Aron's base salary remains steady at $1.5 mil...
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Shaaaw
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$Novo-Nordisk A/S(NVO.US$ & $Eli Lilly and Co(LLY.US$ 's MCap increased by $285 bil in Q1 2024 alone, driven mostly by growth of the GLP-1 franchises,
Revenue from both companies GLP-1 drugs totaled $33.6 bil last yr, an impressive number that almost certainly will grow this yr,
But let's put that $285 bil incr in mkt value into perspective,
$AbbVie(ABBV.US$ has a $315 bil MCap, not much bigger than the combined Q1 incr in mkt value for LLY & NVO,
ABBV had $54 bil in revenue in 2023, compared ...
Revenue from both companies GLP-1 drugs totaled $33.6 bil last yr, an impressive number that almost certainly will grow this yr,
But let's put that $285 bil incr in mkt value into perspective,
$AbbVie(ABBV.US$ has a $315 bil MCap, not much bigger than the combined Q1 incr in mkt value for LLY & NVO,
ABBV had $54 bil in revenue in 2023, compared ...
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$Viking Therapeutics(VKTX.US$ obesity market has all the momentum.
Likely suitors:
- $Pfizer(PFE.US$ - just pulled their Ph3 trial from Danuglipron twice daily dosing due to AE’s. Wants in obesity market.
- $Eli Lilly and Co(LLY.US$ - could own the obesity market with $Viking Therapeutics(VKTX.US$ and tirzepatide. Has speculation interest. Approaching $1T market cap soon.
- $Merck & Co(MRK.US$ - currently studying efinopegdutide. Wants a piece of the pie. Could immediately be a major player with...
Likely suitors:
- $Pfizer(PFE.US$ - just pulled their Ph3 trial from Danuglipron twice daily dosing due to AE’s. Wants in obesity market.
- $Eli Lilly and Co(LLY.US$ - could own the obesity market with $Viking Therapeutics(VKTX.US$ and tirzepatide. Has speculation interest. Approaching $1T market cap soon.
- $Merck & Co(MRK.US$ - currently studying efinopegdutide. Wants a piece of the pie. Could immediately be a major player with...
2
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NHP data from $Regeneron Pharmaceuticals(REGN.US$ 's new slide deck is very relevant for the weight loss space.
Combining pure anti-Myostatin antibodies with Semaglutide was marginally effective in NHPs in preventing muscle loss. I believe that for that reason, $Scholar Rock(SRRK.US$ and probably also $Biohaven(BHVN.US$ are likely to disappoint.
Additionally blocking other ligands like Activin A dramatically improves body composition. That is what $Eli Lilly and Co(LLY.US$ , $Keros Therapeutics(KROS.US$ ...
Combining pure anti-Myostatin antibodies with Semaglutide was marginally effective in NHPs in preventing muscle loss. I believe that for that reason, $Scholar Rock(SRRK.US$ and probably also $Biohaven(BHVN.US$ are likely to disappoint.
Additionally blocking other ligands like Activin A dramatically improves body composition. That is what $Eli Lilly and Co(LLY.US$ , $Keros Therapeutics(KROS.US$ ...
3
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$Meta Platforms(META.US$
Key Details:
📍 Mark Zuckerberg sold 1.28 million Meta shares for approximately $428 million in the last two months of 2023.
📍 Sales occurred every trading day from Nov. 1 to year-end, averaging $10.4 million per session.
📍 This marks Zuckerberg’s first Meta share sale since November 2021.
📍 Meta’s stock price saw a significant rebound, increasing 194% from a seven-year low.
📍 Meta's stock performance was second only to Nvidia C...
Key Details:
📍 Mark Zuckerberg sold 1.28 million Meta shares for approximately $428 million in the last two months of 2023.
📍 Sales occurred every trading day from Nov. 1 to year-end, averaging $10.4 million per session.
📍 This marks Zuckerberg’s first Meta share sale since November 2021.
📍 Meta’s stock price saw a significant rebound, increasing 194% from a seven-year low.
📍 Meta's stock performance was second only to Nvidia C...
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