Survodutide trial had a big dropout rate - does that put anyone else off?

[cashew_ramblerog]

There's a video worth checking out on this. Survo apparently has a rough dropout rate and doesn't look like it'll join the top tier of this drug class.
Zealand Pharma's stock dropped roughly 25 percent after that trial data came out.
Investors tend to weigh tolerability heavily when judging whether something will actually succeed commercially, and a dropout rate that's two to four times steeper than wegovy's doesn't paint survo in a great light.
Still, digging through some of the early numbers, there's no rush to abandon survodutide just yet, a couple kits are already sitting around, hoping the way it targets liver and visceral fat specifically ends up being a genuine fit for this particular body type.

 

[dozydabbler]

Picked some shares up a few months back and rode out the dip without selling. Sitting around 10 percent up now. My guess is the big institutions have already baked the retatrutide approval into the price, but I doubt regular retail investors have caught up yet. Also not convinced the institutional side fully grasps just how big a shift GLP-1 medications actually represent. Feels like only the people actually running syringes day to day really understand it. Whichever pharma companies manage to ride this trend look set up well going forward.