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This episode unpacks Novo’s aggressive price cuts, Lilly’s head to head trial win, and the emerging triple agonist race, revealing how pricing strategy and next generation data are colliding in a full scale GLP-1 market war.

00:00 – Cold Open: Lilly vs Novo Shock Timing
Dave opens with the bombshell that Novo funded a tirzepatide trial while simultaneously announcing major price cuts to Wegovy and Ozempic, setting up a strategic chess match.

03:20 – Novo Nordisk Price Cuts Explained
Deep dive into Novo’s plan to cut list prices by up to 50% and what that actually means for formulary power, PBMs, and competitive positioning.

07:25 – Tirzepatide vs Semaglutide Head to Head Trial
Breakdown of the direct comparison study showing stronger weight loss with tirzepatide and what that means clinically and commercially.

11:55 – Market Reaction and Strategic Implications
Discussion of stock movement, competitive signaling, and how Novo’s pricing move may blunt Lilly’s trial victory.

14:25 – Novo Triple Agonist Data Drops
Shift into Novo’s early phase data on its triple agonist candidate and how it compares conceptually to existing dual agonists.

16:00 – Comparing Novo’s Triple to Retatrutide
Analysis of weight loss percentages versus Lilly’s retatrutide data and the caution required when comparing across trials.

18:15 – The Triple Agonist Era
Broader conversation about whether triple agonism consistently pushes weight loss higher and what durability may look like long term.

20:00 – Clinical Trial Results vs Real World Reality
Reminder that clinical trial outcomes do not automatically translate to everyday patient experience.

22:30 – Data Refresher on Allurion Ballon Approval
Quick recap of the headline numbers and strategic landscape as innovation and pricing pressure accelerate simultaneously.

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