减肥容易维持难。这都懂

关键是如何做到。 $LLY 礼来不错，最新公布顶级医学期刊：柳叶刀和nature

第一阶段减肥药物和注射之后，长期的体重维持，最大剂量基本上长期不反弹，就是低剂量维持也只有5公斤反弹

这个非常好的长期治疗策略和健康管理，特别是切换到最新的礼来口服减肥药

方便长期现金流…

颗粒度更细的公司估值和目标价范围策略见订阅者

底部精准预测反弹，好像又赢麻了 luck

唯一公开预测时间线还不涨的好像就等夏天海边🏝️看AEO 海滩装了。

不过90%的预测胜率可以笑傲江湖了吧。看到也能做到，巨大的认知差到执行力，事后看，后视思维都容易，当然希望全面完美。

记录教育分享。

$NVO Novo Nordisk presented strong new data for the Wegovy pill.

✅Early responders (about 29% of users) lost 21.6% of body weight by week 64
✅Even non-early-responders lost a meaningful 11.5%
✅77% of people with poor physical function saw significant improvement in mobility vs. 43% on placebo

They also dropped a comparison against $LLY's Orforglipron:

The Wegovy pill produced greater weight loss, and orforglipron users were about 14x more likely to quit due to GI side effects. (take this with a grain of salt as this is not H2H).

In a patient preference survey, 84% preferred a treatment profile matching Wegovy pill.

The headline trial result (OASIS 4) remains 17% average weight loss vs. 2.7% for placebo over 64 weeks.

RT TacticzHazel
$NVO Novo Nordisk presented strong new data for the Wegovy pill.

✅Early responders (about 29% of users) lost 21.6% of body weight by week 64
✅Even non-early-responders lost a meaningful 11.5%
✅77% of people with poor physical function saw significant improvement in mobility vs. 43% on placebo

They also dropped a comparison against $LLY's Orforglipron:

The Wegovy pill produced greater weight loss, and orforglipron users were about 14x more likely to quit due to GI side effects. (take this with a grain of salt as this is not H2H).

In a patient preference survey, 84% preferred a treatment profile matching Wegovy pill.

The headline trial result (OASIS 4) remains 17% average weight loss vs. 2.7% for placebo over 64 weeks.

🚨 JUST IN - The FDA flagged a case of hepatic failure in a 56-year-old man using $LLY's Foundayo.

The event “has the potential to create market confusion if not laid out with full background”

Details in the FDA report were thin and it remains unclear if there were other circumstances that could have played a role in the patient’s outcome

Source: Barron's.

$NVO $LLY

$LLY - Funny how Lilly's CEO keeps emphasizing the ''no restrictions'' part for Foundayo.

I wonder why he's not talking about weight-loss percentages, at all. 🧐

The Transcript: Eli Lilly CEO: "A key milestone was the U.S. FDA approval of Foundayo—the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions" $LLY

$LLY - Just insane numbers

Mounjaro TRx up 51% YoY
Zepbound sales up 80% YoY

TacticzHazel: $LLY - With great earnings report.

They beat both on EPS and Revenue, but more importantly, they raised FY 2026 guidance.

Guidance was between $80-$83B and was now raised to between $82-$85B.

The CEO said: '' Foundayo will meaningfully expand the number of people who can

$LLY - With great earnings report.

They beat both on EPS and Revenue, but more importantly, they raised FY 2026 guidance.

Guidance was between $80-$83B and was now raised to between $82-$85B.

The CEO said: '' Foundayo will meaningfully expand the number of people who can benefit from GLP-1s''.

This applies to $NVO's Oral Wegovy as well.

The Oral GLP-1 era is reaching a whole new range of patients.

I've been using Perplexity Computer for the majority of my AI workflow lately-

And this is still my favorite project that I've ever built.

The ultimate insider buying tracking tool.

I wanted to find out one question:

Which stocks actually have a high correlation of share price appreciation and insider buying?

What Perplexity Computer built to answer this was truly amazing.

Here's what it did:

It pulled 1,301 real SEC Form 4 insider purchases across 184 S&P 500 stocks over the last 5 years.

Then it tracked what happened to each stock AFTER insiders bought, measuring forward returns, win rates, and purchase frequency.

It combined all of that into a single "Alpha Score" that ranks every stock by how reliably it goes up after insiders buy.

The results?

$COIN: 100% win rate. +187% average return after insider buys.
$ET: 100% win rate. 52 purchases. $514M in total insider buying.
$VST, $LUV, $CAT, $LLY, all 100% win rates.

73% of ALL insider purchases across the S&P 500 led to share price gains.

But it didn't stop there.

It also built:

- A live purchase feed tracking every new SEC filing
- Cluster buy detection (multiple insiders buying the same stock within 14 days)
- A sector heatmap showing where insiders are putting their money
- Top conviction buys (Berkshire's $2.1B OXY position, Musk's $1B TSLA buy)

The whole thing looks like a Bloomberg terminal. Dark theme.

Real time data. Fully interactive. I didn't write a single line of code.

I just told Perplexity Computer what I wanted, and it researched the data, ran the analysis, and built the entire dashboard from scratch.

This is the future of building things with AI.

The best part was that it created a proprietary "Alpha Score" for every stock.

This was a composite ranking from 0 to 100 that weighs four factors:

1. How often insiders bought (frequency)
2. How much money they put in (total value)
3. What percentage of buys led to gains (win rate)
4. How big those gains were (average forward return)

The higher the Alpha Score, the stronger the correlation between insider buying and share price appreciation.

It revealed insights you would've never expected.

The energy sector ended up having the highest Alpha Score, meaning insiders buying energy stocks is very correlated with energy stocks surging.

I have paid for data on insider buying in the past.

I literally built a better tool with Perplexity Computer than the insider buying tools I have been using for the last 3 years.

FDA 更新第二類散裝藥品清單－正式移除 BPC-157 等勝肽類藥物

首次重新分類的機會將在 7 月 23 日至 24 日 FDA 藥品諮詢委員會 (PCAC) 會議期間出現。

在此之前，勝肽類藥物仍禁止用於配製。

$HIMS $LLY $NVO

Hims House: 🚨 BREAKING: FDA UPDATES CATEGORY 2 BULKS LIST -- OFFICIALLY REMOVES PEPTIDES LIKE BPC-157

The first opportunity for reclassification comes on July 23-24 during the FDA's PCAC meeting

Until then, peptides are still off-limits for compounding

$HIMS $LLY $NVO