November 26, 2025 — It seems like some good news is overdue for Novo Nordisk. So the topline report of a phase two study with amycretin that looks like a plausible win is especially welcome. The results at hand come from a 36-week placebo controlled study with a wide range of oral and injection doses in persons with type […]
July 21, 2025 — It’s no secret that Novo Nordisk is in something of a funk. In the last year, the value of the company has dropped by half. Its respected leader, Lars Fruergaard Jørgensen, stepped down suddenly in May. Lilly has taken the lead in the obesity market from semaglutide with its own tirzepatide, and numerous competitors are […]
June 26, 2025 — Stepping back from the intense swirl of obesity care research at the ADA meeting just concluded, one thing stands out: People are having a very hard time following the thread of all this innovation. If you have any doubt, just scan the reports of investment analysts at the meeting. On one hand, they know they […]
June 22, 2025 — We are only halfway through ADA2025 in Chicago and already the flood of information about new drugs for obesity like orforglipron, amycretin, and a host of others leaves us feeling like we have been sprayed down by a fire hose. Much more will be coming at us in the next two days. Orforglipron and Other […]
June 14, 2025 — As the upcoming Scientific Sessions for the American Diabetes Association draws closer, the drumbeat for amycretin as a promising new therapy for obesity is growing louder. At the meeting, Novo Nordisk plans to present two different studies to strengthen the case for this novel dual agonist. It targets both GLP-1 and amylin receptors. Then yesterday […]
February 27, 2025 — More than a decade ago, targeting amylin receptors for treating obesity looked like hot opportunity. Amylin, a peptide hormone co-secreted with insulin by pancreatic beta cells, plays a role in regulating satiety and food intake. An amylin analog, pramlintide, gained FDA approval for treating diabetes. But efforts to develop it for treating obesity never quite […]
February 7, 2025 — Novo Nordisk and Lilly reported on their business results this week for the final quarter of 2024. These reports brought clarity on a number of points, but to us, one thing stands out. We are moving from euphoria and hype about limitless possibilities in obesity to the realities of market competition and incremental progress. Sales […]
January 25, 2025 — The race to innovate beyond semaglutide and tirzepatide for obesity can be utterly confusing. More than a hundred new drugs are in various stages of development and analysts expect more than a dozen to be launched within the next five years. But right now, all we have are tantalizing – and sometimes disappointing – results […]
September 12, 2024 — The obesity buzz of the day at EASD annual meeting is clearly amycretin. Amycretin is a new oral medication under study for obesity that activates both GLP-1 and amylin receptors. The excitement came because this is the first public presentation of clinical data on amycretin. This news is impressive on two counts. First, the dosage […]
March 13, 2024 — The drug development pipeline is filling up with new new drugs for weight loss or obesity. On Thursday, Novo Nordisk caused the hearts of investors to flutter when it presented topline results on an oral medicine that might be more effective than semaglutide. The value of the company’s stock jumped by 13%. Just a week […]
