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Amazon pharmacy to begin offering home delivery for Novo Nordisk’s Wegovy pill

Amazon Pharmacy announced Friday that it will offer Novo Nordisk’s recently approved weight-loss pill Wegovy, the newest frontier in the drugmaker’s push toward direct-to-consumer options.

Amazon said it will offer delivery for the pill through insurance and cash-pay options. Novos cash-pay price for the pill is $149 a month — less than half of what its injectables cost through the same channel.

Novo has partnered with big-box stores like Costco and Walmart as well as several big telehealth companies, including Ro, Weight Watchers, and LifeMD, to distribute the pill. This comes as the Danish pharma giant is trying to regain ground after Eli Lilly surpassed it in market share, in large part because of its early emphasis on direct-to-consumer channels.

The Food and Drug Administration approved Novos weight-loss pill in December, making it the first approved weight-loss pill to go to market. It has the same active ingredient, semaglutide, as its injectable products, Ozempic and Wegovy. Lillys oral version, orforglipron, is expected to come to market later this year.

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Sandisk sinks more as product release underwhelms market

Sandisk’s online event marking the one-year anniversary since being spun off from Western Digital seems to be something of a damp squib.

The shares, already down a fair bit following the Citron Research short announcement, fell further after the company announced an upgrade to its consumer solid state memory drives, alongside a YouTube based presentation aimed at highlighting all the hep things one might do with, well, access to additional digital storage.

The stock — which is still up more than 150% in 2026 — was down more than 7% shortly after the company’s post at 2 pm ET. That was in stark contrast to the bump software stocks were riding following Anthropic’s product announcement earlier Tuesday.

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Sandisk slides on Citron short announcement

Sandisk’s roughly 1,200% run-up over the last year — it was spun off from Western Digital exactly a year ago — took a breather early Tuesday, after well-known stuff-stirrer Citron Research, short seller Andrew Left’s firm, announced it was short the stock.

In a post on X, Citron suggested that while Sandisk has benefited from the parabolic price increase for memory chips, it’s only a matter of time before giant contract chip manufacturers like Samsung Electronics and TSMC turn on the taps:

“The market is pricing SanDisk like its $NVDA. Theres one problem: NVIDIA has a moat. SanDisk sells a commodity. Weve seen this movie before 2008, 2012, 2018. Its never different this time. Memory is a cycle, and cycles peak.”

That’s true historically speaking, but Wall Street seems to see the memory price spike continuing for at least a couple more years. Analysts have ratcheted up their earnings expectations over the next few years, in line with the guidance Sandisk issued in its latest earnings report. And shorting a stock with this much momentum — it’s up more than 150% this year alone! — is treacherous indeed.

“The market is pricing SanDisk like its $NVDA. Theres one problem: NVIDIA has a moat. SanDisk sells a commodity. Weve seen this movie before 2008, 2012, 2018. Its never different this time. Memory is a cycle, and cycles peak.”

That’s true historically speaking, but Wall Street seems to see the memory price spike continuing for at least a couple more years. Analysts have ratcheted up their earnings expectations over the next few years, in line with the guidance Sandisk issued in its latest earnings report. And shorting a stock with this much momentum — it’s up more than 150% this year alone! — is treacherous indeed.

Death Struggle Software

After brutal selloffs, IBM and Oracle get a glimmer of hope from Anthropic news

Anthropic’s latest announcement seems to be giving a lift to software companies the market was previously viewing as the walking disrupted.

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