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 […]
November 21, 2025 — The sprint to the finish for orforglipron is picking up pace with a pivotal trial in obesity and diabetes published yesterday in The Lancet. Things are looking good for this relatively simple GLP-1 agonist in a tablet. The presentation of these results from ATTAIN-2 were a highlight of ObesityWeek earlier this month, but having this […]
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, […]
September 22, 2025 — Yesterday Pfizer announced a $7.3 billion deal to buy Metsera, a company with an impressive obesity drugs portfolio. Roche, having spent $2.7 billion to acquire Carmot in 2023 and $1.6 billion in March on a deal with Zealand, yesterday confirmed its intent to spend everything it takes to become a market leader in obesity. “We […]
August 18, 2025 — We have a flourishing market for new obesity drugs. But that market has a problem. New drug developers are stumbling over what to target with their drugs. The old way of looking at goals for new drugs in this space was to aim for greater weight loss. More is better – right? In a new […]
August 10, 2025 — Sisyphus, the myth of a person condemned to a futile task of rolling a boulder uphill for eternity, has long been an apt metaphor for obesity medicine. He still is, said Donna Ryan yesterday at the Louisiana 2025 Obesity Conference in New Orleans. But the narrative has shifted dramatically, she explained. Before this shift, the […]
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 […]
April 19, 2025 — This is an odd way of making America healthy. In fact, the recent, chaotic actions of the new administration seem destined to do precisely the opposite by slashing research and censoring scientists who labor long and hard to advance medical knowledge. A new letter in Lancet puts it bluntly: “In the setting of stalling life […]
April 4, 2025 — On Tuesday, as part of mass firings, the powers that be at FDA lined people up to fire them. Security guards delivered the news. Clumsily. Now, just two days later, it seems they want a do over. The Washington Post reports the agency is trying to bring back a big chunk of people they fired: […]
March 25, 2025 — People who know describe the National Institutes of Health as the crown jewels of American biomedical research. It is the biggest public funder of medical research in the world. It appears that our government is in the process of burning down a great deal of medical science at NIH. This is becoming obvious, even though […]
