Posts Tagged ‘orforglipron’

Moving from Hype to Realities in the Obesity Market

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 […]

Headlines Shift from “Drop” to “Pop” on Danuglipron at Pfizer

July 13, 2024 — Barely seven months ago, business reporters were telling us Pfizer had decided to “drop,” “stop,” “can,” or “pull the plug” on danuglipron – an oral small molecule for obesity. But as we pointed out at the time, they missed the real story. Pfizer was shifting its gears to focus on a once daily form of […]

Pills and Pokes, Different People, Different Paths

December 17, 2023 — “Are you sure you want an Ozempic pill?” In the Atlantic, Yasmin Tayag poses this question. Back in June people were bubbling with enthusiasm at the prospect of an oral small molecule – orforglipron – that might work as well as injectable semaglutide. But Tayag offers caution that we share. One size, one approach, for […]

Will Broader Access Beget Lower Prices for Obesity Meds?

July 10, 2023 — In thoughtful reporting for Fortune, Rachel Shin explores the possibility for broader access to advanced obesity meds leading to lower prices. But it’s a bit of a chicken-and-egg puzzle because it might be more likely that lower prices will lead to broader access. Novopoly Shin calls it a Novopoly. Novo Nordisk invested billions of dollars […]

ADA2023 in San Diego: Watching Tides Roll In

June 24, 2023 — Suddenly at the ADA2023 meeting in San Diego, it seems the tides are rolling in to promise more options than ever before for treating obesity. By tides we mean all those drugs targeting the GLP-1 receptors. GLP-1 is shorthand for glucagon-like peptide 1. Most, but not all of these drugs making a splash in San […]