214 stories across all digests
Industry coverage tracks the money around peptides: Eli Lilly and Novo Nordisk earnings, pipeline shifts, M&A, IPOs, peptide CDMO capacity, and the telehealth and pharmacy economy that GLP-1s built.
The two stories that keep moving the most market cap: how fast oral GLP-1s reach approval (orforglipron, oral semaglutide, oral wegovy, danuglipron's exit), and what happens to the compounded-peptide channel as the FDA tightens. Hims, Ro, LifeMD, GoodRx, and Amazon Pharmacy have all rerouted distribution in the past year. Behind them, contract manufacturers like Bachem, PolyPeptide, and BASF have been the bottleneck no one talked about until they were.
Stories here name the company, the deal, and the dollars. Earnings, partnership, regulatory hit — whatever moved the share price gets covered.
Hims & Hers stock briefly rallied on reports the FDA may ease peptide restrictions, but gains reversed. The company had proactively acquired a peptide production facility in California in 2025.
Digital health companies are betting on peptides as the next big wellness category. They're banking on HHS Secretary RFK Jr. getting the FDA to lift restrictions on certain peptides.
Analyst deep-dive into Lilly's position as healthcare's most valuable company, with ~60% U.S. incretin market share driven by tirzepatide and a retatrutide pipeline showing ~30% weight loss potential.
Foundayo's small-molecule design is easier to manufacture with fewer dosing restrictions than Novo Nordisk's peptide-based oral Wegovy. Analysts project Lilly's combined franchise could exceed $100 billion in peak revenue.
Hims & Hers Health stock rose on reports the FDA is preparing to allow compounding pharmacies to produce previously banned injectable peptides, potentially expanding the telehealth company's operations.
Novo Nordisk cut Ozempic prices 36% and Wegovy 48% in India as generic semaglutide from Dr Reddy's, Sun Pharma, and Zydus entered the market with prices as low as Rs 1,290/month.
Analysts expect Novo's aggressive cuts to capture the lion's share of India's GLP-1 market in 12-18 months. Eli Lilly's Mounjaro currently dominates with ~79% share vs Novo's ~21%.
Investigation into the unregulated peptide market noting how easily BPC-157 can be purchased online with next-day delivery, amid celebrity endorsements from Joe Rogan and growing safety concerns.
In-depth AP investigation on influencers and celebrities promoting unapproved injectable peptides produced by compounding pharmacies without FDA-level scrutiny.
AJMC covers the oral GLP-1 era: participants on 25mg oral semaglutide saw ~16.6% weight loss when adherent, comparable to injectable outcomes. Discusses broader market implications.
Pharmacist guide on new self-pay pricing for tirzepatide, navigating insurance and medication switching, with warnings against unsafe compounded GLP-1 products.
APC CEO Scott Brunner discusses the regulatory landscape for compounded GLP-1 receptor agonists amid increasing scrutiny and legal battles over compounded peptide drugs.
Following Novo Nordisk's patent expiry on March 20, more than 50 generic semaglutide versions are anticipated in India, dramatically expanding GLP-1 access.
London Standard investigation exposes consumers self-injecting BPC-157 and CJC-1295 sourced from Discord groups and online sellers, bypassing medical oversight. UK solicitors warn clinics are on 'very shaky ground.'
Dr. Reddy's will rename its semaglutide drug from 'Olymviq' to 'Olymra' after Delhi High Court flagged similarity to Novo Nordisk's 'Ozempic'. Fierce competition in India's generic market.
Physician William Meller describes treating a patient in anaphylaxis after self-injecting online peptides, and critiques RFK Jr.'s plan to move ~14 compounds off the FDA restricted list.
Biocon's incoming CEO said the company will prioritize Canada, Brazil, and the Middle East instead of India's saturated GLP-1 market with 40+ generic entrants.
AstraZeneca has oral GLP-1 agents (AZD5004), peptide therapies (AZD6234), and dual agonist combinations in its Phase II obesity pipeline.