November 12, 2025 — This is a perilous and exciting time for investing in obesity innovation as the market for treating this disease advances dramatically. On the side of excitement, we note that the David Wainer in the Wall Street Journal predicts that “obesity drugs are about to go mass market.” Perilous for Novo On the side of peril, […]
October 31, 2025 — Yesterday’s news from the business of developing and selling obesity medicines reveals a lot. Lilly told us tirzepatide is now the biggest-selling drug of any kind in the world and Novo Nordisk started a highly unusual bidding war with Pfizer for Metsera. Metsera is a biotech startup focused on obesity medicines. Booming Tirzepatide Lilly announced […]
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 12, 2025 — This is quite a day for the folks who have invested energy and others who have invested a great deal of money into developing tirzepatide for obesity. They took the risk of doing a head-to-head study of this drug against semaglutide and it clearly paid off. In the SURMOUNT-5 study, tirzepatide came out ahead on […]
May 7, 2025 — The word of the day in obesity is volatility. Minutes ago in Denmark, Novo Nordisk announced their first quarter business results and revealed a 13% drop in obesity drug sales, a reduction in their sales forecast, and yet the response in European stock markets was that the stock rose in value. In fact, it rose […]
March 28, 2025 — Novo Nordisk went shopping this week and brought home a super-early-phase triple-G agonist for the low low price of $200 million in cash up front. On top of that, Novo will pay another $1.8 billion plus royalties if all goes well. That’s a tidy sum to pay for rights to a drug – UBT251 – […]
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 […]
December 30, 2024 — This year is rapidly winding down and already, our gaze is shifting toward expectations for the coming year. So before that shift is complete and we start making predictions for 2025, let’s check the scorecard for the expectations we had for 2024. A year ago, we put forward predictions of five hot topics for the […]
November 9, 2024 — The wild ride that has been 2024 in the market for obesity care is not quite over yet. If you want to know exactly how wild this ride has been, take a moment to digest the results that the two leaders in obesity – Eli Lilly and Novo Nordisk – have posted. The sales Lilly […]
October 27, 2024 — It seems that both Novo Nordisk and Eli Lilly are dreaming of a bigger ban on competition for their wildly successful obesity drugs. With semaglutide and tirzepatide, they have valuable assets that meet a tremendous medical need. And they really do not like the compounding pharmacies taking big bites from their apples. So this week, […]
