Posts Tagged ‘innovation’

Yesterday, Roche announced topline results from a phase two study of a new injectable dual agonist medicine for obesity. The drug, CT-388, delivered a reduction in body weight of 22.5% after 48 weeks at the highest dose tested (24 mg). Placebo-subtracted weight loss was 18.3% and at 48 weeks, patients taking the drug were still […]

This is a perilous and exciting time for investing in obesity innovation as the market for treating this disease advances dramatically. On the side of excitement, we note that the David Wainer in the Wall Street Journal predicts that “obesity drugs are about to go mass market.” Perilous for Novo On the side of peril, […]

At ObesityWeek in Atlanta, people are speculating about innovations that health professionals in general practice can embrace widely. We’re getting a good look at two candidates to become the GP GLP-1. Providing real obesity care and prescribing these medicines for more than a small portion of patients who need them is far from the norm. […]

Yesterday’s news from the business of developing and selling obesity medicines reveals a lot. Lilly told us tirzepatide is now the biggest-selling drug of any kind in the world and Novo Nordisk started a highly unusual bidding war with Pfizer for Metsera. Metsera is a biotech startup focused on obesity medicines. Booming Tirzepatide Lilly announced […]

We are most accustomed to technology bringing economic disruption. Three decades ago, it was the internet. Then smartphones and social media. Now, we obsess about the effects of artificial intelligence. But a strong case is building that obesity medicine is becoming an economic disruptor on a scale that is equal or greater than any of […]

Protein in your iced tea? In your snack chips? Yes indeed, these are artifacts of “protein madness.” This growing obsession with cramming protein into ever more of the products we consume has far-reaching effects. For The Atlantic, Lila Shroff describes her epiphany about this trend: “Protein products have come a long way. Perhaps, they have […]

A new report from Reuters tells us that Novo Nordisk is having a hard time coming to terms with its failure to solidify a leadership position in the obesity market it created from nothing with semaglutide. Former executives and financial analysts alike say the company was too conservative and unprepared for a blockbuster launch: “way, way, […]

A dramatic race is progressing quietly and out of view for most of us. It is the race toward better therapy for the liver disease doctors know as MASH (metabolic associated steatohepatitis), which has close ties to obesity. And likewise because of advances in obesity science, progress in treating MASH is advancing with blinding speed […]

It is jarring to hear much talk about making America great while we see signs that American biotech leadership is fading. Until now, America has been the unquestioned leader in biotechnology innovation. But hard data suggests that China is chipping away at that. Recent actions by the U.S. federal government seem to be opening the […]

Stepping back from the intense swirl of obesity care research at the ADA meeting just concluded, one thing stands out: People are having a very hard time following the thread of all this innovation. If you have any doubt, just scan the reports of investment analysts at the meeting. On one hand, they know they […]