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semaglutide

5 statements across 1 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Jan 22, 2024 by Ben Gilbert · said 22 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Ben Gilbert (12), David Rosenthal (10)

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0122024episodes it came up in
007.511522024episodesmentions per episode
2024 22 mentions in 2 episodes 11 per episode

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Everything said about semaglutide, oldest first

Jan 22, 2024 neutral
Assertion Supported
GLP-1 drugs generate 69% of Novo Nordisk's total revenue
“51% of their revenue comes from diabetes-focused GLP-I drugs, and an additional 18% from obesity-related GLP-I. So 69% of their revenue comes from semaglutide or liraglutide.”
Ben Gilbert Jan 22, 2024 ▶ 2:23:21 Novo Nordisk (Ozempic) · Acquired
Jan 22, 2024 positive
Assertion Supported
Novo Nordisk tests semaglutide for Alzheimer's and kidney disease treatments
“So currently, Novo has clinical trials going for semaglutide, like same drug, same GLP-I's, use case in treating cardiovascular disease, in treating Alzheimer's, in treating kidney disease, many others.”
David Rosenthal Jan 22, 2024 ▶ 2:26:19 Novo Nordisk (Ozempic) · Acquired
Jan 22, 2024 neutral
Assertion Partly supported
Novo Nordisk holds the semaglutide patent until 2032
“Novo Nordisk has the patent on semaglutide until 2032.”
Ben Gilbert Jan 22, 2024 ▶ 2:45:46 Novo Nordisk (Ozempic) · Acquired
Jan 22, 2024 positive
Assertion Supported
Semaglutide requires once-weekly injections compared to daily liraglutide doses
“One, it is much, much longer lasting in the body, so it only needs to be injected once per week instead of once per day.”
David Rosenthal Jan 22, 2024 ▶ 2:15:37 Novo Nordisk (Ozempic) · Acquired
Jan 22, 2024 positive
Assertion Supported
Semaglutide is twice as effective as liraglutide for weight loss
“Two, and much more important for the near term, it is twice as effective as liraglutide for weight loss.”
David Rosenthal Jan 22, 2024 ▶ 2:15:53 Novo Nordisk (Ozempic) · Acquired
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