The success of weight loss drugs like Ozempic and Wegovy has propelled Novo Nordisk to become Europe's largest company. Viking Therapeutics emerges as a significant player in the weight loss drug market, potentially becoming a takeover target. Investors are anticipating positive data from Viking's VK2735 and Zealand Pharma's survodutide. Analysts predict peak sales for both drugs. Weight-loss drugs are gaining traction, with potential GDP growth from reduced obesity-related health concerns. GLP-1 drugs like Ozempic are reshaping drug pricing discussions and insurance coverage.
In @nytopinion Ozempic threatens to bust the national budget. But there’s a way to bring costs of weight-loss drugs down to be closer in line with their social benefits, Brian Deese, Jonathan Gruber and Ryan Cummings write in a guest essay. https://t.co/G9TJjBWHRJ
“If we continue to show these secondary benefits of the weight reduction that these drugs achieve… it’s going to make these drugs very compelling and very hard for insurers not to pay for.” AEI’s @ScottGottliebMD on the continued impact of GLP-1 drugs like Ozempic. https://t.co/RsW9X721gu
Weight-loss drug restrictions shine spotlight on imbalance in obesity care https://t.co/a8LAYNHdIE @TreedinDC
Today, I’m in the @nytimes, w/ Jon Gruber and @weakinstrument, discussing how a new category of weight-loss drugs—GLP-1s—necessitate a fundamental rethink on how we price drugs. 1/7 https://t.co/mev15DnMve
StockWatch: Challengers Take Aim at Lilly, Novo Nordisk Viking Therapeutics shares rocket 146% on positive obesity data; Zealand Pharma climbs as 83% of patients show MASH improvement. Learn more: https://t.co/eLnmz5cRFt https://t.co/IRrcjjTdCw
4March: What data generated by @Viking_VKTX's VK2735 and @ZealandPharma's survodutide has impressed investors? And how much are analysts predicting in peak sakes for both drugs? My latest StockWatch for @GENbio: https://t.co/mEnKifhHkU
The Ozempic effect: According to Goldman Sachs, the reduction in obesity-related health concerns could boost U.S. GDP by 0.4% to 1% with widespread uptake of weight-loss medications
$VKTX What a move, weight loss drugs the rage. Still, at least 2 years away. FYI CNBC pumping it this weekend 8D needs to catch up https://t.co/Ed2rYJdb9g
$VKTX Don’t really see how Viking isn’t bought out, and it might behoove interested parties to make their move before oral formulation data, if good, cause the next leg up in share price. Can $PFE digest a $20 billion deal? Because they could really use 2735… $XBI
Viking Therapeutics emerges as a strong weight loss drug player — or takeover target https://t.co/IEaXPlGEwk
The success of weight loss drugs like Ozempic and Wegovy has turned Novo Nordisk into Europe's biggest company. But Eli Lilly's newest drug could take a big bite out of the market https://t.co/J2h72McbEw https://t.co/Oa3K3PqGjo