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.
Investigative journalist documents how consumers buy injectable peptides from Chinese factories via social media and Reddit. The global peptide market has swelled to $50 billion annually.
PeptideSciences, one of the largest grey-market research peptide vendors in the US reportedly generating over $7 million per month, voluntarily ceased all operations on March 6. The shutdown followed coordinated enforcement from the FDA, DOJ, and FBI targeting companies selling compounds like semaglutide and tirzepatide without pharmaceutical licensing.
CMS confirmed that Medicare Part D beneficiaries will gain access to Wegovy and Zepbound for weight loss through the Medicare GLP-1 Bridge program starting July 2026 at a $50 monthly copayment, bridging to the full BALANCE Model launching in Medicare Part D in January 2027.
CNBC reports that within six months of starting a GLP-1 medication, households reduce grocery spending by 5.3% and fast-food spending by 8%. Dinner traffic has fallen 6% among regular users, with ultra-processed food spending down 10%. Food companies are racing to develop protein- and fiber-rich 'GLP-1 friendly' products.
Novo Nordisk signed a deal worth up to $2.1 billion with Vivtex Corporation, an MIT spinoff co-founded by Bob Langer, to develop next-generation oral biologic medicines for obesity and diabetes. Vivtex's AI-driven platform screens thousands of drug delivery formulations per day with near-perfect correlation to human intestinal absorption.