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.
The regulated peptide market is worth $50 billion and projected to double by the early 2030s. Unregulated peptides like BPC-157 and TB-500 lack rigorous human safety data and are increasingly sourced from gray-market Chinese distributors.
Eli Lilly's Foundayo (orforglipron) won FDA approval with aggressive pricing as low as $25/month with savings card. Medicare Part D coverage could bring costs to $50/month starting July 2026.
A physician essays about a patient who stopped her statin despite high coronary calcium yet continues injecting BPC-157 ordered online, highlighting the growing trust gap between consumer-hyped peptides and evidence-backed medications.
With one in ten American adults already on GLP-1 drugs, next-generation medications including Foundayo and retatrutide could reach the ~25% of patients who don't respond to current GLP-1 monotherapies.
In-depth comparison of Foundayo against existing GLP-1 drugs, noting 27 lbs average weight loss over 72 weeks at the highest dose. Experts hope more oral options will drive down costs and offer patients greater flexibility versus injectable regimens.
BioSpace reports Lilly launched Foundayo with $1.5 billion in pre-built inventory. Available via LillyDirect with prescriptions accepted immediately and shipping beginning April 6.
NBC News covers Foundayo's approval with self-pay pricing from $149-$349/month across six dose tiers. Medicare coverage for some patients could begin as early as summer 2026 with copays as low as $50/month.
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.