Posts Tagged ‘pharmaceutical industry’

Novo Nordisk unveiled the results of a commercially risky study of CagriSema for obesity yesterday and it was another tough break for Novo Nordisk. The study aimed to prove that – at worst – this next generation combination obesity drug is as good as tirzepatide. There was a slim hope was that it might prove […]

It would be hard to find a sharper contrast than the one displayed yesterday in the report of fourth quarter 2025 business results for Eli Lilly and Novo Nordisk. Lilly is enjoying the best of times. Novo is suffering the worst. “Eli Lilly’s GLP-1 growth is only getting started,” says CNBC, “as Novo Nordisk braces […]

Yesterday, Roche announced topline results from a phase two study of a new injectable dual agonist medicine for obesity. The drug, CT-388, delivered a reduction in body weight of 22.5% after 48 weeks at the highest dose tested (24 mg). Placebo-subtracted weight loss was 18.3% and at 48 weeks, patients taking the drug were still […]

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 […]

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 […]

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 […]

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, […]

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. […]

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 […]

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 […]