June 6, 2025 — The first shall be last and the last shall be first. Right now, it seems that Novo Nordisk, the pharmaceutical company that was first to commit and break through with a major advance in obesity is now falling behind Eli Lilly and Company. This is a story of risk, reward, and caution in the competition […]
May 18, 2025 — “Today, we salute you, Lars Fruergaard Jørgensen,” writes Dave Knapp on his widely-read substack commentary. After a startling transition in leadership at Novo Nordisk, Jørgensen is now the outgoing CEO. Jørgensen is the CEO who guided the successful launch of Ozempic and Wegovy. He made the company into one of the most valuable in Europe. […]
June 16, 2024 — All-you-can-eat is a trap. In repeated case studies, it drives restaurants to lose money, sometimes to the point of bankruptcy. The latest poster child is Red Lobster and its Endless Shrimp deal that brought the chain financial misery and a Chapter 11 bankruptcy filing. How did this happen? Why did management seemingly have no clue […]
March 7, 2023 — Okay, we’re awake now. WeightWatchers has entered a deal to add telehealth and obesity meds to their business strategy. The company will spend $132 million in cash and stock to acquire Sequence – a subscription telehealth service for weight loss that utilizes advanced obesity meds like semaglutide. Weight Watchers CEO Sima Sistani explains her rationale […]
May 4, 2019 — My, how things have changed. Barely more than a decade ago, the dominant drugs for type 2 diabetes caused weight gain. Most big pharma companies were cutting obesity research. Eli Lilly and Sanofi were riding high in diabetes care and turning up their noses at obesity. But now the tables have turned. Sanofi’s diabetes business […]
September 25, 2018 — Weight Watchers has just performed a neat trick. It lost a ton of dead weight and gained 4.5 percent on its stock price. All in one day. Henceforth, the company formerly known as Weight Watchers shall be simply WW. Wellness that Works.™ A Long Time Coming The handwriting has been on the wall for years […]
