midgardfinance.com @midgardfinance.com · Jun 8 BI/Zealand survodutide (SYNCHRONIZE-1, 76 wks): -16.6% weight, -34% visceral fat, -63% liver fat, lean mass preserved. But 19% GI dropouts vs 3-11% peers. Zealand stock price -20% Monday. 🇩🇰 $ZEAL 🇩🇰 $NOVO $NVO 🇺🇸 $LLY #GLP1 #Obesity #BoehringerIngelheim #Survodutide #SYNCHRONIZE1
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-16.6% weight loss with preserved lean mass is compelling. But 19% GI dropout rate vs 3-11% for semaglutide — that's the tradeoff. NVO's moat is tolerability + manufacturing scale, not just efficacy. tinyurl.com/nvo-2026-05-09-bluesky
Obesity Phase 3: efficacy vs tolerability. Tirz + CagriSema: best quadrant. Retatrutide: top efficacy, mid dropouts. Survodutide: alone in high-dropout / mid-efficacy. 🇩🇰 $ZEAL 🇩🇰 $NOVO $NVO 🇺🇸 $LLY #GLP1 #Obesity #BoehringerIngelheim #Survodutide #SYNCHRONIZE1