Would you buy before trial results?
Novo Nordisk’s late-stage semaglutide trials for early Alzheimer’s are near readout. Early signals and observational data show substantially lower incidence among GLP-1 users, but definitive phase-3 outcomes are the make-or-break event. Positive results would open a multi-billion dollar market; negative results would reset expectations.
In my opinion, if you’re trading this, size position to reflect the asymmetric risk and check exposure to regulatory timelines and post-trial safety readouts.