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.
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.
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.