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 24, 2025 — Americans are only barely aware of the role that pharmacy benefit managers play in health insurance. But what they do know is not good. To the extent that most people know anything about these shadowy players in health insurance, they know PBMs control which drugs they can get, how much hassle it is to get […]
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, […]
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 […]
October 18, 2025 — It’s entertaining, but not really funny. At an Oval Office press event Thursday, which was supposed to be all about fertility drugs, President Trump opened his remarks talking about “a certain drug” that costs $130 in London and $1,300 in New York. “So now we’re going to be paying, instead of $1,300, you’ll be paying […]
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 […]
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 […]
July 30, 2025 — Monday, Reuters reported that Novo Nordisk has been seeing a bump in prescription volume for Wegovy because FDA had ordered an end to the widespread sale of compounded semaglutide on May 22. New Wegovy prescriptions were up 33%, the report said. But they went on to say that investors were looking for more assurance of […]
