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. […]
November 1, 2025 — We’re packing our bags and scanning the meeting app for ObesityWeek in Atlanta, November 4-7. This promises to be a very intense week, with the biggest attendance yet for this signature meeting of the Obesity Society. The agenda for the week has a lot of options and we are still processing them all. But for […]
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 […]
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. […]
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 8, 2025 — This is a painful lesson and most of the world is very slow to take it to heart. Dealing with obesity – on almost every level – is a marathon, not a sprint. Today’s lesson is about orforglipron, an oral GLP-1 agonist in development by Lilly. This drug is a small molecule that can be […]
