December 23, 2024 — Only a little more than a month ago, Novo Nordisk told Reuters that yes, they really did expect their next generation obesity drug, CagriSema, to deliver 25% weight loss in clinical trials. Then Thursday, the company disclosed topline results of 23% weight loss. Almost immediately, company’s stock price plunged by more than 20% – a […]
December 5, 2024 — Bragging rights. Yesterday, Lilly claimed them for its obesity medicine, the Zepbound brand of tirzepatide. The company announced topline results from a head-to-head trial of tirzepatide vs semaglutide for weight loss in persons with obesity or overweight and at least one obesity-related complication. It should be no surprise that tirzepatide won this narrowly-defined contest. In […]
December 4, 2024 — Why can’t they just go away? When compounded GLP-1 medicines started showing up two years ago, they seemed like a temporary distraction. In The New Yorker, Jia Tolentino described a dubious concoction of semaglutide she obtained from a compounding pharmacy for herself to mix and inject. “No thanks,” we wrote, hoping this sketchy business would […]
November 24, 2024 — FDA is in a quandary about compounding of the new obesity drugs, semaglutide and tirzepatide. The U.S. President-Elect has a nominee to lead FDA with a connection to this compounding kerfuffle. Marty Makary is a surgeon and professor at the Johns Hopkins School of Medicine. He is also Chief Medical Officer for the telehealth company […]
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 3, 2024 — Late yesterday, FDA announced that Lilly’s tirzepatide shortage is officially over. Both Mounjaro and Zepbound are fully available in all marketed strengths and dosage forms. “The U.S. Food and Drug Administration has determined the shortage of tirzepatide injection, a glucagon-like peptide 1 (GLP-1) medication, has been resolved. Tirzepatide injection has been in shortage since 2022 […]
September 25, 2024 — This was definitely a textbook case of sitting in the hot seat. For more than two hours the CEO of Novo Nordisk, Lars Fruergaard Jørgensen, faced intense questions in the Senate HELP Committee about drug pricing for the company’s diabetes and obesity medicines. If you want a sense of the tone for the hearing, consider […]
September 19, 2024 — Maybe you’ve noticed this is an election year. This might explain some of the heat on pricing that both obesity drug makers and pharmacy benefit managers (PBMs) are feeling. Both of the U.S. candidates for president are making promises to bring down drug prices. Senator Bernie Sanders and his Senate health committee is turning up […]
September 7, 2024 — Recently, Novo Nordisk CEO Lars Fruergaard Jørgensen did a rare interview with NBC News to talk about the high price of obesity medicines that are proving to be so important for so many people. It seemed like a dress rehearsal for his coming appearance at a Senate hearing on the subject. He brought up the […]
August 27, 2024 — How big might the semaglutide budget bomb be? The authors of a new brief report in Annals of Internal Medicine today are making a point. How threatening can we make this sound? Right up front in their title, they label their estimates as the “maximum costs of expanded Medicare coverage of semaglutide for cardiovascular risk […]
