January 6, 2026 — A big change is afoot and the hype is cranking up. With the launch of Wegovy tablets by Novo Nordisk yesterday, we are seeing some very big expectations expressed for a new era in obesity care. The stock market has boosted the value of Novo stock by 15 percent since FDA approved these tablets. Yesterday […]
December 24, 2025 — It is no secret that alcohol use disorder is a risk after metabolic and bariatric surgery. The risk rises as time passes after surgery, with one study finding three percent of patients followed for a median of six years having one alcohol use disorder diagnosis in their medical records. Another study found that three years […]
December 20, 2025 — News from Lilly about orforglipron this week points to what might be the next big development for GLP-1 medicines. The company announced topline results for a weight maintenance study of orforglipron and this first glimpse has us thinking that maintain might be the magic word in obesity care next year. The topline come from the […]
December 14, 2025 — Truveta this week published data that reveals striking growth in the use of GLP-1s by women with PCOS (polycystic ovary syndrome). Prescriptions for semaglutide or tirzepatide have risen by more than 700% in women with PCOS, according to their analysis. So don’t think that this is slipping right by the bean counters at drug benefit […]
November 28, 2025 — A new research letter in JAMA tells us that more new mothers are using GLP-1s for weight management. The rise of use in this context is dramatic – roughly 500% between 2022 and 2024. Note that these data come from Denmark. There, we estimate the per capita use of GLP-1s for obesity is somewhat less […]
November 25, 2025 — Novo Nordisk made a bold gamble on oral semaglutide for delaying the progression of Alzheimer’s disease. Yesterday, as can happen with bold gambles, it did not pay off. A daily 14 mg oral dose of semaglutide was no better than placebo for preventing disease progression as measured by the Clinical Dementia Rating – Sum of […]
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 […]
October 24, 2025 — A new study in Lancet tells us that we need a fundamental reframing of the medical benefits semaglutide can bring to a growing number of people around the world. In the simplest terms, researchers have found that the heart benefits of semaglutide actually have relatively little to do with weight loss. Professor John Deanfield was […]
