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 18, 2025 — An important new study in Nature Medicine yesterday gave us a unique view of food noise at a source deep within the brain. Researchers implanted electrodes in the nucleus accumbens of a single subject to monitor brain activity in that region of the brain. The subject had a history of severe obesity and distressing preoccupation […]
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 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 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 11, 2025 — In the International Journal of Obesity, obesity medicine physician and researcher Caroline Apovian offers a compelling case to favor a prediabetes indication for GLP-1s. She writes: “The approval of a GLP-1 for prediabetes will change the landscape for prevention of T2DM and its complications due to early detection. Currently, most individuals at risk of T2DM […]
September 28, 2025 — Back in March 2024, we welcomed the news of a door opening ever so slightly for Medicare Part D plans to cover GLP-1s in people with obesity and heart disease. So 18 months later, it’s reasonable to ask, how’s that working out for everyone? A new research letter in JAMA gives us an answer, but […]
September 27, 2025 — Bimagrumab continues to be a enigma. We see flickering signs of good news – and then, inexplicably, it goes dark. The pattern repeated itself this week when news emerged that Lilly pulled the plug on a phase two study with bimagrumab and tirzepatide in persons with obesity and diabetes before it even enrolled a single […]
September 19, 2025 — This week has been a flood of news from the EASD meeting in Vienna. Yesterday, the big news was an impressive win for kids 10-17 with type 2 diabetes in a study of tirzepatide. Researchers presented the SURPASS-PEDS trial and simultaneously published it in Lancet. At the end of the 30-week trial, tirzepatide in two […]
September 10, 2025 — It’s almost funny. Except it’s not. This is deadly serious for people whose entire lives are shaped by obesity – people who need better access to care. The influential Institute for Clinical and Economic Review (ICER) issued a new draft report on the cost effectiveness of semaglutide and tirzepatide. In a nutshell, the report says […]
