401 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.
Tirzepatide (Mounjaro) Indian sales fell to ₹114 crore in March from ₹135 crore in February, while semaglutide sales rose to ₹59 crore. Semaglutide's GLP-1 segment share jumped to 33% from 25% as dozens of generics flood the market.
Over 80 pharmaceutical companies are running clinical trials in obesity. Boehringer Ingelheim is advancing survodutide into three global Phase III trials, positioning it as a key next-generation GLP-1 competitor.
Biopharma acquisitions surged in Q1 2026 with 14 deals over $500M. Eli Lilly earned $65.2 billion in 2025, roughly half from Mounjaro and Zepbound, fueling an industry-wide M&A wave.
Combining multiple peptides like GHK-Cu, BPC-157, and TB-500 is becoming a growing trend, especially among GLP-1 medication users dealing with skin laxity from rapid weight loss. Goop feature explores risks and benefits with dermatologist input.
Three months into its launch, oral Wegovy has driven explosive prescription demand, largely attracting new patients who avoided injections. Early data suggest the pill is expanding the obesity market rather than cannibalizing injectable users.
Eli Lilly launched Foundayo on April 1 at $25/month for insured patients and $149 self-pay. The ATTAIN-1 trial showed 12.4% average body weight loss on the highest dose.
Noom acquired Tailor Made Compounding, a licensed 503A pharmacy in 46 states serving 400+ clinics, offering compounded peptides including sermorelin, GHK-Cu, and oxytocin.
Amazon Pharmacy expanded access to the new oral Wegovy pill with both insurance and cash-pay options, signaling a broader retail push to capitalize on surging oral GLP-1 demand.
Injectable semaglutide and tirzepatide will drop to ~$350/month initially and $245/month within two years, down from current list prices of $1,000–$1,350/month.
Wall Street bets GLP-1 drugs will transform food. Packaged-food giants are down 50%+ from peaks. Goldman projects these drugs could add over 1% to GDP if adoption reaches 60 million Americans by 2028.
Beijing-based Syneron Bio raised $150M in Series B funding with AstraZeneca among investors to develop macrocyclic peptide drugs. The FDA also proposed a new expedited IND pathway.
OrbiMed-incubated startup revealed $89M in funding to develop oral peptide drugs with biologic-level efficacy. Lead program targets asthma and is on track for clinical trials.
Industry analysis highlights CagriSema (cagrilintide + semaglutide) Phase 3 data showing 14.2% weight loss in type 2 diabetes adults, positioning it as a major Novo Nordisk pipeline asset.
Deep dive into the retatrutide hype cycle triggered by Andrew Huberman's endorsement and looksmaxxing influencers. Frames the triple-agonist as potentially more consequential than Ozempic.
CBC investigation compares the peptide trend to historical pseudoscience, with scientists emphasizing no large-scale human trials exist for peptides sold by influencers.
Analysis covers Novo's competitive positioning including ORION study results comparing oral semaglutide against orforglipron, plus up to 48% price cuts in India.
WeightWatchers began offering oral Wegovy with promotional pricing. Clinical trials showed 13.6% body weight loss with oral formulation versus 14.9% injectable.
GoodRx announced oral semaglutide availability via its telemedicine platform at $149 for lower doses, matching Novo Nordisk pricing and intensifying the GLP-1 price war.