$LEXX to the rescue?
Been going through the $LLY retatrutide data.
The 20.8% average weight loss will get most of the headlines, but I don’t think that’s the best number here.
These patients had type 2 diabetes too.
At 12 mg, 52% lost at least 20% of their body weight. Almost 60% no longer met the BMI definition for obesity by week 80.
And up to 40% of patients got A1C below 5.7%. Basically back into the normal range.
That’s why retatrutide is interesting to me.
Lilly isn’t just trying to squeeze another couple points of weight loss out of a GLP-1. Retatrutide hits GIP + GLP-1 + glucagon, and the goal here looks more like hitting the whole metabolic problem at once.
But I wouldn’t ignore the other side.
At 12 mg, diarrhea was 33.6%, nausea 28%, vomiting 15.7%. About 7.7% stopped treatment because of adverse events.
So the efficacy question is getting easier.
The question I care about now is how much of this performance Lilly can keep while making the drug easy enough to stay on.
If they get that balance right, retatrutide gives Lilly a pretty different weapon than just another obesity drug.
$NVO $AMGN $VKTX
$LEXX got a process underway with a Chinese company…..just saying…..
Hopefully a good read across for $MU and others!
Elon Musk just annihilated the memory bears.
Elon Musk on SpaceX earnings call: “Limiting factor currently is memory. Memory output is increasing by around 20% per year. Now normally that would be fantastically fast and amazing for any large mature industry. But ask yourself is the demand increasing by 20% a year? No, the demand is increasing by 200% a year, maybe higher. So if you've got demand increasing much faster than supply then Economics 101 would suggest that the price increases. It does not decrease.”
$MU at 750 area with that gap closed would be a lovely trade if it gets there….I’ve got cash waiting ready for it to happen…please Mr market!🤷♂️
$CPSH just marking points of interest based on pivots or volume swings....if 7.63 breaks (pre-market suggests it will) then 6.85 down to 5.25 could be the buyzone on this now?
$INFQ just bought first batch as I think the quantum sector is revving up. These guys have some brilliant technology and the laser cooling for stabilisation looks great particularly with the photonics angle too. infleqtion.com/
$MU target 390 area for scale in with 347 as final target if market sells down more.
$MU Looks like 347 area could be next. I haven't scaled in yet but at 347 it looks really tempting!
Land_of_Saints retweeted
$IREN is down 42% from its highs.
Meanwhile:
$9.7B Microsoft cloud deal
$3.4B ARR target by end of 2026
$2.8B cash on the balance sheet
4.5 GW of secured grid capacity
140,000 GPU units scaling up
MSCI USA Index inclusion this week
The Q2 miss was ugly. $185M vs $230M expected.
But that's the transition from mining to AI compute. The short-term numbers don't reflect the contracts already signed.
Average analyst target: ~$75
Current price: $44
One of my highest conviction names in the AI infrastructure space.
#UOG the line at 0.23 looks close now! Then 0.28 next please! Clearing and holding above 0.2 would be a great foundation to push on from.
Land_of_Saints retweeted
Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium.
Land_of_Saints retweeted
💣 $LEXX 💣
$NVO Novo Nordisk paid $1.8 BILLION for SNAC, a single-drug, narrow oral delivery tech before it had today’s GLP-1 urgency.
compare that to Lexaria’s DehydraTECH 👇
🟢 Human data
🟢 Works where SNAC FAILED (liraglutide)
🟢 67% reduction in nausea
🟢 505(b)(2) shortcut
🟢 Platform tech (not one drug)
🟢 Patent cliffs everywhere
🟢 GLP-1 adherence is the #1 revenue issue
Novo bought SNAC to protect ONE molecule.
DHT can re-monetize off-patent GLP-1s, improve tolerability, and extend lifecycles.
$LEXX press release today:
“Further details will be provided in due course”
That’s BD language.
The market hasn’t noticed yet.
Pharma already has.
⏳💊🚀