Could Eli Lilly’s $4.5bn Indiana investment widen its lead in obesity and advanced therapies?
Obesity drug demand is outrunning pharma capacity. Eli Lilly’s Indiana bet shows manufacturing is now a strategic moat.
Why the Terns acquisition matters more for Merck’s long-term pipeline strategy than its near-term revenue
Merck has begun its tender offer for Terns Pharmaceuticals. Read what the deal could change for metabolic drug competition and pipeline strategy.
Novo Nordisk’s CagriSema misses non-inferiority against tirzepatide: Why a 23% weight loss still reshapes the obesity pipeline
Novo Nordisk A/S disclosed headline Phase 3 data from the REDEFINE 4 trial showing that CagriSema, its fixed-dose combination of cagrilintide and semaglutide, achieved 23 percent weight loss over 84 weeks in people with obesity but failed to meet the primary endpoint of non-inferiority versus tirzepatide. The open-label head-to-head study compared once-weekly CagriSema 2.4 mg/2.4 […]
What Kailera Therapeutics and Hengrui Pharma’s Phase 2 ribupatide results reveal about oral GLP-1 viability
Can oral ribupatide reshape obesity treatment economics and adoption? Explore what Phase 2 data mean for GLP-1 pill strategies.
Amazon adds oral Wegovy to pharmacy platform: Will this reshape obesity care logistics?
Amazon Pharmacy now delivers oral Wegovy with insurance and cash-pay options. Find out how this reshapes GLP-1 access and obesity care.
What OrsoBio’s Phase 1b/2a TLC-6740 results reveal about the limits of GLP-1 monotherapy
OrsoBio’s TLC-6740 combo data hints at a new way to break GLP-1 plateaus. Read what this could change in obesity drug development.