Semaglutide

“So what our philosophy is, along with this, our focus would be on supplements. I mean, this would be front end, but actually, we will be selling the complete lifestyle. Protein, supplements, vitamins, other requirements. The complete, I mean, chain, the ecosys…”

“The Chinese are much better at biological processors, and the GLP-I they make, the semaglutide they make is from a biologic route. So they're able to scale it much, much better than Indians. Indian companies are largely in synthesis, which is an inefficient wa…”

“Our team's fundamental perspective is that they all achieve the same goals. They were just novel IP strategies to achieve those same goals. And I would say that they're all pretty much interchangeable.”

“This is, like, the biggest thing in medicine since penicillin”

“I think this month Lilly is reading out their semaglutide in Alzheimer's trial, which is to me is a real test of whether it's An aging drug or not because it's well outside of the metabolic spectrum of diseases.”

“They just analyzed our medicines, trisepatide and semaglutide, and they said, actually, they're both cost effective at current pricing. In fact, Zepbound or Trisepatide was, the threshold they have is to save a 100,000 dollars per person per year in downstream…”

“This is, like, the biggest thing in medicine since penicillin”

“Suppose that a quarter of the obese people in America want semaglutide. That's thirty-five million prescriptions. Semaglutide costs about 15,000 per year. Multiply it out, that's five hundred billion dollars. And Americans currently spend three hundred billion…”

“How many people do you think are taking it? Like weekly active users... It's 50,000. Isn't that crazy?”

“It'll go off patent in 2032.”

“America does have a huge advantage here. Like Canada hasn't even approved it. Like we really are on the forefront.”

“So it was really Novo's insight that we could push up the dose of semaglutide that allowed the obesity Kind of threshold to be pushed.”

“In our hands, it, it's about as good as high dose semaglutide, and we, we're doing phase three right now. So that will start to read out next year.”

“In Austria recently, there was a big problem where people bought what they thought was compounded semaglutides, the active component of these drugs. They weren't, they went into comas, they were horribly injured.”

“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.”

“Two, and much more important for the near term, it is twice as effective as liraglutide for weight loss.”

“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.”

“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.”

“Novo Nordisk has the patent on semaglutide until 2032.”

“And I think these semiglutide GLP ones are here to stay. They're transformational on society.”