We like CPAP maker ResMed, and bought it after it sold off 40% in 2023. The drop was fueled by speculation that GLP-1 weight loss drugs would mean the end of sleep apnea. We didn't share this view. Sleep apnea has many causes beyond obesity. In this ausbiz interview, Alvia Portfolio Manager Chris Scarpato, CFA, explains why we sold Ozempic-maker, Novo Nordisk, after securing a 35% annual return for our clients over the past five years, and bought ResMed. John Neff, the legendary contrarian investor, once said, "It’s not always easy to do what’s not popular, but that’s where you make your money. Buy stocks that look bad to less careful investors and hang on until their real value is recognised." We're quite content to look through the hype often caused by thematic investment theses and be the #contrarian in the room. Josh Derrington, Nathan Robertson, Eddie Barrett https://lnkd.in/gyEkrtqm
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Thoughts on this? >> Takeda outlines mid-stage narcolepsy data that prompted 'rapid' move into Phase 3 >> Comment below! >>> lqventures.com #strategy #competitiveintelligence #marketing #biotech #productmarketing #pharma #pharmaceutical #healthcare
Takeda outlines mid-stage narcolepsy data that prompted 'rapid' move into Phase 3
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Thoughts on this? >> Takeda outlines mid-stage narcolepsy data that prompted 'rapid' move into Phase 3 >> Comment below! >>> lqventures.com #strategy #competitiveintelligence #marketing #healthcare #productmarketing #pharmaceutical #pharma #biotech
Takeda outlines mid-stage narcolepsy data that prompted 'rapid' move into Phase 3
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There's a vexing problem with weight-loss drugs from Novo Nordisk and Eli Lilly and Company. Their GLP-1 agonists help shed fat, but they also have an impact on lean mass. Some, like Regeneron's george yancopoulos, say this could lead to major health problems down the line. Others, though, say it's more of an aesthetics problem than anything else. "Is there a holy grail where I can lose body fat and gain muscle?" poses Yuri Khodjamirian, CFA, of Tema ETFs. "And you can imagine the entire fitness industry is basically that. Every article you read is: How do I gain lean muscle mass? That's all people care about. I think that's maybe the reason why the press and the consumer is very interested in this." So, is it a functional problem, an aesthetics problem or does the answer lie somewhere in between? Investor's Business Daily digs in. https://lnkd.in/gr5BY5a7
There's A Problem With Today's Obesity Drugs — How These Companies Are Solving It
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Exciting news! MDLinx covered an article on the new risks associated with popular weight loss drugs like Ozempic and Wegovy. I had the privilege to share my insights on the effects of the up-and-coming weight loss medications within the industry. As you can imagine, as a weight loss doctor, Weight loss medication, is something I get inquiries on all the time. If you've been hearing about weight loss medication and have been curious to learn more, please take a few minutes of your time to read this article. I encourage you to be well-versed in the advantages and disadvantages of these popular weight loss drugs. https://lnkd.in/eGkjG8bn #Weightloss #GLP1Drugs #Healthcareresearch
New risks reported by patients taking popular weight loss drugs, including hair loss, aspiration, and suicidal ideation | MDLinx
mdlinx.com
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𝗔𝗿𝗲 𝗪𝗲𝗶𝗴𝗵𝘁 𝗟𝗼𝘀𝘀 𝗗𝗿𝘂𝗴𝘀 𝘁𝗵𝗲 𝗻𝗲𝘄 "𝗙𝗮𝗱 𝗗𝗶𝗲𝘁..."? The new weight loss drugs seem to have many more side effects than people realize. And they are very expensive and as soon as you stop, you are back to square #1 or worse off. We really have no idea yet of the long-term consequences of taking these drugs in the long term, since they are only on the market for a few years... I expect we will hear more about them in the future, good (check who is saying it) and bad. As always, I prefer long-term solutions. Whatever you choose to start your weight loss, it will be hard. And in the end, without a complete change of lifestyle, you will not achieve long-term success.... https://lnkd.in/eXDywyeR
