Roche Paid $190 Million Up Front on a $2.3 Billion Headline for a Phase 1 Obesity Asset
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Obesity
Lilly Can Sue the Sellers. It Can Only Ask the Payment Networks.
Six suits against small peptide sellers is not a strategy for a market spanning a hundred countries. It is a demonstration attached to an appeal.
The MHRA Authorised Two Obesity Drugs in Two Days. Neither Is on the NHS.
Two MHRA authorisations in two days. One drug is too common to fund, the other too rare to prioritise. Neither is on the NHS.
Lilly’s Volume Rose 60%, Its Realized Prices Fell 13%, and the Top of Its EPS Range Came Down
QuickAccess read/Cardio-Metabolic/Peptide Lilly’s Volume Rose 60%, Its Realized Prices Fell 13%, and the Top of Its EPS Range Came Down Athithi Verma· 6 August 2026· 3 min read· Synopulse Eli Lilly reported Q2 2026 revenue of $23.0 billion, up 48%, driven by a 60% increase in volume and partially offset by a 13% decrease in … Read more
Novo Is Suing Lilly Over a Head-to-Head Trial Lilly Won, Arguing the Result Went Stale
Novo Nordisk filed a Lanham Act suit over Lilly’s Zepbound ads, arguing a genuine head-to-head result became misleading once a higher Wegovy dose launched.
Pfizer and YaoPharma Forge $2.1B Alliance to Advance Oral GLP-1 Drug
Pfizer has forged an exclusive global partnership with YaoPharma to develop and commercialize YP05002, a small-molecule GLP-1 agonist for chronic weight management.
Dutch Healthcare Institute Limits Early Access to Obesity Drugs Amid Cost and Evidence Concerns
The Dutch Healthcare Institute is taking a cautious, phased approach to new obesity drugs, limiting access to patients with the highest disease burden. The move reflects concerns about evidence gaps, cost-effectiveness, and the growing pressure obesity treatments could place on the national healthcare budget.
Takeover Battle: Novo Nordisk Wins Brave Court Victory in $10B Metsera Deal Amid FTC Probe
Novo Nordisk’s $10 billion takeover for Metsera has survived a Delaware court challenge from Pfizer but now faces federal scrutiny from the FTC.
Obesity Drug Talks Reach Defining Moment as Lilly and Novo Near Trump Administration Pricing Deal
In a major policy moment, Lilly and Novo Nordisk are in active talks with U.S. officials to cap obesity drug prices, aligning political pressure with market strategy.