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.
Enhanced, an elite sports performance and direct-to-consumer peptide company, formally welcomed the FDA's Pharmacy Compounding Advisory Committee meeting schedule. CEO Maximilian Martin stated the reclassification will move peptides 'out of the grey market' and enable licensed compounding access. Enhanced plans to expand its Live Enhanced platform to offer additional peptides once they are formally moved to Category 1.
The three-day In-Cosmetics Global 2026 event opened at Paris Expo Porte de Versailles on April 15, with peptide actives a defining theme. BASF launched NeoHelix Regenerate (41% reduction in damaged collagen at 56 days) and SkinNexus Collag3n (recombinant Collagen III fragment). Gelita showcased its bioactive collagen peptide Verisol for skin elasticity, hydration, and wrinkle reduction.
Hims & Hers Health Inc. jumped as much as 12% after the FDA's advisory panel announcement, with investors betting the telehealth company will benefit from expanded legal access to compounded peptide therapies. RFK Jr. stated on X that this action would 'immediately begin shifting demand away from the black market.'
Novo Nordisk's oral Wegovy 4mg dose increased from the introductory $149/month to $199/month effective April 15, as previously announced. The 1.5mg starter dose remains at $149/month, while maintenance doses (9mg, 25mg) stay at $299/month. The price increase applies to the NovoCare self-pay channel.
The Drug Discovery Chemistry Oral & Macrocyclic Peptides Summit (April 14-15, San Diego) convenes as 66 cyclic peptide drugs have gained global approval and the field races to solve oral bioavailability. Key advances include Chugai's Luna18 achieving 21-47% oral bioavailability and Merck's macrocyclic PCSK9 inhibitor enlicitide delivering injectable-level results in pill form.
CNN published a comprehensive consumer guide distinguishing FDA-approved peptide therapeutics from unregulated wellness peptides. Experts warn that rising demand is fueling an online black market with unknown safety risks, while HHS Secretary RFK Jr. pushes to relax restrictions.
Peter Attia devoted a full AMA episode to peptides, building a framework for evaluating any compound based on mechanism, evidence quality, and safety. The episode examines BPC-157, SS-31, melanotan-II, and CJC-1295, addresses grey-market risks, and maps which areas of medicine stand to benefit most.
UBS analysts forecast 5-6 million Foundayo prescriptions in 2026, projecting roughly $2 billion in launch-year sales. RBC Capital Markets projects peak annual US sales of $36 billion. Eli Lilly pre-stocked $1.5 billion of inventory ahead of the April 6 retail launch.
BASF launched NeoHelix Regenerate, a precision peptide developed with U.S. startup 3Helix that targets damaged collagen for renewal. A 56-day clinical study showed a 41% reduction in damaged collagen and 65% increase in hyaluronic acid levels. BASF also introduced SkinNexus Collag3n, a bio-identical recombinant Collagen III fragment produced via vegan yeast fermentation.
Wellness platform Noom acquired Tailor Made Compounding (TMC), a licensed 503A pharmacy operating in 46 states, marking its largest investment in healthy aging. Noom plans to expand its formulary to include peptide therapies like sermorelin and GHK-Cu alongside NAD+ and hormone treatments.
NBC News published a major investigation finding that peptides are advertised online for uses far beyond the science — wrinkle reduction, muscle growth, sleep, and libido — with U.S. peptide searches hitting 10.1 million in January 2026. Experts warned that increased accessibility is outpacing safety and efficacy evidence.
CNBC reports Eli Lilly's Indian GLP-1 market share fell from 61% to 56% in March as 26 generic semaglutide brands from 13 companies entered the market following patent expiry. Novo Nordisk held steady at 25% after slashing Ozempic prices 38% and Wegovy prices 48%, while Lilly's Mounjaro remains priced 10x above the cheapest generics.
Pharmaceutical platform BoomRx debuted its copper peptide skincare line at the A4M Longevity SpringFest conference in West Palm Beach. The flagship product features Copper Tripeptide-1 (GHK-Cu), targeting med-spa and wellness practices already offering GLP-1, hormone, and hair loss treatments.
Detailed comparison of Lilly's Foundayo (orforglipron) and Novo's oral Wegovy. Foundayo offers no food/water restrictions; oral Wegovy has brand familiarity and head start. Wall Street predicts slower initial Foundayo uptake.
The Atlantic examines how GLP-1 pills are reshaping obesity treatment. The shift from weekly injections to daily pills addresses a major compliance barrier, though patients must continue therapy indefinitely.
Novo Nordisk entered a $2.1 billion partnership with Vivtex to develop oral delivery of biologic drugs, combining Novo's peptide expertise with Vivtex's GI formulation platform.
Eli Lilly formally launched Foundayo (orforglipron) eight days after FDA approval, having pre-stocked $1.5 billion worth of the drug. The oral obesity market now features a direct Lilly vs Novo Nordisk competition.
Clarivate projects orforglipron and retatrutide as the defining GLP-1 drugs of the next decade. Retatrutide is projected for 2028 launch after seven additional Phase III readouts expected this year.