Martin Holst Lange

Chief Scientific Officer, Novo Nordisk
· tracked since Feb 2026
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LLY long +2.3%
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LLY ×1
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LLY long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +2.3% Long Return +2.3% Short Return -
Average Return
7d -3.8%
30d -13.4%
90d +0.6%
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LLY Eli Lill... Eli Lilly and Company
Long
Feb 23
$1058.56
+2.3%
"In the study that read out today, we saw 23% weight loss with Cagresema... The 25%, which we saw with the comparator drug, is actually the best data that has been seen so far... it stands alone." The CSO explicitly admits that their new combination therapy (CagriSema) underperformed the comparator (Lilly's asset) in pure weight loss efficacy (23% vs 25%). In the obesity duopoly, the market pays a premium for "best-in-class" efficacy. This data point reinforces Lilly's dominance and suggests Novo failed to leapfrog them in this cycle. Long LLY as the undisputed efficacy leader in the GLP-1 space. Future Novo studies (REDEFINE 11) successfully optimizing dosing to beat Lilly's numbers.
"In the study that read out today, we saw 23% weight loss with Cagresema... The 25%, which we saw with the comparator drug, is actually the best data that has been seen so far... it stands alone." The CSO explicitly admits that their new combination therapy (CagriSema) underperformed the comparator (Lilly's asset) in pure weight loss efficacy (23% vs 25%). In the obesity duopoly, the market pays a premium for "best-in-class" efficacy. This data point reinforces Lilly's dominance and suggests Novo failed to leapfrog them in this cycle. Long LLY as the undisputed efficacy leader in the GLP-1 space. Future Novo studies (REDEFINE 11) successfully optimizing dosing to beat Lilly's numbers.
Healthcare
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