Devil in the detail and sometimes hard to get over preconceived notion, even though Novo trial clearly showed CVOT benefit independent of weight loss (weight loss=reduced comorbidity- “same” compound- they both have glp-1).
I can’t wait to see the Dan Loeb letter from third point on all the wasteful spending Thibaut is doing. Right down to Summit itself just so his wife could keep living in nyc - when they could have got a huge tax brake moving elsewhere.
I am a former Lilly rep (Mounjaro, Zepbound) who got caught up in the reorg. If I was a Novo rep selling Ozempic and Weygovy i would hit the 12-18 yeqr olds fatties hard at pediatricians offices'. Zepbound is 18 and over. I would focus on the 2mg dose studies that bridge the gap as far as A1C and weight loss vs Mounjaro.
Anyone who was worth their weight in salt left last year.