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Feb 23, 2026
Novo Nordisk's experimental weight loss drug CagriSema achieved 23% weight loss after 84 weeks compared to 25.5% with Eli Lilly's tirzepatide in a head-to-head Phase 3 trial, sending Novo shares down 15% in Copenhagen.
Feb 20, 2026
Novo Nordisk's next-generation obesity drug CagriSema achieved 23% weight reduction compared to 25.5% for Eli Lilly's tirzepatide in an 84-week trial, sending Novo shares down 15% and erasing over $400 billion in market value since 2024.
Feb 21, 2026
Prothena reported Q4 2025 adjusted loss of 45 cents per share, meeting estimates, while ending the year with $308.4 million in cash. Roche and Novo Nordisk advanced partnered programs prasinezumab and coramitug into Phase III trials.
Feb 18, 2026
Eli Lilly is developing multiple next-generation obesity treatments, including oral GLP-1 drug orforglipron expected to launch in Q2 2026, as competition intensifies in a market projected to reach $95 billion by 2030.
Feb 17, 2026
Novo Nordisk sues telehealth companies over compounded weight-loss drugs as employers explore AI-based alternatives to costly GLP-1 medications. About 1 in 8 Americans now take GLP-1 drugs for weight loss or diabetes.
Feb 17, 2026
Novo Nordisk secured FDA approval for oral Wegovy tablets in December 2025 and subsequently sued telehealth company Hims & Hers for patent infringement over compounded versions. The company is the only manufacturer with an FDA-approved GLP-1 weight loss pill.
Feb 18, 2026
GLP-1 weight loss drugs show increasing efficacy but raise concerns about excessive weight loss, side effects, and the rise of unregulated compounded versions sold online.
Feb 19, 2026
The UK and US announced a pharmaceuticals agreement featuring zero tariffs and a 25% increase in UK spending on innovative medicines. Major pharma M&A deals and regulatory reforms are reshaping the industry in early 2026.
Feb 19, 2026
Online telehealth company Hims & Hers withdrew plans to offer a $49 compounded oral semaglutide pill after FDA Commissioner Marty Makary called such products "illegal copycats" and Novo Nordisk filed a patent infringement lawsuit.
Feb 18, 2026
FDA Commissioner Marty Makary outlined plans to expand over-the-counter drug access, crack down on unlawful GLP-1 compounding, and address the U.S. falling behind China in early-stage drug development.
Feb 18, 2026
Dr. Reddy's Laboratories is poised to launch generic oral and injectable semaglutide in India following regulatory approval, targeting a market projected to exceed $1 billion driven by 100 million diabetics.
Feb 18, 2026
European regulators approved a 7.2mg "megadose" of Novo Nordisk's Wegovy involving three weekly injections. The Danish drugmaker filed suit against Hims & Hers after the telehealth company briefly launched a compounded oral semaglutide product.
Feb 18, 2026
Johnson & Johnson announced plans to invest more than $1 billion in a next-generation cell therapy manufacturing facility in Montgomery County, Pennsylvania, creating over 500 biomanufacturing jobs and 4,000 construction positions as part of its $55 billion U.S. investment commitment.
Feb 18, 2026
The European Commission has authorized a new 7.2 mg once-weekly dose of Wegovy (semaglutide) for adults with obesity across all 27 EU member states, following positive opinion from the EMA's scientific committee in December 2025.
Feb 17, 2026
Dr Reddy's Laboratories plans to launch a generic version of Novo Nordisk's Wegovy at 60% below the branded price, pending regulatory approval. The company recently received approval for generic Ozempic.
Feb 17, 2026
Novo Nordisk's investigational dual agonist CagriSema demonstrated superior efficacy to Ozempic in a phase 3 trial for type 2 diabetes patients, while the company faces market share losses to Eli Lilly in the GLP-1 space.
Feb 17, 2026
Novo Nordisk announced on February 4, 2026, that oral semaglutide previously marketed as Rybelsus will be rebranded as oral Ozempic, with availability expected in Q2 2026. The company also filed a patent infringement lawsuit against Hims & Hers over compounded oral semaglutide products.
Feb 17, 2026
Eli Lilly reported Q4 2025 EPS of $7.54 versus $6.67 expected and projected 2026 revenue of $80-83 billion. The company's GLP-1 drugs Mounjaro and Zepbound drove growth with revenues surging over 110%.
Feb 16, 2026
Eli Lilly has stockpiled $1.5 billion in inventory for Orforglipron ahead of an expected FDA decision in April. The oral weight-loss pill aims to compete with Novo Nordisk's recently approved oral Wegovy.
Feb 14, 2026
A review in The Lancet highlights emerging long-acting injectable therapies for hypertension that could reduce treatment to two doses annually instead of daily pills, with several candidates now in late-stage clinical trials.