Makers of Ozempic and Mounjaro Sued Over Allegedly 'Downplaying' Severe Side Effects
gizmodo.com
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ResolutionRx Ltd is repurposing dronabinol to treat obstructive sleep apnoea (OSA). This sleep-related breathing disorder has reached near-pandemic levels with an estimated 1 billion cases worldwide and no approved drug treatments. Because dronabinol is already approved for other indications in a number of major markets, a rapid route to governmental approval in those markets is available. ResolutionRx has entered into services agreements with iNGENu CRO Pty Ltd, Ab Initio Pharma Pty Ltd and RespireRx Pharmaceuticals Inc. to provide regulatory, compliance and clinical CRO services, manufacturing and formulation services and administrative and R&D services, respectively. Based on an independently determined, pre-money net asset value of A$33.75M, ResolutionRx is raising A$3M. Cantheon Capital, a US investment fund, has agreed to invest ~A$4.7M. Radium Capital has agreed to provide a debt facility to finance 80% of the Australian R&D tax incentives subsidising 43.5% of eligible R&D costs. Learn More: https://hubs.la/Q02bX9r40
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Looking forward to multiple milestones from NASDAQ: ZVRA in 2024. Q highlights below. Full commercial launch of OLPRUVA at the end of January 2024, with market access growing to ~75% of covered lives as of May 1, 2024 *Arimoclomol NDA review underway with PDUFA date of September 21, 2024 Reported positive topline results from KP1077 Phase 2 Trial in idiopathic hypersomnia, with full data to be presented at SLEEP 2024 in early June 2024 Cash and cash equivalents of $52.7 Million https://lnkd.in/erepCWxP
Zevra Therapeutics Reports First Quarter 2024 Financial Results and Corporate Updates
finance.yahoo.com
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Empowering employers to revolutionize health insurance and benefits for better employee engagement and experience. 🌟
🚀 Promising news in weight-loss medications: Eli Lilly's Zepbound is showing potential to treat sleep apnea. Damon Sedgwick from Sydney saw his sleep apnea nearly disappear after losing over 70 pounds in a clinical trial. This could lead to broader insurance coverage for these drugs, which currently cost over $1,300 monthly. However, employers should be cautious—expanded coverage may increase medical plan expenses. Eli Lilly and Novo Nordisk are conducting studies on the wider health benefits of these drugs, with the FDA's decision on Zepbound for sleep apnea expected later this year. #HealthcareInnovation #WeightLoss #SleepApnea #Pharmaceuticals #HealthInsurance #EliLilly #NovoNordisk #ClinicalTrials
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Holistic Brain Health & Mental Health | High Performance Executive Coach | Havening Techniques®| Holistic Trauma Healing | Technology & AI Consultant | TEDx Speaker | "It Feels Like Magic"
𝗔𝗿𝗲 𝗪𝗲𝗶𝗴𝗵𝘁 𝗟𝗼𝘀𝘀 𝗗𝗿𝘂𝗴𝘀 𝘁𝗵𝗲 𝗻𝗲𝘄 "𝗙𝗮𝗱 𝗗𝗶𝗲𝘁..."? The new weight loss drugs seem to have many more side effects than people realize. And they are very expensive and as soon as you stop, you are back to square #1 or worse off. We really have no idea yet of the long-term consequences of taking these drugs in the long term, since they are only on the market for a few years... I expect we will hear more about them in the future, good (check who is saying it) and bad. As always, I prefer long-term solutions. Whatever you choose to start your weight loss, it will be hard. And in the end, without a complete change of lifestyle, you will not achieve long-term success.... https://lnkd.in/eVCuKDMM
Makers of Ozempic and Mounjaro Sued Over Allegedly 'Downplaying' Severe Side Effects
gizmodo.com
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As the debate around the impact of GLP-1s on the MedTech sector continues, this is a great article about the future of CGM and how the tech works hand-in-hand with GLP-1s, featuring Allison Worldwide #Client, Dexcom. #MediaMonday https://lnkd.in/g7fQn67D
Will The Metabolic Health Craze Change Chronic Disease — Forever?
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