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, […]
November 8, 2025 — This has been quite a week and the ideas we take home from ObesityWeek 2025 come from both inside and outside of the event in Atlanta. It is a reflection of the fact that the work of cloistered insiders in obesity is and will continue to have large effects in the larger world outside of […]
November 7, 2025 — President Trump held a press event yesterday to issue some very welcome news on coverage and prices for obesity medicines. On prices, they are coming down. In reality, this is an extension of the ongoing trend of downward pressure on these prices that has been in play since the day that semaglutide and tirzepatide launched […]
November 6, 2025 — At ObesityWeek in Atlanta, people are speculating about innovations that health professionals in general practice can embrace widely. We’re getting a good look at two candidates to become the GP GLP-1. Providing real obesity care and prescribing these medicines for more than a small portion of patients who need them is far from the norm. […]
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 […]
September 27, 2025 — Bimagrumab continues to be a enigma. We see flickering signs of good news – and then, inexplicably, it goes dark. The pattern repeated itself this week when news emerged that Lilly pulled the plug on a phase two study with bimagrumab and tirzepatide in persons with obesity and diabetes before it even enrolled a single […]
September 19, 2025 — The emerging contest to dominate the market for oral tablets in obesity treatment became clear this week as news and PR dispatches flowed from EASD in Vienna. Aiming for a Mass Target With understated confidence, Lilly presented and published pivotal phase three data on orforglipron in NEJM. They did not run from the fact that […]
September 17, 2025 — Today at EASD, investigators for the ATTAIN-1 pivotal phase three trial are presenting detailed results for orforglipron in obesity. These results, published yesterday in the New England Journal of Medicine, offer no big surprises. The effectiveness in this 72-week trial was acceptable. But a big question hangs in the air. Will orforglipron be the GLP-1 […]
September 2, 2025 — It is eye-popping really. Novo Nordisk issued a press release from the European Society of Cardiology (ESC) Congress over the weekend, with extravagant claims for Wegovy versus tirzepatide. Specifically, the claim was that “Wegovy cuts risk of heart attack, stroke or death by 57% compared to tirzepatide.” This is quite an amazing claim to make. […]
August 27, 2025 — It’s entertaining in a perverse way. Cluelessness about the potential of orforglipron is impossible to miss in the news about Lilly’s new oral GLP-1 medicine for obesity this month. The company announced topline results from the first of two pivotal studies for this medicine on August 7 and investors decided the drug was a dud. […]
