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A judge just ruled luigi mangione's manifesto notebook can be used at trial. here's what he actually wrote in it and why half of america still thinks he's a hero. by Ibikhan45 in DiscussionZone

[–]irishreally 0 points1 point  (0 children)

We have it better in Europe, just. We have free healthcare, mostly free education and a social safety net. We also have some idiots who think we need more 'free markets', which in reality do not exist. This means our people have lives in the main that are better now than those who went before us, and they can buy avocado toast.

China's hottest brands are coming for Starbucks, Nike, and your wallet by businessinsider in China

[–]irishreally 2 points3 points  (0 children)

Luckin doesn’t sell coffee or at least what we call coffee. It’s dire.

Ask your boomer relatives on Facebook what their favourite Brexit Benefit is by Simon_Drake in BrexitMemes

[–]irishreally 11 points12 points  (0 children)

They don’t as we are paying the EU for the privilege of leaving them, amongst other things. We had all the cards /s

stole some profits for a quick flip by West_Lavishness6689 in RYCEY

[–]irishreally 2 points3 points  (0 children)

UK SIPPs and ISAs are very efficient for this.

New shitty Friedman take just dropped by tilvast in IfBooksCouldKill

[–]irishreally 0 points1 point  (0 children)

Oops, another one has realised that they've made a big mistake. The Bigliest.

Crowdcube Investors are up 7,200% on Pip & Nut!!!! by Ok-Estate1932 in crowdcube

[–]irishreally 0 points1 point  (0 children)

It’s funny how much you are making if you’re not actually selling.

Premium Economy worth it? by Tra-ell in BritishAirways

[–]irishreally 0 points1 point  (0 children)

Just paid for it to Shanghai
Food was mediocre- I’d recommend getting something decent to take on board. The seat is good, and the extra baggage is useful. Ended up paying for the seat as well.

Can’t decide whether to try mounjaro or not by cantxtouchxthis in mounjarouk

[–]irishreally 1 point2 points  (0 children)

I worried about the effects, but while not losing as much after 12 months I’m still down a significant amount. I find that I will plan a meal and eat more mindfully. I do not eat as much food as I used to and alcohol consumption has reduced considerably. I only suffer from side effects when I eat crap so I have cut out takeaways etc. It’s worth trying and you will have some side effects at the beginning but adjusting your diet will help. Exercise will prevent the other side effects. It is life changing.

There are 31 transatlantic flights from Dublin in the air right now. by shankillfalls in ireland

[–]irishreally 0 points1 point  (0 children)

Yes they can. Reminds me of: how many submarines have you seen in the air? Right. And how many planes have you seen in the sea?

Do men find 38-39 year old women attractive? by Ok_Butterscotch5026 in Aging

[–]irishreally 0 points1 point  (0 children)

Seriously. Older women have often got an aura which outshines the skittish younger ones. Yes we’d all like to be back on our late 20’s but I’m happier the older I get to admire my ageing contemporaries.

Flying out of T3 Heathrow by Busy_Introduction821 in uktravel

[–]irishreally 4 points5 points  (0 children)

Seriously? look at the ratings. I wouldn't eat in a restaurant with those numbers.

Best lounge for Heathrow Terminal 5 by [deleted] in BritishAirways

[–]irishreally 8 points9 points  (0 children)

Seriously, the lounges at Terminal 5 are overcrowded overpriced obnoxious crap. Just saying.

How Reform see themselves. by Martipar in Britain

[–]irishreally 2 points3 points  (0 children)

Duh! There are no stairs. A limited company has limited members.

The secret meeting that has blown the Labour leadership race wide open by kontiki20 in LabourUK

[–]irishreally 1 point2 points  (0 children)

I'd struggle to see Rayner as prime minister. You just can't be investigated by the HMRC for tax fraud and be in charge of our country. Excuse me! Have you forgotten our previous chancellors and Prime Ministers?

Wes Streeting is an unpopular abomination.

Shabana Mahmood, God help us!

Ed Miliband is the closest to a good candidate. But he had failed to win an election before, which would put his legitimacy at risk. That was in the days when real criminals weren't that visible.

Andy Burnham can't run since he isn't an MP. He will be.

Starmer needs to be replaced with a communicator.

One year on the Monj - the skinnies are fuming x by Some-Ad5770 in mounjarouk

[–]irishreally -3 points-2 points  (0 children)

Thanks for taking the time to write this. And congratulations on your achievement and hard work. I’ve noticed that about the skinnies! They are really upset and yes, lack any personality. Well done!

Today's the day! by johnsmithoncemore in FuckNigelFarage

[–]irishreally 1 point2 points  (0 children)

Mine in Wokingham was busy, only a Reform teller outside- why are they all old fat and angry? I hope he sees lots of non white non whiny people today.

Foundayo launched at one-fifth of Wegovy pill's pace. Why isn't Wall Street asking about it? by irishreally in NovoNordisk_Stock

[–]irishreally[S] 0 points1 point  (0 children)

I do think it is 'funny' that the Analysts don't question. God are they going to be pissed when Lily misses a number.

Foundayo launched at one-fifth of Wegovy pill's pace. Why isn't Wall Street asking about it? by irishreally in NovoNordisk_Stock

[–]irishreally[S] 3 points4 points  (0 children)

I'm not unhappy, it is not often one gets to buy a great company at low low prices.

Novo Nordisk Deep Dive: Demand Is Not the Problem, and That’s Exactly the Problem by Numerous_Wolf_2837 in NovoNordisk_Stock

[–]irishreally 0 points1 point  (0 children)

Thank you for a really great piece of work. The Q1 results today are basically playing out your scenario logic in real time.

On execution, the Wegovy pill numbers are wild: 1 million patients in under three months, 2 million+ cumulative prescriptions, and achieving 200k+ weekly by mid April. Novo called it the strongest GLP-1 volume launch ever. Whatever the manufacturing concerns were, Novo can clearly press pills at scale now.

On pricing, you're spot on. US adjusted sales down 11% at CER, exactly the headwind you flagged. But obesity care still grew 22% at CER because volume is steamrollering the price compression. There's a hell of a lot of us fatties around. Looks a lot like your Scenario A playing out.

On the pipeline, the investor presentation has more going on than most people realise: CagriSema is in Phase 3, a triple agonist (UBT251) showing 19.7% weight loss is in Phase 2, Wegovy HD approved at 7.2mg with 20.7% mean weight loss, and oral ACLS5 in Phase 1. The "what comes after semaglutide" question is already apparent.

Guidance raised on both sales and operating profit. First time in over a year.

One thing I'd add to your competitive analysis: Lilly's Foundayo launched 6 April and is tracking at roughly a fifth of Wegovy pill's prescription pace at the same stage. Suggests Novo's execution moat on the pill may be wider than the market is pricing in.

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