Dad permanently blinded by Ozempic…tl;dr Long LLY, short NVO


Edit: For those that are having trouble reading the headline message – people are not going to stop taking GLP-1 drugs because of a rare, severe side effect. But people will switch from Ozempic to Mounjaro if the side effects are asymmetrical.

News of Ozempic causing sudden blindness went under the radar recently because people don't know that this isn't diabetic retinopathy. It's a stroke in the eye that often causes permanent blindness. Dad was just hospitalized last week. This also isn't a small issue – we're talking about 5-10% of people in the test group in a 3 year period.

See studies below:

https://www.statnews.com/2024/07/03/ozempic-wegovy-naion-vision-loss-study/

https://www.goodrx.com/classes/glp-1-agonists/can-semaglutide-cause-eye-problems

It's currently only tied to Ozempic and not Mounjaro. Class action already started and I'm predicting more momentum as news of this study picks up and those that have already gone blind realized what actually happened (none of my dad's doctors were aware of the linkage). With Mounjaro/Zepbound stock coming back and more effective weight loss results (and don't seem to be blinding people so far), there's going to be very little reason to pick up Ozempic any time soon. El Lilly is going to take the king spot for some time and the next catalyst will be an oral pill (earliest Phase III completions seem over a year out) or Retatrutide (also owned by LLY).

For those stating the obvious that fat and diabetic people go blind more often; read the study. It's a peer-reviewed Harvard study… people with Ozempic are going blind with eye strokes more often than people that are staying fat and diabetic. It's a big deal.


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