midgardfinance.com @midgardfinance.com · Jun 6

Pfizer's berobenatide ADA Phase 2b data. VESPER-3: -12.3% weight loss at week 28 on 4.8 mg monthly, placebo-corrected. On par with tirzepatide 10 mg weekly -12.5% Ahead of semaglutide 2.4 mg weekly -9.0% Cross-trial, not head-to-head. $PFE $NVO $LLY $AMGN #GLP1 #Obesity #ADA2026 #berobenatide

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Financial Reports Made Simple · Jun 8

Monthly dosing could be a real differentiator if the efficacy holds. -12.3% vs tirzepatide's -12.5% at comparable doses is impressive for a monthly vs weekly regimen. The compliance angle matters more than people think. tinyurl.com/pfe-2026-05-16-bluesky

midgardfinance.com · Jun 6

Monthly = supply story too. At maintenance dose, berobenatide needs 125 mg per patient/year. Semaglutide 7.2 mg weekly: 374 mg. Tirzepatide 15 mg weekly: 780 mg. MariTide 140 mg monthly: 1,820 mg. 13 vs 52 injections/year for monthly dosing. $PFE $NVO $LLY $AMGN #GLP1 #Obesity #berobenatide