semaglutide, every mention
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every year anyone Ben Gilbert 12David Rosenthal 10
Verbatim, from the transcripts: the passages where semaglutide comes up
Renaissance Technologies (Audio) · Acquired
- ▶ 3:09:56 Ben Gilbert Well, really creator, or a person who led the team that created Liraglutide, which went on to become Semaglutide, which of course is Ozempic, Wegovi, et cetera.
Novo Nordisk (Ozempic) · Acquired
- ▶ 2:14:51 David Rosenthal Anyway, right around this same time, Novo begins phase three trials with their new, next generation, improved GLP-I analog, semaglutide, which I think is pronounced semaglutide.
- ▶ 2:15:07 David Rosenthal We've also heard semaglutide.
- ▶ 2:15:16 Ben Gilbert The most reputable source we could find seemed to say semaglutide.
- ▶ 2:15:20 Ben Gilbert Which makes sense, you know, coming out of liraglutide, and I believe there's a duaglutide, so we're rolling with semaglutide.
- ▶ 2:15:32 David Rosenthal And semaglutide has several benefits over liraglutide.
- ▶ 2:16:21 David Rosenthal And there's some more, um, benefits, potential benefits that we'll talk about in a little bit here, but this compound, this GLP-I agonist, semaglutide, is
- ▶ 2:16:37 David Rosenthal All the same thing, all semiglutide.
- ▶ 2:18:19 Ben Gilbert The thing that's really fascinating to me about semaglutide as a weight loss drug is that you can't just sit around eating pizza and ice cream and lose weight.
- ▶ 2:20:57 David Rosenthal So when Wegevee finally launches in the U.S. in 2021 as the official FDA sanctioned weight loss version of semaglutide, it gets the same number of prescriptions written for it by doctors.
- ▶ 2:21:33 Ben Gilbert Well, in February of twenty-twenty-one, after the clinical trial finishes on semaglutide for weight loss, so for a week OV to hit the market in the US, the New York Times runs a story and just calls it a game-changer.
- ▶ 2:23:21 Ben Gilbert So 69% of their revenue comes from semaglutide or liraglutide.
- ▶ 2:25:40 David Rosenthal So, because semaglutide has such a long half-life relative even to liriglutide, I mean, it's a once-weekly injection, so like,
- ▶ 2:26:19 David Rosenthal 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.
- ▶ 2:35:19 David Rosenthal That seems to be as if not more effective as semaglutide in terms of weight loss when used for obesity.
- ▶ 2:45:46 Ben Gilbert Novo Nordisk has the patent on semaglutide until 2032.
- ▶ 2:46:59 David Rosenthal So like, yes, the semaglutide patent will expire in 2032.
- ▶ 2:53:40 Ben Gilbert They have figured out how to make semaglutide a once a day pill if you prefer taking that to a once a week injection.
- ▶ 3:06:11 Ben Gilbert I mean, semaglutide isn't out of nowhere.
- ▶ 3:12:16 Ben Gilbert There's no MVP in semaglutide.
- ▶ 3:34:14 Ben Gilbert For some numbers, which I think are interesting and just sort of to illustrate, if semaglutide becomes truly a mega blockbuster, an example of this is Humira by AbbVie, that generated two hundred billion dollars in lifetime sales since…
- ▶ 3:35:05 Ben Gilbert And like, there's a chance that with semaglutide and terazipatide,